ECONOMIC SILUET: Here are stocks to own to take the debt ceiling, bond market out of your investing equation

Senin, 22 Mei 2023

Here are stocks to own to take the debt ceiling, bond market out of your investing equation

VIEW IN BROWSER | JOIN THE CLUB

The Investing Club Round Up

A look at last week's market moves with Jim Cramer

HERE'S WHAT MEMBERS GOT LAST WEEK

Investing Club Mailbag: Buybacks are a great tool to reward shareholders — but the timing has to be right
Analysis on the debt ceiling deadline and how to spot the buying opportunity amidst the Morgan Stanley CEO shakeup
Updates on the Club's portfolio from the daily Morning Meeting
Trade alerts on two new adds to the Trust portfolio: this oil stock and this medical stock
Jim's daily Morning Thoughts including analysis on the Top 10 Things to Watch
New episodes of The Homestretch discussing what's working, and what isn't working in A.I. stocks and the big worry on debt-ceiling talks

BECOME A MEMBER

THE INVESTING CLUB'S MONTHLY MEETING

This past week, the Investing Club met for the Monthly Meeting, where Jim Cramer examined the stocks that, at least at the moment, are the laggards in the portfolio.

"I want to start out by examining stories that, right now, appear to be defeats, and tell you how we look at these defeats beyond the failing grades we deserve," he said. "We remonstrate, but we act."

Still Jim highlighted that, overall, there are more winners in the Club than losers. "But make no mistake, it's the losers that drive us, as the winners always take care of themselves," Jim added.

WATCH NOW

JIM'S COLUMN

Here are stocks to own to take the debt ceiling, bond market out of your investing equation

Jim Cramer
@jimcramer

Are the travails of the bond market, like Macbeth expounds, a "tale told by an idiot, full of sound and fury, signifying nothing?"

As we grapple with the whole edifice of fixed income, the existential crisis of Treasurys, the multitrillion-dollar market that the tale is based on, I have come to wonder what bonds really are signifying and whether they even matter to our portfolios. I know that's a radical proposition, but hear me out.

We need to steel ourselves to what may come from a failed set of debt ceiling talks between President Joe Biden and the part of the government that might only nominally be run by House Speaker Kevin McCarthy. The two are set to resume negotiations Monday, with a possible historic government default as early as 10 days away.

Join The Investing Club to read the rest of my article, and get access to my daily analysis of the market, and how to grow your portfolio.

-Jim Cramer

BY SIGNING UP TO RECEIVE THE CNBC INVESTING CLUB NEWSLETTER, YOU AGREE TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY, TOGETHER WITH OUR DISCLAIMER. NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.