36 Burst results for "Jim Jim"
Fresh update on "jim " discussed on Bloomberg Best
"Been taken into custody. I'm Jim Forbes. I'm Ed Baxter. And I'm Denise Pellegrini. And you're listening to Bloomberg wealth with David Rubenstein, part of our best of Bloomberg series. And in this episode, we're hearing from Paul of the launch, chief investment officer at Rockefeller university about investing money large amounts and small. So here's David Rubenstein with Valon. Let's listen in. Let's suppose you're at a cocktail party in New York or Maine or wherever it might be. And somebody has told you manage the endowment for the Rockefeller university. They say to you, well, I have an extra $100,000. What should I do with it? What do you tell the average person who for a $100,000 might be a fair bit for an average person? What do you tell them to do with their money? Well, right now I would say I think you need to wait a little bit. Don't dive right there in the market, but I would say do a diversified portfolio. You need to think about what your cash flows are going to be. Rockefeller, the first thing I do every Monday is look at our cash flow needs capital calls, spending all that. I want to see what the cash is. So I would think you need to look at your liquidity needs. And then you need to invest mostly in mutual funds for smaller investments because you can't get into some of the funds that we're in. And then also different sectors can be very interesting. But a lot of index S&P 500 to make you sleep at well at night, not so well. This time. But are you an investor in cryptocurrencies or what do you think of the whole crypto world? Yeah I do think the crypto world is something that's going to stick with us and it's developing. I think that the blockchain is sort of like when we thought computers and the first days of the computer, you thought only scientists would use it. And I do think it's an asset class. We are doing gaming and we're also learning about the metaverse, which I think some people think it's silly, but we're doing a lot of work on that, and we've made small investments in that to learn about it. So when you look back on your career, what would you say is the greatest piece of luck you had? Because luck was just serendipity, all the great opportunities I've had, whether it be working at bowdoin college and the museum to meeting David Swanson, there's a lot of paths in my life that I think were just serendipity, so I'm happy for that. I think one of the best investments I ever made was my beautiful house in Maine, which I love, which Maine is in my blood. It's great. And you've been listening to Paula valente, chief investment officer at Rockefeller university. On Bloomberg wealth with David Rubenstein, part of our best of Bloomberg series. All right, let's turn now to another legendary name in the world of investing. Abby Joseph Cohen. Right, former partner at Goldman Sachs now she's a professor at Columbia business school. Right, and she tells Bloomberg's Tom king, Lisa Abramovich and Caylee lines the investment game is changing as we speak. So the last few years, the fundamentals have mattered less than things like momentum and investor enthusiasm. You take a look, for example, at the strong correlation between the technology stocks, cryptocurrency, and so on, and basically say these are financial assets in which valuation approaches really didn't matter very much. And I think we're now back into a period in which it does matter. Where it's the fundamentals of earnings, the fundamentals of margins, the fundamentals of inflation and interest rates and putting that all together in terms of appropriate valuation models that will make a big difference for investors going forward. Abby, how do you model the fundamentals at a time when people can't game out whether we're going to have a sanguine economy or a hard landing that looks something like a depression at what point do you game out? Recessionary outcomes in your fundamental analysis. There are two different ways to look at that Lisa. First of all, we can gain out alternative scenarios. So we have some sense of what the range of possibilities might be, not just for equities, but other financial assets. But of course, at the end of the day, an investor or portfolio manager has to say, what do I think is the most likely scenario? You can always plan for the worst if you have very little risk tolerance. You can always plan for the best if you're highly risk averse. But I think many portfolio managers are aiming for something in the middle where they're trying to identify what is the most likely scenario. Right. Which seems to be priced in right now is a mild recession, certainly not as severe recession. When you look at the parameters, do you look at the end of the era of free money, or do you look at just simply a pause, a momentary reprieve from the ultra low rates of more than a decade as we try to curtail inflation and then a reversion back to that at the end? Yeah, let me adjust the question just a little bit, Lisa, and to say that money isn't free anymore, but in many cases, it's not particularly expensive, particularly by historical standards. And so while we have seen this rise in interest rates and the fed is likely to continue to move those short rates higher, we've already seen quite an increase in the intermediates in the longs and the rates that affect consumers, for example, through mortgages. And so what we have to recognize is that when money becomes more expensive, in some ways investors, households become much more careful with it. Because if it's no longer free, you are going to see less leverage, which is a good thing in portfolios, for example, we've had incredible returns and some private equity portfolios, maybe the basic returns were good, but in some cases they've been turbo charged by significant amounts of leverage. We sort of hide the underlying skill set, if you will, of the portfolio manager. And then, of course, there are many corporations that took advantage of very inexpensive money to leverage up their results. And so when money is no longer free, we get to see a better picture of whether those corporate managers and those portfolio managers are actually doing a good job. Well, Abby, you talk about how people are more careful with their money in this kind of environment. And we know that it wasn't just, you know, corporations and big port institutional investors that were moving money around during the pandemic free money area. You also had stimulus that was fueling the retail investor and they have been a force within these markets. What happens when that goes away? What we are looking at, of course, is a situation in which individuals in many cases became overly enthusiastic about some areas of the market, equities, and elsewhere, including digital currencies that offered good momentum. And what we are moving into and have already begun to see is what happens when the momentum breaks down and you need to start looking at the valuations per se. Now, individual investors, of course, have many different factors that they need to be concerned about. Some of it has to do with how much longer they have in their investment horizon, what else they might need capital for and so on. And so we, in fact, see less money going into things like cap weighted ETFs. We've not yet
AP Sports SummaryBrief at 7:24 p.m. EDT
"AP sports I'm Dave ferry A person with knowledge of the deal says set of Rudy Gobert has been dealt by the jazz to the Timberwolves for four first round draft picks between 2023 and 2029 along with Patrick Beverly Malik Beasley and the rights to 2022 first rounder walker Kessler Two American men advanced to the fourth round of Wimbledon on Friday while two were ousted Francis TFO and Tommy Paul advanced Yannick center beat John Isner and Steve Johnson was beaten by Cameron nori Top seed Novak Djokovic lost just 7 games in his straight sets victory Metz pitcher Max Scherzer is now scheduled to make his return Tuesday against the reds More than a month after straining his left oblique The three time Cy Young award winner hasn't pitched since May 18th against the Cardinals Jim Montgomery is the new head coach of the bruins the 53 year old Montgomery spent the past two seasons as an assistant with the blues The sharks have fired bob bugner and his staff two months after the season ended the decision comes as San Jose remains in the market for a new general manager I'm Dave ferry AP sports
Bruins hire Montgomery as coach to replace Cassidy
"Jim Montgomery is the new head coach of the bruins The 53 year old Montgomery spent the past two seasons as an assistant with the blues He was fired from his first NHL head coaching job by the stars in December 2019 with a team citing unprofessional conduct Montgomery replaces Bruce Cassidy who was dismissed following her first round loss in the playoffs Montgomery will open the season without at least two key components left wing Brad marchand and number one defenseman Charlie mcavoy will miss the start of the season due to injuries And Patrice bergeron is mowing retirement I'm Dave
Steve Deace: The Difference Between the Two Parties on Capitol Hill
"I mean it reminds me of my old adage that most Republicans on Capitol Hill are really Democrats but no Democrats are really Republicans Hold on a second I'm reading a press release stand from George W. Bush She finally got around thanking Samuel Alito for writing the opinion on it We did No he did not Oh yeah of course he didn't That's right We were waiting on that Jim was waiting with bated breath Bobby bonilla day came first and it still hasn't happened So yes you're right You know here's the difference between the two parties on Capitol Hill There's two things I could say that are the real difference Democrats inspire their base to get what they want Republicans conspire against their base to get what they want Democrats don't even try don't even attempt to curtail their agenda at all To win elections Like they used to or gone are the days of Bill Clinton losing a midterm calling it sending Hillary out in a two year tour and bringing a dick Morris to save his presidency with triangulation Those days are gone It's devil in a red unitard with a pitchfork Just out in the open with it now And so they won't even curtail their agenda to win elections Meanwhile Republicans will seek to curtail and agenda They don't actually agree with Their own base in order to win
Lucia Navarro Joins Jim Hanson to Discuss Latino Values
"So we have a member of a new organization that I am very thrilled to introduce you if you haven't heard of them called americano media that is speaking from a conservative viewpoint to the Latino community and joining us now is Lucia Navarro and award winning journalist from americano and Lucia. I'm glad we finally got you on it was my fault, but good to hear from you. It is a pleasure. Thank you, Jennifer the invitation. We're very happy to be with you and very happy to share the news of poor American. What is a purpose with all the communities? And the whole community there in the United States. Well, and that's just it. You guys are speaking in Spanish, which we have historically been bad at. You know, I mean, most Americans know exactly none languages were marginally competent in English. But now we've got people in their own language hearing the views that mirror their beliefs, mirror their their beliefs in God and country and entrepreneurship and all that. So tell us tell us how it's going at americano media. I know, I know it's going well. I want to hear how well. Well, it is very well let me tell you, because as you just said, we explained Latinos. The real views of the politics in the U.S., we do not believe that all Latinos are Democrats because they think that they are the parties that are going to really fight for them. We do not believe that. And we're sure that many Latinos are just blind. I mean, they don't understand that the values that we share is Latinos. Those that we were raised with are Republican
Dave Brat on the Grim Outlook for the US Economy
"Look, we got a lot of bad things happening in the country right now. Almost too many to count. But the one that's hitting all of us is the damage they've done to the economy. So we're going to have someone on to talk now about what the damage is and what we can expect. Former congressman Dave brat now economics professor. Dave, it's bad. It's ugly. I cry when I open my financial apps. And you're not going to tell me it's getting better, huh? No, there's no good news out on that horizon. We're not only destroying inflation and the price system and the interest rate, which is the price of money. It's the main price that we use to make all our other calculations, but we've been in a 50 year decline on the major variables that affect the real economy. Too much attention is paid to the stock market, which is the financialization of all this stuff right now. That's fine. You know, that affects your retirement and all that. But the real economy is what makes that possible. And if you just think through the main components that drive growth, capital investment business investment, small business is getting clobbered, human capital is one third of growth. That's education and just compare our high school graduates with the Chinese and Indian competitors and we're getting clobbered and then the main driver that causes economic growth. I did my PhD in economic growth. And, you know, if you had capital, you get diminishing returns, you remember in your horrified freshman macro class there. But there's only one variable that causes long run economic growth, and that's called total factor productivity. That's the creativity and the ideas and the entrepreneurship that's made America great. And if you neglect that one, that one, if you have it, it makes the whole curve go way higher.
