CALDEIRÃO DE BOLSA

É incrível como o Cramer do TheStreet é tão mais interessante do que o que faz palhaçadas na CNBC. Há qualquer coisa de Dr Jeckill and Mr Hyde no homem...

Deixo este vídeo dele que me parece bastante sensato.

http://www.thestreet.com/video/10446159/cramer-obamas-win-gives-us-two-markets.html?puc=_tscrss&s=1

"Not Bearish Here"

By Jim Cramer
Chairman
11/5/2008 9:57 AM EST


"Huge selloff? I don't think so. I believe we are not in a position to be down big other than because we ran so much in the last half-hour and we had a gigantic ramp in oil off the McCain surprise.




We were up 300 points yesterday, including a dramatic ramp in the last half-hour. Most of it was Exxon (XOM - commentary - Cramer's Take) and Chevron (CVX - commentary - Cramer's Take). That was clearly unsustainable.

However, the Nazz is the place to watch, and once again Apple (AAPL - commentary - Cramer's Take) -- which has some more bad news about iPhone in terms of still one more negative call -- is barely down, which tells me that the buyers are still lurking.

I am also keying off of ag, which is such a huge winner off Obama that I just don't think the group can be sunk here.

Finally, banks and auto need to be watched. GM (GM - commentary - Cramer's Take), JPMorgan (JPM - commentary - Cramer's Take) and Morgan Stanley (MS - commentary - Cramer's Take) have bids underneath already.

Just not bearish.

At the time of publication, Cramer was long Chevron, JPMorgan and Morgan Stanley. "

(in www.realmoney.com)

"This Time, I'll Be Selling Into the Bid"

By Jim Cramer

11/5/2008 8:11 AM EST


"Uh oh, where it the persistent bid? Did it disappear? Is it resting? Has it gone away?

Throughout the last three weeks we have seen a persistent bid underneath the market, mostly led by Nasdaq futures, that was relentless and dropped off only once when GE (GE - commentary - Cramer's Take) was reported to have guided down.

No one knows who the buyer or buyers were, and because volume has been thin, the buyers had their way at the opening and then again at some exquisite marking up at the end of the day.

Everyone who has tried to fade this phalanx has been chewed up and spit out. It has been there irrespective of news flow. Many of the earnings reports in this period have been extremely disappointing -- in fact, only Apple (AAPL - commentary - Cramer's Take), 3M (MMM - commentary - Cramer's Take), Google (GOOG - commentary - Cramer's Take) and United Technologies (UTX - commentary - Cramer's Take) have really delivered. It has been there irrespective of more bailouts, which surely by this time would have started to produce weakness in the market, not strength.

It is not there today.

I am of the opinion that like a snake in the weeds, the persistent bid will be there, particularly because Asia's so strong.

But there's a difference. This time I want to peel stuff off into the bid, which I figure surfaces as we build toward the opening and then lifts us throughout the day. The 20% rally off the bottom has made me no longer want to go along on this elegant ride, especially because many of the stocks the bid took up yesterday involve companies that must pay some price that the Democrats can exact, and many of them were up because of rumors, picked up throughout the day, of a stunning upset engineered by John McCain and Sarah "Big Oil" Palin.

At the time of publication, Cramer was long GE. "

(in www.realmoney.com)