Wednesday, November 6, 2024

Cramer's First Hour -- November 6, 2024

Locator: 48720CRAMER.

Pre-market:

Reminder: The View, today, 10:00 - 11:00 a.m. on ABC

Reminder: the IRA was all about "green energy." Congress likes to pass big legislation. It will be interesting to see how Trump re-writes the IRA. First Solar is down 14% in pre-market trading.

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.  

Trump and team: will hit the ground running. No immediate distractions. The defeat was overwhelming: popular vote by at least five million; electoral college landslide. 

Scott Bessent

Apple laptops and desktops: amazing how many Apple computers were seen on television overnight.

David Rubinstein: what a national treasure.

First things first:

  • tariffs (requires no legislative support); and,
  • extend those Trump tax breaks which are due to expire in 2025.

Deficits, all of a sudden, no longer matter

Absolutely incredible: Trump takes Wisconsin, Georgia, North Carolina, and Pennsylvania.

Good, bad, indifferent: there will be new energy in Washington, DC, between now and January 20th. This should be incredibly "exciting." No matter what side of the aisle one is one.

Good, bad, indifferent: did anyone expect that the election results would be over / would be known in less than twenty-four hours?

Moreno, Ohio: impressive. 

New book: The Genetic Book of the Dead: A Darvinian Reverie, Richard Dawkins, c. 2024. Already ordered.

New book: Ancient Christianities: The First Hundred Years, Paula Fredricksen, c. 2024. Considering.

New book: Religions of Early India: A Cultural History, Richard H. Davis, c. 2024. Considering.

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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 something appears wrong, it probably is. Feel free to fact check everything.
  • 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.
  • Longer version here.

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