Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 12/5/25
28 snips
Dec 6, 2025 Jim Cramer dives into the tangled world of Wall Street, explaining why markets often act irrationally. He emphasizes the dangers of following crowd sentiment, urging investors to remain independent thinkers. When it comes to selling stocks, he advises acting on fundamental changes. For retirees, a strategic mix of S&P index funds and concentrated stocks is key. Throughout, Cramer highlights methods to discern between genuine market signals and mere noise, while also warning about the pitfalls of IPO manias and the importance of disciplined investing.
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Consensus Often Equals Priced-In
- When a widespread consensus forms, the market usually has already priced it in so the expected move often won’t materialize.
- Jim Cramer calls this the 'kind of sort of efficient markets corollary' and urges investors to worry about what others ignore.
Sell On Fundamental Change
- Sell when the fundamentals change, not merely because the stock moved.
- Re-rank holdings after misses and replace them with better opportunities.
Core-Satellite Portfolio Split
- Put two-thirds of retirement or core holdings into an S&P index fund if active managers can't beat it.
- Use the remaining third for a concentrated portfolio of 6–10 individual stocks you actively follow.
