>> spy i'm not callinga comp here but i think it's really interesting one month out. good way to protect. >> fall kauling in near term thank you for watching "fast money. "mad money" is coming up bye bella. bye. i'm here to level the playing field for all investors. there's always a bull market somewhere. and i promise to help you find it "mad money" starts now hey, i'm cramer. welcome to "mad money. welcome to cramerica other people want to make friends. i'm just trying to make you a little money my job isn't just to entertain but to educate you s call me at 1-800-743-cnbc. or tweet me @jimcramer. when you wake up at 4:00 a.m., you'll learn a ton about the market i encourage you to try it. if you want to see how stocks

are setting up, but unless you're alerted to sleeping like i am you probably don't want to make it a routine. today was an example something that is thinly traded but covered in a patina of authority and authenticity can often determine the media coverage of the morning. one look at the dow futures told you this would be a bad day, a down day, maybe a terrible day because the dow futures were down 100 points. of course, finished up nice gaining 126 points and s&p advancing 0.35%. i mean, it was a bonanza so how come everybody was downbeat i heard many reasons delta strain of covid. no lift from virgin galactic even after a successful flight by sir richard branson the references to rapid rise in covid cases is the most likely culprit but all of those seeming

legitimate reasons obscured the truth which is that the futures are worthless as a weather vane. bashish them from all thought unless you're looking for a buying opportunity when they foolishly knock things down. the reality is companies are in charge of their own destiny so the downward tug can give you terrific prices. while stocks just are pieces of paper, they're backed by real businesses that are often run by real smart people. so tonight i want to show you how juicy these bargains can be as long as you have an opportunistic attitude and you know like me how to read the tape it starts with having a world view you can't come at the market with a view from nowhere you need your own convictions. my world view is positive. we've had an ugly bout of inflation, i agree with the fed chief that it's transitory, a number of commodities have come down big from their highs. you'll say cramer is crazy but take longer, it went down

another 5% today now it's erased 2021's remarkable gains meanwhile i think earnings should be good employment strong and the scattered quarterly reports have all been pretty positive you may not share my world view but if you're also inclined to be optimistic let me tell you how to use the futures to go bargain hunting. real-life examples you can do if you pay close attention. all right so let's start with an anecdote this weekend my wife and i slapped down 30 bucks to watch an unbelievably fabulous movie "black widow" with scarlett johansson. i like marvell technologies more than marvel comics but lisa talked me into it. now, some of it was easy, she said we can sit down on the couch and have gigantic coke zero, hershey kisses and food delivered right before we watch. we watched it from the couch and

poured down cokes, and we loved it if it weren't for a centipede that somehow appeared on the wall behind us, lisa got rid of it because i was way too scared it would have been a perfect evening. after that experience i figured disney was a screaming buy even before i heard it made a total of 80 million including 60 million just from disney plus and proves they can make big money at the box office where the story is one of re-opening which is what i wanted so much and streaming at the same time so when disney dips slightly to 177 this morning, because of the moronic futures that was your chance if you pounced near the opening, you finished the day up 4% now, it doesn't hurt they just raised the price of espn from $5.99 to 6.99. incredible value but right there because of the futures, boom, what a trade that is okay, now next up, american

express. almost got a preview ever since we sat down with the ceo at my bar in brooklyn, i've been convinced that this stock has been a must -- don't leave your portfolio without it. two price target boosts after a big upgrade last week from goldman sachs. i was jonesing yet the stock opened down 2 bucks. you had to buy it with both hands. look at the money you could have made the stupid futures and snaps right back bingo, what a fantastic entry point or trade and that's how you can make money almost immediately with amex finishing up 2 bucks but you got it down here at the discount then the backs of these two, juicy, two in the dow, jpmorgan and goldman sachs. they are day trades because they're about to report earnings and not confident in the numbers to justify holding them. but, man, goldman was down 4

early, okay, look at this. look at this rallied to up 12, ring the register, right? that's what i suggested -- ring the register jpmorgan gets -- all of these thinly traded futures and jpmorgan gets banged down 2 bucks at the open. if you bought it there you're up 5 almost instantly ca-ching, ca-ching, the pattern has been with us for months and each time it fools people. that's why i'm going through it so granularly, don't be misled by the downward pull of the futures. ulysses, put yourself on the mask, wrap yourself if you have the courage of your bullish traditions these are a gift. why does this method work? because i don't take my cue from the action like i said you need your own world view, one that doesn't change based on the market's day-to-day gyrations, i know that's hard to do but what you must do.

