>> dan nathan. >> yeah, i'm over meta and i would be a seller of ibm here. >> thanks for watching "fast money. "mad money" with jim cramer starts right about now my mission is simple, to make you money 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 just want to make you some money. my job is not just to entertain, but to educate, teach you. get you to be a manager of your own money. call me at 1-800-743-cnbc or tweet me @jimcramer. sometimes it feels like nothing works. earnings, no, sentiment, no.

when you get that feeling, you know what you have to do >> buy, buy, buy >> buy stocks, not sell them because it's almost never as bad as it seems. witness today where the averages plunged before turning around later in the day with the dow ultimately finishing up 99 after being down more than 1,100 points and then the nasdaq gaining 0.63% from an incredible low all right. now it wasn't as stung as an 18-second cheese victory march it was a phenomenal comeback, and one that might have staying power, because a lot of people who couldn't take pain any longer are now out of the building at the bottom today, the sellers weren't just afraid of the bear. they were afraid of the recession. the market goes down endlessly when there are recession worries, but it almost overshoots the oscillator that i follow from the s&p hit minus 7 today, which is a level where you have to hold your nose and buy something. because we almost always get an

oversold bounce from that level. in challenging times like this, i rely on both my own history of giving up at the bottom three decades ago as well as relying on the s&p 500 oscillators that did this very morning on my morning meeting program with jeff marks, proprietary to club members that would have had you do this as we sure did with the bannon right at the bottom >> the reason why i am inclined to want to buy is that i don't think we're in a recession now people want to sell right here and the reason why they want to sell right here is they want the get rid of the pain, okay. now getting rid of pain is an emotional issue. i've gotten rid of pain. and confession, how wrong it was. what you have to do is the opposite the opposite of pain, which means you have to do some buying >> and we did.

and did, and did and did now in recent years, we've had three recession scares the february 2018 massacre when stupid vix options traders made us feel like we were headed for a crash. the late 2018 jay powell massacre when the he talked about rate hikes and the pandemic of 2020 each scare seemed unfathomably dangerous at the time, just like today. it's never easy to put in a buy order and be down a dollar by the time you get the report, especially when you're playing with an open hand as we do with the cnbc investing club. that's what we did today looked like idiots for a half hour geniuses at the bill bottoms can happen in the blink of an eye. the sellers ran out of firepower. we got a classic crescendo bottom, also known as a selling climax right now some investors have an unshakeable belief that when fed chief powell speaks on wednesday, he'll take a much harder line than we've seen before because inflation is so out of control they think he'll use harsh words

which will justify the recent sell-off ukraine, yes, a tough situation. the futures were looking up last night right before president biden told our diplomats to evaporate our families which sure sounds like war could be this the cards. but this market is gripped that jay powell wants the market to slow down to break the inflationary spiral and it will hurt a lot of our businesses so why don't you just sell here. buy them back after powell speak, maybe the next day, maybe the end of wednesday well, that's what many managers did today the warning. they dumped, they dumped, they dumped, they capitulated hoping to be able to buy back wednesday. at the time it seemed like a rational push. but when is the stock market rational a tremendous amount of fear that could only be handled by those with ice water in their veins, regular patrick what homes types, or those with a plan. the andy reid types who diagram ahead know what they need to do

and know they need to buy when stocks hit the right levels tonight way down that's a form of discipline. it's a discipline for me it's worked in practically every downturn, except for the great recession. it certainly worked well today are we really looking at a second great recession here? i don't think jay powell destroyed the economy in order the save it. i want to give him some credit here, because he has learned a lot in the last four years in the job. i doubt he'll repeat the mistake he made in 2018. we know powell is a lot more accommodating. why doesn't inflation need to see that again, there is a fear factor. people dent want to wait for powell to blow us all up you don't get a stock like 3m going down to the point where it yields a 3.5 and a nice chunk of change unless wall street thinks they're going cut numbers. you don't see microsoft falling this far from its highs as it did midday unless they're going to have a miserable quarter, at least that's what the bears thought until the close. my sense of earnings is a lot more positive. we've already seen great numbers from procter & gamble, from bank

