Fasteners. Bottles. Cans. Industrial gases. Whiteners. Darkeners. Aromatics. Linerboard. Bolts. Nuts.
Yeah, I guess I forgot what a bore knowing these cyclicals is. Especially when the shopping at
is fun and trading online is cool.
In the old days when I used to trade the cyclicals with my wife, we got all these boring trades and would follow the pricing of every little kind of plastic and wood grade. We tried to anticipate every price increase. Ingot pricing. Zinc pricing. Heck, we even got the
Journal of Commerce
to check container shipping rates.
We are doing it again. It's just as boring as ever.
Maybe that's what will be our edge. I can't imagine Web traders tracking cumin or alkali. Maybe they will.
I know I have to start doing so.
downgrade of the retailers shows the power of firms to knock down high-multiple stocks when the time is right. I think the downgrade will be wrong, but I am just a big talker. I haven't bought any ones that have come down. ... High praise department: If you haven't read
The Wall Street Journal's
piece yesterday, you haven't talked with me. Mandatory reading. ... I used to think that Geoffrey dollars were something that you got from
Toys R Us
. Turns out it's
stock!! ... And can you believe more people talking about
James J. Cramer is manager of a hedge fund and co-founder of TheStreet.com. At the time of publication the fund was long eBay, though positions can change at any time. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Cramer's writings provide insights into the dynamics of money management and are not a solicitation for transactions. While he cannot provide investment advice or recommendations, he invites you to comment on his column by sending an email to