i tell club members it's vital to have a six-month world view it's about as far as we can see like the 12 miles you can see from the beach before the horizon. you can treat these pullbacks like a buying opportunity. plain and simple so let's go back to my world view because it's the most essential piece of the puzzle. what makes me bullish? what makes me bullish? even though we're getting a lot of anti-business rhetoric from the white house it's mostly blunted by congress. when biden bashed the railroads accusing them of price gouging had you to hold your note. biden wants to crack down on the perceived big business, he doesn't have the votes to do it. i expect it to repeat over and over norfolk southern i think jay powell is right. many commodities peaked two

months ago the fed can continue to be your buddy. third, a lot of money coming in this market. not the sign of a top. more of a sign bonds are making next to nothing. yields have collapsed thanks to the slight slowdown in the economy. more importantly tons of buying from overseas. that means stocks once again are the only game not in town, how mr. the world. finally expects pretty good earnings season, maybe not the best, most will have profits dinged by inflation and unfortunately the banks start and they've got issues about their trading division i believe we will get upgrades that will keep the rally going and hear a raising price target. bottom line, if you share my bullish world view, then you can wake up early, take a look, wait for the futures to knock it down and get up at 4:00 a.m. please, i'll be there tomorrow and wake you at 3:30. think of this morning and be opportunistic, okay, both in

trading and investing and how about that disney going to an opening model. beautiful. hey, why don't we start with paul in california. >> caller: boo-yah, jim. first time -- >> all right >> first time long time from bone dry california. >> yeah. with kids going back to school is target a good back to school stock or should i watch for other -- >> i am so glad she called how many times have you heard i can't buy target because it gets going up i missed it. you haven't missed it. brian cornell is a merchandising genius just get in and then wait for a little downturn and buy more i'm talking to myself. jim in pennsylvania, jim >> caller: boo-yah, dr. chill. >> i tried to chill this weekend and put a lot of the pictures of the dog up had to take one down what's up? >> caller: you had this company's ceo on and were

excited about them up 8% but feel like a pandemic driven corporation with more and more indoor activities opening up, should i buy more, hold or sell brunswick corporation? >> hold. i know some people think it has a bad head and shoulders pattern. i like it but you know what it sold out for a long time and i think people -- people can't see why aren't you raising prices if you're sold out. people agreed to buy early like i did with my unbelievable, fant fantastic wheeler. on "mad money," s.e.c. chairman gary ginsler, he has plenty on his plate. i'll take you through the courses. then could the solar stocks shine? i'm taking a closer look at the group after it bottomed and a company that's partnering and competing with the likes of amazon and alphabet.

you may have never heard of it i'll tell you whether it's time to invest in the second most expensive stock in the market, mongodb. so stay with cramer. don't miss a second of "mad money. follow @jimcramer on twitter have a question, tweet cramer, #madtweets send jim an email to madmoney@cnbc.com or give us a call at 1-800-743-cnbc miss something, head to madmoney.cnbc.com.

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now that gary ginsler, the new chairman of the securities and exchange commission has had a few months to get acclimated, what should he do? a lot of time spent highlights

issues they need to address, i want to put them together into a single agenda. i got a lot of faith in him. he used to run the commodities trading commission but that's why i want to make his job easier with some friendly advice on how to create a better environment for american investors people keep telling me he can't do anything. why? because he has a full plate. funny, i've been hearing that darn full plate story from the moment he got the job. my goal to fill the plate with the right stuff so ginsler can pick and choose from it until he's eaten everything. actual eating so here's my 7 p point white plate special. this is something that i've been warning you about for years,

