Jim Cramer lists positive and negative themes shaping market action

According to Jim Cramer from CNBC, this market is difficult to identify. On Wednesday, he described a full environment that directed the action, emphasizing both positive and negative themes.

“Mixed. Some are good, a little bad … When everything is good, it will be very good. It will be very bad when everything gets worse.” “Maybe we must be right now – and we must be skeptical, but we’re not cynical, because too much money is earned and I don’t want you to leave the table.”

Cramer mentioned President Donald Trump’s trade agreement with Japan. Trump said on Tuesday that he would implement 15% tariffs for Japanese imports and that the country would invest $ 550 billion in the US Cramer, the new task is less than Trump’s first offer, and that “most businesses can survive”. However, he suggested that the agreement could be inflationary and could prevent the Federal Reserve from reducing interest rates.

Cramer said there are some strong themes that can see long -term success, including the data center. He said this GE VERNOVAAn energy company that strengthens most of the new technology has shown that the demand for data center electrification is strong. He said that there were some investors suspected of data center construction and that hyper scales questioning whether they need so much information processing.

The earnings season has been strong so far, Cramer continued and pointed to success from major banks and health -related companies. AlphabetCramer, Wednesday, long -term transactions of the stock sent the climb, he said. Although not all clothes were eaten, he said that goodness outweighs the bad.

However, he said “in 2008 before the Great Stagnation or in 1999, Dot Com period or 2021 Spac and Gamestop Mani”. He said that it was a mess, including the hedge funds, “up to speculative things that do my stomach.” Legacy chose the last purchase action in the store chain Kohl’s50 % short interest. He said that the stock was not a safe short because it was very cheap and that the company could still be purchased by a large buyer.

“But away from the Kohls, if we had a difficult SEC, we will face. One and two and three dollars of stocks are bags, shots and is liquidated for everything I know… For a quick gain.” He said. “I don’t want to honor them with a word … But I can say that many of them need to be investigated. That doesn’t seem right.”

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Waiver CNBC Investing Club No Trust, Ge Vernova and Alphabet shares.