Jim Cramer - Mad Money

The Fed has been selling many bonds yesterday and tomorrow at attractive yields, which is compelling shareholders to sell shares to buy those risk-free bonds.  Also, the Fed is expected to cut rates later this year. This puts pressure on stocks.

They just reported a sizable top and bottom line beat and 7% user growth, but shares are sinking 15% after hours because their near-tear and full-year guidance came in light to the street. Compare this to Tesla which missed numbers including negative free cash flow, but CEO Musk sold the quarter well.

Tesla missed numbers including negative free cash flow, but CEO Musk sold the quarter well.

They just reported a weak quarter with very negative cash flow and no sense when management will right their ship.

The country's best steel company. They just reported, but issued worsening guidance, and shares sank.

Shares are down 7% this year. The problem is that their menu prices rose and are too high. They need to cut prices.

They have special technology; this morning they announced a collaboration with AI. Shares have been declining and there are sellers everywhere. You have to wait until they invent the special vaccines en masse they promised.

They reported a mixed quarter today: light revenues, earnings beat a little and raised their full-year forecast. But shares slipped maybe on cautionary comments on China and lowered full-year equipment sales outlook. He's bullish. Now is a buying opportunity.

Looking at the cycle forecast of the indices over 7 years, Williams correctly predicted the Nasdaq peaking around March 15 followed by extended weakness (true), and a bottom around October 22. He calls the current decline to continue till around May 20. He also called the S&P peak around March 7 (he was slightly early). Another indicator if the Dow vs. bond prices, which indicates that the Dow will fall further.

He called Nvidia to peak on March 12, though it happened on March 8. He calls a bottom for May 13, followed by a brief relief rally. This is based on data of the Nasdaq's patterns stretching back 7 years of the "cycle forecast". So, sell not until mid-May, then you can buy back.

Be disciplined and sell some shares, because this has run up 73% in the past year. Trim.

He likes all three GE companies, but this is his favourite, because he likes their strategy of using AI in their MRIs.

He doesn't like copper, because it's tied levered to China (demand), but FCX is his pick in copper.

The delivered a great quarter, but their CEO is departing. They solved their gear turbo fan problem. Great balance sheet. The best defence stock.

They should have reported that computer hack sooner, but they boast a great balance sheet. That said, he doesn't like the health insurance industry now.