Jim Cramer and Jeff Marks hosted the CNBC Investment Club’s November monthly meeting on Thursday. Let’s start simple. Growth of any kind always works, so I can’t remember a time this year when it felt so good to be diversified among a large number of great growth stocks. So far, it has been scary for everyone in 2025 to own only data centers and AI and nuclear and quantum stocks, whether they are profitable or not. But it has become too dangerous. That risk took much longer than expected to surface. Am I pushing the sell, sell, sell button on sector-wide “mad money” boards? No, real companies that know how to spend money, build and generate profits will make a lot of money. I’m talking about the club names Amazon, Meta Platforms, Microsoft, Broadcom, and of course Nvidia. But now it’s too late to bet unless there’s a big drop. Data centers, accelerated computing, and AI are all important. But starting next week, the Fed will be back in guessing game mode. Based on all the countless companies I’ve talked to, there’s really no need to guess at all. The economy is in the doldrums and is getting weaker. Even though the temporary reprieve from daily data checks and the end of the longest government shutdown in history has given us a significant boost in confidence, we are not growing like we used to. Interest rates are too high. Times are too difficult due to endless unnecessary turmoil. But here’s the good news. There are some very encouraging signs when it comes to inflation. Used car values are plummeting. Rents have peaked and are coming down, albeit slower than we would like. Energy is collapsing. Apparel prices are also going down. Eating is still a problem. It’s an incredible steak. The herd was the smallest since 1951, causing prices to soar. But cattle breeders will breed more because prices will be so high that there will be a simultaneous destruction of demand. The chicken is falling quietly. Therefore, we believe long-term interest rates will decline as we believe inflation has peaked below 3%. The Fed will look at the same data as I do and conclude that they cannot afford to wait to see if inflation falls further. This will be a one-quarter point cut, which will support stock prices. Remember, it’s the direction that matters, and that direction is a good one. I also believe there is a good chance there is one Republican in Washington who is willing to stand up to President Donald Trump – and that Republican is Supreme Court Chief Justice John Roberts. I don’t want to see a constitutional crisis, but if the Supreme Court rules against tariffs, and I think they will, this market could go through the roof and bring in anything, including Mag 7, regardless of data center build-out. The Treasury made some money from tariffs. There has been a lot of reshoring, but there aren’t enough people to fill the factories, let alone build them. So what are we doing now? First of all, the stock that I want to grow, much bigger than it is now, is Boeing. They’ll finally go back to being regular manufacturers and they’ll start coughing up money right away. Finally, we have a decent CEO in Kelly Ortberg. This is my favorite company stock in the portfolio, and if you heard GE Aerospace CEO Larry Culp speak on “Mad Money” last week, you know that Boeing is a national treasure. That’s why I think you should buy it here now. Cash flow increases, debts are paid off, and orders finally get filled. So what other stocks should you buy in this market? To learn more, check out our November meeting, exclusive to club members. (See here for a complete list of Jim Cramer’s Charitable Trust stocks.) As a subscriber to Jim Cramer’s CNBC Investing Club, you’ll receive trade alerts from Jim Cramer before he makes a trade. After Jim sends a trade alert, he waits 45 minutes before buying or selling stocks in his charitable trust’s portfolio. If Jim talks about a stock on CNBC TV, he will issue a trade alert and then wait 72 hours before executing the trade. The above investment club information is subject to our Terms of Use and Privacy Policy, along with our disclaimer. No fiduciary duties or obligations exist or arise from your receipt of information provided in connection with the Investment Club. No specific results or benefits are guaranteed.