most chinese companies are low quality. and their stocks tend to radically underperform than the rest of the market this is already on the s.e.c.'s to do list because late last year congress passed the holding foreign companies accountable act in the wake of still one pore fraudulent ipo from china. the plan is to force foreign companies that list stocks here to obey the same financial standards as american companies and the s.e.c. has been making progress formulating new regulations but under the proposed rules impacted companies want three years, three years to comply with the new requirements that feels wrong to me in the wake of the chinese uber going public here and pulled from every app store, i think there needs to be urgency, i would shorten it to one year or six months president xi would do it in six hours. the s.e.c. should ban any new ipos for companies that fail to comply with the new rules. the good news the china crackdown on big tech companies

has shelved many of the deals, and the parent company of tiktok indefinitely postponed its own offshore ipo if foreign companies want access to american exchanges, they should have to obey american accounting rules now that everyone in washington finally seems on board the s.e.c. should make it happen and happen quickly before more investors get hurt otherwise, every chinese ipo prospective should come with a cigarette warning. the plate is getting full. item tum number two, cryptocurrencies for years it's unclear which agency have jurisdiction over them, the s.e.c. which oversees stocks or bond os the one that oversees commodities and derive t -- derivatives. we know there are some clear life cut areas where the s.e.c.

has jurisdiction like coin based or soon to be public like circle, both merging and etfs like the one arc proposed. gensler should use them for the basis of a regulatory power grab government oversight is the last thing crypto maniacs want. i want the s.e.c. to define which cryptocurrencies are securities and subject to the same regulations as stocks and bonds. even if he doesn't think he has jurisdiction he can kick some over to the financial stability oversight council that exists to look out for threats, good forum to look at tether which we talked about last week going to keep revisiting it. show us the commercial paper they claim as their reserves third, the s.e.c. needs to go after blatant pump and dump schemes because we're seeing them everywhere.

not what reddit did with gamestop but a one or two-day blitz before they cash out wendy's shot up 25% in a day before marauders moved in. last week they did the same thing to an e-commerce one called new wave crashing now same thing is happening to smaller names. sgoco, only had one press release in the last 18 months, it was a deficiency notice from the nasdaq for failing to follow their annual report. this is up tenfold in the last two trading days the s.e.c. could triangulate who did the early buying and who fermented the social media activity to pump it up the people who come in late with these things are all getting obliterated and feels there is a new one of these every day they'll keep coming until gensler starts gunning for them do two or three today of the

pumps and dumps, everyone happens and there are losers, come on, commish speak of malfeasance, go after big institutions too and item four, only a few months ago, a company deemployeded after building up highly leveraged positions in vie ka yom kippur and discovery and it looks like they manipulated brokers lend more money by misleading. it could happen again. the prime brokers are so desperate, head it off number one, the spacs themselves, all right, now, we've seen so many garbage spacs in the last past year and for me the biggest issue is the companies use these mergers as a way to come public without being subject to the scrutiny you get from an ipo. the worst part, these spac targets are allowed to issue forward projections, tend to be absurdly optimistic, 2026 will

be a great year. in late march the s.e.c. took action here with cautionary comments warning companies that the moment their deals are completed they'll be treated like normal ipo names. too late they're responsible for the projections in the registration documents. i would love if the s.e.c. came in after the worst offenders that would teach them a lesson issue number 6, yeah, with robinhood likely going public don't you think it's a good time for them to look at the retail brokerages check out what they're doing got to make sure maybe the investment products and home gamers are suitable for these individuals. there's some room for the s.e.c. to better regulate options trading. it should come with more education before they light your money on fire. finally number seven, today i saw a story about how congress wants the s.e.c. to look into pre-approved trading plans for corporate executives me, i think pre-approved trading plans are all right but you know what the s.e.c. should be

looking to do, insider trading by members of congress itself. right now insider trade something more or less legal if you're a legislator, that is insane i'm not sure what the s.e.c. can do but they should look into it. when i work with senator al gore in the '80s to design his, we kept running into committee work that would give him an unfair edge and they decided he should only own u.s. treasury, that's the right rule, hard stop. here's the bottom line, right now the s.e.c. has a lot on its plate. no doubt about it. no doubt about it. so i hope they get the priorities straight. for me that means cracking down on chinese ipo oscar and laying down the law for members of congress, all cash, no buying trusts, hey, come on guys, you're making law, not money stick with cramer. >> announcer: coming up, which

