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2021-07-16

Cramer's Mad Money Recap: Why Stocks Are Going Down<blockquote>克莱默的疯狂金钱回顾：股市为何下跌</blockquote>

Jim Cramer says it's not so much about the economy as it is the simple rules of supply and demand. T

Cramer's Mad Money Recap: Why Stocks Are Going Down<blockquote>克莱默的疯狂金钱回顾：股市为何下跌</blockquote>

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T","content":" Jim Cramer says it's not so much about the economy as it is the simple rules of supply and demand. There's not enough cash to buy everything. There are a lot of theories on why stocks are going down, Jim Cramer told his Mad Money viewers Thursday, but there's only one theory that's correct. As he noted on last night's show, too often investors can't see the forest for the trees instead focusing on the economy rather than the fundamentals of supply and demand.<blockquote>吉姆·克莱默说，这与其说是经济的问题，不如说是简单的供求规则。没有足够的现金买所有的东西。吉姆·克莱默周四对《Mad Money》观众表示，关于股市下跌的原因有很多理论，但只有一种理论是正确的。正如他在昨晚的节目中指出的那样，投资者往往只见树木不见森林，而是关注经济而不是供需基本面。</blockquote> For example, many investors are taking their cue from the bond markets, which are far bigger than stocks. They have all sorts of theories as to why bond yields are plunging.<blockquote>例如，许多投资者从债券市场中得到启示，债券市场的规模远远大于股票。对于债券收益率暴跌的原因，他们有各种各样的理论。</blockquote> Is it because our rates are better than the rest of the world? Is it because Federal Reserve chairman Jay Powell is right and inflation is only transitory? Or is it because we're about to see a slowdown in our economy?<blockquote>是因为我们的利率比世界其他地方好吗？是因为美联储主席鲍威尔是对的，通胀只是暂时的吗？还是因为我们即将看到经济放缓？</blockquote> Cramer said while he does believe that Powell is correct and inflation is transitory, none of these reasons really explain the action in bonds or in the stock market. What does explain the action, however, is supply and demand.<blockquote>克莱默表示，虽然他确实相信鲍威尔是正确的，通胀是暂时的，但这些原因都不能真正解释债券或股市的走势。然而，解释这一行为的是供给和需求。</blockquote> For months now, the markets have been flooded with new offerings in the form of IPOs and SPACs, and the market has increasingly struggled to absorb them all. Eventually, as it always does, supply outstrips demand and prices plunge, just as they are now. There's simply not enough cash to buy everything.<blockquote>几个月来，市场上充斥着IPO和SPAC形式的新产品，市场越来越难以吸收所有这些产品。最终，一如既往，供大于求，价格暴跌，就像现在一样。根本没有足够的现金买所有的东西。</blockquote> So while everyone has their theories, the truth is that employment is strong and inflation is waning. But when it comes to IPOs, the cycle has simply run its course.<blockquote>因此，尽管每个人都有自己的理论，但事实是就业强劲，通胀正在减弱。但当涉及到首次公开募股时，这个周期已经结束了。</blockquote> Secretary of Commerce Gina Raimondo<blockquote>商务部长吉娜·雷蒙多</blockquote> In a special interview, Cramer welcomed back Gina Raimondo, U.S. Secretary of Commerce, for an update on the White House's economic plans to keep the economy moving forward. President Biden's latest plans include a $600 billion infrastructure package to rebuild roads, bridges and the nation's power grid, and a $3.5 trillion budget proposal that includes universal pre-kindergarten and two-year community college, among other priorities.<blockquote>在一次特别采访中，克莱默欢迎美国商务部长吉娜·雷蒙多回来，介绍白宫保持经济发展的经济计划的最新情况。拜登总统的最新计划包括一项6000亿美元的基础设施计划，用于重建道路、桥梁和国家电网，以及一项3.5万亿美元的预算提案，其中包括普及学前教育和两年制社区大学等优先事项。</blockquote> Raimondo said there are still millions of women out of the workforce because they're struggling with childcare and elder care. That's why the latest proposals include investments in caregiving as well as universal kindergarten to give all of our children a head start on their education.<blockquote>雷蒙多说，仍有数百万女性失业，因为她们在照顾孩子和照顾老人方面苦苦挣扎。这就是为什么最新的提案包括对护理和普及幼儿园的投资，让我们所有的孩子在教育上有一个良好的开端。