Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 9/19/24
Sep 19, 2024
Dive into the complexities of Wall Street as interest rate cuts reshape the market landscape. Discover the opportunities for growth in sectors like housing and tech, spotlighting names like Salesforce and NVIDIA. Learn how the Federal Reserve's moves can supercharge stocks, with insights on major players like Apple. Explore the pivotal partnership between Microsoft and CrowdStrike in bolstering cyber defenses. Finally, catch rapid-fire stock insights in the Lightning Round, addressing listener queries and navigating market rumors.
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Fed's 50bp Cut Is Positive
- A 50 basis point rate cut from the Fed is never bad news when telegraphed properly.
- It signals easing liquidity and attracts investment back into stocks, especially dividend payers.
Don't Fight The Fed
- Don't fight the Fed: buy stocks when they cut rates and sell when they hike.
- Rate cuts inject money into the system, making dividend stocks with yields more attractive quickly.
Fed Cut Winners Are Varied
- Historical Fed rate cut winners include Apple, Target, and Textron among others.
- This mix shows tech and healthcare can outperform despite general expectations favoring cyclicals.