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Jim Cramer (1:01)
Celebrate 20 years of mad Money How Jim Cramer Transformed Investing in America it's insane. The moments, the madness, the memories. Mad Money 20th anniversary Tuesday, 7 Eastern CNBC My mission is simple. To make you money. I'm here to level the playing field for all investors. There's always a bull market somewhere, and I promise to help you find it. Mad Money Start now. Hey, I'm Kramer. Welcome to money. Welcome to Cramerica. Good morning, friends. I'm just trying to make a little money. My job is not just to entertain, but to teach you how it all works. So call me at 1-800-743-CBC. Tweet me jim Cramer. We made it. Yep, we got through another stretch without the White House upending the whole market, which therefore led to the second best week of the year with the dow finishing up 20 points. But S&P 50.74%, Nasdaq gaining 1.26%. But now we are about to go headfirst into the failings of earnings the week where years are made. And it may be too much to ask for the for Washington to give us another quiet week so we can focus on the earnings of the best we have to offer. All right, look, we're not going to have to wait until Monday to find out what's up with the President. He's in Europe for the funeral of Pope Francis tomorrow, but there's no doubt that he's going to probably try to nail down some trade deals this weekend, maybe with emissaries from Japan, South Korea. Hey, bears beware if any country, any country is willing to compromise With Trump, the rest of the world might fall in line. And honestly, if we can't win over Japan and South Korea, two countries where we have a ton of military bases, well, we might as well throw in the towel. So many people are worried about a tariff induced recession. Steel giant Nucor reports on Monday. And they're really at the crossroads of both. This domestic steel company, the best there is in the world, has been hammered by economic weakness, but they also directly benefit from the tariffs as they should. The world dump steel in usa. It's been known for years. And if we didn't do anything about it, we didn't protect our steel companies, we would have no steel. Let's not move be made in this country. So let's hear what they have to say. Tuesday morning we get results from another company at the epicenter of Trump's tariffs and that's General Motors. Now we're truly in crunch time for tariffs. It's not clear how much they'll add to the price of every new vehicle, but we know the stickers could be shocking. CEO Mary Barr always tells the story straight. Next, I think UPS could give us the lay of the land in terms of tariffs pulling demand forward. We keep hearing that term on our show. Right. And causing international disruption. Let's hope the news doesn't disrupt that dividend which currently gives you a 6.7% outsized yield. On the other side of the economic spectrum, we have Coca Cola. It'll be interesting to see if Coca Cola can maintain its momentum. It's the only stock in the consumer products group that I follow. It's still hanging in there after a brutal week for the cohort. Did you see pepsico? Holy cow. If you want to know my favorite trade for the week, it's going to be Spotify. Now this is this juicy subscription business. People don't focus on this company a lot. Lots of people ignore it, dismissing it as a radio station without commercials. But I think Spotify's all things Entertainment, a competitor to Netflix. For your time Tuesday night. Okay. I'm betting that Brian Nicholl will spell out a strategy for Starbucks, both domestic and international. We've been stalled on this one for the Travel Trust with the stock first shooting up 30 points on Nicholas Appointment and then giving almost all of it back when the numbers didn't turn around immediately in the market got ugly. I always thought that a quick breakout was a ridiculous assumption, but now the rubber's hit the road and I still don't see a breakout quarter. But we're going to hold it nonetheless, by the way, also Tuesday night, Tuesday night we have our Mad Money 20th anniversary show. You cannot miss the retrospective of the last 20 years of booyahs and bull markets on this show and of course a little smattering of bear markets. But I'm very proud of our team. We get to show the team with all its glory. Wednesday kicks off with Caterpillar, which should give us a sense of how much money is being left maybe in Joe Biden's infrastructure package. They technically only spent about 40% of it last fall, but Caterpillar certainly not trading like a stock that has plenty of federal construction projects ahead of it, does it? Hopefully we'll find out if the close all right, here we go. Metal platforms and Microsoft both important. The streets really split on these two. So many are worried about Met as advertising business. But I think Alphabet's incredibly robust ad business should put those fears to rest. Microsoft's disappointed investors three straight times, three quarters in a row, mostly by issuing soft outlooks after delivering solid results. Now I think we need to see this co pilot gain some serious traction while datacenter spending stays strong but not too strong. We don't want them to spend even more than they thought. And Azure, its cloud business gets back into an accelerated group. That might be a toll order, but I think this company knows the penalty will be severe to its price earnings multiple the P E multiple if it misses a year's worth of earnings reports. Now we've got some health care some issues to talk about on Thursday. That's right. These are anything but common steady health care companies. We got Eli Lilly that's riding the wave of GOP Dash 1 success. Then there's CBS which is under new management put up some really good numbers from and it's just that's in health insurer but also its core drugstore business which they've closed all the underperformers Louis last report laid an egg. They did it right on our show. Unfortunately I'm counting on this one being better which is why we continue to own it for the Travel Trust. As for cvs, the health insurers have taken it on the chin of late UnitedHealth and Santee both missed expectations. I bet sticks it lots of restaurant stocks have fallen on hard times because of their price points. They just charge too darn much. But McDonald's rolled out some very cheap offerings or I say cheaper offerings. I like them and I think the customers have gravitated to the golden arches. We're going to find out for sure On Thursday morning after the close, Apple and Amazon report say look at these two days, Maddie. Microsoft, Apple and Amazon. And no matter what we hear from Apple, I bet you there'll be a wall of critics ready to pronounce that these are Apple's last good results ahead of the tariffs. They might even be right. We own Apple for the charts and we are not too concerned. Why? Because I believe these guys can work their way out of any abyss that is China. It's just going to take some time and of course some money. I'm counting on CEO Tim Cook to spell out a trade trade strategy that includes the role of India in making phones. The export business has never been trickier, but there aren't many people in this world who can handle it as deftly as Cook. As for Amazon. Okay, listen up. We've been buying this one for the Chapel Trust by the way. Of course you can just if you join the CNBC investing club, you get my bulletins before we buy anything. I believe the retail world is undergoing this incredible credible consolidation toward the big three and the big three are Costco, Wal Mart and Amazon. I think all three can deliver on their promises. I'm not so sure about anybody else frankly. Of course Amazon's got major tariff problems with China so we need to see what they have to say about that. But I like what I've been hearing about the their business, the retail business ex China. I hope that's good enough. One thing we know for sure, few places are as strong as at for advertising as Amazon because it's right at that point of contact almost a very bullish in Amazon's international business nobody else is I think it's finally beginning to generate some really serious numbers. Friday is important not just because we have Exxon and Chevron and by the way the two largest oil companies and I doubt that they'll really have anything good to say because look at the price of oil. No, Friday's big because we have the Labor Department's nonfarm payroll report and so much is riding on this week was so good in part because President Trump stopped hectoring Fed chief Jay Powell after Monday. Let's hope that's permanent and not merely a temporary stay of execution. We do need to see some weaker employment numbers so Powell can make the case for rate cuts down the line. Remember, it's mighty hard to cut rates when you're raising the price of everything imported by a pretty hefty sum. The Fed needs to walk a tightrope. I don't think think they can afford to do anything right now, but they need to be prepared to cut at the next meeting if we see a big spike in unemployment. Here's the bottom line. This is a really consequential week ahead. We're about to get into the weeds with tariffs. We have to sort out what's real and what just mandated by the president. Most important, we need to see some trade deals, please. With them, the market can absorb some earnings disappointments. But without them, my anniversary show is going to be not as much fun and things could get really ugly very quickly. After the run up we just had. Let's speak to Corey in Texas. Corey.