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2023年1月30日(月)放送のCNBC「Mad Money w/ Jim Cramer」のサマリーです。ビデオクリップ＆トランスクリプト（英文）が掲載されているCNBCサイトへのリンクも併記しています。
(1) Jim Cramer says his group of FANG tech companies have lost their magic (https://www.cnbc.com/2023/01/30/jim-cramer-says-his-group-of-fang-tech-companies-have-lost-their-magic.html)
- CNBC’s Jim Cramer on Monday said that it’s time to acknowledge that his group of Big Tech FANG companies are no longer market leaders.
- The acronym, which was first coined by Cramer, stands for Facebook parent Meta Platforms, Amazon, Netflix and Google parent Alphabet.
Ticker: META, AMZN, NFLX, GOOGL
(2) Jim Cramer on the recent rally in speculative stocks (https://www.cnbc.com/video/2023/01/30/jim-cramer-on-the-recent-rally-in-speculative-stocks.html)
Cramer gave his thoughts on speculative stocks’ comeback this month.
What’s behind the rally for speculative stocks in 2023?
- Tax loss selling at year-end
- Favorable macroeconomic data
- Expected conclusion to the Fed’s tightening cycle
Time to trade the rally? Cramer’s outlook
- The Fed will keep interest rates higher for longer’
- Economic date is still mixed
- Inflation could be o the rebound
(3) Off-the-Chart: Charts suggest the S&P 500 is nearing a ‘decisive’ moment, Jim Cramer says (https://www.cnbc.com/2023/01/30/charts-suggest-the-sp-500-is-nearing-a-decisive-moment-jim-cramer-says.html)
- CNBC’s Jim Cramer said the benchmark S&P 500 could be at a pivotal moment this week.
- The S&P fell on Monday ahead of a packed week of earnings and a potential interest rate increase from the Federal Reserve.
(4) Executive Interviews; Prologis CEO on the state of customer demand (https://www.cnbc.com/video/2023/01/30/prologis-ceo-on-the-state-of-customer-demand.html)
Cramer spoke with Prologis CEO Hamid Moghadam on Monday.
Ticker: PLD
(5) Cramer’s lightning round: I think Regions Financial is a terrific buy (https://www.cnbc.com/2023/01/30/cramers-lightning-round-i-think-regions-financial-is-a-terrific-buy.html)
- Regions Financial Corp: “It’s an excellent stock. … I think it’s a terrific buy, even at these levels.”
- Vale SA: “I am going to bless it for a trade. Why? Because copper is starting to fly, which means Vale can fly.”
- Lumen Technologies Inc: “I actually don’t trust Lumen. I think Lumen is a dangerous stock even down here.”
Ticker: RF, VALE, LUMN
(6) [No Video Clip] Cramer gives his thoughts on AMC, GameStop and short-sellers (https://www.cnbc.com/video/2023/01/30/cramer-gives-his-thoughts-on-amc-gamestop-and-short-sellers.html)
Cramer gave his thoughts on short-sellers who bought shares of meme stocks like AMC and GameStop.
Ticker: GME, AMC
Other Stocks Discussed (calls with audience): NetApp, Inc. (NTAP) [no catalyst], U-Haul (UHAL), Northrop Grumman Corporation (NOC) [Inexpensive; buy more tomorrow]
参考: この日の放送に関するその他のサイトへのリンク
- Google Podcast (音声）
- Internet Archive（1分毎のビデオ＆テキスト）
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