Jim Hanson and Corey DeAngelis Chat About School Choice
"Now let's talk about the other big win. State of Arizona, the money follows the kids, laid out for us, Cory. Yeah, so the victory in Arizona is the biggest school choice victory in U.S. history. Every single family, regardless of income, regardless of background, will be able to take their kids state funded education dollars to the education provider of their choosing. That could be a public school, a private school, a charter school, or a home based education option. With this victory, Arizona cements itself as the number one state for school choice. And when governor doocy of Arizona signs this bill into law, which he is expected to do soon, he'll essentially be walking up to governor desantis of Florida and snatching out of his hands, the school choice championship belt of the U.S.. Look, ducey's been a leader in school choice. We all know this. This is friendly competition and more Republican state governors should follow the lead of doocy and desantis and go all in on school choice. Now is the time to do it. Support for educational freedom is at an all time high and defenders of the status quo are on defense. We saw this with Terry McAuliffe. We saw this with the national school boards association who tried to label parents as domestic terrorists for pushing back at school board meetings about curriculum. Well, since then, over the past half a year, 26 states have already left the national school boards association. We might as well call them the regional school boards association.
Jim Hanson and Corey DeAngelis Discuss Carson v. Makin
"Corey D'angelo is with the association or the American federation for children. And he has been just a leader in the fight for school choice. And we got two wins. First, the Supreme Court decision I forgot, and then also the Arizona decision to have the entire state be run with the money following the children. Congratulations, because you were a part of both those. Maybe not the Supreme Court case as much. But tell us the implications of the scotus decision first. Yeah, totally. This is the Carson V Macon case coming out of Maine. It was a 6 three decision in favor of parental rights and education. And the basic takeaway is if you're gonna have a school choice program, you can't discriminate against religious families and religious schools by excluding them. That's what was happening in Maine. And it pretty much reaffirmed what we already found in the Espinosa V Montana decision in 2020, which was a 5 four decision on the part of parents. And it also reaffirmed that school choice has no issue with the separation of church and state, which is not itself in the constitution. For the same reasons that pell grants don't violate the establishment clause with the pell grant for low income kids, you can take the money, you can go to a public or private university, a religious or non religious university, and you have a choice in the matter. Same thing with pre-K programs, same thing with Medicaid. You can take your Medicaid dollars to a private religious hospital if you want. And there's no separation of church and state issue because the primary beneficiary that funding is the individual student and their families and they can pick among religious and non religious
Professor Randy Barnett Summarizes 'Astonishing' SCOTUS Term
"Barnett, would you summarize the term, which is about to wrap up in a few hours? Astonishing? I can summarize it in one word. It's astonishing. Let me put it this way. One of the things that was said for some time, especially after the NFIB versus surveillance ObamaCare debacle that I was involved in, as you know, is that 5 votes are not enough. You need to have sex. It's like it's like, you know, it goes to 11. You need one more. So it's like Ocean's Eleven. You need one more. So you need 6, not 5, 6 changes, the complexion of the court, a lot. And 6 by 6, I mean, 6 legal conservatives of one variety or another. And I think now this we finally see the difference between 6 and 5.
Brit Hume Rips January 6 'TV Production' Hearing
"Let's start with Britt Hume. Last night on Fox News with Brett bear, I said grab this because he is slamming the Nancy Pelosi one 6 committee after the hearsay testimony of miss Hutchinson cutting them 11. What it did do now that the testimony is being challenged is it shows why it's not a good idea to put witnesses on that without any cross examination or any viewpoints expressed from the other side of the issue when there is another side and certainly it is in this case. This is what the committee has decided it will do. It will put on a TV production, which is what it has done. And it seems to have tripped itself up on that because the testimony is now being disputed openly by the Secret Service. First of all, I said the beast, but it was the smaller Secret Service SUV, but either way, how does this happen in a committee that's that scripted and that laying all of this methodically out, they call this surprise hearing and then they trip on this and it opens the door to critics of the committee from the beginning. Well, I think it's consistently what the committee has done though. When you think about it, they'll call witnesses before the committee and the witness will be sitting there and then the committee will proceed to play excerpts from the deposition, the video deposition of the same witness. It's a very peculiar way to proceed. You know, I've been around Washington a while. I covered the hill for a long time. I don't remember any committee where all the members were chosen by one party, even the minority parties representatives. And they're all on the same page. They all agree. Well, if you don't have any dissenting voices, this is the kind of thing going to happen. Some mistake. After two of the congressmen were turned down, then the minority leader walked away, but it still does not have any pushback. And where does it go from here? No, you need that to have credibility. You need that. And so does it have credibility at the end, do you think? Well, if this blows up, this sensational testimony, which I don't think advanced the ball on the committee's main thesis. But this testimony which everybody was in rhapsody is over yesterday, blows up and has found to be seriously contested and in doubt, I think that will damage the credibility of the committee and his final work product, whatever that may be. Of course, always right
US Boosting Forces Across Europe Over Russian Threat, Biden Tells NATO
"The big news yesterday. President Biden indeed all of the NATO leaders have sent Russia a defiant message according to The Washington Post. Under pressure to find new ways to confront Russia as a deadly invasion of Ukraine dragged into its 5th month President Biden and then allies on Wednesday announced a historic surge of forces along Europe's eastern Flank and welcome Finland and Sweden as soon to be members as they promised to defend every inch of NATO territory. The muscular military announcements were intended to send an unmistakable message that NATO remains unified against Russia's growing belligerents, said Biden standing alongside NATO secretary general Stoltenberg on the second day of the NATO
Biden Boosts US Troops in Europe Because of Russia's War in Ukraine
"From the Financial Times, U.S. to boost military presence in Europe as NATO's strengthens defenses. 5000 additional troops to Romania to squadrons of U.S. fighter aircraft after a U.S. F-35s will be in the United Kingdom. These are good moves. The deal is there's no money in the budget for them. Joe Biden gave no additional money. There's a real cut in the Biden budget, but we're looking forward to the Senate in the house agreeing to fund the Department of Defense so that we can actually do this, rebuild the supplies of the weaponry that has gone to Ukraine rightly, but it is up to you to elect Republicans at every level if you want the defend not only Europe but yourself. From China and
Jim Hanson and Will Chamberlain Discuss SCOTUS and Defamation
The Show Trial for the Invented Insurrection With Will Chamberlain
"Well, I'm delighted to be back sitting in for Seb doing America first radio, and even more delighted to now have in the chair. One of my favorite lawyers, which is admittedly a short list. I think it's pretty much you and schlichter. But Wilt Chamberlain is here. And I would love will to get your opinion of just how brutally effective the show trial for the invented insurrection has been at throwing the trader Trump into the brink. He's going to jail, right? Well, I think there's so many different problems. We just start with yesterday what happened with Cassidy Hutchinson. I remember watching Fox News and hearing Brett, tell me, oh, this is devastating. Did you hear? This is devastating testimony, and it's like clearly you've never seen a trial because the first thing you notice is it's hearsay. She's almost very rarely is she testifying even to a conversation she herself heard most of the talk is about someone else told her that Trump said X and that's not just hearsay, it's actually what we call double hearsay. The hearsay statement of Trump being offered for whatever the truth of that it was asserted. And then there's the hearsay statement of the person gossiping, right? So you have these it's the legal standard for gossip. We got hearsay, double hearsay, gossip. BS, which is what it seems. And so, you know, it's not that all hearsay statements are inadmissible. There are actually a lot of exceptions to the hearsay rule. But this is the classic example of why we have a hearsay rule, right? You have this woman saying, well, I heard that Trump grabbed the Stuart, you know, this guy, this guy told me Trump grab the steering wheel, and then you realize, well, that's not even possible. And then within an hour of the testimony, it comes out that the Secret Service agents are perfectly willing to say under oath, no, that never happened.