</blockquote> Additionally, Raimondo said we need to invest more in digital literacy and digital skills for our modern world. That includes getting more girls and minorities involved in data science so they can compete on a global stage.<blockquote>此外，雷蒙多表示，我们需要在现代世界的数字素养和数字技能方面进行更多投资。这包括让更多的女孩和少数族裔参与数据科学，以便他们能够在全球舞台上竞争。</blockquote> When asked about supply chain disruptions caused by the pandemic, Raimondo called out Friday's scheduled meeting at the White House, which will include the home building and construction industries, that aims to address shortages in lumber and other building supplies. If we can produce more, prices will decline, Raimondo said, and that's the goal.<blockquote>当被问及疫情造成的供应链中断时，雷蒙多呼吁周五在白宫举行会议，会议将包括住宅建筑和建筑业，旨在解决木材和其他建筑用品的短缺问题。雷蒙多说，如果我们能够生产更多，价格就会下降，这就是我们的目标。</blockquote> Bull in the Second-Hand Shop<blockquote>二手店里的公牛</blockquote> There's a new long-term bull market brewing in the secondhand marketplace, Cramer told viewers, and it's time to compare the players and pick a winner. The contenders include Poshmark&nbsp;(POSH) -Get Report, ThredUp&nbsp;(TDUP) -Get Report&nbsp;and RealReal&nbsp;(REAL) -Get Report, along with Etsy&nbsp;(ETSY) -Get Report, which just purchased Depop for $1.6 billion, and the king of secondhand goods, eBay&nbsp;(EBAY) -Get Report.<blockquote>克莱默告诉观众，二手市场正在酝酿一个新的长期牛市，现在是时候比较参与者并选出赢家了。竞争者包括Poshmark（豪华)-获取报告，ThredUp(TDUP)-获取报告和RealReal(真的)-获取报告，以及Etsy(ETSY）——刚刚以16亿美元收购Depop的Get Report和二手商品之王eBay（EBAY)-获取报告。</blockquote> For comparison, eBay is clearly the largest, with 187 million buyers around the globe. EBay is followed by Poshmark at seven million, Etsy with four million, ThredUp at 1.3 million and RealReal with just 700,000.<blockquote>相比之下，eBay显然是最大的，在全球拥有1.87亿买家。紧随EBay之后的是Poshmark（700万）、Etsy（400万）、ThredUp（130万）和RealReal（仅70万）。</blockquote> Cramer said with 42% revenue growth, his favorite in the space is PoshMark, which appeared recently on the show. He said both eBay and Etsy remain fabulous companies as well, but Poshmark has the growth. ThredUp simply isn't that exciting at just 15% growth, he said, and RealReal is still recovering from its authenticity issues surrounding counterfeit items on its platform.<blockquote>克莱默表示，随着42%的收入增长，他在该领域最喜欢的是最近出现在节目中的PoshMark。他表示，eBay和Etsy仍然是出色的公司，但Poshmark取得了增长。他表示，ThredUp仅增长了15%，这并不令人兴奋，RealReal仍在从围绕其平台上假冒商品的真实性问题中恢复过来。</blockquote> Executive Decision:&nbsp;Corsair Gaming<blockquote>行政决定：Corsair Gaming</blockquote> In his \"Executive Decision\" segment, Cramer spoke with Andy Paul, co-founder and CEO of Corsair Gaming&nbsp;(CRSR) -Get Report, makers of high-end gaming peripherals.<blockquote>在“行政决策”部分，克莱默采访了Corsair Gaming联合创始人兼首席执行官安迪·保罗（Andy Paul）（CRSR）-获取报告，高端游戏外设制造商。</blockquote> Paul noted that while the number of gamers has increased between 3% to 4% every year over the past few years, gaming hardware has grown by 24%, on average, and gamers continually upgrade their equipment to the latest technologies.<blockquote>Paul指出，虽然在过去几年中，游戏玩家的数量每年增长3%至4%，但游戏硬件平均增长了24%，游戏玩家不断将他们的设备升级到最新技术。</blockquote> Paul added that if you think about gaming as a hobby or a sport, no one buys just one set of golf clubs or one set of skis. The same applies to gaming, where people start with the basics and upgrade over time.<blockquote>保罗补充说，如果你把游戏视为一种爱好或一项运动，没有人会只买一套高尔夫球杆或一套滑雪板。这同样适用于游戏，人们从基础开始，随着时间的推移而升级。</blockquote> Corsair is also very active in the streaming space, making lighting and other gear gamers need to broadcast their games live to the world. Paul noted his company's first foray into gaming cameras, which provides all of the features of a DSLR in a simple webcam package.<blockquote>Corsair在流媒体领域也非常活跃，使得照明和其他装备游戏玩家需要向世界直播他们的游戏。Paul提到了他的公司首次涉足游戏相机，它在一个简单的网络摄像头包中提供了DSLR的所有功能。