When the situation changes, so do you. Jim Cramer took to Real Money Tuesday to tell investors that the continued prevalence of the delta variant and increased precautionary safety measures across the scope of society make a "pseudo-lockdown" trading mentality necessary.
"Yeah, the death rate is low, but the breakthroughs are getting plentiful and dangerous. How dangerous? It's convinced portfolio managers that moves must be made and made fast to profit from it," Cramer wrote.
So what's the game plan?
Cramer said it's time to reactivate "WATCH," his beloved group of Walmart (WMT) - Get Walmart Inc. Report, Amazon (AMZN) - Get Amazon.com, Inc. Report, Target (TGT) - Get Target Corporation Report, Costco (COST) - Get Costco Wholesale Corporation Report and Home Depot (HD) - Get Home Depot, Inc. (HD) Report
In the video above, Jim Cramer explains the crosscurrents that guided his decision to reactivate his "WATCH."
TheStreet Live Recap: Everything Jim Cramer Is Watching 8/4/21
Walmart, Amazon and Costco are holdings in Jim Cramer's Action Alerts PLUS charitable portfolio.