Mad Money w/ Jim Cramer 12/13/24
Mad Money w/ Jim Cramer
Deep Dive
Why is the bond market's performance affecting the stock market?
The bond market has been down every day this week, signaling higher inflation than expected. This makes investors nervous about buying growth stocks, as higher inflation typically erodes their value.
What is Jim Cramer's view on the upcoming Fed rate cut?
Cramer believes the Fed will likely cut rates by a quarter percent, but he criticizes the excessive focus on Fed actions, which can distract investors from long-term stock performance.
What does Jim Cramer think about the Qualcomm vs. Arm Holdings patent dispute?
Cramer expects a settlement in the Qualcomm-Arm patent dispute, which he believes would be beneficial for both companies, especially if Arm wins and takes away Qualcomm's license to use important chips in devices.
How does Jim Cramer view the housing market outlook?
Cramer is cautious about the housing market, noting that mortgage rates remain high, and turnover is lower than expected, which has negatively impacted home builder stocks like Lennar.
What is Jim Cramer's opinion on Nike's future?
Cramer believes Nike needs to demonstrate significant innovation to regain its brand strength, as the previous CEO's actions have damaged the once-unassailable brand. He expects the new CEO to outline a clear roadmap for growth.
What does Jim Cramer think about the cruise industry?
Cramer is highly bullish on the cruise industry, calling it the most bullish sector in the S&P 500. He notes that cruises are the most popular form of travel post-COVID and remain a great bargain.
How does Jim Cramer view Goldman Sachs as an investment?
Cramer recommends Goldman Sachs as a preferred investment bank, especially given the expected increase in M&A activity under the new administration. He believes it will benefit from such trends.
What is Jim Cramer's take on Alibaba's future?
Cramer is cautious about Alibaba, noting that it is the only Chinese stock he currently recommends. He is hopeful that President-elect Trump might take a more creative approach to U.S.-China relations, which could benefit Alibaba.
What does Jim Cramer think about AZEK's growth potential?
Cramer is optimistic about AZEK, praising its consistent growth in a no-growth industry. He highlights the company's focus on premium products and its ability to outperform its market, with the stock up 40% for the year.
What is Jim Cramer's opinion on Service Titan's IPO?
Cramer views Service Titan's IPO as a positive sign for the IPO market, but he finds the stock expensive at current levels. He would prefer to buy it if it drops to a more reasonable valuation.
- Market uncertainty due to Dow dip and weak reaction to Broadcom's earnings
- Bond market weakness and inflation concerns
- Cramer's frustration with excessive focus on the Fed
Shownotes Transcript