</blockquote> Lightning Round<blockquote>闪电轮</blockquote> Here's what Jim Cramer had to say about some of the stocks that callers offered up during the \"Mad Money Lightning Round\" Thursday evening:<blockquote>以下是吉姆·克莱默(Jim Cramer)对周四晚上“疯狂资金闪电轮”期间来电者提供的一些股票的看法：</blockquote> Rio Tinto&nbsp;(RIO) -Get Report: \"I think Rio Tinto is a good company and I want you to hold onto it.\"<blockquote>力拓（里奥）-获取报告：“我认为力拓是一家好公司，我希望你持有它。”</blockquote> QuantumScape&nbsp;(QS) -Get Report: \"There are other companies that claim they have better batteries and I'm starting to believe them.\"<blockquote>量子景观（QS)-获取报告：“还有其他公司声称他们拥有更好的电池，我开始相信他们。”</blockquote> VMware&nbsp;(VMW) -Get Report: \"I'd rather own Dell&nbsp;(DELL) -Get Report&nbsp;than VMWare.\"<blockquote>VMware（VMW)-获取报告：“我宁愿拥有戴尔(戴尔)-获取比VMWare更好的报告。”</blockquote> Veru(VERU) -Get Report: \"They need to get into Stage III trials before we can get excited about them.\"<blockquote>Veru（维鲁)-获取报告：“他们需要进入III期试验，我们才能对他们感到兴奋。”</blockquote>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cramer's Mad Money Recap: Why Stocks Are Going Down<blockquote>克莱默的疯狂金钱回顾：股市为何下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCramer's Mad Money Recap: Why Stocks Are Going Down<blockquote>克莱默的疯狂金钱回顾：股市为何下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nThe Street2021-07-16 08:48\n\n</h4>\n</header>\n<article>\n Jim Cramer says it's not so much about the economy as it is the simple rules of supply and demand. There's not enough cash to buy everything. There are a lot of theories on why stocks are going down, Jim Cramer told his Mad Money viewers Thursday, but there's only one theory that's correct. As he noted on last night's show, too often investors can't see the forest for the trees instead focusing on the economy rather than the fundamentals of supply and demand.<blockquote>吉姆·克莱默说，这与其说是经济的问题，不如说是简单的供求规则。没有足够的现金买所有的东西。吉姆·克莱默周四对《Mad Money》观众表示，关于股市下跌的原因有很多理论，但只有一种理论是正确的。正如他在昨晚的节目中指出的那样，投资者往往只见树木不见森林，而是关注经济而不是供需基本面。</blockquote> For example, many investors are taking their cue from the bond markets, which are far bigger than stocks. They have all sorts of theories as to why bond yields are plunging.<blockquote>例如，许多投资者从债券市场中得到启示，债券市场的规模远远大于股票。对于债券收益率暴跌的原因，他们有各种各样的理论。</blockquote> Is it because our rates are better than the rest of the world? Is it because Federal Reserve chairman Jay Powell is right and inflation is only transitory? Or is it because we're about to see a slowdown in our economy?<blockquote>是因为我们的利率比世界其他地方好吗？是因为美联储主席鲍威尔是对的，通胀只是暂时的吗？还是因为我们即将看到经济放缓？</blockquote> Cramer said while he does believe that Powell is correct and inflation is transitory, none of these reasons really explain the action in bonds or in the stock market. What does explain the action, however, is supply and demand.<blockquote>克莱默表示，虽然他确实相信鲍威尔是正确的，通胀是暂时的，但这些原因都不能真正解释债券或股市的走势。然而，解释这一行为的是供给和需求。</blockquote> For months now, the markets have been flooded with new offerings in the form of IPOs and SPACs, and the market has increasingly struggled to absorb them all. Eventually, as it always does, supply outstrips demand and prices plunge, just as they are now. There's simply not enough cash to buy everything.<blockquote>几个月来，市场上充斥着IPO和SPAC形式的新产品，市场越来越难以吸收所有这些产品。最终，一如既往，供大于求，价格暴跌，就像现在一样。根本没有足够的现金买所有的东西。</blockquote> So while everyone has their theories, the truth is that employment is strong and inflation is waning. But when it comes to IPOs, the cycle has simply run its course.<blockquote>因此，尽管每个人都有自己的理论，但事实是就业强劲，通胀正在减弱。但当涉及到首次公开募股时，这个周期已经结束了。</blockquote> Secretary of Commerce Gina Raimondo<blockquote>商务部长吉娜·雷蒙多</blockquote> In a special interview, Cramer welcomed back Gina Raimondo, U.S. Secretary of Commerce, for an update on the White House's economic plans to keep the economy moving forward. President Biden's latest plans include a $600 billion infrastructure package to rebuild roads, bridges and the nation's power grid, and a $3.5 trillion budget proposal that includes universal pre-kindergarten and two-year community college, among other priorities.