Amanda Milius Tells Us About Her Latest Film Projects
"Hey folks, happy to be here. We're having fun doing America first. We are talking with my good friend Amanda milius, film maker, extraordinaire, who has an interesting project that I'm dying to see because John McAfee is one of the world's wild men. And his whole tail end demise and all of that, you've got some interesting stuff going on about that. Tell us where the projects it's now. Well, so the company is building a handful of docs at one time. We've got the Doc fund, and then we've got the scripts. And what I'm trying to do instead of doing one movie at a time, I'm trying to create a machine and a company. And we all are trying to create an industry, right? So these things take a little bit longer than just shooting out one movie after another, but I feel like that's my kind of, I hate to say this really my gift to the movement is that I know how to do these things. It's not just about me. It's not just about me making a movie after a movie. I want other directors to be able to make quality movies that can stay on big platforms that can make a huge difference. And that's kind of boring skill that I have. But it's something that I can lend to the movement. So the bigger picture is the company and we have such loyal humans working with us that it's like it's a blessing. I love your crew. You know, my guys. Yeah, they're fun. For a while. And they're great. And I love them. And so we've got, you know, we've got our work cut out for us.
Jim Hanson and Amanda Milius Discuss the J6 Show Trial
"Hey folks, it's Jim Hansen. I have sitting here in studio. Oblivious to the fact that we just went live because I was talking to my good friend amazing filmmaker and one of the most culturally elite members of the America first crowd, Amanda milius. Welcome. Thank you. I'm so glad to be on in the new spot. Isn't this cool? This is like a crazy show. It is the coolest thing. I know. No, I almost am like not worthy. I would like like I said, I almost wore sweats. I know. You got to do that. On the bottom. You have to have the top here. Yeah, I'm used to just being able to pull it together on the top, and then everything else is like yoga pants, and I'm like, maybe I'll get dressed today. Yeah. Yeah, well, we did it. And we're on the late night TV talk thing. Now, I want to talk kind of production value. Because I don't know if you notice, there is a giant show trial propaganda fest for the invented insurrection going on. That was pretty, I mean, yesterday was, there are some really good memes created out of yesterday. Like if a day creates good memes. It's a good day. So yeah, it's us. It's our team winning. Yeah, there was this one where like, I think they had like shots from one of those White House down or something movies or and then they had, I mean, it was so with the beast. The grass, like, that's basically what she was describing. I mean, it was absolutely insane. And good on them. But I want to kind of get into your area of expertise because the left decided when they were going to have these show trials that they were going to hire a TV news executive to stage them. Tell us super cool. It tells you a lot. And then you've got legs zelensky going on like every meeting with every celebrity he possibly can. You're like, man, this guy's got a lot of time on his hands 'cause I'm just trying to run a production company, like not run a war. I don't even have time to do that. That's amazing.
Gov. Kristi Noem: Dems Assume They Can Talk the Public Into Anything
"They're usually smarter than this And the thing is is Jim sided to me my producer will be going over in the first hour this January 6th hearing Oh you got Paul came out today That's even worse for the Democrats So in other words they're doing the January 6th stuff the distractions the Putin price hike the blame game and none of its working You would think they'd be a little more tactically efficient and say eh time to switch the game plan up Yeah it just shows how dishonest they are And honestly this situation shows that the American public are in a bunch of dummies I mean they're paying attention And it's their everyday life and the Democrats are assuming that they can talk the American public into anything And I think after what we've seen the last two to three years the public is doing their homework now They're understanding exactly what's going on in Washington D.C. they're paying attention They're reading past the headlines and they are seeing hypocrisy for what it is So I'm grateful for that People get worried about our country I'm encouraged I'm inspired because we've got people paying attention that never were before They're showing up at meetings They're going to school boards They're going to local governments state legislators and weighing in on congressional issues that maybe two or three years ago they didn't care about today they do
Why Aren't More Black People Owning Guns?
"I want to talk more about the restrictions of black people in this country to own guns. And that's why I don't understand why today, more black people don't have guns. You know, it's funny. Everybody goes back to slavery and Jim Crow and all this other stuff to talk about the plight of the black man, but they don't never speak about the fact that black people couldn't own guns for a very long time in this country. And now that we have an opportunity why in the world are we trying to help pass legislation to prevent us from having guns again? Do we not get the point? We can go all the way back in the south from 1640, I'm looking at this document right here. 1640 you go through places like Florida, Delaware, Maryland, Virginia, Georgia, all head laws, prohibiting black slaves from on the guns, obviously, and then they also prohibited free black men for only guns as well. If you keep going throughout history, you make your way through the late 1800s, you make your way past the Civil War. And they still had race based gun restrictions. In 1866, which is after the Civil War was ended, a slavery was abolished in 1865 and then an 1866 Alabama had what they called a black code of Alabama. And January 1866 prohibited blacks to own or carry firearms or other deadly weapons and prohibited any person to sell give or land firearms or ammunition of any description whatsoever to any black person.
Sean Feucht Weighs in on the End of Roe
"jim " Discussed on MAD MONEY W/ JIM CRAMER
"Down so as this thing. Come down enough to be tic- in a tough market. It's your has been the case. Let's take a closer look into. Ryan is the chairman ceo of adobe. Learn more about the quarter and what he's going to drive dry back man money. Thanks a lot for having me. Jim great to be back on your show. Oh it's great to see you gotta tell you i'm gonna i don't want to bury the lead. You said right at the end before the way we are clearly on track to exceed or updated annual targets for fiscal twenty thousand. There were just provided in march. Isn't that the real story of this quarter. It absolutely is jim. Executing and across all our growth initiatives. When you talk about what's happening with content and people creating way more content and the personalization need for that everything that's happening with respect to automating documents and the relevance and importance of pdf that and as it relates to customer experience management as you point out enabling companies to have a digital presence and commerce wherein all those three growth opportunities as market leaders. So we feel really good about the quarter. We feel really good about the. But i think more importantly feel even better about the future walk. I've got to tell you. I think people who make these snap turtles the headlines. They should reese who you have. I mean keep partnerships and good at walmart and pay pal nike and facebook ford and honeywell. Cvs i mean. I don't know people want to talk about the guys. I love and soda. You guys just shut up before because they have a lot of three four and five person companies that do business but these are the marquee clients. How are you able to consistently get the nikes and the force of the world to come to a dope. Well i think what we did better than everybody else. Jim was to really say we had this vision for what we had to do to enable any business to engage directly with their customers and this had to do with digital presence that had to do with the data and insights how they're.
"jim " Discussed on MAD MONEY W/ JIM CRAMER
"Three cnbc or tweet me at jim cramer the systemic risk and then there's market risk. These are two very different things. Systemic risk is just bad news that you cannot profit from even if you're bush and when you're facing systemic risk there's very little reason to buy anything you just have to take your lumps or get out of dodge if you can't handle the pain. Also a market risk market risk the opposite. It's a godsend if you know what you like because they can create miraculous buying optimism. The way dan you may find it odd for me to hit a bull button on a on. What is really market risk. But that's what we wait for here. And kramer you see after day that started strong and then wayne with the dow dipping fifty one points as it'd be dropping point eight percent and the nasdaq climbing flee to two percent. We need to figure out what about this movement is market risk and what systemic see. You can do this at home now. We know we have several market risk that we had the federal. I mean knows what's going to happen there. who knows. What's that suing practice. It's like the one that put us through the meek one hundred ten years ago before the whole thing which is up but then there's china and this is where i differ from most of the people you hear. This is widely regarded as a systemic. Chris that you can't be bullish about something that could create a contagion that reverberates throughout the whole world. China's the second oh china's second largest real estate developer is this company called ever grant and laverdure claps because it has three billion dollars in applications. Then it can't stop. It can't meet wall street's worried that evergreen grand will crush the banks that lent money and from there the pain will spread throughout the global financial system now countless commentators had described the situation as the chinese neiman brothers which means it can take down almost every day and i say even though expected to fail. That's not the case. I also believe that the contagion will be kept within china's borders remember. The peercy has a command economy in free market clothing whenever an enterprise. That's too big to fail. What communist party can determine how bad things really won't be. They had the power to decide who will feel the pain and who will come out on stage right now looking like their government rather let some were scofflaws get away with financial equivalent of murder. Then this whole edifice claps in prison. She has made a mistake here. But it's not the end of the world see in the end. The evergreen fiasco is well. It's bad news for american stocks. But i think it's market risk rather than systemic. Chris again market risk..
