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cover of episode Mad Money w/ Jim Cramer 7/1/25

Mad Money w/ Jim Cramer 7/1/25

2025/7/1
logo of podcast Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer

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J
Jim Cramer
通过结合基础分析、技术分析和风险管理,帮助投资者在华尔街投资并避免陷阱的知名投资专家和电视主持人。
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Jim Cramer: 我认为我们正处于一个机会均等的牛市中,各个行业的股票都有上涨的机会。这个市场受到参议院通过的预算案的影响,该预算案对房地产有利,这激发了新的买家购买住房相关股票。此外,婴儿潮一代向X、Y和Z世代转移了100万亿美元的财富,他们正在股市上崭露头角。我特别看好Target和银行股,认为它们有上涨的潜力。如果参议院通过预算案,使抵押贷款扣除永久化,那么应该购买住房股票,因为这个市场是由“显而易见先生”主导的。QXO公司也在收购与房屋相关的资产,无论是否是恶意收购,这都是一个好故事。总之,这是一个值得参与的牛市。

Deep Dive

Chapters
This chapter analyzes the current bull market, characterized by its broad reach across various sectors. It discusses the impact of the Senate's budget bill on the housing market and the wealth transfer from baby boomers to younger generations, influencing investment behavior.
  • Broadening bull market impacting various sectors
  • Senate budget bill positively affecting housing market
  • $100 trillion wealth transfer influencing stock market

Shownotes Transcript

Listen to Jim Cramer’s personal guide through the confusing jungle of Wall Street investing, navigating through opportunities and pitfalls with one goal in mind - to help you make money.

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