Cramer reviews the S&P 500’s top performers during the third quarter

Cramer reviews the S&P 500’s top performers during the third quarter

As heightened tensions in the Middle East sent the major averages tumbling on Tuesday, CNBC’s Jim Cramer reminded investors about the market’s solid performance over the past quarter. He suggested the market has broadened considerably beyond Big Tech and reviewed the top performers on the S&P 500, saying the past three months saw “the revenge … Read more

These 3 ugly duckling stocks will become beautiful swans Fed cuts rates

These 3 ugly duckling stocks will become beautiful swans Fed cuts rates

It always turns out the same way: No matter what people might say, the beginning of an interest rate cycle always causes a change in command in the stock market. You must always change your mind, hold your nose, and buy what look to be some of the weakest names — the stocks that do … Read more

None of our top 5 stocks in the third quarter are in tech

None of our top 5 stocks in the third quarter are in tech

Less than two months ago, Wall Street was in the thick of a global market sell-off, with fears of a U.S. recession intensifying. Now the S & P 500 is on the doorstep of its fourth positive quarter in a row, the longest such streak since 2021. What a difference a little time makes. The … Read more

What normalizing the yield curve means — and why investors should care

What normalizing the yield curve means — and why investors should care

The Federal Reserve kicked off its much-anticipated easing campaign this week — its first in four years — which means cheaper rates on most kinds of consumer loans, including auto loans and mortgages. It also means lots of talk from the experts about “normalizing the yield curve” in the bond market — meaning getting back to … Read more

The Fed goes big — jumpstarting lowering mortgage rates, boosting housing plays

The Fed goes big — jumpstarting lowering mortgage rates, boosting housing plays

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets: The Federal Reserve on Wednesday afternoon cut the fed funds overnight bank lending rate by 50 basis points to the range between 4.75% and 5%. … Read more

Rate cuts are good for dividend stocks. Here are our 5 biggest payers

Rate cuts are good for dividend stocks. Here are our 5 biggest payers

One group of stocks that will shine a bit brighter during the Federal Reserve’s interest rate cutting cycle is the payers of hearty dividends. We have a handful of them in the Club’s portfolio, led by Best Buy . The cycle is all but guaranteed to begin Wednesday with a traditional quarter percentage point reduction … Read more

We ranked Q2 earnings from 30 portfolio stocks from great to ugly

We ranked Q2 earnings from 30 portfolio stocks from great to ugly

It was a solid quarter for the companies in our stock portfolio, with the bulk of our names reporting what we felt were good-to-great earnings reports. Continued economic growth on the back of a resilient consumer and increasing business confidence ahead of what most expect to be a lower interest rate environment helped drive the … Read more

Best Buy is the stock of the summer — plus 2 more encouraging reports

Best Buy is the stock of the summer — plus 2 more encouraging reports

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Market check: The S & P 500 is limping into the long weekend, giving back most of its earlier gains in the session, though the index … Read more

Fed Chair Powell checks the box, and our rate sensitive stocks react accordingly

Fed Chair Powell checks the box, and our rate sensitive stocks react accordingly

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Green light : Stocks rallied Friday in reaction to Federal Reserve Chair Jerome Powell’s speech at the central bank’s annual Jackson Hole Economic Symposium. While stocks … Read more

3 data points that could impact how big of a Fed rate cut the market gets next month

3 data points that could impact how big of a Fed rate cut the market gets next month

Following cooler-than-expected producer price data Tuesday morning, the market’s 50/50 odds between a quarter-point Federal Reserve interest rate cut in September and a half-point cut tilted further toward the bigger move. That sparked a big rally in stocks, with the Nasdaq leading the way higher and jumping more than 2% in afternoon trading. Here are … Read more