"jim " Discussed on MAD MONEY W/ JIM CRAMER
"Is it smart to used smart. Yeah that's real good. That is the kind of stock i like. It looks like it's coming down. But yeah you gotta go want scott good growth decent yield and the badger looked. I don't think ever grand actually pose a serious risk to the. Us economy says aggressive but it does convince her investors at terrific excuse to sell. I want you to sit it out for a couple of weeks find something beforehand but you gotta wait until we stop. We love people just her. Let's make it so everybody knows the reason to start thinking about five much money had quitting my exclusive with the beauty health company. How is the company behind the hydra facial continuing to innovate in growing space on the talk. The ceo then younger investors are still embracing beijing crypto-currencies but could there be some looming threats to look out for our reveal. What i'm seeing and if it's time to cash in on some of your promise hint yes in order calls in the lightning rounds this day. With kramer in a difficult work like the one we have right now. We want to circle the wagons around the long term crow stories. They could hold up even in the face of worries about chinese credit collapse which brings me to the beauty health company and that symbol skin for you home gamers. The medical aesthetics became public fierce back merger earlier this year. This is among the few winners out there in part because it's a real company with real sales we learned. They sell their product. Hydra facial to health spas environmentalist. Then get a stream of recurring revenue every time a customer gets two hundred dollar skin cleansing procedure. I recommend this one and judy. If they're speaking the chairman brent he's probably evaluate cincinnati stocks up more than forty percent. So kenneth keep climbing as it has nothing to do with today's current woes. Let's check in with clint carnell. The seal the beauty health coverage more about his business and where. It's headed mr cornell back to mad money. Jim thanks for having us all right. Now we know brent saunders. From way back he talked about your company. But i wanted straight from the horse's mouth beauty health company. Talk about the category that you created and how it's different from what everybody else has sure. Thanks jim brinson. Great chairman and it's been fun partner within his last year and getting the company public. Hydra facials our flagship brand a. recruiting category beauty health. This we name the company beauty health company and it's real simple three steps thirty minutes to the best of your life now. There are people in my staff who use it i was. I didn't even know about it. How the word get out. And how can the work keeps spreading including international gymnast people this planet and they all have skin hydra facials the best thing for good healthy skin our our competition as we. We really creating the category to finding the plainfield and so for us consumer awareness. Is our competition going public. We've doubled our spend to raise consumer awareness for what's high single digit anita where to out domestically to really become a global brand because when you get it most people get it again. In two thirds of our customers stick and some become really sticky getting six to eight times a year so consumer awareness and getting people. Where if i'd official is the single greatest pillar of our growth. This going forward okay. So you're watching and you're saying how do i know i need this. I mean my skin looks fine. Or or i've been spending a lot of money going to dermatologist. This seems like something. It's not as good as what i'm getting. Yes so think about the way. The market's been developed. You've got wonderful. Companies speak welsh consumer lotions and potions really great brands out there that have created amazing companies of very little evidence of whether they work. If you look at the the medical side of things certainly were brentwood. Ceo at elegant both talks wonderful product. It almost streets aging disease. You've got to go to a physician very little direct to consumer marketing beauty. Health sits right at the bridge. The most efficacious thing in beauty brands and the most approachable things. If feels good you look at immediately. We show your gunky so you know. It's all for two hundred dollars so for us. In every treatment you cleanse extract and hydrate. That's something everybody needs whether you're a seventeen year old male or eighty six year old female cleanse extracted. Hydrate is a.
"jim " Discussed on MAD MONEY W/ JIM CRAMER
"Simon may be the toughest business person i have ever met. I mean unbelievably tough and you know why. Are you going to be tough. Because he's unbelievable. Good and i think the yield is good money safe and he's gonna pull off. I am a buyer simon praise. Michael informed. please michael jim. Hey thanks for taking my call. No problem This morning talked about the data. Analytic stocks and You mentioned there. Were a few blue chip companies in the category. But also a lot of also rans right My question is about all ticks a y. ex Hit a high of one eighty five about a year ago. And since then has dropped sixty percent to around seventy and after It's last earning announcement. Number of the investment firms came out and cut their price targets on it down. Did i gotta tell you. There's a. I'm sorry i missed. That is a great company and it has a great product and it kind of obviates a lot of different sources currently use. Those stocks are so out of favor right now that it doesn't matter but it will change and alter won't go back up but you have to get a little more. You can still be in council for a little bit longer. What are we going to dan. One of my favorite. Say south dakota dan. Jim cramer buoy thank you. You have accomplished your goal. You've made me money and might an essential future is more secure because of of thanks again Man you're terrific. Thank you very much. Thank you all right questions on gr wg. They announced their second quarter. Twenty twenty one financial results on august twelve. They beat expectations and raise their guidance and yet stock has gotten crushed. Well let's be careful. They didn't beat expectations when it comes to the earnings per share. And they didn't. They gave you raise revenue guidance but with the fact that they didn't blow out the quarter made people say wait a second. This stock has gone so far.
"jim " Discussed on MAD MONEY W/ JIM CRAMER
"Benefit both from the pandemic and from the groping. But i think i found one. And it's walt disney this company just reporting a smashing quarter tonight as the movie and theme park business start return to normal and their online streaming. Business came shortly better than expected. Frankly i'm born away by how great this quarter was but do not take it from me. Let's sink deeper with bob shape. He's the new. Ceo of the walt disney company fisher tape of welcome demand money. Hi jim how are you. I'm because of this quarter because it makes me happy. Because when dizzy does well we all do well. Eighteen months. you came in almost meal you had to deal with this pandemic across all businesses and yet you grew. You grew almost every line. This quarter how to do it. Well i think it's focusing on what makes disney different starts with our storytelling told by the world's greatest storytellers. We decided early on in the pandemic rather than put it in neutral and see what happens to step on the gas step on the gas on the two biggest initiatives that we have going on in the company was obviously are direct to consumer proposition with disney plus but also in our theme park business you know very rarely do we have to put up with a situation like a pandemic but rather than take just for the negatives and there were plenty of them because we had to shut most of our businesses down. We decided that we were going to go in and transform our theme park business really reexamined how we maximize the satisfaction of our guests and our park and at the same time uses opportunity to commercialize parts of the business. If frankly we've not been able to commercialize in the past so we're really proud of the hard work that our entire team has done here during the worst of times or ice above one things that did amaze me was it on your call. You actually said look. The reservations are strong. I've always felt. Reservations are great barometer of theme business. Which obviously you know more about than anybody how is it possible during the delta variant all the concerns hot spots in florida that the numbers are growing and getting stronger consumer trust jim. We have built up a history of consumer trust and confidence. When we opened up. Walt disney world back in the middle of the pandemic. There are a lot of doubters but through things like the nba experience that we had there and showed l. Everybody in the world that we could operate responsibly. in the midst of this pandemic and we've been operating walt disney world now for about a year. And we're very very proud. Of what our cass has been able to do and i think now that actually builds the brand builds the equity builds the trust that a family can't come to walt disney world and feel like they're responsibly. Being taken care of now. I wanna talk about safety for a second because you talk about the idea of the brand what it means. I understand that you have a very tough policy. Vaccinations we Frank last night. Ceo of norwegian cruise. He's being tough to. The governor is very critical of his view. How's it governor. Feel about your view in florida. Because frankly i'm hearing that you were being very very adamant about vaccinations. Well we believe that. Vaccinations are the key to mitigating the impact of this pandemic and you know we hear of disney. Don't control what the rest of the world does but we do have about a quarter of a million cast members that we'd love to see vaccinated. We think we owe it to them being in the public eye but we also it to our guests at the same time. We've got a tremendous relationship with the governor of florida and while we see the whole obligation to be vaccinated mask-wearing maybe a little bit differently He's given us degrees of freedom to do what we need to do. In order to protect our guest protect our cast and stay in business willing to fire people if they don't get vaccinated. Well we believe what would like to do is convince them that it's in everyone's best interest in order to get vaccinated for the greater good. Jim and the greater good includes our guest and again it goes back to that contract that we've got with our guests will operate responsibly. Fair enough now. We can't overlook the fact that disney plus was pretty amazing. Actually there have been some talk to maybe disney plus have been peaking to me. That's obviously not the case. You had talked earlier. Two hundred thirty two two hundred sixty million people by two thousand twenty four. I'm not saying that these lab. I am saying from the numbers that i see to me. It seems like you're on course. Well we're very confident in our sub trajectory and that really is a function as we said in our earnings extravaganza that we had last december that we were going to really double down on our content investment particularly across our powerhouse franchises. And we're doing that. We're starting to see. Those now began to trickle in to the pipeline and our confidence only continues to grow as at content now begins to permeate our services. And it's not just the global franchises. Jim it's also the local content that we're developing in each and every country. It's really going to be a powerhouse lineup. And that continues to build that price value proposition which hits the are arpaio. So we're really really happy with where we're headed. Average repairs are you did raise rates. It does not seem to have dented the science. Not at all our churn rate is down. Our retention rate is up. And we're still adding subs. So it's a perfect indication of that price value relationship for the guest. And i think it gives us more fuel for the future now. I was also surprised. One of my favorites is espn. Plus i am addicted fantasy football. You have to know you have to be on it. The the numbers growing here. I remember when the conversation with the ceo. It always be how come espn's way you down. Espn plus is way you up. Espn plus weighing up. And i believe our confidence is seeing through the indication of the rights deals that we've gone out and secured over the last few months. You know we're in pretty much every major sport. Jim and i think that says something about the confidence not only about the brand. Espn but more importantly espn plus. Because as you know each one of these deals.