of america, from a host of regional banks, and just tonight ibm. only netflix and jp morgan have disappointed in a big way. maybe i'm irrationally bullish, but i prefer to see it as discipline and opportunistic the same discipline that had my charitable trust sell dupont much, much higher simply because the stock had run much and i wanted to be greedy and not cash out. the same rally that had me buy oil when everybody figured that rally was over it takes something to step up and buy something when it feels like the sky is falling. or sell something when everybody loves it that's why sell game stop a year ago, something that could have earned me the enmity of a lifetime which i actually enjoy. nearly every one of the 600 odd companies, spacs that came public last year have i nothing good to say about them oh, sure, the bulls had some props today. this morning buyers surfaced to acquire a boring old chain like

kohl's after a suggested change of board of directors. the stocks rallied after being up 24% on friday but in a typical recession, they dropped more than 30%. that was a pretty good showing the retailers put on a good show too, unlike what should have happened if you were going into a recession, right you don't get home depot up 15 bucks if the economy is about to roll over. the big cap tech stocks that let us down like adobe and service now are running at a very good clip, both up more than 3% today. i dent want to be fooled because the same thing happened last week, but this feels a lot better finally, let me introduce you to one more concept called the crescendo. that's when we get total capitulation as represented by nine stocks down for every one stock up a crescendo is a terrific buy signal, because this is when everybody who is going to sell finally exits the building, the cowards! the selling climax occurred just when the dow was down 1,100 points, and it was like people

dumping stock, and then they just ran out of stock to sell. they were so scared, they had sold everything. at the bottom today, i could argue that we had a real crescendo of selling, and we might have a rally followed by that reset of crescendo that will hold. almost every fast bottom like 2009 comes replete with a crescendo in this midday collapse of the dow down more than 1,100, it sure felt like it crescendos occur when the pain is so great that no one can handle the pressure and there is an overwhelming sense you'll be crushed if you stay in the market which is why i show you'd the video. because that's what the cnbc investing club is about and why you should be in it. we haven't seen one of these crescendos since 2020 because dip buyers kept them from happening. the sellers have exhausted themselves, not the buyers being opportunist innic like a dip buy. that may be what happened today. because bottoms tend to be revisited as the s&p has fallen 10% from its highs and those who bought at lows will scout their gains.

if you put in today's weakness as i've been telling you to do and show you time stamp for club members, if you bought into the crescendo selling, i think you ought to be happy with your decision and i think you'll be positively surprised on wednesday when we find out that jay powell knows how to handle himself in a crisis. doc in new york. doc? >> hey, jimmy changa, the hardest working man for the people how you? >> i'm working i worked all weekend except for when the games are on. now i'm back work tonight. what's going on? >> get your take on a company i love last month they announced a $250 billion accelerated buyback, the cheap ends of the shop at home catalog. broke out of a downward triangle victoria's secret. tell me you love the secret of this company as much as i do. >> doc, i really do. i think you nailed it. i like bath & bodyworks too. i congratulate you i think you're going to make a love money and thank you for the chill comments let's go to jeff in california

jiff >> hey, jimmy chill. what do you think of that roller coaster ride today, man? mines 1,100 on the dow and ends up green, baby. >> down 1100, what happened is a lot of people jumped off the roller coaster i prefer to complete it and take it higher again. >> absolutely. >> there is a lot of people that can jump off at the top. it's painful too what's up? >> hey, i went online and checked several sources concerning the company named klausler, such as marketbeat all of them are stating that klausler net is a strong buy right now. all are calling it a high-flying momentum stock most of the analysts were reying about the strength of this company net, or clowsler jim, i'm extremely concerned because klowsler like most of the stocks has fallen 41% in a month. question, a it is buy, sell or hold >> i think their business is on

fire i'm only recommending stocks right now that are making money because we got so many problems on our hands the one thing i don't want to put you into is a company that can't make you money but i thank you for the kind comments if you bought into today's weaknesses as i advised, i think going to be pretty happy the next generation 50 index, putting the company's millennials and love into focus. with a change in tune to the market, could winners prevail within the list? i'll give you my top ten from the index. and crypto has crumbled along with the border market but what happens if it hits the bottom i'll go off the charts to find out. and flex port has its finger on the pulse of the situation across the country i'm getting a read on the state of the industry with the ceo so stay with cramer. >> don't miss a second of "mad money. follow @jimcramer on twitter have a question? tweet cramer, #matttweets.

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.

