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5 Best Stories on Real Money: Cramer on Bubbles, Small-Cap Comeback

Here are five must reads from Jim Cramer, Helene Meisler, and the team at Real Money/Real Money Pro!
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Bubbles are an excuse to stay underinvested or doubtful about all assets, particularly equities.

Now it's the turn of small-cap speculative names -- and here's what that means.

Rebuying a stock that you have previously sold can be an extremely powerful trading strategy.

It is only a matter of time until the Federal Reserve will need to pull back from its constant balance sheet expansion and quantitative easing.

SEI Investments is likely out of mind for most investors, yet the company is totally 'out of sight.'

It's all on Real Money right now.

Here are five must reads from the columnists of Real Money and Real Money Pro, our premium sites for Wall Street professionals and active investors:

Jim Cramer: There Are 3 Market Bubbles Now but 2 Can Be Eliminated

You know what's the easiest thing to say about the markets right now? They are all in a bubble, writes Jim Cramer

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But to Cramer there are only three bubbles out there and they are often blinding older money managers and making them abhor everything including equities that make so much sense to own that you have to believe intellectual laziness is behind their protests.

Helene Meisler: What's Going on in the Market? It's Either/Or, That's What

Two weeks ago, the market (meaning the major indexes) was rallying and the folks who prefer to trade small-caps were complaining daily that their portfolios were mostly red, observes Helene Meisler.

Fast forward to Monday and the folks who have portfolios that lean to the big-cap side of the ledger were complaining that their portfolios were not enjoying the rally. It may be slightly different, but the either/or market remains intact.

Rev Shark: The Art of the Remount

Few things in trading are more frustrating than selling a stock and then watching as it goes straight up after making your decision. It happens all the time, but the typical response of many traders is to shrug, take the symbol off their screen, and move on to the next trade. Selling a stock should not necessarily mean the end of your relationship with it. In the short term, a stock may misbehave but remain an excellent investment in the longer term, explains James "Rev Shark" DePorre.

Maleeha Bengali: Oh, Dollar, Where Do You Go From Here?

Coming into 2021, the U.S. dollar short trade has been one of the most consensual trades, and with good reason. As the Federal Reserve carries on with its $120 billion monthly asset purchases, mixed with a Congress looking to pass more fiscal stimulus bills, it's no wonder that the dollar is forecast to drop. It seems the Fed is hell-bent on getting the desired inflation, even if it means letting the economy run hot for some time, notes Maleeha Bengali.

Paul Price: There Are Very Few Trade Offs With SEI Investments

Over the most recent decade, SEI Investments  (SEIC) - Get SEI Investments Company Report showed fine growth across all major business metrics. Better still, the company remains 100% debt-free and pays reasonable and well-covered dividends, says Paul Price. SEIC appears clearly undervalued. It's a true left-to-right proven growth company at a decidedly pedestrian valuation right now.


Real Money and Real Money Pro are TheStreet's premium sites for active traders. Click here to get great columns like these from Jim Cramer, Stephen "Sarge" Guilfoyle, Doug Kass and other writers each trading day.