Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 5/12/25
May 12, 2025
Conor Flynn, CEO of Kimco Realty, shares his insights on the company’s performance and strategy as a leading shopping center REIT. He dives into the resurgence of retail, highlighting the success of mixed-use developments post-COVID. Flynn discusses how efficiency is key to operations in the current market and the potential effects of a US-China trade agreement on consumer spending. His take on the resilience of shopping centers in changing economic conditions offers a fresh perspective for investors navigating today's landscape.
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Market Rally From Tariff Rollback
- The rollback of steep tariffs on China caused a significant market rally across various sectors.
- This event revealed the market's responsiveness to trade policy changes beyond just China-related stocks.
Earnings Estimates Regain Importance
- Sectors indirectly affected by the economy, like financials and industrials, soared with tariff relief news.
- Future earnings estimates regained importance after fears of recession due to tariffs began to ease.
Buy Eli Lilly Stock Now
- Buy Eli Lilly shares based on recent data showing it outperforms Novo Nordisk in weight loss.
- Purchase now as the market has not yet fully reflected this advantage.