>> what are the stocks i'm most worried about after this amazing comeback which are the ones that need to be sold into the strength of a second day sadly, the ones off the back of the youngest cohort. the list is chock a block with securities, like ethereum and bitcoin. and yes, according to gary gensler on our show, these are all securities even the skirlly one try to address stocks and not

just because i had a hand in choosing the members, many of these stocks had to be booted into any further rally why? well, you have heard me say it but it's worth doing it again. unfortunately like november, federal reserve decided to crack down on inflation. as i've been saying over and over, many of the stocks in the next generation 50 suddenly went out of style in the wall street fashion show they need the fed to green light. since then, this group is littered with losers, many of which have to be sold. but i dove into this weekend to identify some that might be worth buy, and i identified a few. now first, let me tell you, i'm only interested in companies that can turn a profit this year because everything else is hated. i also limited the obvious you don't need me to tell you about alphabet or apple or tesla or chipotle. by the way, we own the first two for the charitable trust on top of that i booted any companies expected to have a down year, sell at an astronomical price to earnings, not just sales i have no interest in those. you know what? that leaves us ten companies

ten companies out of the next generation 50. ten that value using the investing club criteria which i like to follow, that i refuse to differentiate from my favorite, my number one is palo alto networks yes, the king of cyber security. it's a stock that showed its true colors when it exploded higher today it was among the first ten stocks in this market to turn after the crescendo that i keep talking about palo alto was considered way too centered around on premise software, meaning the cloud. since a series of acquisitions, they've become the number one cyber security player in both on premises, meaning the main building, and the cloud, which is also great for the work from home people. in a world where more and more people are working from locally, businesses need palo alto to protect their overextended networks this is real, okay

this my second favorite in the next generation 50 index, i like airbnb for the reasons i mentioned last week. it's been a winner during the pandemic with real staying power because renting a place on airbnb is safer and cheaper than staying in a hotel this is one of those companies that's really a tactical one, which is why it's so much easier to use the platform is so good. it's better than the competition. airbnb software is its strength. not just the list of rental properties it's the software that makes it proprietary, easy for both sides. nobody is going to stop these guys and it will make plenty of money this year. not just because ceo brian chesky has decided to stay in a new one every couple of weeks. i like that company. third, you now have my blessing to buy doordash. it turned out they have taken permanent market share since the start of the pandemic. i think people have learned that they like getting food delivered more than they realized. it's cheaper, by the way, because you can buy the liquor at home. and covid is giving you a

permanent increase in the number of available options as restaurants had to adapt or die. don't take it from me. take it from the receipts of bar st. miguel that's my small place in brooklyn we did make money from pacifico or mezcal. but we're resigned to the success of doordash and grateful, as are many other restauranteurs in brooklyn that they actually gave us a break. they did they said small restaurant, we're going help you number 4 is controversial because it keeps going down, and it's about to go higher, and that's etsy. a couple of months ago etsy was at $307. now it's been cut in half, falling to 154 thanks to the high-flying growth stocks kind of like paypal more on that in a moment etsy has been punished because investors have decided their business is too linked to the pandemic once we get through this horrific omicron stretch, they're convinced that people who create and sell on etsy will go back to their regular jobs. the great, i don't know, rehiring the kind that gives you health

insurance. thing is the same thing as shopify. but in the end, i doubt that will be enough to derail the story. nor do i feel that the news about shopify and what it's doing is the death knell but that's not my point here fifth is paypal. paypal my charitable trust owns paypal. i'm going toa remonstration. do you think about allen do you think about jimmy g.? do you think about how stupid you were to buy paypal it sold 50 times earns before the fintech class. now it seems destined to the same price level as the big banks. even though it's growing at a 18% clip when you see a stock get hammered like this it means the growth is going to slow much more than the analysts suspect or the sellers are just dead wrong and you need to buy it in a weakness guess what we did for charitable trust? the haters who used to love paypal now think it's going to

130. we bought some what can i say wrong, high. i think righter lower. 6 is one that a lot of people keep miss ing is crocs if crocs hadn't spent $2.5 billion on hey dude, you bought a del, or it's just hey dude, it would have been my first picker. but there are simply too many shoe companies and crocs didn't need to make this. ones that already have lost the enthusiasm of the stock market, and frankly shouldn't have come public, but managed to be able to make some money number seven oh, boy, this one is short squeeze. upstart. the financial technology company allows lenders to assess borrowers better than your fico store. the shock has been obliterated i'm a big believer in their technology, but i've been telling you to be careful with this one because financial technology is toxic right now. some smart company will buy upstart if it stays down here.

