Jim Cramer breaks down the “group of contradictory currents” in the economic cycle

CNBC Jim Cramer Wednesday, challenged the idea that today’s market is following a coherent economic cycle, saying that there is a “huge group of conflicting currents” that make the economy difficult to understand.

“I’m really starting to ask myself if the” economic cycle “has become an overwhelmed term,” he said. “For the moment, we have several commercial cycles, and they are not negotiating in a harmonious way.”

Cramer said that some groups stagnate, that others skyrocket and that others are completely disintegration. This dynamic is probably difficult for the Federal reserve And gives strange air that indexes continue to reach new heights, he said. He added that the performance of actions is now irregular, in particular with the amount of executive action from the White House.

A sector that has always played is traveling and leisure, said Cramer, with its success in some respects, a reservoir of the group’s post-COEU boom. Some of these companies are no longer cyclical, he continued, claiming that they have become secular because it seems that consumers want to travel whatever certain macro factors. He has recommended a number of stocks of this theme which can be purchased on weakness, in particular United Airlines,, Marriott,, Airbnb,, Disney,, Expedia,, Booking Holdings And American Express.

Cramer has given more examples of unequal trading, noting the bullish trends of the bank and agriculture, as well as those leased in transport and housing. He also pointed out that variable models of technology, such as force in semiconductor equipment actions, as Kla And Lam ResearchAlongside a difficult PC cycle and a weakness of corporate software names like Working day And Serve.

“Here is the essential: can things remain so tenuous? Unfortunately, yes,” said Cramer.

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