Homepage / Technology / Cramer says these 10 sectors prove this rally is about fundamentals, not sentiment
Başkanın ilk icraatı işçi kıyımı olmuştur! 719 7slots kumarhane 90 Business Online Solutions What Is a Board Analysis? The Importance of Planning and Programs Development How Board Governance Software Improves Meetings and Governance How to Craft a Successful Board Meeting Reminder Benefits of a Virtual Data Room for Bankruptcy VDR Example for Business Hong Kong ユースカジノの登録方法を初心者にも分かりやすく図解入りで解説 チェリカジ 5 Как быстро пополнить счет в Казино Х в любой валюте Официальный сайт Up X казино и мгновенные игры Paşa Casino Mobil Uygulama 2025 Giriş Üyelik Bonusu Freespin No Deposit Bonus Casino Free Spins In New Zealand What Are The Best Online Casinos For Real Money Pokies And Bonuses In Australia Дэдди Казино официальный сайт Джойказино: информация про официальный сайт Glory Casino giriş için buraya tıkla ve Türkiyede en popüler casino kullanıcısı ol Les Gambling establishments en Ligne en France 2024 200% Reward + 300 Free Rotates LevelUp Internet casino Melbourne En İyi ve Güvenilir Casino Siteleri Canlı Casino Siteleri 2023 Listesi En İyi ve Güvenilir Casino Siteleri Canlı Casino Siteleri 2023 Listesi Le meilleur casino en ligne franзais Extra Casino avec le dйpфt minimal le in addition bas Yeni Casino Siteleri ᐈ Çevrimiçi Kumarhaneler Mart 2024 Les gambling establishments en ligne proposent une grande variйtй de jeux de internet casino gratuits. Türkiye’deki Resmi Web Sitesi Google Play, Türkiye’de kumar oyunlarına izin verecek Her Gün Tatil Olsa ORDU’DA PAZARTESİ GÜNÜ FINDIK FİYATI NASIL? كازينو اون لاين الكازينوهات الممتازة على الإنترنت ألعاب الكازينو المباشرة مينا كازينو العر Google Play, Türkiye’de kumar oyunlarına izin verecek Domain Sorgulama & Domain Fýrsatlarý Canlı Casino Siteleri: 2024 Güvenilir Siteler Seçilmiştir Golden Easter Slot İncelemesi 2024, Demoyu Ücretsiz Oynayın Golden Easter Slot İncelemesi 2024, Demoyu Ücretsiz Oynayın 1xbet Türkiye Giriş Empieza Kayıt 202 Kumar Ve Kumarhaneler Hakkında Pek İlginç 21 Bilgi Kumarhane Doğru Yazımı Nedir? Tdk Ile Kumarhane Kelimesinin Doğru Yazılışı! Mobilbahiste En İyi Kumar Bonusları Ve Kazançlar Mobilbahis Giriş Sayfası On Line Casino Siteleri En Iyi Casino Siteleri 2024 Mostbet: Türkiye’de Internet Casino Mostbet Online Slotlar Ve Canlı-casin Pin Up Casino Oyna Türkiye, Pinup’un Sah Web Sites Ifade Haberleri Son Dakika Ifade Hakkında Güncel Haber Ve Bilgiler “önceliğimiz Transferin Önünü Açmak, Görüştüğümüz Yerler Var” On Line Casino Nuh’un Gemisi Deluxe Resort & Spa, Kıbrıs The Benefits of Document Management Bonus Veren Siteler 3 000 Den Fazla Online Oyunu Ücretsiz Oyna En Tehlikeli Kumar Oyunu Ekşi Sözlük Deneme Bonusu Veren Siteler Deneme Bonusu 2024 Explore the Magic of WildCardCity Güvenilir Bahis Siteleri En İyi Kumar Siteleri Balıkesir Triatlonuna Avrupadan Ödül Tricks of the Aviator gambling establishment game by Spribe Çevrim Içi Kumar Siteleri “bonus” Yalanıyla Kandırıyor En Güvenilir Canlı On Line Casino Siteleri Xbetting-tips Com Uncovering the Abundant Tapestry of Ozwin Gambling establishment Evaluating Board Portal Providers Uncovering the Wealthy Tapestry of Ozwin On line casino Electronic Data Area Providers Evaluation Cobra Internet casino: Raising the Australian On the internet Video gaming Practical experience 4 Things to Search for in Safeguarded Cloud Safe-keeping Fastpay On line casino Australia – Simple and No-Taxation Wagering Web page officielle franзaise de Joka Gambling establishment The Software Development Universe Game Woo Internet casino – Enjoy Slot machine games around australia Ostdeutsche Biersorten What Are Virtual Data Rooms? Vitamin D Receptor Polymorphisms Revue du Casino BlackLabel Faktory, kterй ovlivnujн hodnocenн ceskэch online kasin How to Make the Most of Your Web Development Organization and Advertising Efforts L’essor des casinos en ligne en France Boost Meeting Efficiency With Boardroom Technology Developments WildJoker Casino WildCardCity On line casino – Guaranteed Australian Gambling Portal WildCardCity Casino – The Ideal On the internet Gambling establishment within australia Modern Technologies Produce Sharing Documents Online Faster and More Protect Free Virtual Info Room pertaining to Speedy Due Diligence A Review of Data Area Software For people who do buiness Five Board Bedroom Features Which will help You Acquire a More Productive Boardroom Electronic Systems To your Business Understanding Legal Terms and Laws in Today’s World The Laws and Contracts of Hollywood: A Sunset Blvd. Tale Legal Discussion Between Johnny Cash and Antonin Scalia Legal Insights: What Teens Should Know Legal Issues and Exceptions: What You Need to Know Legal Insights and Expert Analysis Celebrity Dialogue: Legal Matters in the 21st Century Famous Personalities Discuss Legal Issues The Boys in the Boat: Legal Advisors and The Quest for Legal Knowledge Understanding Legal Matters: Q&A on Criminal Law, Joint Ventures, and More Enticing Title The Departed: Understanding Basic Work Requirements and Legal Rights Youth Slang Blog Article Legal Insights: A Journey into the World of Law The Ins and Outs of Legal Matters: Everything You Need to Know Legal Insights and Trends: A Rap Guide Mysterious Legal Matters Unveiled

