Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 2/27/25
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Feb 28, 2025 Explore the dynamic impact of inflation and tariffs on stock markets, especially in the tech sector. Discover the surge in egg prices due to a bird flu outbreak and how it affects Vital Farms amid rising commodity costs. Dive into accounting concerns at Vital Farms and government initiatives for poultry health. Get insights on NVIDIA's groundbreaking technology against a backdrop of skepticism about energy investments. The discussion also touches on housing market challenges and the potential for resilient stocks in fluctuating economic conditions.
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Tariff-Proof Stocks
- Look for stocks insulated from tariffs, like those without China exposure.
- Consider software companies with no tariff exposure, which can be valuable.
Retail Wasteland
- Retail is a wasteland because the US outsourced manufacturing long ago.
- This deal, endorsed by both parties, wiped out US manufacturing capacity and expertise.
Market's Tariff Woes
- Wall Street hates tariffs, but unpredictability is worse.
- Markets prefer rapidly escalating tariffs for clarity.