Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 04/11/25
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Apr 11, 2025 Rob Pace, Founder and CEO of alternative data firm 100X, shares insights about the current stock market dynamics. He discusses the impact of external factors on major players like Goldman Sachs and Bank of America, emphasizing the importance of staying informed. The conversation dives into upcoming earnings, pricing power, and the golf industry's investment potential. Listeners gain awareness of diversified portfolio strategies, particularly in healthcare, while examining how consumer behavior shapes market trends.
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Bank Stock Advice
- Consider Goldman Sachs as a potential investment, citing their ability to adapt and perform well.
- Be cautious with Bank of America and Citigroup, as their stocks might be overvalued.
Pharmaceutical Industry Challenges
- The pharmaceutical industry faces challenges due to new FDA regulations and potential tariffs.
- Consider Johnson & Johnson, which might break out if there's positive news on new drugs.
American Express Investment Advice
- Consider American Express as a potential buy, focusing on new card sign-ups, especially among younger people.
- Exercise caution and listen to their earnings call before investing, as their stock can be volatile.