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to keep me moving the way i was made to, it nourishes and strengthens my joints for the long term. osteo bi-flex, plus vitamin d for immune support. let's make some money together after biden won the election all sorts of sensitive stocks caught fire the ones that benefit from a democratic administration, electric vehicle, cannabis, right? of course the solar energy companies. got another huge boost in early january when the democrats captured the senate after winning both runoff races in georgia. that move was extreme and obviously unsustainable which is why i didn't recommend them last winter sure enough once february rolled around it rolled over. the invesco etf tumbled 46% from its january highs to its mid-may lows but since bottoming a couple

months ago along with the rest of the hyper growth cohort the solar stocks have gotten their groove back and bounced hard off their lows i think that this group has a lot more room to run >> buy, buy, buy buy, buy, buy. >> the most basic level solar power is a secular growth story. demands has been rising for years and no reason it would stop now not when the technology keeps getting better and better and cheaper, what's driving this first you've got the rise of environmental social and corporate governance investing that's esg for short asset managers like blackrock have overhauled investment strategy to focus on environmental sustainability, huge companies want to go carbon negative, even exxonmobil did it after investors came out of nowhere and seized three board seats at the last annual meeting

and spent $12 million to get on the board. this is about more than the environment. right now our electric grid is falling apart. any time we get extreme weather, winter storm in texas, a heat wave in the pacific northwest, it causes prolonged outages. if you can't rely on the grid individuals and enterprises have a major incentive to have a backup energy source like solar panels ♪ hallelujah ♪ the housing market is blooming and that matters because solar has a meaningful move some are eager to stick them in the roof doesn't hurt the average cost for residential systems is down roughly 50% over the last decade still costs $20,000 but easy to get financing and services like tesla's business that will install them for free. then give you the equivalent of the 0-year lease

the federal government has gotten a lot more supportive of renewables including solar it was a mistake to chase these stocks to the moon in wake of the election but the buyers did have a smart thesis think about the solar investment tax credit for 15 years now uncle sam has made solar investments partially tax deductible right now you can deduct 26% of what you spend on these products the only problem, it starts phasing out in a couple of years but president biden wants to extend it. when he released his infrastructure plan in march it called to are a ten-year extension of the solar tax credit of course, that plan stalled the white house -- had to negotiate a smaller bipartisan bill but the president seemed committed to solar as far as policymaking goes tax credit, come on. they are an easy sell. [ applause ] put it all together and analysts from stevens are forecasting 24% annual solar installation

growth the one part of the story up in the air, in 2018 then president trump slapped a bunch of tariffs on imported solar equipment. we were favoring that on the show and earlier the biden administration defended parts of that policy. these tariffs have divided the u.s. solar industry. companies that do their own dominion manufacturing love them company nast outsource their manufacturing overseas hate them we don't know what will happen here but for now the tariffs are in effect. okay, that's the background. how do we play it? i'm going to give you, write them down, three of my favorite solar stocks, three of them that i really, really like. the first one, kind of obvious from what i've been saying but, gisin, it's been good for a long time well, it's first solar here's a company that benefits from the tariffs because it makes its own panels so it doesn't have a tariff problem. they have thin film technology that makes it more efficient in certain climates which is why it's the vendor of choice for

many commercial solar scale projects they're pretty much sold out for 2021 and 70% of the way for being sold out for 2022. the third manufacturing facility in ohio makes them a winner. don't forget, this is not some tiny start-up. they've been around for a long time and they've got an excellent balance sheet and it's so profitable that the sales were over 21 times earnings. first solar trades in the mid-90s, down 18 bucks from its peak while i like it more on weakness you have my blessing to put a small position on right here second, when you use the solar panel it produces direct current electricity, d.c., if you want to use it you first need to turn it into alternating current electricity using a piece of equipment called an inverter there are many ways to do it cow have a thousand solar panels feeding a single inverter but increasingly they have smaller