yes, these are two that i'm really going against the grain on this is against the grain because it's linked to the now hated shopify. the others, well, others think this is entirely pandemic. that's definitely wrong. i don't have a negative on this one. that's why i listed it first okay let's go to eighth eighth is one -- so many people call in on the "lightning round. they want to know about solar. they want to know about batteries. they want the know-how the make money. okay, end face, the solar power stuff. this market turned against solar because there was so much garbage pumped out by investment bankers that the good ones got lost in a sea of junk. but if you want to know one genuinely disruptive solar play, end face is the way to go. the biggest weakness is it boring it is wildly profitable. number nine, whoa, lion is dead, moderna. moderna is a company that feels a lot like zoom 400 points ago made a ton of money thanks to

covid, but in tend they haven't done much with that cash and they don't have a pfizer pill. maybe moderna will start developing the personalized vaccines that were the focus before the pandemic, including cancer i would feel much better if the company used its vaccine proceeds to buy up bonny lee bakley techs and transform them into a big pharma name that's what i'm betting they'll do moderna itself does not deserve on this sacred ten and then finally, one that you may not be familiar with, i know because my daughter lived in oregon, my daughter who is i think -- who introduced me to this place with the idea that dad, i don't want you to sleep on saturdays anymore you need to be able to go friday to sunday because you don't get to see much. dutch bros even as most people have never heard of them. i have no doubt that dutch bros, and some people call it bro, i don't mind that, the dutch bros models of kiosk in parking lots is a winner.

unless it's christmas, malls have way too much space and little revenue coming from their parking lot. along comes dutch bros with a booth where some of the best tasting e coffee can be had. most coffees seem to hide what we want it for work not dutch bros the best tasting caffeine delivery system in the nation. of course the stock has been obliterated because it's reached and ipo. but if you buy the stock now, you're better than the future stock buyers who haven't seen a dutch bros let alone that there is going to be another thousand of them added because we all want our caffeine to keep us awake and do better. the bottom line, i wish there were more stocks in the cnbc 50 list that i could endorse here, but the market has changed, and you need to change wit you may have too many spiff stocks in your portfolio, including 600, 600 that came public in the last year which i would throw every one of them

into the love canal, the kiwanis canal and the great waste management -- waste management's got some unbelievable mountains of trash just on the other side of the hudson. they're just great landfills and you have all the pigeon that come down on you pigeons should land on them. but now you have ten that i like however, i wouldn't pick more than two to own until the market gets comfortable with growth names which will happen if the shakeout ends, but not any time soon yes, and by the way, before i did this piece, do you think i went to dutch bros i just wish i had. you have no idea what i had been like had i been on there stick with cramer. coming up, cramer's got more than a token interest in making you money. head off the charts for crypto crib notes, next

hey lily, i need a new wireless plan for my business, but all my employees need something different. oh, we can help with that. okay, imagine this. your mover, rob, he's on the scene and needs a plan with a mobile hotspot. we cut to downtown, your sales rep lisa has to send some files, like asap! so basically i can pick the right plan for each employee. yeah i should've just led with that. with at&t business. you can pick the best plan for each employee and get the best deals on every smart phone.

♪ music ♪ you can pick the best plan for each employee ♪ dream, dream when you're feeling blue ♪ ♪ dream, dream that's the thing to do ♪ ♪ music ♪ when you see value in all directions, you add value in all directions. accenture. let there be change.

if you asked me the big theme of january so far, it's the total breakdown of all speculative assets to sales, earnings, these horrible spac names, recent ipos that are horrible, and the most speculative of them all, cryptocurrency the largest crypto plays have been obliterated in the last few days, including today before the bounce you see on the screen despite all the hammering about the federal reserve and russia amassing tanks on the border with ukraine, i think the immense wealth destruction in this space has put tremendous downward pressure on the stock market too you have a ton of people buying this stuff with borrowed money, and when the margins calls come in, they tend to sell something in order to raise cash when people dump the winners to pay for the losers and it spreads across multiple asset classes. even if you don't care about crypto, the big coin breakdown was bad news for the stock market and if you're like me and you think it's a good idea to own some crypto, well, this decline

has been especially vicious. really hard. so when will the pain end? well, i don't know maybe this is the end. today i want to focus on bitcoin ethereum because they're among the most legitimate at the center of the windout. there is no earnings, no dividends, no fundamentals we don't know how many shares so to speak are being issued. that's why tonight we're going off the charts with the legendary tom demark, the pioneering head of demark analytics with the story history of timing the markets going back decades. now he has a tremendous track record when it comes to spotting tops and bottoms, especially in crypto, so listen up demarks has a coast of proprietary interindicators before they happen you can find these in more detail at his website, which is called symbolic. a and the way that's called is symb-y-m-b s-y-m-b-o-l-i-k. look through december of 2017 through october of 2020.

