Cramer's First Hour, Part 5 -- October 16, 2024

Locator: 48597CRAMER.

Cramer's first hour: a mix of facts, factoids, opinions from various sources -- often not cited -- while listening to Cramer's first hour on CNBC.   

Definitions:

• hard landing: Fed goes back to raising rates, time line -- through end of 2025
  
• no landing: Fed -- no more rate changes in 2024 / 2025
• soft landing: Fed continues to drop rates, time line -- through end of 2025
  

The Sara Eisen hour (no pun intended, but I may use it from now on -- LOL). 

Wow, she is really "optimistic" this morning. How much better the consumer is feeling, and doing so well. Many charts, started with "relief at the pump." Says she had more charts but had to stop at some point. $Gasoline a year ago, $3.60. Today, $3.20. Is this CNBC starting to show their cards with regard to the presidential election? 

MS: among many investment banks, reported better-than-expected 3Q24 results and shares jump.

Interest rates: talked with an extended family member last night. 

Generation X (born between 1965 and 1980); 50 years old (or approaching 50). Says he never expects to see interest rates below 4% again in his lifetime. Not good, bad, simply an observation. The mortgage on his house? 2.8%. 

Vistra: on the way home from Farmer's Branch, TX, passed this company's headquarters in Irving, TX. I think it was on TX-121 north. Ticker:

Wiki, note how "old" this company is:

This is why I'm recommending to the grandchildren when it comes to investing, stick with the professionals and mom-and-pop investors shouldn't be doing their own stock picking. 

Kairos: private company. Who is going to buy it? On another note, the Google-Kairos press release, link here. 500 MW of new energy. Financial details not provided. Perhaps this will provide some estimates:

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Disclaimer
Brief Reminder 

• I am inappropriately exuberant about the US economy and the US market.
• I am also inappropriately exuberant about all things Apple. 
• See disclaimer. This is not an investment site. 
• Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 
• Reminder: I am inappropriately exuberant about the US economy and the US market.
• I am also inappropriately exuberant about all things Apple. 
• And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia.