More cramer crazy talk

he is always invoking the names of people with only slightly more credibility like kass.

Oil, and financials can work.... is the thesis.

The fact that oil and materials has become such a crowded trade, is exactly why it won't work. As soon as everyone gives up on them... Maybe the selling will stop.

The playbook says, when the fed stops cutting rates, the dollar stegnthens, and metals and energy stop working, they have no G, no Growth. Besides the Global growth.... and we will see over the next 6 months if global growth hasn't stopped......

and it flys in the face of sector rotation...... As does his crazy "Industrials" play.

My thesis is "we are more tied together, not less, there is no decoupling." Industrials.

This is a nice sign of panic.

but still Increased input costs, and the new less vertical linear regression.... Kills that trade.