these 13 show buy and sell patterns they're actually trend exhaustion tops and trend exhaustion bottoms that were predicting using demarks' fantastic analysis now let's move up from the period of october 2020 through the present. once again demarks' model predicted the bitcoin peak in april, okay, of last year, and called the exact day, the exact day of the bottom, july 20th you can learn something about the current meltdown by looking at the decline in bitcoin from april to june of last year okay this collapse was as severe as the 1929 stock market crash. we're talking something losing more than half of its value in a matter of eight to ten weeks some places kind of break down can cause structural damage resulting in the labor recovery that might not erase more than 50 to 60% of the losses before the climb resumes all over again. however, bitcoin was the exception. it quickly round off its lows from last summer and snapped right back, hitting a new all-time high in the fall. will you look at that?

nice comeback. after that extended rally, though, demarks' model turned negative again, this time in november, another trend exhaustion top since then we've seen a hideous meltdown in all things crypto. a this point the last sell-off is almost as bad as what we saw last spring. it's down roughly 50% over 50 trading days once again demarks says there is a possibility of long-term structural damage to the whole crypto base which could translate into a feeble rebound when this thing stops going down but demarks is betting that won't happen let's zoom in on the seven-day chart with bitcoin a 3-session countdown pattern that tells him when a rally or decline is likely to exhaust itself right now bitcoin is currently at 11. the sell-off is 11 on the countdown we need two more negative closes before his buy trigger fires he also wants to see bitcoin testing downside targets it briefly broke down as a higher target at 34, 495 earlier today before rebounding off

lows demark wouldn't the surprised to see bitcoin getting hit with a two or three-day selling climax which could take it down to 26,355 who wouldn't want to buy there it to put this in perspective, during the last big melt down from april of last year to late june, bitcoin lost nearly 50% of the value. take a look at this comparative chart. if this declines from november highs here, then you expect bitcoin to bottom around 30,557. demark also notes bitcoin's angle of descent last april, got that the degree of the decline is identical to its current angle of descent in other words, there is a good chance that history continues to repeat itself. keep that number in mind now how about ethereum, the numb two cryptocurrency, and the one that i have a small position in. take a look at the daily chart based on demark's methodology, a 30-day countdown going right into its peak late last year, okay that told you the rally was

exhausted. now, though, ethereum has already hit 13 on his buy countdown for the first time since the peak that tells demark that we could be looking at a trend exhaustion bottom right here. of course, he is not just looking at his countdown pattern. in order to get a sustainable bottom, demark also needs to see something hit his downside price targets. but unfortunately, ethereum already broke down to his price projection so i am incredibly interested in going back into this thing in short, ethereum's got all the ingredients for a trend exhaustion bottom according to demark's methodology however, that doesn't mean it's necessarily done going down. if we get another panic breakdown, he could see it breaking to 1859 but that would be your moment to buy, not sell. the climax is also what i call the crescendo. where do i come in because there is not much in the way of fundamentals when you're talking about crypto currency, all we have to fall back on really is the technicals

and demark and his team have proven himself again and again to the masters of crypto they've had very strong calls with bitcoin and ethereum. the bottom line, both bitcoin and ethereum could be looking at downside trend exhaustion bottoms this week, if not today. i think you need to take him seriously. to me that says it might be too late to sell, and you need to consider buying. i know i am, especially if we get a final leg down ted in illinois, ted >> jimmy chill, big-time windy city snowy boo-yahs, my man. >> done. >> first of all, thank you very much for the many enter take and intelligent years of helping us all understand the market a little better with each and every show. >> thank you >> back in june i purchased coinbase as a less costly play in to crypto, understanding the company makes money by allowing users to invest funds and trade crypto and jim, there is two sides of the train. buying and selling, yet it seems the coin only moves when crypto moves up, and that's on the

buys with all the recent crypto dumping, why isn't coinbase seen a move up on the selling transactions i'm a little confused by this? >> it's a good question. it's not nearly as good -- i don't think it's nearly as good as proxy as people think i think the real issues with the company. i don't like the way that they approach the regulators. we had gary gensler on last week, the chairman of the scc. i think they should have gone to the scc quietly saying here are the things we're doing as opposed to here is what he is doing. i think they destroyed their own proxy value by being quite belligerent, if you want to know the truth. tonight's chartist thinks bitcoin ethereum could be looking at downside exhaustions. i like this. consider buying. much more "mad money" from trains to cargo ships, the supply chain disruptions continue i'm discussing when the pain could come to an end with a private player looking to manage

