Wednesday, December 11, 2024

Cramer's First Hour, Part 3 -- December 11, 2024

Locator: 48377CRAMER.

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: will continue to live in the brains / minds of the MSNBC anchors rent-free. It is so much fun catching the first two minutes of Morning Joe -- that's all I can take -- two minutes -- but it's always about Trump. Always. Joy Reid, even worse. Not on MSNBC but rather ABC: "The View." Whoopi tries to keep the panel optimistic, not to go crazy over Trump, but she isn't succeeding. 

Trump: there's going to be a lot of "ink" spilled on a gazillion stories re: Trump, but with regard to economy, Trump will focus on ITT: immigration, taxes, and tariffs. And that's it. Period. Dot. Immigration, taxes, and dots.  

Kroger, Albertsons deal dead. For the archives. I have no dog in that fight. This reminds me of the movie rental business many decades ago. The government knows best. LOL. Target, Walmart are opening bottles of champagne. Costco shares will benefit but business models completely different. Albertson's / Kroger competes with Walmart, Target, and with each other, not with Costco. Then this, Cramer brings up the cost of eggs. LOL. Probably just for entertainment; he knows the real problem with regard to the price of eggs and it's not due to the size of the US deficit / US debt.

Cramer: frustrated with housing inflation. We've talked about this before. Could easily be solved. 

Transformers: GE Vernova. Google transformers siemens ge vernova. Speaking of which, vernova. In Spanish, ver is the infinitive, "to see." Nova, of course, is "new."

Professional athletes: two things I don't understand -- it seems like there's a huge opportunity here. I'm surprised Phil Mickelson hasn't take advantage of this.

  • unprotected homes;
  • no chauffeurs.

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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. Nvidia is a metonym for AI and/or the sixth industrial revolution.
  • Longer version here

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