scale micro inverters, micro inverter that you stick in every single stole lahr panel. each panel is its own self-contained electrical system h it comes to them one company controls nearly the entire market see it go up all the time called end phase energy end phase. they spent ages working on it and ever since it rolled out a few years ago the stock on fire, $26 at the end of 2019, 186 today and that's after pulling back more than 40 from its highs. one i talk about incessantly, you might remember them as the maker of fossil fuel backup power generators but a couple years ago they made a series of acquisitions to pivot into energy storage it addresses the biggest vul inadvertent. they've been one of my favorite ways to play the unreliable

power grid and a terrific track record they nearly quadrupled since we spoke to the ceo quadrupled up 52% since our last interview in may you've got my blessing to put on a small position i like them so much and right out of hurricane season. this market rewards good stocks even if they've move the up a great deal i could go on and on about inverters, solar edge technologies has a power opt economy face business similar to emphase. subsectors we don't have time to touch on like the distributors, sunovo and tesla, the one elon musk is defending in court is a good one but you need to own tesla. you should do it for the electric vehicle business and by the way you should do it i like tesla's stock very much here the bottom line, we needed to wait for the big post-election

shakeout before recommending that but now that they're gone the group is rebounding and your portfolio needs solar exposure, first solar, emphase or generac. carol in alabama. >> caller: i hold a position in an energy company. i've held it through the pandemic lows and can now take some profits my question is, it's on the uptick should i buy more, hold it or sell it? >> hold diamondback energy i am such a believer in the -- i did so much work on devon. that's my preferred pioneer and chevron. diamondback is a very well-run company with a very aggressive -- very aggressive view you've got my blessing to hold on to it but not buy more. lath up that spf because your portfolio needs solar exposure more "mad money. i'm sitting down with the ceo of

mongodb to find out how they're taking them from the old guard and doing it quickly why you shouldn't ignore the impact of irrational behavior this earnings season and rapid-fire in tonight's edition of "lightning round" so stay with cramer. icy hot. ice works fast. heat makes it last. feel the power of contrast therapy, so you can rise from pain. go aflac!!! what the heck, troy - that's not your kid! the aflac duck is just covering for sophie. same way he got me money to help cover her hospital bill

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now that some of the cloud stocks have cooled off after their monster rebound, how do you know when they're worth buying take mongodb that's the cloud-based software company wbeloved by app

developers risen more than tenfold since it's ipo a 173% run in 2020 of course, earlier mongodb peaked with the rest of the cloud cohort plugging from 428 down to $238 at its may lows, since then it came roaring back. when the cpi came in too hot surged to $390 late last month pulling back to 350 as today let's call it volatile mongodb did lose some momentum after doing a big secondary offering the stock is down 2% year to date at these levels i'm conflicted ott the one hand they're growing at a 32% clip but is not yet profitable and in that sense it's expensive but not compared to other cloud stocks. snowflake was 70 times sales i got an idea. let's check in with ittycheria

inst -- dev ittycheria >> thanks for having me. >> i remember when you were on last you introduced this atlas program and we talked about how you thought it was going to be big. how big is atlas and tell people what it does >> well, atlas has been huge for our business, atlas essentially is our global cloud data base. last month was our five-year anniversary and when we announced our numbers we announced it's now the majority of our business. it's nearly a $400 million business growing incredibly fast and proud of what we've done but even prouder of what we think we can do going forward. >> on your conference call you made a couple of tiffany clouds including tiffany, ali and at&t. i have known ali for a long time another interesting company --

ali can have anybody they want it's a brilliantly run company why do you think they chose mongodb? >> well, i think very simply mongodb is one of the most popular technologies used by developers everywhere and what i mean everywhere i mean everywhere, in china in india, latin america, obviously along with north america and europe so one of the reasons alibaba and a whole bunch of other companies, have a relationship with ten cent too is because developers love mongodb our software has been downloaded 180 million times. to put that number in perspective there's only 25 million developers in the world so how popular we've become and we are becoming the standard by which people build applications. >> i was looking at your win site i was always upset "forbes" in the last few years was able to do so many things. i couldn't believe how quickly they could change their site, do everything, commerce too that was all built on mongodb,

