I can't anymore with bitcoin: A recap of my last several hours: A quick power nap around 9 p.m. Awake at 10 p.m. to see bitcoin breaking through $14,000. Work. Another power nap around 3 a.m. Awake at 4 a.m. to see bitcoin breaking through $15,000. Spend the next few hours wondering just what is happening - Bitcoin has now skyrocketed 60% THIS MONTH. I'm reiterating my call that bitcoin will hit $20,000 before month's end as futures trading begins next week. Pumped to talk with CME Group (CME) CEO Terry Duffy about this one (and other things) later Thursday. Interestingly, bitcoin plays such as Nvidia (NVDA) have fallen with the crypto's latest push higher. Guess the broader rush out of high multiple tech names is winning out. 

XOXO: Love me some of that Goldman Sachs 2018 investment outlook research note. Three calls from the giant report that stood out: (1) U.S. dollar could strengthen "significantly" thanks to rising interest rates; (2) European and Japanese stocks are better investments than U.S. stocks; (3) Consumer staples could get shafted by speed of online shopping adoption. Here's how to be thinking about stocks off Goldman's views: (1) multinationals such as PepsiCo (PEP) could have their earnings weighed down by the rising dollar, triggering a reset of Wall Street estimates; (2) Tiffany & Co (TIF) , which has solid exposure to Europe and Japan (and U.S.), may be worth a look; and (3) avoid (or bet against) already struggling consumer staples names like Campbell Soup (CPB) . 

And then there is GE: General Electric (GE) said Thursday that it will slash more than 2,000 jobs in Europe as part of a worldwide reduction in its workforce. Said reduction could reach 12,000 in an effort to cut costs by around $3.5 billion over the next two years. As some of you are aware, I had a chance to talk with new GE CEO John Flannery a couple weeks ago. Does the large job cut number surprise me? Nope, it doesn't based on what I took away from our conversation. Flannery has clearly articulated his plan to Wall Street and his team is in the process of executing a turnaround that will extend beyond 2018. It will be a painful turnaround, but a necessary one as Flannery remakes the industrial icon for future greatness. 

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You want more bitcoin, fine. TheStreet's Kinsey Grant reveals several lagging bitcoin stocks. Microsoft (MSFT) is surprisingly one of them.

Nvidia, PepsiCo, General Electric and Microsoft are holdings in Jim Cramer's Action Alerts PLUS Charitable Trust Portfolio. Want to be alerted before Cramer buys or sells these stocks? Learn more now.

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