Jim Cramer's 'Mad Money' Recap: Focusing on Trump's Impact on This Market

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"Welcome back, stock owners, we've missed you," Jim Cramer announced to his Mad Money viewers Thursday, as the post-election rally roared on.

Yes, it appears that equities are back en vogue and people are again buying stocks they way they used to. It's almost as if someone waved a magic wand and optimism was unleashed.

Cramer recalled two other times the stock market behaved this way. The first time was in 1980 when Ronald Reagan was elected and promptly shook America from its economic "malaise" much the way Donald Trump is expected to.

The second time was in 1991, Cramer said, when the Federal Reserve raised interest rates to help bolster bank earnings, instilling a level of confidence that infected the entire market.

Stocks have fallen out of favor over the past few years, Cramer admitted, but now that they're back, he doesn't see the rally in the banks ending any time soon. He was also bullish on the industrials, rails and the airlines, all of which have investors excited again.

Cramer said the consumer is worth betting on again, especially given the results from Best Buy (BBY) , which sent shares up 13.7%, and Home Depot (HD) , up 2.8%.

Finally, Cramer said, with so much new money entering the market, there's even enough to go around for the tech and semiconductor stocks to rally. 

A Special Invitation ...

It's not how you voted, it's how you invest. So how can investors win in the wake of this historical election? If you're planning to be in New York on Tuesday, Dec. 6, you are invited to join senior editors from TheStreet and our special guest experts for a cocktail party and lively conversation about the outlook for the U.S. financial markets. Which companies and sectors are poised to profit? What shocks and opportunities await investors in the new year? Listen to and meet our panelists: Lew Altfest, CEO of Altfest Personal Wealth Management; Barry Ritholtz, founder of Ritholtz Wealth Management; and Larry Siegel, director of research at the CFA Institute Research Foundation, with moderator Robert Powell. This evening event is free and will be held in midtown Manhattan. Reservations are required. For more information or to RSVP, please email events@thestreet.com

Coming up on this episode of Mad Money: Cramer's special guest is Salesforce (CRM) CEO Marc Benioff; Plus, Cramer's inducting a new member into the CEO Wall of Fame.

Cramer and Jack Mohr are adding "tech stalwart" Adobe (ADBE) to their portfolio. Find out why and what they're telling their members with a free trial membership to Action Alerts PLUS.

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