wasn't it? >> it was. so one of the advantages of mongodb is that it offers a flexible scheme. you can make changes quickly also built into mongodb is the ability to have massive performance and scale. if you are a gaming application and want to have millions used around the world use mongodb media application and want to scream videos to your users, use mongodb. if you're running an e-commerce site or a trading floor on wall street, use mongodb because you want that performance and scale and want to be able to innovate fast when people think of mongodb they think of innovating, fast and at scale that's what differentiates us over everyone else. >> i know you're frenemies with microsoft. there is a chart in one of your excellent, excellent websites which shows how much easier it is and quicker it is using sequel but at the same time this

the sql kind at the same time you do some business with microsoft. how do you balance that because it sure didn't seem like you laid it out that sql shouldn't be used, much lower and -- by the way, i think much harder in terms of all the code. >> exactly so when we went -- when we were going public we had just launched atlas the year before and there were a lot of investors skeptical about could we partner and compete with that vendor it's growing over 70% year over year and partner with azure, amazon and google and our business is growing fast in all three clouds and what people are realizing is that mongodb is a far superior alternative to relational so developers don't think in rows and columns. they are excel spreadsheets on steroids mongodb is so popular. allows them to innovate fast,

ship products out the door quickly and enables executives to seize new opportunities or respond to new threats quickly that's what differentiates mongodb. >> there are lots of people out there these days who say, listen, jim, if they're not making money i don't want to be them if you're growing at 60% then 70% i will pay up for when i get accelerated revenue growth you're giving us that. what do you say to the people who say, listen, why aren't they making a lot of money? >> jim, we're seeing a once in a lifetime platform shift happening in our generation with the move to the cloud. it's giving a massive opening to a company like mongodb and we have literally 1% share of the market so it would be silly for us to optimize profitability when we see so much opportunity. all our r&d investments are offensive in nature. people can run more. we're investing more in our go to market so we can expand our reach and still have many parts of the world where we're vastly

undercovering so we want to put more feet on the street and be able to reach customers din tally. given that it makes sense to invest and invest for growth and that's -- and frankly investors have been happy about that. >> wow well, look, i've been completely impressed. i am struck by how prevalent you are and how i wish that i had been using your technology at a point when it was still relevant to me before a company was sold. thank you for coming on, dev, ittycheria you have built an amazing company. thank you for coming on "mad money." >> thank you, jim. thank you for having me. >> highest growth other than snowmake i allow in terms of what i think you should buy. four times cnbc disrupter 50 company and weekly newsletter offers a closer look at 50 companies like mongodb before they go public look what you would have gotten. visit cnbc.co

cnbc.com/disrupternewsletter we feature so many newsletters why not get in "mad money" is back after the break. >> announcer: coming up next -- >> let's make money together what do we got. >> announcer: cramer is bringing the thunder answering your burning questions in today's edition of "the lightning round. sofi is a one-stop shop for your finances designed to work better together. save, spend, borrow, invest, and earn cash back rewards, all in one app. that's how you get your money right with sofi. this past year has felt like

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>> announcer: "lightning round" sponsored by td ameritrade ♪ it is time it's time for "the lightning round. >> buy, buy, buy. >> sell, sell, sell. [ buzzer ] >> then "the lightning round" is over are you ready, skee-daddy. steven in massachusetts. steven >> caller: hey, jimbo, thanks

for having me on i appreciate it. >> you're welcome. >> caller: on behalf of all of us thanks for helping us hit the ground running with this investing thing. >> i like that. >> caller: with all the cybersecurity stuff going on, obviously a lot of data breaches, hacks, a lot of rhetoric in between government what, are your thoughts on -- >> coming too late we want rowdstrike we want zscaler or palo alto networks those are our plays then when -- when deep instinct comes we will recommend that too i do like sentinel but haven't done enough work on it kenny in maryland. kenny. >> caller: hi, jim is kenny from maryland i'd like to know what you think of ocx on the site corp. i guess your long-term vision on that stock -- >> i like diagnostics. i like anti-cancer i'm going to bless it as a speculation. jay in washington. jay. >> caller: hi, jim

first time caller, longtime viewer who wants to thank you for all you do for -- >> thank you, man, thank you >> caller: fittingly today i'm calling about monday.com, ticker mndy. >> oh, man that's a hard stock. the mndy is a very hard stock. i get caught up like a mongodb they're even harder to understand team management is very hard i got to do morne work >> caller: big boo-yah to you. >> boo-yah to you. >> caller: your thoughts on cannabis retailer high tide, hiti. >> i like grow generation, period, end of story jenny. >> caller: how are you >> doing good. >> caller: we love your show >> thank you. >> caller: what would you do