<blockquote>在一次特别采访中，克莱默欢迎美国商务部长吉娜·雷蒙多回来，介绍白宫保持经济发展的经济计划的最新情况。拜登总统的最新计划包括一项6000亿美元的基础设施计划，用于重建道路、桥梁和国家电网，以及一项3.5万亿美元的预算提案，其中包括普及学前教育和两年制社区大学等优先事项。</blockquote> Raimondo said there are still millions of women out of the workforce because they're struggling with childcare and elder care. That's why the latest proposals include investments in caregiving as well as universal kindergarten to give all of our children a head start on their education.<blockquote>雷蒙多说，仍有数百万女性失业，因为她们在照顾孩子和照顾老人方面苦苦挣扎。这就是为什么最新的提案包括对护理和普及幼儿园的投资，让我们所有的孩子在教育上有一个良好的开端。</blockquote> Additionally, Raimondo said we need to invest more in digital literacy and digital skills for our modern world. That includes getting more girls and minorities involved in data science so they can compete on a global stage.<blockquote>此外，雷蒙多表示，我们需要在现代世界的数字素养和数字技能方面进行更多投资。这包括让更多的女孩和少数族裔参与数据科学，以便他们能够在全球舞台上竞争。</blockquote> When asked about supply chain disruptions caused by the pandemic, Raimondo called out Friday's scheduled meeting at the White House, which will include the home building and construction industries, that aims to address shortages in lumber and other building supplies. If we can produce more, prices will decline, Raimondo said, and that's the goal.<blockquote>当被问及疫情造成的供应链中断时，雷蒙多呼吁周五在白宫举行会议，会议将包括住宅建筑和建筑业，旨在解决木材和其他建筑用品的短缺问题。雷蒙多说，如果我们能够生产更多，价格就会下降，这就是我们的目标。</blockquote> Bull in the Second-Hand Shop<blockquote>二手店里的公牛</blockquote> There's a new long-term bull market brewing in the secondhand marketplace, Cramer told viewers, and it's time to compare the players and pick a winner. The contenders include Poshmark&nbsp;(POSH) -Get Report, ThredUp&nbsp;(TDUP) -Get Report&nbsp;and RealReal&nbsp;(REAL) -Get Report, along with Etsy&nbsp;(ETSY) -Get Report, which just purchased Depop for $1.6 billion, and the king of secondhand goods, eBay&nbsp;(EBAY) -Get Report.<blockquote>克莱默告诉观众，二手市场正在酝酿一个新的长期牛市，现在是时候比较参与者并选出赢家了。竞争者包括Poshmark（豪华)-获取报告，ThredUp(TDUP)-获取报告和RealReal(真的)-获取报告，以及Etsy(ETSY）——刚刚以16亿美元收购Depop的Get Report和二手商品之王eBay（EBAY)-获取报告。</blockquote> For comparison, eBay is clearly the largest, with 187 million buyers around the globe. EBay is followed by Poshmark at seven million, Etsy with four million, ThredUp at 1.3 million and RealReal with just 700,000.<blockquote>相比之下，eBay显然是最大的，在全球拥有1.87亿买家。紧随EBay之后的是Poshmark（700万）、Etsy（400万）、ThredUp（130万）和RealReal（仅70万）。</blockquote> Cramer said with 42% revenue growth, his favorite in the space is PoshMark, which appeared recently on the show. He said both eBay and Etsy remain fabulous companies as well, but Poshmark has the growth. ThredUp simply isn't that exciting at just 15% growth, he said, and RealReal is still recovering from its authenticity issues surrounding counterfeit items on its platform.<blockquote>克莱默表示，随着42%的收入增长，他在该领域最喜欢的是最近出现在节目中的PoshMark。他表示，eBay和Etsy仍然是出色的公司，但Poshmark取得了增长。他表示，ThredUp仅增长了15%，这并不令人兴奋，RealReal仍在从围绕其平台上假冒商品的真实性问题中恢复过来。</blockquote> Executive Decision:&nbsp;Corsair Gaming<blockquote>行政决定：Corsair Gaming</blockquote> In his \"Executive Decision\" segment, Cramer spoke with Andy Paul, co-founder and CEO of Corsair Gaming&nbsp;(CRSR) -Get Report, makers of high-end gaming peripherals.<blockquote>在“行政决策”部分，克莱默采访了Corsair Gaming联合创始人兼首席执行官安迪·保罗（Andy Paul）（CRSR）-获取报告，高端游戏外设制造商。</blockquote> Paul noted that while the number of gamers has increased between 3% to 4% every year over the past few years, gaming hardware has grown by 24%, on average, and gamers continually upgrade their equipment to the latest technologies.<blockquote>Paul指出，虽然在过去几年中，游戏玩家的数量每年增长3%至4%，但游戏硬件平均增长了24%，游戏玩家不断将他们的设备升级到最新技术。