"jim " Discussed on MAD MONEY W/ JIM CRAMER
"Cbc or tweet me. Act jim cramer. You know what. I'm sick and tired of people putting this whole rally on the fed every time. Stocks co what get megyn commentators. Come on air papers who easily explain it. The entire move is just an asset bubble engineered by the federal reserve easy money policies. Nothing and it'll be rolled back the moment the fed decides tighten. That's pure idiocy. We gotta stanford out tonight. The avenue all over the place today dow getting six hundred points. That'd be that declining point four nine percent people only growth when you get this big rally but let me make one thing crystal clear businesses good in this country. Thanks to a host of ridiculously positive forces. And it's not just the fed honestly even within the government the fed's not the most important part of the equation at the moment you've got retailers making forces from the child tax credit payments the banks benefiting the possibility of make more money with your deposits and the injuries winning big infrastructure. Bill that just passed the senate. These forces are people they were all this talk and nuts as about fig tapering or short-term interest rates. That's especially true for the bipartisan infrastructure. Bill which is now stalled the house representatives. But i think all become more. Perhaps sooner than you think. How significant is this legislation. I think we break form tonight and go straight to the source to the man who runs the largest steelmaker in america because he knows what this bill means. Better than anybody. Let's go to leon to topalian. He's the ceo of nucor to find out what the infrastructure packed verse company and for our entire country misses. The world comes back to money. Thank you jim. Nice to be here with you today. Okay this is a nice day from you. Corker stock led. The s&p was almost up. Ten percent as new core is uniquely involved with infrastructure. Can you please tell us the importance of this act and the importance of it to nucor you know. Today was a significant day for our nation. Jim seeing a bipartisan support in approval through the senate is such a huge step. And i would tell you my twenty five years in this industry. We are as close to having a meaningful infrastructure bill in this nation and his new courses it. Jim it's really through a lens of three things. It's about america's safety. America's competitiveness in the resurgence of american manufacturing. If we've learned anything through this pandemic it said. This nation must be a nation that makes builds things here in america and new chorus poised to benefit and help rebuild the crumbling infrastructure around our country. Now i know your predecessors always were building the whole time. I've even questioned your pet assessors saying you know what unless we get some sort of infrastructure. This is going to be for naught especially at the chinese to continue to steal in our in our country. Well look you guys were visionaries. The chinese stopped. We stopped them and the mills that you built last. They really play in this infrastructure. Bill very very closely. Don't they they. They play amazingly well and again. The investment strategy for a long time was to continue an invest in the down cycles to create higher highs and higher lows so the mills that are coming up online now or benefiting from that. We have an amazing team as you. Well know jim across new core and again poised to continue to help rebuild this country now some of the big areas roads and bridges power grid royale broadband water. Airports you can be in every one of those right absolutely we. We do the thing jim as you think. About the global impact of infrastructure who better to build and rebuild the infrastructure as well as the green economy than the most efficient steel producers in the world which is united states and again new cores. One of the many leaders of that movement today seventy percent of what. The united states makes from steel from recycled scrap. If you think about the rest of the world is about twenty. Seven percent in china is nine percent so we are the cleanest steelmakers on the planet and again poised and ready to go. And if you think about the investment china's making last year loan spent eight trillion dollars on infrastructure. We've got to stay competitive as a nation and we're gonna continue as a company to invest in our teams in growth and continue to build out new cores vision. Our country a great disservice to our american working people by allowing everybody dump steel. I think there is any chance that we repeal the tariffs. Allow them dump again because people are saying that steals gotten to expensive. Jim look at the end of the day to thirty two in the terrassa weren't implemented in two thousand eighteen. We're not going to be a long-term lever and so they're going to go away at some point would tell you if we think about the imports at hit our scores in two thousand fifteen sixteen spoke to nearly thirty percent in that time we only had about fifty cases that the industry at one against countries that dumped like china. Today there's one hundred ten. We are in a much better position to ensure the strength of the steel industry in american manufacturing is maintained. I keep trying to tell people when you see new courcelle at five point nine times earnings. That is wrong. Nucor is a growth stock. It is not a cyclical. And you're going to end up seeing multiple years of nucor stock going on. Is it not true sir that you've very few cyclical characteristics versus the other steals and the idea that your radio what bethlehem steel was trading before it went bankrupt is a pretty absurd valuation. I couldn't agree with you more and again as you. Well know bethlehem's no longer here. They went out of business and closed. You know. I think there are three things that are really important. That have changed the face of the industry over the last couple of years. Number one is trade that we talked about too is our consolidation in the industry has been significant. Three as rationalization. we've seen a much broader rationalization of steel products. That are being made and again. I think you're gonna see our industry That nucor leads continue to trade at higher multiples and we should. We should be trading it in much higher multiple than where we sit today and it's even close billion dollar. Acquisition it to me doesn't sound sickle cornerstone property. Absolutely we're excited about welcoming that team to our core family in the one billion dollar. Acquisition of cornerstone gives us a leadership position in the insulated metal pill medal painting business. That is going to continue to grow. It's not a cyclical nature like steel and. That's part of our mission. Statement is to be expand beyond using the strength of our balance sheet the amazing team to leverage the greatest of nucor into further downstream opportunities like cornerstone and. I don't know people understand when you build a plant..
