Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 1/7/26
Jan 8, 2026
Rusty Brazil, founder of RBN Energy and oil market expert, joins to reveal the intricacies of Venezuela's crude production and refining challenges. He highlights the significant constraints on Venezuelan oil output and the current limited flow to global markets. Exploring the reasons behind the U.S. Permian's dominance, Rusty emphasizes the logistical hurdles faced by Venezuelan crude. He warns that any potential supply growth will be gradual, signaling a longer timeline before Venezuelan oil significantly impacts global markets.
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Buy The Reaction, Not The Run
- Wait for a better entry after management or analysts warn the market rather than buying at new highs.
- Buy on meaningful pullbacks to get a favorable cost basis and reduce short-term downside risk.
Deep Pullbacks Can Offer High-Quality Entry
- Stocks that fall far from their highs can present rare buying opportunities when fundamentals remain strong.
- Getting a good cost basis on quality names like CrowdStrike materially improves your odds of success.
Scale Into Unloved Consumer Names
- Diversify beyond tech by adding slow-growth, high-quality consumer stocks in tranches rather than all at once.
- Build positions gradually (e.g., buy 25 shares, then add on deeper yield levels) to lower average cost.