</blockquote> Paul added that if you think about gaming as a hobby or a sport, no one buys just one set of golf clubs or one set of skis. The same applies to gaming, where people start with the basics and upgrade over time.<blockquote>保罗补充说，如果你把游戏视为一种爱好或一项运动，没有人会只买一套高尔夫球杆或一套滑雪板。这同样适用于游戏，人们从基础开始，随着时间的推移而升级。</blockquote> Corsair is also very active in the streaming space, making lighting and other gear gamers need to broadcast their games live to the world. Paul noted his company's first foray into gaming cameras, which provides all of the features of a DSLR in a simple webcam package.<blockquote>Corsair在流媒体领域也非常活跃，使得照明和其他装备游戏玩家需要向世界直播他们的游戏。Paul提到了他的公司首次涉足游戏相机，它在一个简单的网络摄像头包中提供了DSLR的所有功能。</blockquote> Lightning Round<blockquote>闪电轮</blockquote> Here's what Jim Cramer had to say about some of the stocks that callers offered up during the \"Mad Money Lightning Round\" Thursday evening:<blockquote>以下是吉姆·克莱默(Jim Cramer)对周四晚上“疯狂资金闪电轮”期间来电者提供的一些股票的看法：</blockquote> Rio Tinto&nbsp;(RIO) -Get Report: \"I think Rio Tinto is a good company and I want you to hold onto it.\"<blockquote>力拓（里奥）-获取报告：“我认为力拓是一家好公司，我希望你持有它。”</blockquote> QuantumScape&nbsp;(QS) -Get Report: \"There are other companies that claim they have better batteries and I'm starting to believe them.\"<blockquote>量子景观（QS)-获取报告：“还有其他公司声称他们拥有更好的电池，我开始相信他们。”</blockquote> VMware&nbsp;(VMW) -Get Report: \"I'd rather own Dell&nbsp;(DELL) -Get Report&nbsp;than VMWare.\"<blockquote>VMware（VMW)-获取报告：“我宁愿拥有戴尔(戴尔)-获取比VMWare更好的报告。”</blockquote> Veru(VERU) -Get Report: \"They need to get into Stage III trials before we can get excited about them.\"<blockquote>Veru（维鲁)-获取报告：“他们需要进入III期试验，我们才能对他们感到兴奋。”</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/jim-cramer/cramers-mad-money-recap-july-15-2021\">The Street</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.thestreet.com/jim-cramer/cramers-mad-money-recap-july-15-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143835393","content_text":"Jim Cramer says it's not so much about the economy as it is the simple rules of supply and demand. There's not enough cash to buy everything.\n\nThere are a lot of theories on why stocks are going down, Jim Cramer told his Mad Money viewers Thursday, but there's only one theory that's correct. As he noted on last night's show, too often investors can't see the forest for the trees instead focusing on the economy rather than the fundamentals of supply and demand.\nFor example, many investors are taking their cue from the bond markets, which are far bigger than stocks. They have all sorts of theories as to why bond yields are plunging.\nIs it because our rates are better than the rest of the world? Is it because Federal Reserve chairman Jay Powell is right and inflation is only transitory? Or is it because we're about to see a slowdown in our economy?\nCramer said while he does believe that Powell is correct and inflation is transitory, none of these reasons really explain the action in bonds or in the stock market. What does explain the action, however, is supply and demand.\nFor months now, the markets have been flooded with new offerings in the form of IPOs and SPACs, and the market has increasingly struggled to absorb them all. Eventually, as it always does, supply outstrips demand and prices plunge, just as they are now. There's simply not enough cash to buy everything.\nSo while everyone has their theories, the truth is that employment is strong and inflation is waning. But when it comes to IPOs, the cycle has simply run its course.\nSecretary of Commerce Gina Raimondo\nIn a special interview, Cramer welcomed back Gina Raimondo, U.S. Secretary of Commerce, for an update on the White House's economic plans to keep the economy moving forward. President Biden's latest plans include a $600 billion infrastructure package to rebuild roads, bridges and the nation's power grid, and a $3.5 trillion budget proposal that includes universal pre-kindergarten and two-year community college, among other priorities.