"jim " Discussed on MAD MONEY W/ JIM CRAMER
"Begun some stocks a history breaking down after earnings and then make you come back but surviving. This breakdowns is tough. You know the pattern. Just look at what happened to take to interact to software which has been my favorite video game stock for think grand theft auto red dead redemption and host of other titles. Take his hat reporting good numbers. Because as gods so it's not unusual for the stock. You polacks during the ernie's churn up on monday night. Company delivered a sizable top and bottom line. Deep then management was opaque this forecasts carter quarter couple of major release got delayed then also. They left their full year outlook unchanged even though the numbers were considered pretty conservative when they issued in may so what happened of course the stock crushed quartz couple from one seventy three at monday's close to below fifty seven today however this is level where the stock has repeatedly been able to them before. So maybe it can make another comeback. Let's check in with strauss. Zeller the chairman. Ceo of take two interactive software to get a better in the quarter and what he sees going forward. Zelic welcome back. Thanks for having me. Jim distress before we talk about the things that have irritated people. Can we talk about the things that we're actually quite unimaginably good including the the actual beat in the first quarter twenty two right. We had seven hundred. Eleven million dollars of net bookings were still reiterating our guidance for three point two to three point. Three billion dollars in bookings for the year. I get our second best year. Ever given the context given the we expected that we would have very high demand and emmett consult more moderated demand host on her place. Now i want to just kind of touch on the conservatives versus not we know that a lot of people have said and all the other game comey said the same thing. Which is that you had when you have shelter in place you can have more game gaming but on page ten of the reflective version of the. Your conference call your. Cfo says that we expect a you. Expect to gte online to to be up versus last year. Red dead online's is difficult. Competence still expected to be up. So i'm trying to figure out those are big games and you're saying those are going to be up versus a shelter in place. So why should you be so conservative. Actually expecting to be over pretend art so this gola twenty and and there's no doubt that we will be we will be down moderator both titles versus last year but that was speculation. I think you and i discussed it at least twice while we talked about factor. Pretend demand was going to be much lower. Obviously pandemic van which was and post pandemic demand would be higher than before we've accelerated our business industries accelerated. However you should naturally it's back there won't be as high as people were fully sheltering all right but again but since we had this update we expect it to be up versus last year last year actually the year before this all that was not clear in the transcript right because well look. I don't want to be to get lost. But i'm basically saying is you know basically said you're going to do acts and you're doing better than and yet the stock act as if you were doing worse than ex and this is puzzling behavior to me. So i've got to try to figure out someone said to me. What's one of your favorite stocks at a dinner. I said last night. I said i liked and take to this. What happens to of their immersive. Titles were delayed. And what's in immersive title. I said well. Of course you could be like pga to k be nba two k. And it's personal. Which is strauss. I couldn't tell which immersive is is hurting and so again. I'm working okay. So it's a little complicated. But they're coming within the fiscal year. We expect that the install base of consoles would be hired considers that offset. And as you know. Jim you know it's always painful to delay title however it's the right thing to do you believe volatile be that much higher and that's what we play for replay for We try to be the most creative. The most innovative in the most efficient company in the space offer the no we succeeded that jailing fall short. But i believe i delayed these titles. A matter of months it gives us our best shot of delivering. Great success will. If that's the case again. I would say we'll rational. Investors would say why sell it now and then think you can buy back in time when you get them really. I mean that seems to be a silly hedge fund you well. That's been our history as you know as you said earlier in the attraction on the other hand as i never promote the i think the market sees it as it is. It's john to deliver. Sometimes we fall short. We're not falling short right now. We're on guidance. That great work alright. So again working backward feel what's going on economic information daily which i do not read a chinese publication did describe online gaming as spiritual opium could the fifty four million people who play nba two k. Be on spiritual opium in. That worries the pr see. It's it's complicated to comment on. Matters related to optics in any circumstance of our games were approved a partner in san sense. We work very closely with the government as required to our games. Continue to perform. And i feel confident that will be marketing will engaged caroline. Well look i. that's all. I needed to know that issue right now. I wanna talk about your acquisitions. Because i think acquisitions including one involving nordia you own your own soccer club. Now in this country i see. Nbc has the olympics. But i saw something that. I'd never thought i seen for says. There was a european series of games that basically captivated america isn't this in acquisition. That couldn't be surprisingly more positive than you. Left it in this in your release which made it sound like another thing we bought. We really never never over promote if we avoid it. We're really excited about sop eleven. We're really excited about having northeast and the top us. Two hundred and forty million registered users soccer's a beloved game and top. Eleven is the leading mobile sports. Soccer management care. So we're very well positioned and i'm convinced him to do great with that acquisition and there's more to come from that companies well but you have to understand and it's like rifle through every single thing to find out what i mean. I got recurring. Consumer spending declined. Twenty five percent. Alright but wait isn't going to be thirty percents. I'm struggling here strauss. I'm struggling. Because i think when i read the release i read it without looking at the mortgage okay. They won't like the immersive being laid but it's two games. Stock will be down five next week. It'll be up ten as not bouncing. So i'm trying to figure out whether you and i together are too happy to take. Well we never rest our laurels and i. It's not happy. I'm pretty satisfied person. Frankly and the problems. We face are high class however. We know that we can do better. That's what we aim to do every day. And i think our team never take six s for granted. We've had a great deal success. We.
"jim " Discussed on MAD MONEY W/ JIM CRAMER
"Alex. Thank you for making a lot of money and my first one is a food company to the portfolio. What do you think about archer. Daniels midland always inexpensive. That's of the problem. Isn't it just always inexpensive. But i wouldn't mind a twelve percent you and i think it's fine not my pave. Same thing with tyson. Fine not my eighth. Jim in michigan. Jim jim thanks for taking my call my stack assigning the motor. You know what. I still be there. A lot of people feel this. This group has peaked. The dealer repair my favorite is I'm gonna go back to autozone aco that great by back in good numbers. People don't think it's going to. I don't think so how about. We go to dana in washington. Dana jimmy about a company. Each fat currently oversold vertically integrated and the only manufacturer other kind with revenue. Of course i'm talking about the battery. Juggernaut michael bath. That juggernaut needs to be best for by me. I am nine on juggernaut board. And i do not want to be able to say. Hey get off there or not. Do more work carlo in florida carlo crater carlo listener longtime listener. For some time i might. Stock is the end. That south metal now. I don't hit three d. Printing went without me. But i am not going there. Three d. printing. I need to go to california chocolate. I've been at and t. stock in like a at stock. I don't know if i can really even go bike. My you know now. Mary said if you don't have to say about somebody don't say. Att and that question the is sponsored by td ameritrade primera tunes. No that bulls make money. Bears make money and pigs get slugged when it comes to the latest high flying name stocks kramer's revisiting his get rich carefully mantra and cautioning investors to be disciplined with their portfolios next. David faber. Check be this morning caught in the act of squawk on the street you see. She has been too exuberant. Maybe because i was so excited hosting jeopardy all week. So when robin hood the stock got holder for volatility to many bars not enough sellers. I was gleeful that you were getting a double where it came public last week. I was so glad extorted favorite company the quick though asking if i am so excited as to lose question and give the wrong impression of the situation move quickly reminded me of my last book. Which carefully and robin woodstock seems to be the opposite of getting carefully the right so immediately after they brought me back to earth i realized i was encouraging people to throw caution. The win and that does not mean. It's not what i wanted to do. And i take it back. I said that right then it might have been me back from. We are often wildly concentrated some over-concentrated but yours at me now. And that's why. I said i don't want anyone to be up. Pay many robinhood. He's got stuck. Scott stopped on the ipo. And i applaud that okay. I urge them to sell something right. Here okay right now maybe tomorrow. Maybe as much as hampshire position you want to so you can recoup the original vestment and play with the houses money. That's the holy grail. At the very least. I begged them to take off enough to go by cashmere sweater. Like my mom would always do when we went when we wanted to casino the racetrack. Right here right here. Time to take some off the table. Of course we have a big megaphone. And robin hood is a sliver stock. They you only offer spoiled chuck shares in last week deal which makes it very volatile so the darn thing with backtracks and thirty points after i said it was eighty five and then boom right down but then admitted mid-day rally brought it back to seventy another chance. It's okay to especially if you bought a when the stock broke the print as vice. You do monday if you've got this one in the thirties. And you have the soul yet your pig. I recommend you ring the reg strom part of your vision. I'm going repeat that your pig but also buys holy wanted to song..
"jim " Discussed on MAD MONEY W/ JIM CRAMER
"Commerical doing my friends. Just trying to make some money. My job is not just entertain you but did you teach so. Call me at one. Eight hundred seventy four three. Cbc or tweet me. Jim cramer sometimes. It's mind-numbing it seems almost impossible to get a clear re on how the economy's actually doing too many distract me stores to shipping julie yet. You can't stop trying this today. With the dow dropped twenty four points the sba loss point four percent but the nasdaq advanced point. One three percent talk about confusion. Unfortunately little knowledge can be dangerous because there are a lot of false tells out there. I'm going to go over something general motors. yes general motors. Stop plenty of nearly nine percent today. If you're poor earnings late nag now looking at that you might assume jim had bad quarter. And what's bad. For of course is bad for america but when i spoke to mary bar the redoubtable ceo. I got quite a different picture. She says to manfred courses insanely great right now which is why dealer. Art the lowest levels. We've ever seen that does hurt sales by the way we done. It sell see supply. We've talked about this before on the show. There's a critical stemming doctor shortage and it doesn't help that important relationship foundry has visited by yes of course a covert outbreak. Last quarter was a fire. Another facility. In japan i spoke to the head of a large foundry lead even though they're going flat out demand for auto industrial chips which are also full feature chips. Not those high-performance chips that they have. Data centers is well excess of supply it. Gm can't get enough chips. They won't be able to make enough course. Which is why the stock is filing canvas. I think it represents real value here more importantly though for our purposes to divine the course of the economy. That's what i'm trying to get at here. The weakest stock tells you nothing absolutely nothing about the puerto economy. That's what we need to know about housing market punch above its weight. What can we do examined. I can't recall another time when things were the strong unconscious at the housing stocks. Reflect that strength by think stocks can be too low. The home building. Business is incredible. There's almost no supply lowest in twenty years. What again excellent sales. Don't tell the whole story. The chooses mortgage rates are abnormally absurd. We love making homes much more affordable than they would be otherwise why now the ten year treasury currently yields less than one point two percent many mortgage brokers are backed up to the hill to meet demand. Try to get him on.
