Locator: 51655CRAMER.
MARINE TRAFFIC link: link here.
Some would argue that Cramer is always "off." In today's context, Cramer being "off" refers to Cramer have the morning "off" -- not being on the air this morning. LOL.
I may do the same thing: take the day off.
Some last comments:
- the Fed chairman says the US is at "full employment";
- CNBC senior analyst suggests that a Fed rate increase will not affect this "type" of inflation;
- Carl Q did say today's jobs report was a "barnburner"
- Carl Q did (correctly) say that it's a distilled/product problem and NOT an oil problem.
- NEC's Hassett: this number was way, way better than expected
- Hassett may have hit the number on the head: due to all that AI buildout
- AI facilities breaking ground; and, electric utilities breaking out in terms of construction, not necessarily share price
- similar to the high-growth years during the internet breakout decades ago
- US remains the best place in the world to invest
- JPM study released this week on hyperscalers' debt issuance
- link here;
- link here;
- link here;
- link here.
- at this link, "Rear Window," download the full report -- and see this graph, hyperscalers' debt issuance
Jobs report:
truly amazing; an incredible jobs report -- some of these incredibly good numbers have not been seen in years -- and yet the mainstream media is trying interpret the jobs report in a "negative" manner. It gets tedious.