\nRaimondo said there are still millions of women out of the workforce because they're struggling with childcare and elder care. That's why the latest proposals include investments in caregiving as well as universal kindergarten to give all of our children a head start on their education.\nAdditionally, Raimondo said we need to invest more in digital literacy and digital skills for our modern world. That includes getting more girls and minorities involved in data science so they can compete on a global stage.\nWhen asked about supply chain disruptions caused by the pandemic, Raimondo called out Friday's scheduled meeting at the White House, which will include the home building and construction industries, that aims to address shortages in lumber and other building supplies. If we can produce more, prices will decline, Raimondo said, and that's the goal.\nBull in the Second-Hand Shop\nThere's a new long-term bull market brewing in the secondhand marketplace, Cramer told viewers, and it's time to compare the players and pick a winner. The contenders include Poshmark (POSH) -Get Report, ThredUp (TDUP) -Get Report and RealReal (REAL) -Get Report, along with Etsy (ETSY) -Get Report, which just purchased Depop for $1.6 billion, and the king of secondhand goods, eBay (EBAY) -Get Report.\nFor comparison, eBay is clearly the largest, with 187 million buyers around the globe. EBay is followed by Poshmark at seven million, Etsy with four million, ThredUp at 1.3 million and RealReal with just 700,000.\nCramer said with 42% revenue growth, his favorite in the space is PoshMark, which appeared recently on the show. He said both eBay and Etsy remain fabulous companies as well, but Poshmark has the growth. ThredUp simply isn't that exciting at just 15% growth, he said, and RealReal is still recovering from its authenticity issues surrounding counterfeit items on its platform.\nExecutive Decision: Corsair Gaming\nIn his \"Executive Decision\" segment, Cramer spoke with Andy Paul, co-founder and CEO of Corsair Gaming (CRSR) -Get Report, makers of high-end gaming peripherals.\nPaul noted that while the number of gamers has increased between 3% to 4% every year over the past few years, gaming hardware has grown by 24%, on average, and gamers continually upgrade their equipment to the latest technologies.\nPaul added that if you think about gaming as a hobby or a sport, no one buys just one set of golf clubs or one set of skis. The same applies to gaming, where people start with the basics and upgrade over time.\nCorsair is also very active in the streaming space, making lighting and other gear gamers need to broadcast their games live to the world. Paul noted his company's first foray into gaming cameras, which provides all of the features of a DSLR in a simple webcam package.\nLightning Round\nHere's what Jim Cramer had to say about some of the stocks that callers offered up during the \"Mad Money Lightning Round\" Thursday evening:\nRio Tinto (RIO) -Get Report: \"I think Rio Tinto is a good company and I want you to hold onto it.\"\nQuantumScape (QS) -Get Report: \"There are other companies that claim they have better batteries and I'm starting to believe them.\"\nVMware (VMW) -Get Report: \"I'd rather own Dell (DELL) -Get Report than VMWare.\"\nVeru(VERU) -Get Report: \"They need to get into Stage III trials before we can get excited about them.\"","news_type":1,"symbols_score_info":{"SPY":0.9,".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":864,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}