"jim " Discussed on MAD MONEY W/ JIM CRAMER
"We told everyone that we were changing. Our dividend payout target such that at the end of the year. We're going to look at our earnings and cutting them half our dividend payout target is fifty percent of earnings. So we're creating value by growing and returning our cash to our share owners. Take on that. It's pretty clear that you become one of the highest yielding companies in the entire s and p five hundred. Do you think people just kind of forgot that today. you know. i can't tell you what happens to the market on any one day. And you know we have a long term perspective on our business and our stock. Well should we be concerned that business to consumer volume decrease well. We're projecting voluble increase in the back half of the year. Not as much as what we saw in the first half because of the year over year comparisons but volumes can to grow. Remember jim we have different operating model than we did. In the past in the past we chased all volume regardless of whether or not we made money on that volume today. We're leaning into the heart of the small package market. That really values are end to end network. Were leaning into small and medium-sized businesses. For example. it's a very profitable business segment for us and loved what we saw in the second quarter one year ago. Snb volume made about eighty or volume made up about twenty two percent of our total. Now it makes up twenty seven per set so we are really happy to see our s. customers responding to the capabilities that we've been investing in them to make the experience simpler and faster..
"jim " Discussed on MAD MONEY W/ JIM CRAMER
"Insert another great quarter. Thanks jim look sometimes. It's not that hard who doesn't like here. I mean if you don't. I can't help you respected. Just chill. chill man is in the house. he's happy the lightning round is coming up when bad money returns and then they'll lightning round is over. Are you ready. Steve start with gloria in new jersey. Gloria jim per time collar love to show off. Thank you from class. Action suits against virgin. Glad fix alleging that they provided foster misleading information to investors also their stop trump from these four hundred forty seven years today. It's virgin galactic a goodbye. The class action doesn't bother. What really is is that. It's basically a very expensive stop going to think it had. It had a good run. Let's find others me. I just think it's had a good run. I don't like a lot of these countries came when ipo today and they are really had two good run those also would buy except for gd inexpensive. Let's go to scott in florida scott. Good evening. Dr kramer hi. I'm curious about investing in server farms. I own pickett'll realty trust than other than maybe amazon which is aws which data center stocks deserves the 401k. Well actually. I think that you're in the best one You're in one. That i think is added just just terrific And i would stay with They are You know we'll get some forty people cumbias fourteenth and they're they're very very well saying come on the show john and louisiana jive. Hey jim thanks for taking my call jim. I live in shreveport louisiana or located northwest louisiana ruling aware the storm season otherwise known as hurricanes season the louisiana. We know the importance of alternative becca power. Susan's keep the lights on the who the premium providers becca suits desire. Several years ago. I bought generally colin share. Jim it's done. Well okay tell you. It appears to be trading and high limits of productive. Price targets okay. Gm unfortunately no storms are coming are all. The trade tire registered take province or direct by more. It's what which jenrette cold cut general general because one of the five best reformers. The first years is very much. Please do not sell that stock. The problem that you had is being seven all over in the west. I think general nicklaus and know how to do storage and they're always loved the show. You kind of go in. And by the way shreveport is dr no has been just report i like it more than baton rouge. Let's paint lavar amy. Let's go to robert and flyer robber. Yes sir. Jim the boy. Oh julia oh are you sir. I've been an opinion. What your opinion on the sorrento therapeutics on their portfolio products including their kobe sticks. Fine i mean look it's it's kind of. It's not really a mean stock. But it's one that is that too much hot money too much hot money. Let's go to carlos and cal in california carlos bakery browse ago buddy. Hi it's going. Well how about you go you. I love your man and you make you make investing fun. I want people to learn. That's how you have to do to make it interesting. What's up okay. I hold or should i tell Stock symbol age. You know what i they. They must've dad not quarter but this is a copy. It's done very well over time on the fire in the next. Ah buyer. I've known these guys for ever. That's cutting check in california. Please check jim. We are several years ago. I took some mad money and invested in the stock is suspect. Spec play against the use of post-surgery opioid. I've traded around the position and it's been very profitable for me. However because of kobe and the reduction of elective surgeries. The stock has been trading in a range. I feel the stock. You get back on track now. That elective surgeries are increasing. But i'd like to get your opinion on whether i should sell older by some more dynamex ticker now. You're i wreck your now. This is spot on sir. I this is exactly what's perverting. All the companies that outsource comes at that kind of surgery.
"jim " Discussed on In Context with Jim Green
"Never seen before. <Music> <Speech_Music_Male> But <Speech_Music_Male> <Speech_Music_Male> How does that line <Speech_Music_Male> up with <Speech_Music_Male> me? <Speech_Music_Male> As a person. <Speech_Music_Male> How does <Speech_Music_Male> that lineup with me <Speech_Music_Male> as <Speech_Music_Male> a Christian? <Speech_Music_Male> <Advertisement> because. 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You <Speech_Music_Male> have the right to live <Speech_Music_Male> in America. <Speech_Music_Male> <Speech_Music_Male> We're not GONNA <Speech_Music_Male> attack you <Speech_Music_Male> as <Speech_Music_Male> people. <Speech_Music_Male> But at the same <Music> time. <Music> <Speech_Music_Male> We're going <Speech_Male> we'RE NOT <Speech_Male> GONNA make legislation <Speech_Music_Male> that's going <Speech_Music_Male> to <Speech_Music_Male> make you a special <Speech_Music_Male> class. <Speech_Music_Male> You're an American <Speech_Music_Male> like the rest of. <Music> <Speech_Music_Male> <Speech_Music_Male> Look <Speech_Music_Male> at that. <Speech_Music_Male> <Speech_Music_Male> Salema so <Speech_Music_Male> <Speech_Music_Male> What's one looks <Speech_Music_Male> more? <Speech_Music_Male> <Music> <Advertisement> Christian. <Music> <Speech_Music_Male> <Advertisement> <Speech_Music_Male> Of Gone over <Speech_Music_Male> <Advertisement> that many times in my. <Speech_Music_Male> <Speech_Music_Male> I keep coming <Speech_Music_Male> up with the same answer. <Speech_Music_Male> <Speech_Music_Male> And I asked <Speech_Music_Male> her is. <Speech_Music_Male> <Speech_Music_Male> When I look <Speech_Music_Male> at the platform <Speech_Music_Male> of each party. <Speech_Music_Male> <Speech_Music_Male> The one <Speech_Music_Male> that looks <Speech_Music_Male> most biblical <Music> <Advertisement> to me. <Speech_Music_Male> Is. <Speech_Music_Male> <Advertisement> The Republican <Speech_Music_Male> <Advertisement> side, <Speech_Music_Male> the conservative <Speech_Music_Male> side. <Speech_Music_Male> <Speech_Male> So I've <Speech_Music_Male> made a decision <Speech_Music_Male> actually. <Speech_Music_Male> <Speech_Music_Male> <SpeakerChange> Pretty <Speech_Music_Male> recently. <Speech_Music_Male> <Speech_Music_Male> that. 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"jim " Discussed on In Context with Jim Green
"Said. God is this what you want from me. Is this the person? That you would have me support. Should I be standing by? Someone. Who is willing? To Fund, the killing of babies it was really the first time in my life. Honestly. The that culture in me clashed with the Christianity in me. And it changed me forever..
"jim " Discussed on In Context with Jim Green
"This venture of coming back to the audio podcast as opposed to what now is facebook live or soon or anything a live video where showing you as a person. When you're getting into podcast things that they suggest is due in about you podcast. So, here we are. So if you're listening to me for the very first time, this isn't the first time I've ever done this I. actually coming back to my roots have a lot of radio background and This is how you get back into the game so to speak so. We're GONNA find out if you're GONNA come on this journey with me. Called in context with Jim Green. It just makes sense that you know who you're going on a journey with right. So here we go. I am if you were going to summarize who I am as a person. This is probably what you would say. I am a former Democrat. I am Christian. Turned independent who leans right now that was the very definition of myself. Up until recently and I'll get into that a little bit later. That was. I that's how I describe myself. I love. I. Love My wife. My children. My grandchildren are loved my raiders and a love my Lakers. That's pretty much who I am now along the way to get me to where I am now. They're of course, have been a lot of years a lot of hurt a lot of pain a lot of struggle but also a lot of victories I am the oldest. Of Five children. Both of my parents. I could say. My. Father. Came from the wrong side of the tracks. I'll just leave that there. my mother was very young when she had me I was she was fifteen. When she? Was Seventeen, which means she got pregnant when she was fourteen. Year in I'm. Back in the sixties Having kids out of wedlock was not a good thing. Now. Here I am. My siblings up I had three had three sisters. One Who passed away because of complimented comp complications from diabetes. And one brother. And so we all grew up in Tumultuous House. Okay. So let's just put it out there. Okay. Let's just put it out there a father. Was Alcoholic drug adding and womanizer in. wife-beater. Not, proud of that at all. The good thing that is later on in life my father grew up. He got past all of that and he became a good man and I'm glad to say that before he passed away seven years ago. Got To know him and he got to be my friend and I love him very much. And I miss him to this day. One of the most intelligent. Conversational people that you ever want to know. But enough of that my mother, my mother. Grew up in a household where they were post depression. A couple. My Grandmother Was A. Teacher. My grandfather worked on the Southern Pacific Railroad for over thirty years and retired from and. Very, hardworking loving family now when he came to. God and politics. They were they were they were liberal. And they will also Christians. So of course, this is how I came up. Now here's what I was taught. Here's what I was taught. I was taught when it comes to politics. Was the talk. We're black. And we're port. The Democratic Party is for. The black people and the poor people they fight for them. The Republicans or for the white and the rich people. So when you vote when it's time for you to go go vote you vote Democrat. And, of course, we love God so there was a lot of God in our house. When I was growing up. I had. Ankles were pastors and I had cousins were choir directors and all kinds of preachers and singers, and we were a very spiritual family as a whole. On both sides of the family. So I was surrounded by God. And I was surrounded by Democrats. That is pretty much how. I grew up until I got. So what happened Happened when it was time for me to vote. On it I do. It I was instructed. Did as I was taught. I went into voting. I've found out pooled every was Democrat. Straighten on the lines. No thought I didn't even know what do people stood for I. Did that for a number of years Entailed something happened. The, two thousand election came. And for the first time in my life, I started actually looking at. Politics. And I started to say. Watching like. Well you know what? I. Think the Republicans represent things that I like. Therefore for the family. Therefore jobs. They don't look is bad as I've been talked. To. To to believe. So. What did I do? A registered as a Republican. Fast forward, a few years there was a a young gentleman named. Barack Obama came on the scene. Now you gotta gotTa understand. I'm still struggle. Registered Jim GRABB. I had those. Inside registered. Republican. But I still had those democratic values that had been pounded in my head my whole. Soap. First Black President Opportunity in Barack Obama. And guess what I did. I voted for Barack Obama. Now before you cut this off saying, I'm not gonNA, listen to this guy anymore listen to my story. I was still under. The influence of all that teaching all that stuff NATO, it was still indie. And something happened. Something happened within his first one hundred days. He passed legislation. That funded abortion. To the tune of some ten million something around that that number. And China. When this happened. there was a health hadn't tiffany. HADDISH PF Unie I.
