Cramer's First Hour, Part 1 -- November 14, 2024

Locator: 48754CRAMER.

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. 

Morning Joe: Al Sharpton is back! Wow. First word on the bingo card: "guardrail."

Trump's administration: the four-legged stool --

• immigration
• a "real" border czar, air, ground and sea: Tom Homan
  
• the southern surge / deportation: Kristi Noem
  
• sanctuary cities
  
• retribution
• the generals -- Pete Hegseth
• board to purge generals (link to WSJ)
  
• the intel community -- Tulsi Gabbard
  
• the DOJ -- Matt Gaetz; withdraws; new pick: Pam Bondi, former Florida attorney general; in Trump 1.0 administration.
  
• the economy
• the Fed -- issue of independence -- replacing JPow
  
• deregulation -- the President's perogative
  
• anti-trust in context of US economy -- SecCommerce
  
• tariffs -- Robert Lighthizer 
• climate -- Michael Zeldin
• energy -- EPA -- SecEnergy
• California's Diablo Canyon given new lease on life with AI; link to Power Engineering.
  
• US: global leader in oil and natural gas
  
• government efficiency
• Musk and Ramaswamy
• downsizing -- all department secretaries; marginal agencies (think NASA) at greatest risk
  
• elimination -- some department secretaries -- 
• could "Education" be eliminated outright or subsumed by "HHS"?
• DOJ: if Kaetz not confirmed, could DOJ be left to swing / twist in the wind?
  

Personal investing: Sophia will add significantly to her SCHB position today.

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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.