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Normally, when interest rates fall, that's a good thing. When gas prices are low, that's also usually a good thing. When the U.S. dollar is strong, that, too, is a good thing, at least for those traveling overseas. But in the current market environment, all of these things and more are cause for alarm.
Cramer explained that when interest rates fall too quickly, as they did Tuesday for U.S. Treasuries, that means investors are worried and there's a flight to safety. When oil prices fall, investors mistakenly think demand is weak and our economy is faltering. In the case of the strong U.S. dollar, it's only causing problems for companies like Royal Caribbean Cruises (RCL) , which fell over 15% after the company offered weak guidance due to currency pressures.
Add all of these negative undercurrents to the political uncertainty of a wild election year and Cramer said it's time to sit on the sidelines and wait for calmer seas.
Executive Decision: Shantanu Narayen
Narayen said Adobe is comprised of two businesses. It's best known for its creative software suite with applications including Photoshop and Premiere, but Adobe also has a big digital marketing business that is helping bring customers such as Under Armour (UA) , MasterCard (MA) and Starwood Hotels (HOT) into the digital age.
Narayen continued that after helping create the desktop publishing industry, Adobe has now successfully evolved into the mobile and cloud era. Everyone can be a creator on their mobile devices, he said, while the cloud helps make it all happen.
Cramer reiterated his support for owning Adobe, saying the stock should be bought on any weakness.