Technology

Cramer says these 10 sectors prove this rally is about fundamentals, not sentiment

Jim Cramer finds that days like Wednesday serve to remind investors that no matter how worried they are about political turmoil or global conflict, sometimes, the bulls get their way.

From Federal Reserve Chair Janet Yellen testifying before Congress that the U.S. economy is seeing growth without inflation to rumors of the administration’s Chief Economic Advisor Gary Cohn in line to be the next Fed chief, Wednesday’s market got several unexpected catalysts.

“What happens when it all comes together?” the “Mad Money” host asked. “We get an incredibly broad rally encompassing many different groups, many actually contrasting groups, the kind of move that reminds you why you just don’t just sell everything because some talking head says, ‘Oh boy, I’m scared and you’ve got to go home.’ Or, at the very least, if you don’t like the market, it signals that you’re getting a better chance to sell.”

So Cramer decided to run through 10 sectors that allowed the market to climb higher to show that the rally was really based on fundamentals, not just market sentiment.

Watch the full segment here:

1. FANG

FANG, Cramer’s acronym for the stocks of Facebook, Amazon, Netflix and Google, now Alphabet, got several boosts despite being a disliked group for the past several weeks.

“In the last 24 hours, we heard that Facebook, letter F, is now going to charge for Messenger, one of its greatest yet-to-be-monetized assets. Letter A, Amazon? Prime Day exceeded all expectations, including the incredibly high ones that I set. N, Netflix, catching a lot of love just today from analysts who’re seeing great international growth. And then … Alphabet won a billion-dollar tax fight in Europe,” Cramer said.

2. Cyclicals

Thanks to a pickup in Chinese markets, cyclical stocks have been surging, with the stock of construction machinery manufacturer Caterpillar hitting a 52-week high.

“There’s no better sign of worldwide growth than CAT hitting those hallowed levels,” Cramer said.

3. Pharmaceuticals

An unusual sector to be running up in tandem with cyclical stocks like Caterpillar, Cramer saw that the drug stocks also got a boost, which he attributed to Yellen’s congressional testimony.

“When the Fed chief says we have admittedly slow growth with no inflation to speak of, the playbook — and, I’m sure, the algorithms — say reach for Eli Lilly, Johnson & Johnson or Allergan,” the “Mad Money” host explained. “Never doubt the playbook.”

4. Airlines

After American Airlines boosted its revenue outlook on strong June traffic on top of good monthly results from United Airlines and Southwest Airlines, their stocks went flying.

“I love any rally that’s led by the airlines because it means that the transports can break out, thereby confirming any strength in the Dow,” Cramer said.

5. Oil

This sector not getting hit today gave the market permission to rally, particularly considering the fact that stocks relying on crude oil have the power to drag the market down when prices slide.

“I’m a strong believer in what our resident commodity seer, Carly Garner, has said since she told us to sell in the $50s and buy in the low $40s — oil is range-bound. She seems pretty confident, now that it ticked to $46, that it’s going to $50 next,” Cramer said. “Don’t forget to sell when it gets there, though.”

6. Financials

Even though the bank stocks were suppressed due to a decline in interest rates and Yellen’s measured approach to rate hikes, payment processing stocks rose, led by Cramer-fave PayPal.

7. Cloud & AI

Cloud and artificial intelligence stocks rallied nicely as well, moves that Cramer’s charts on Tuesday showed could be in the works for the technology sub-sectors.

8. Retailers

In the wake of Amazon Prime Day, some beaten-down retailers started to bounce back from their lows.

“I like the fact that the despot, Home Depot, which I believe is having a good quarter, is ramping. I didn’t see much on Amazon Prime to steal any of that great retailer’s thunder, or customers for that matter. Same with Wal-Mart, which I think didn’t deserve to sell down that hard and represents some pretty good value here,” Cramer said.

9. Europe

Markets across the pond are mounting a long-awaited comeback, something that could in turn help U.S. markets rally even higher. Cramer continued to pound the table on the continent, adding that it could become a particularly hot investment in the second half of 2017.

10. Apple

Negativity around Apple’s next iPhone release was swept away on Wednesday as the stock and some of its partners, like Broadcom, soared with the rest of the market.

“Keep days like today in your head,” Cramer said. “These are a reminder, a reminder that patience can and does get rewarded. Occasionally the market elects to do what’s rational, not what’s stupid. Isn’t it a delight to watch it unfold?”

Disclosure: Cramer’s charitable trust owns shares of Allergan, Apple, Broadcom, Facebook, Alphabet (Class A) and Southwest Airlines.

Questions for Cramer?
Call Cramer: 1-800-743-CNBC

Want to take a deep dive into Cramer’s world? Hit him up!
Mad Money TwitterJim Cramer TwitterFacebookInstagramVine

Questions, comments, suggestions for the “Mad Money” website? madcap@cnbc.com

Source: Tech CNBC
Cramer says these 10 sectors prove this rally is about fundamentals, not sentiment

Comments are closed.