with muir dermtech shares, hold or sell? >> wow, wow, wow oh, man, my wife was in that business for so long you know, i got to tell you, anything that can have early detection of skin cancer is worth speculating on i really believe that. we need to stop that disease now i'm going to d.j. in new jersey d.j. >> caller: boo-yah, baby i'm a new investor wonder if 3d systems represents a buy -- >> no, no, we're going with some much more conservative than that new investor, we're going to hit on united health unh and that, ladies and gentlemen, is the conclusion of "the lightning round." [ buzzer ] >> announcer: "the lightning round" is sponsored by td ameritrade coming up a walk down wall street isn't always a rational per ambulation find out how covid vaccine behavior may have you schlapping

your forethey had earning season next. ♪♪ ♪♪ ♪♪

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whenever you buy a stock you are betting on human behavior. typically we assume a certain baseline level of rationality. when you invest in an insurance company you presume tons of people won't deliberately try to crash their cars or burn down their houses in a retailer, you presume they'll take the new tax credit and spend it on clothes rather than lighting it on fire sometimes people don't behave rationally and do things against our own best interests i have a physician i've seen for many years every year around my birthday i go in for my physical and get advice on my diet, blood pressure, skin, all the body parts that start falling apart when you get older it's different than getting your car maintained this year i went to see him. i went earlier because i was

worried about covid. he said i had to get the vaccine by any means necessary our staff helped me so i was able to get to -- go to a tent on staten island, get injected hey, can't beat it when i told my doctor, he reminded me not to forget the second dose and that i wouldn't be fully immew niedzed until 12 days after shot number two and told me to keep wearing a mask because if lots of people got the virus at work the vaccine might not be powerful to stop a breakthrough infection that sounded rational to me. at no point was it a political issue. it was a medical issue maybe i'm naive. early i figured nearly everyone would want it. after all who the heck wants to get covid? my daughter got it and missed three weeks of work and felt terrible for a long period of time i know elderly people who caught it and passed away quickly get vaccinated years before we thought it was possible i

thought we would treat it like a miracle and the government would treat it like polio. a year ago people thought i was crazy for believing that scientists could quickly create a vaccine but i did. turns out i got it right the crazy part turned out to be believing that people would be eager to take the vaccine. we're lonely 50% vaccinated because of some bizarre plaintiff it doesn't work or violates our rights or conspiracy theories of microchips nobody ever went broke underestimating the intelligence of the american people yesterday we learned a bunch of players from the fill also came down with covid because the team still isn't 85% vaccinated how could the ownership not insist on 100% they pay them millions it's totally irrational that is wreaking havoc on the stock market whenever i bring it up i get

trashed on social media. this is america. don't we have a god given right to be stupid i see analogies to smoking cigarettes but at least smokers actually enjoy smoking cigarettes even if it's unhealthy nobody likes getting covid at the end of the day we're in the money making business, we have to figure out whether people will go back to work, something that seemed inevitable once the vaccine became commonplace. will all the people go back to tyson foods or gm or mcdonald's or stay at home and collect unemployment because they correctly fear their colleagues will get them sick are we in for another round of shutdowns? all these anti-vaxxers are being irrational and it's hard to model and comes into play this week earnings season and i think we'll be surprised by how much absenteeism will impact the numbers. all these people choosing not to get vaccinated has delayed the return to normalcy and looking for people to work

you know what, it's not live free or die. it's live like a moron and get covid like a moron do not confuse them. i like to say there's always a bull market and i promise to find it just for you right here on "mad money. i'm jim cramer see you tomorrow "the news with shepard smith" starts nowin america and there e covid is surging again i'm shepard smith. this is the news on cnbc to the j&j shot. vaccine hesitancy grows and delta cases rise. >> the good news about the vaccines is that they protect against severe disease and in particular from delta. president biden meets with local law enforcement after another bloody weekend. >> we have to come together fulfill the first responsibility of the democracy, to keep each