the fallout. then, there were a lot of headlines out of russia this weekend, and i'm breaking them down for what you need to know and all your callses rapid-fire in tonight's edition of the "lightning round." so stay with cramer. i'm greg, i'm 68 years old. i do motivational speaking in addition to the substitute teaching. i honestly feel that that's my calling--

to give back to younger people. i think most adults will start realizing that they don't recall things as quickly as they used to or they don't remember things as vividly as they once did. i've been taking prevagen for about three years now. people say to me periodically, "man, you've got a memory like an elephant." it's really, really helped me tremendously. prevagen. healthier brain. better life. [copy machine printing] ♪ ♪ who would've thought printing... could lead to growing trees. ♪ you booked a sunny vrbo ski chalet. with endless views of snow-covered peaks. but the thing they'll remember forever?

grandpa coming out of retirement to give a few ski lessons. the time to plan your get together is now. find it on vrbo. you're a one-man stitchwork master. but your staffing plan needs to go up a size. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire

♪ on a day when the stock market got pulverized from the get-go and supply chain issues and then turn around and finish the session in the black, it's worth thinking what could go right. i'm tired about thinking what could go wrong the recent sell-off is all about how the federal reserve might need to aggressively raise interest rates and to stamp out rampant inflation. what if we had another way to cool down inflation?

one of the biggest krcontributos is price increases that leads to soaring costs. we like to check in with flexport, the privately held software company that uses daily analytics to help its clients make smarter logistics decisions. so are we in for another year of supply chain chaos, or is there some light at the end of the tunnel let's check in with ryan peterson he's got it right the whole way. he is the ceo and founder of plexport mr. peterson, welcome back to "mad money." are things any better than when we spoke to you last >> boo-yah, jim. and i'm sorry to say that no, they're not any better than the last time we spoke, which i believe was sort of q3 of last year if anything, delays have gotten longer, prices are flat, but they're flat at really high levels which nobody is happy with >> but theoretically, if the secretary of transportation sat down with you or taken one of those boat rides with you, he would have realized maybe we need even the national guard to come in here and do some things. >> i don't know exactly what i would do if i was in his shoes

it's not like the government runs all of our supply chains and is in charge of everything i think we're lucky for that, that we live in a free enterprise society but, yeah, we're certainly at a time when markets seem to be breaking down in thesupply chain. maybe there is a role for government intervention, but it's not exactly clear what i would do in his shoes. >> but when i read it, look, there is a great mercantile country, the dutch and when i read your interview, i say hey, listen, if the dutch could do it, we could do it. what are they doing right in these other democracies that we can't do >> i think there is some something -- in the united states we have right now a big problem with the ports is we have unions and employers that can't quite agree. they have a contract negotiation coming up on july 1 of next year and when they can't see eye to eye on things like automation and building technology that's going to enable our ports to run more efficiently today american ports run at a lower productivity level than those of mombasa in kenya.

we're not in a great place the dutch have got famously strong labor protections and social safety net, and yet they've somehow managed to come down, sit down with the union and negotiate. the port of rotterdam has been automated for over 20 years. even in a society with strong labor protections. but hey, it's not easy to wholesale copy whatever it is they're doing and bring it here. i wish it was that easy. >> it discourages me i was hoping we could talk about reassuring, but you're very clear. i want it was obviously there are companies skimped. what's really true is it's just not a national priority. and yet when i look at the number of ships and containers you're talking about, it's probably one of the most important ways to stop inflation. >> absolutely. we need good infrastructure no matter whoo what side you sit on the political spectrum everybody can agree we need to have good infrastructure so our companies can do business

globally we have the best companies in the world. we should make it really easy for them to reach their customers anywhere in the world. and technology has to be a big part of that story whether we're talking about big robots a the ports or really great technology like flexport brings to bring visibility and create some sense of predictability so they can plan. one of my big concerns for brands is they overordered they ordered too much stuff that people didn't want, and then they're stuck with too much inventory, where for the last year the story has been not enough inventory these are really hard problems technology can play a role in. >> it's going the start coming in and hurt them one last question. okay, let's say i'm the mayor of a town in oregon and i can get a big dredging contract i can get all this new stuff can the beast change can we come up with a new port >> it's so interesting right now to watch this, because the port of long beach, we're seeing long delays, like 20 days longer than normal with ships waiting

