Squawk on the Street Cramer's Morning Take: Trade Deal & Memes 7/23/25
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Jul 23, 2025 Dive into the excitement of a major trade deal between Japan and the U.S., which bodes well for Toyota and the broader market. Uncover the duality of optimism as rising meme stocks raise red flags for investors. Gain insights into shifting market dynamics, particularly within consumer staples and healthcare sectors. Explore Kohl's financial performance against competitors and stay informed with exclusive investment tidbits. It's a rollercoaster of market analysis and emerging trends!
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Trade Deal & Meme Risks
- The biggest trade deal benefits both Japan and the U.S., lowering tariffs effectively.
- However, the market has a new "meme problem" that worries about pump-and-dump schemes like GameStop's.
Market Froth and Short Squeezes
- Some froth left the market as laggard sectors like consumer staples gained.
- But targeted short squeezes remain risky and usually end badly.
Kohl's Turnaround Potential
- Kohl's stands out as a legitimate turnaround opportunity with refinanced debt and multiple bidders.
- Unlike Bed Bath & Beyond, Kohl's has five years before any debt coupons are due, easing refinancing pressure.