Up 5 this year include iing th gain right now nasdaq up 6 this week s p and russell 2000 also Higher Telecom and health care are your Top Performing josh brown, remember the end of the world last week in what has changed between five trading days ago and now actually, so my view is that nothings changed. And something changed we were down 2,000 points. But you said whats changed about the state of the world truthfully nothing my big take way and people have heard me say this before but its still important risk is never eliminated never dampened so people feel better. Theyve seen this big snapback nothing fell this week stocks rebounded so did gold. The long bond went up u. Two out of 30 dow stocks are negative and four out of five sessions were positive 1 gains in the s p or more you have to go back to october 2011 after another spate of volatility to find another example where youve seen Something Like this. The largest stock in the world, apple, up 11 in the week. You havent seen tha
Bullish themes for the year. Themes that big players are betting on, as though theyre done deals. Buy, buy, buy. This kind of thinking isnt unusual at the beginning of the year, as we see what resonates and what doesnt. So without further ado, let me tell you the ten themes im seeing already. First the eight positives and then the two negatives. 2014 is looking like another year where aerospace is ascendant. While we know from alcoa, who produces up to 3 million fasteners per plane, and General Electric, the central thesis is that the commerce are healthy. Those customers ranging from the airlines to an exceptional crop of middle east orders are forcing the bears to rethink their negativity. We know from deltas results this morning that the airlines are flush. We want to learn more when United Technologies reports tomorrow. I think well be pleasantly surprised with the aircraft number. Thats what matters to me. Second positive theme for 2014, nonresidential construction may finally be
Earlier in the show, we asked you to weigh in on our street fight and decide if the bull or the bear won. We tallied the results, and for the first time, we are got a tie. What . That is no fun at all. No fun come on. What . Anyway, time for the final trade. Mike khouw . Bulls make money, bears get money, pigs getz slaughtered. Hormel foods is richer than average. Id sell it. Meat space. Doc j . Guy adami is posting at the waldorf. Third year in a row. Im buying cim. Anthony . Great pronunciation. I like realogy. B. K. . If you get a good number, by southern copper tomorrow. Guy . Yahoo , still going higher there, folks. All right, im melissa lee. Thank you for watching. See you action, mad money with jim cramer starts right now. Im jim cramer. Welcome to my world. You need to get in the game. Going out of business and hes nuts theyre nuts they know nothing i always like to say theres a bull market somewhere. Mad money, you cant afford to miss it. Hey, im cramer. Welcome to mad money,
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