offshore at long beach, los angeles which is the biggest port complex in the united states the port of oakland, which is one day sailing to the north, in fact it's closer if you're coming from china, you come down from the north, it only has five or six days' delays. and yet companies continue to shift everything through long beach. and there is something about human beings that we're creatures of pattern and habit and wee just keep doing the thing we're doing. so i'm not sure that a new port up in oregon or somewhere else on the west coast would get business, because for some reason there is already less delays at these other ports and brands and companies just keep shipping through long beach. i don't have an explanation. >> you can shoot me an email about the knuckleheads that keep going there and we can talk about them and see if they like being talked about on air. maybe they'll find the best way to do is it to go to oakland and not be embarrassed a the supermarket. you've been right the whole way. i wish you weren't every time i wish you weren't right, but darn it, you are. ryan petersen, ceo of flexport who understands the game and it is always a joy to see you sir,

thank you. >> thank you >> look, i'm not saying it's rocket science it actually a form of rocket science. but we've got one. he knows what he is doing. hey, i'm going oakland we're doing our show from oakland. "mad money" is back after the break. coming up next -- >> let's make money together what have we got >> cramer is bringing the thunder and answering your burning questions in today's edition of the "lightning round. what happens when we welcome change? we can make emergency medicine possible at 40,000 feet. instead of burning our past for power, we can harness the energy of the tiny electron. we can create new ways to connect. rethinking how we communicate to be more inclusive than ever. with app, cloud and anywhere workspace solutions,

vmware helps companies navigate change. faster. vmware. welcome change. our clients come to us with complicated situations that occur in their lives. for them it's the biggest milestone, the biggest accomplishment, the sale of a business,

or an important event for their family. for them, it's the first and only time. we have seen this literally thousands of times, in thousands of iterations. ♪ ♪ i am vince lumia, head of field management at morgan stanley. whether that's retirement, paying for their children's college education, or their son or daughter getting married, our financial advisors need to make sure that they are making objective decisions, every step along the way. every time you hit a milestone, an anniversary, a life event, the emotions will run high. making sure that you have somebody, a team of individuals that have seen it before, have seen every circumstance and seen every challenge, and have your back when you need it most, is one of the most valuable things a financial advisor could provide to a family. i am vince lumia and we are morgan stanley.

"lightning round" is sponsored by td ameritrade ♪ before we start tonight's "lightning round," i want to highlight tonight's cnbc special

report scott and i will be breaking down today's wild ride and i'm looking for opportunities to help you manage your portfolio tonight at 8:00 p.m. on cnbc and it is now time for the "lightning round"! >> buy, buy, buy, sell, sell, sell. >> buy, buy, buy >> sell, sell, sell. [ buzzer ] >> and then the "lightning round" is over are you ready, skee-daddy? let's start with neil in new jersey neil >> hey, what's up, jim a big boo-yah coming to you from new jersey. >> okay, i like that >> i watch your show every night and value all your insights in the market give me a call tonight on eqrx >> earlier in the show what certain companies have to do is buy biotech companies. this is the kind of company that needs to be bought it shouldn't be independent. ernie in illinois, ernie >> hey, dr. cramer, how are you? thanks for everything you do. >> well, thank you, dr. pepper and dr. cramer credited from the same school. how can i help >> so i have a huge position in

digital oceans, dotn i have been following this since the ipo came out >> right >> i bought it at 76.80 and 117 now and in a world of pain. >> cry me a river for that digital ocean. it sells at 190 times earnings i'm not recommending anything north of 50 times everything it's my new rule to get me through tough times. ed in texas, ed? >> boo-yah, jim. member of your investment club. >> thank you >> tell me about occidental petroleum, oxy. >> oil stock, i don't like it. joe in new jersey, joe >> hey, jim. i want to ask your opinion about q health, hlth they have a covid test on the market right now that produces pcr results in 20 minutes. they had an ipo in september it's already being used by the nba, google, air canada. i started buying at 14, kept buying all the way down to 9 .50. in the past week it down almost

