thank you for being with us. >> thank you it is exciting we expect another record year for nucor. >> you're on track for that in terms of a record year strong results in the third quarter. you did offer guidance that there was going to be a stepdown in the current quarter due to broader economic head winds, i guess. how are things tracking. what are you seeing in your end markets that give you a sense of how the economy is performing at the moment >> i think we're not immune to inflation and watching what is happening with interest rates and federal policy and in terms of monetary policy but there is a number of tailwinds as well as we close out the year and go into 2023, including automotive expected to be up a million units. in 23 over 22. we see some meaningful infrastructure bill relief take shape. in 2023, the chips act, you know well, a $55 billion investment that translates to -- right now there is 27 or 28 projects over the next seven or eight years that will be built and not only do we use the chips or end users use them, nucor will be providing the steel that goes into that

cf industries or the other fertilizer place, but i like corteva as an agriculture stock and i like nucorstrategists think we're going into a harsh recession. if that doesn't happen, these stocks, particularly these stocks, are great places to be "mad money" is back after the break. >>> coming p, santa claus is coming to town but not when you think cramer reveals when sleigh bells could ring for your portfolio, next if you wanted to hold my hand... [ gasps ] all you had to do is ask. i am down to my last life. when you only have one life... that's what makes it special. go get 'em tiger. the first time your sales reached 100k was also the first time you hit this note... ( screams in joy) save 20% with the lowest transaction fees and keep more of what you make. with a partner that always puts you first. godaddy. tools and support for every small business first. >>> after last week's brutal meltdown, is there any hope for a santa claus rally over the next couple of weeks historically, this tends to be the most wonderful time of year for stocks last week, the fed slammed us with a statement

we have the steel capacity to make the most delicate grades of steel to ensure national defense and nucor that and continues to do that so the reality is we've been in a war with china for 20 years and just recently woke up and began to stand up to that and bring to bear the full weight of the united states and the most -- the greatest nation in the world but also, the strongest economy in the world. >> well, look, i just think you have to keep fighting the good fight. this was just horrible i thought this was put to rest because i saw the great things that happened in the country since it occurred. thank you for that considered response and it was considered versus what a lot of us would have said because he was a gentleman and scholar. good to see you. >> thank you, jim. >> "mad money" is back after the break. >> announcer: coming up, what is in your mind cramerica give us a call the lightning round is storming the nysc next hello, world. or is it goodbye? you know, it seems like hope and trust are in short supply. [clap] now, as businesses we can blame and shame. or... [whistles] we ca

>> not as much as i am of n nucore i think the numbers may be too low in nucore and that ladies and gentlemenclusion of the lightning round ♪ ♪ the >> announcer: the lightning round is sponsored by td ameritrade coming up, what can you learn from the ftx debacle rules to protect your assets, next good luck. td ameritrade, this is anna. hi anna, this position is all over the place, help! hey professor, subscriptions are down but that's only an estimated 15% of their valuation. do you think the market is overreacting? how'd you know that? the company profile tool, in thinkorswim®. yes, i love you!! please ignore that. td ameritrade. award-winning customer service that has your back. >>> pt was wrong there is not a sucker born every minute there is a sucker born every second that's how i felt reading the eight social media influencers and $100 million stock manipulation scheme from social media. it's scathing details 39-page complaint. the scc went after edward aka mr. zack morris very mat lock, aka pj mat lock gary deal aka mystic mac as aka laid back and john robert, aka ultra calls or the sto

it's the right sector to be but i want him to get an "a" plus to do that, you have to think about, nucorr that, i might think about another steel company. >> i was thinking about that one as you were talking about nucor. if he said he bought cleveland's clifs, would you be giving an a plus >> he gets an "a," not an "a" minus. i've thought about this. >> keep your trades coming in. you can send us an email final trades on the other side of this quick break. >>> all right. 4:00 eastern overtime got a good show today. rick hitsman on all things tech. have that instacart. the markdown of the valuation there. we're going to discuss what his outlook is for 2023. scott croner with citi's 2023 outlook. i'll see all of you then liz young, your final trade. >> so my final trades in december were sell consumer discretionary and buy the two-year my final trade today is, now we wait, and it's just cash i think there's more downside to come probably in january >> all right jimmy lebenthal, farmer jim? >> i already mentioned it, but it just stares me in the face. raytheon technologies. well-run industr

if it's inflationary, it's good for nucor, caterpillar and deere that will come down in 2023 because we don't need as many computer sciences, bankers, lawyers, advertising and contractors because housing is hurt by higher rates if the fed over shoots. we learned rents are falling per siptously. the bears will tell you the retailers are coming down. i don't care, that's fabulous for places like tjx that are ready to pounce on the soon to be corpse of bed, bath and beyond same for burlington. how about ally's bargain outlet? does mike wilson super bear's crystal ball say about that? ho honestly, i don't care i wonder if he belongs to ali's army like i do by the way, you won't see nike speaking of morgan stanley, that's one of my favorite financials for 2023. it's got an insanely cheap stock, high dividend and profits are roaring. morgan stanley earnings be eroded by inflation? the for the fed tamps down on inflation, the more i stick with a company making the best numbers with 4% unemployment up from here and 4% inflation quite a bit from here. that's likely where we're headed how abou

. >> you have a shopping list, too, i'd love to give people idea what's on your mind deere, nucor, slbtly that dividend growth story because if we need to hedge against inflation that's what everyone is concerned about jenny's high dividend strategy is perfect complement with her dividend growth. and to your point it's nice to see value get a bit of effect for a change >> thank you for being here. it's great having you, and congrats on the year you've had. it's not been easy i don't think anybody would suggest otherwise. so we'll talk to you again soon. >>> straight ahead our chart of the day. it's a mystery stock it's on pace for its best week in a month stay with us we'll give you the reveal and the trade. it's a new segment coming up next >>> grade my trade, send us your latest stock move and the investment committee will debate it and grade it. e-mail us at askhalftime at cnbc.com or tweet us ♪♪ we all have a purpose in life - a “why.” maybe it's perfecting that special place that you want to keep in the family... ...or passing down the family business... ...or giving back to the p

just say you're caterpillar, you're deere you're about to get gigantic callsfrom floor and dicom -- nucore, saying we need everything you have because we're building bridges everywhere we may be building bridges to nowhere because congress has empowered us with trillions of dollars and you have a fed that can't stop that money from coming i think this whole notion that everybody is negative, i speak to many more ceos -- i would say i speak to more ceos that almost anybody. when the interview is over, what do they say? the order looks good you know what, sales look good >> it's a great point. i'm a couple calls on disney and comcast this morning oppenheimer, the strength of parks is very unusual given the uncertainty. >> it's an unusual decline there's a lot of places that are strong >> there are, and that's what makes this a particularly unusual time and a very difficult one to navigate. >> i think that history is not as helpful right now and i just find that for instance when i think about china, i heard people say, well, china is going to shut down because of covid, and then i hear other