"jim " Discussed on VIBES-LIVE
"Jim. We can.
"jim " Discussed on The Jim Ross Report
"Jim. And this young upstart Okada wins the title. At the age of twenty four. Mckanie second youngest I champion in history. You know, the youngest was. She's K nakimora was twenty three when he won the title for the first time in two thousand and three. Those great Carter looking at it. And finally in this stopover in our journey before we get to Cody Rhodes shared a little while Cody Ronald's, just Cody. Birthdays birthdays to doing birthdays yesterday. I didn't bring it up darn. It was Madison rains birthday, she's thirty three on Tuesday recording this on Wednesday. So Connor the essential thirty nine on Wednesday. Friday, the big show forty seven. I'm really proud of how he looks. And I looked looks like he feels better and law that just way control and eating healthier. You know, he can load up all more. Well, the big things big guys Mark enters the same way once phone times that many of us this way, I still think for going on a diet. It's not getting enough to eat has pharma truth. You all you want Showtime's a day. Well, she want us pretty good deal. Right. You feel me himmy Sherri Martel? Celebrate our sixty first birthday on Friday course, Sherry fashionably two thousand seven. Well, she was talent tougher hill shears further while the last of those territory trained, an abused mentally and physically because most women territories didn't get race. And I'd say abuse like sexually anything about that. But verbally and mentally. They're abused. They were not welcome. Survived grizzly Smith had some trying to some degree. I'm not sure GIO. Not heart would have been sixty four on Friday. So is go into the hall of fame. It'll make his family happy and good moment for real likeable. Dude. I remember him teaching Bill watch the sun mica out of those shot foot. Costa got Jim booked out of Calgary down to oklahom-? Back in the day. The eighties got very well. Always likable any of that. Great laugh that was just way laughed what a good guy. A real sweetheart sobering are fifty fifth birthday on Saturday Medusa alone of Lay's by any name. She's beautiful human being a great talent. Trey talent. Have you Berta girl? Also, another one of my favorite ladies, wrestling, the toria. Lisa Marie Garrone is going to be forty eight on Sunday. Both these ladies are on Twitter say, hey, JR Michio show have birthday following. Always enjoyed always visual always enjoyed working with Kinney. Shamrock can't be fifty five on Monday. Fifty five years for a million bucks. Tough to. And had you know, he was on a real roll. He was getting ready to get the big push the rocket ship and WW e when he left to go back to him. I I can't say it was a bad move. I don't know it costs some money. I'm thinking I'm thinking that. But if he was happy doing making that call that he made the right call sometimes along our journey in life. What we do for living. Vocation? You you have to revive. And he had to say is this the right thing for me right now. And Kenny thought it was and I'm sure today from say the same thing he came back. It's fights. I don't know if you've ever the same. But he was he was so natural in four wrestler. His sis- national passion when he got pissed off. He worked. Sure that he oh snapped. They ain't good for anybody. Or if he was if he was in his character. Going to be a big tough star. Remade his decision. So it's not a bad thing at birthday Kenny fifty five and another guy that I respect for celebrating a birthday on Tuesday birthday number fifty nine for the incredible OMG one man gang crusher Broomfield. I think that the gang made his way to mid south. We've got a big break. He was a great he'll earned his break. Scandal right were healthy Mowatt. Mentor him and teaching him. I think Ernie Ladd was the guy that saw. In Kentucky or someplace and they end up running to mid south. So, but he's is asset to the territory when man gang asset to the territory. I follow on Facebook..
"jim " Discussed on MAD MONEY W/ JIM CRAMER
"Seven for three CC or tweet me at Jim Cramer. Okay. Okay. So it was a little easy can only rally so much on the idea that the economy is slowing. So we don't need to worry much about fed. Do wonder we got slammed today. Dow plunging into to push pointless much worse at one point plumbing one point forty percent. Nasdaq nosediving one point nine one percent not much balance there. I mean, it selling companies can come out and say when they report, okay, we were doing pretty well until the fence screwed up. But if they get it, right? We'll be fine. No, it doesn't work get these companies have to extrapolate from what happened in the last quarter. And when you do that well things look pretty ugly because the question was so bad. It doesn't matter if the fed changes stance right after the quarter ended that picture well in rear view mirror. Stoltze hideous. Right. Bus companies loved the under promise in January. So they can overdeliver later in the year. So we're not exactly push fabulous earnings report, cedar. Let's set the stage for this decline. The first sign that we were going to get hammered came from oil, which one point was down almost two bucks. And we know that the oil rally has been let's Sissay part and parcel of the entire rally this year. That matters. Here's a ton of hedge funds that rely on computer programs and those programs are set to sell the whole S and P five hundred when oil goes down in price. Me why the? It's by machine we know in reality in rationality that about ninety percent of the SNP actually benefits from lower prices, so linkages surreal and shoot the programs are trying to measure the health of the global economy, and they used the price of crude to measure whenever there's a whiff of trade deal with China will rallies when a trade deal seems far off like today when we first heard reports that the US turned down an offer for prepare to trade talks, though, the president's chief economic adviser Larry cudlow came on air and said that's not true while oil gets trashed. Remember, the stock market hates the trade war without a trade deal. There's a widespread belief that the global com you'll continue to slow down, which is why oil got hitching, and we sell oil because you're worried about the global economy, then you should sell the SNP to see there are enough international companies. The average tech stocks to bring the whole index down which is exactly what happened today. Now, do you think US economy should be insulated from all this pain because they have such strong growth? Well, I've got some bad news for you. We keep being fooled by these employment numbers this morning. We got existing home sales for December. And they dropped a staggering six percent. The slowest sales pace since November of two thousand fifteen. The mortgage Bankers Association pointing out that exists in sales had now decrease for four straight months your ear because of a lack of confidence in the Puerto Rican Nommik albuque- because the stock market volatility. And higher mortgage. Rates outs. And this macro wheat is starting to impact lots of individual companies, including quaint wants Quinlan sleek Stanley black and decker the tool company, which for this number. But then gave a horrendous forecast that included a guy down works part because of the slowdown in the US housing market. The company added that auto tools also week. Oh, it was jarring. Call worse, the international outlook. Sure won't let them make it up. Just listen to Stanley blocking decker CEO James Laurie who told us and I quote, holy cow. I love this quote. I think we all know that your economy is slow quite a bit. Germany went negative the casing chaos and confusion with Brexit. Italy's a disaster end quote measures coming still made the numbers in Europe. It I don't think that travelogue is all that encouraging frankly, and this environment the fed chose to raise interest rates, quote as a cool. This is why spent months going off on fed chief Jay pal for his tone deaf attitude and his lack of yes homework. Homework emphasize that again sure, the model said the stated bucking decker should be doing fabulous based on employment. But my own told a different story and the company agreed with me. No wonder the stock plunge more than twenty one dollars today. Jay, pal..