20%. >> we have too many tests. even the best that have tests are crumbling here so that one has to crumble right along with it. let's go to robert in virginia robert >> hey, mr. cramer how you doing today? >> i'm doing well. how with you >> good. i got this stock a while ago when it was down the 40. i've been nibbling on the downturns ever since i got rid of half of it last friday should i nibble or diversify adt. >> there is nothing there in adt. that should never have come public that was another one of those where they just got you. now oh, and that, ladies and gentlemen, was the conclusion of the "lightning round"! [ buzzer ] >> the "lightning round" is sponsored by td ameritrade coming up, to make money in this market, you've got to master the business section and what's above the fold. cramer goes around the world to get a grip on the geopolitics driving wall street's action, next

take control of your financial future with the new madmoney.cnbc.com. cramer's exclusive ceo interviews, full episodes, analysis, even your own soundboard plus special access to "mad money" 101 with rules and techniques to break down the market for all investors >> the red flag that makes me drop a stock immediately -- >> it's everything you need right when you need it the new madmoney.cnbc.com. ♪ ♪ ♪ ♪

at a time when a lot of people are freaking out about this russian military buildup along the ukrainian board, does ukraine belong in russia's sphere of influence? if you start with that question, it puts a whole new spin on what's happening in this hot spot that they're saying is the new line against russia. i'm no fan of vladimir putin he is an autocrat. but it sounds like any of the other former warsaw states, ukraine was part of the soviet union. arguably it's only a separate country because stalin wanted an extra seat at the u.n. ukraine had a bitter history with the soviet union, but it's only been separated from russia for the last 30 years. i believe they should determine their own destiny. what i say doesn't matter. i understand that is so adamant that ukraine never join nato

nato exists to contain russia. of course they don't want the breadbasket of the old soviet union to join the organization i'm not at all synthetic to the russian government, but it seems like overreach that we here in the united states can dictate what happens i wonder if we can tell them back off like we did when the wall fell. but we could no more stop the take overof ukraine, unless we want to start a nuclear war, and we don't, then russia is going to do whatever it want, the same way our government does in central america. but there are two other reasons why i expect the current ukraine intentions won't turn into a shot war, at least not a hot war between nato and russia. one is ukraine as it now stands is basically a failed state propped up by the international monetary fund. reason number two. russia is a petro state with germany as its principle client. germany can't be too hostile or it will have a huge energy shortage it's an understatement to say

former president trump created divisions in nato that have rendered this dysfunctional, but that's nothing compared to germany's reliance on russian oil and gas. plus, the germans have been leading the world in decommissioning nuclear plants they're also trying to close all their 83 coal plants that leaves germany totally at the mercy of russia's natural gas pipelines. with these closures they could end up providing half of germany's energy obviously that gets cut off immediate live germany sends troops to the ukraine. which brings us back to who owns ukraine. in a just world, obviously it belongs to the ukrainians. they live here they've shedded blood, sweat and more tears trying to be independent. small countries get pushed around by regional superpowers morality doesn't come into it. if you're the germans, you might agree to a deal where russia doesn't invade and nato commits not to expand into ukraine maybe it's enough for ukraine and maybe it's not and he wants to install a whole new loyal

puppet therefore, what's we have to figure out if this is the first big geopolitical test of the biden administration and start thinking about stocks within that context to me it's twofold a worst case scenario situation like iraq invaded iraq, you had multiple weeks where oil prices exploded higher. russia also a petro state and there are plenty of oil stocks worth owning right now censorship second, you can buy the consumer staples or the drug companies. we did some of that for the charitable trust today because they won't be hurt even if ukraine spirals out of control and this you can think procter & gamble, j&j. third, you can buy a defense contractor like raytheon contractor or lockheed martin. go-to names when you read about a story about our government sending lethal aid i wish you could buy some tech into this weakness because of this but there are 600 companies that have come public in the last year and that oversupply makes

it harder for the newer stocks to bounce. at lower levels we'll have more ideas. but you need to start somewhere. and for now that means the oils, the consumer staples, and the defense contractors. ukraine, it should belong to ukraine. but i don't make the rules i like to say there is always a bull market somewhere. i promise to try to find it for you right here on "mad money." . see you tomorrow "the news with shepard smith" starts now heightened alert for american troops and a big rebound in stocks. i'm shepard smith. this is "the news" on cnbc a historic day on wall street. >> what a turnaround more than 1,200-point swing for the dow. >> markets tanking the s&p hitting correction territory. what caused the panic and the rebound? >> the decision has been made to put these units on higher alert and higher alert only. the pong readying american troops nato sending reinforcements. tonight the new fears that russia and ukraine are o