Jim Cramer says Monday’s market action suggests some traders anticipate a Harris win CNBC’s Jim Cramer reviewed Monday’s market action, saying the session’s moves reflect investors who feel Vice President Kamala Harris could win the presidency, even as the race remains deadlocked in the polls on the eve of Election Day. “I’m not sure the market’s right about what a Harris presidency would mean for business, but at least now we have a blueprint for what Wall Street thinks it’ll mean,” he said. Traders, Cramer said, are looking to get ahead of election results, and they’re looking for signs that someone knows something that others don’t. He suggested that some on Wall Street foresee a Harris victory because of a surprising new poll released this weekend that showed Harris ahead in Iowa, a traditionally red state that seemed like a shoo-in for former President Donald Trump, who won the state during the past two elections. The poll showed Harris leading Trump 47% to 44%, and Cramer said it has led investors to question whether other red states could turn blue. He pointed to several sectors that pulled ahead on Monday, including home builders DR Horton, Lennar and Toll Brothers, which may have been sent higher as investors anticipated the effects of Harris’ proposed tax breaks and aid for first-time home buyers. Companies that rely heavily on imports — like alcohol seller Constellation Brands or cosmetics company E.l.f. Beauty — may have rallied at the prospect of a Harris administration because of the vice president’s more moderate trade stance compared to her opponent, who has vowed to implement dramatic trade duties across industries, Cramer said. Meanwhile, hyperscaler stocks like Amazon and Alphabet traded lower, he added. Cramer said Wall Street could suspect that Harris will continue the Biden administration’s legacy of strong antitrust law enforcement, perhaps keeping on officials like Federal Trade Commission Chair Lina Khan, who has been tough on big business. 当然有人会 argue DJT 也涨了，这个倒不奇怪，此股目前极度投机状态； 今天股市其实主要展现了 “Harris trade”: 太阳能，homebuilder 等上涨，美元下跌
Maricopa County, AZ is experiencing a serious shortage of poll workers heading into Election Day. If you live in Maricopa, please consider signing up. Not in Maricopa? Send this link to someone you know who might know someone there: https://www.powerthepolls.org/votesaveamerica 有人在凤凰城的么？这个不分党派
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https://www.youtube.com/embed/Xrh63OSeF1A?si=lkWVUdc27NoELks6
真是热情洋溢正气满溢
好激动人心的场合
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https://www.youtube.com/embed/aSjhTMG76XI?si=XtAKcFq-pbh4IlkL
哈哈哈😆
哈里斯真的很有亲和力。并且她的姿态很像稳操胜券的感觉。
Presidential!
她看起来好年轻啊！
精气神太足了！跟那个苦瓜脸完全两码事，还要随时提防苦瓜脸做下流动作
wow 我梦都不敢这么做
我也觉得赢所有摇摆州有点过于乐观
得看明天有多少女性会站出来投票，
所以我祈求赢那三个蓝墙州就够了。
不贪心，270。
台湾的支持川普是不是傻，打起来川普绝对不会管台湾的。
紧张😓
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https://x.com/7veritas4/status/1853284358024491441
他今年再用这招就不管用了。
CNBC’s Jim Cramer reviewed Monday’s market action, saying the session’s moves reflect investors who feel Vice President Kamala Harris could win the presidency, even as the race remains deadlocked in the polls on the eve of Election Day.
“I’m not sure the market’s right about what a Harris presidency would mean for business, but at least now we have a blueprint for what Wall Street thinks it’ll mean,” he said.
Traders, Cramer said, are looking to get ahead of election results, and they’re looking for signs that someone knows something that others don’t. He suggested that some on Wall Street foresee a Harris victory because of a surprising new poll released this weekend that showed Harris ahead in Iowa, a traditionally red state that seemed like a shoo-in for former President Donald Trump, who won the state during the past two elections. The poll showed Harris leading Trump 47% to 44%, and Cramer said it has led investors to question whether other red states could turn blue.
He pointed to several sectors that pulled ahead on Monday, including home builders DR Horton, Lennar and Toll Brothers, which may have been sent higher as investors anticipated the effects of Harris’ proposed tax breaks and aid for first-time home buyers. Companies that rely heavily on imports — like alcohol seller Constellation Brands or cosmetics company E.l.f. Beauty — may have rallied at the prospect of a Harris administration because of the vice president’s more moderate trade stance compared to her opponent, who has vowed to implement dramatic trade duties across industries, Cramer said.
Meanwhile, hyperscaler stocks like Amazon and Alphabet traded lower, he added. Cramer said Wall Street could suspect that Harris will continue the Biden administration’s legacy of strong antitrust law enforcement, perhaps keeping on officials like Federal Trade Commission Chair Lina Khan, who has been tough on big business.
当然有人会 argue DJT 也涨了，这个倒不奇怪，此股目前极度投机状态； 今天股市其实主要展现了 “Harris trade”: 太阳能，homebuilder 等上涨，美元下跌
would be awesome
我希望明天晚上就能拿到270，宣告胜利，这样不用等那些红州不停地数票。
我也觉得赢不了全部，AZ估计不容易赢，但是PA, MI, WI,NC 和GA希望还是挺大的。
哈哈哈
肠镜研讨会。