What can we expect post-shutdown?
Jim Cramer believes the government shutdown has created an IPO overhang that could impact stocks such as the FANG stocks.
His biggest worry in the next two months? The "monumental tsunami" that the markets will see from the IPOs. The IPOs would be draining money from FANG and even the Cloud Kings.
Investors will be selling off their shares of the FANG stocks and the Cloud Kings to put money to work in companies such as Uber or Lyft.
Curious to see what else Jim Cramer's got in his mind this quarter? He breaks down his top themes in his February Action Alerts Plus members-only call. Non-members can go here to sign up.