Corporate debt recently passed the $1 trillion mark in a continuing sign of global financial displacement.Marketsread more
"Federal debt, which is already high by historical standards, is on an unsustainable course," CBO director Phillip Swagel said in the report.Politicsread more
Target CEO Brian Cornell still thinks the U.S. consumer is strong and spending. Target's latest quarterly results showed the big-box retailer is benefiting from that.Retailread more
"If you look at the market over the past week, stocks don't need any help. They are roaring ahead, without the Fed doing anything," says the longtime market strategist.Marketsread more
Stocks rose on Wednesday as strong quarterly results from retailers such as Target and Lowe's lifted investor sentiment.US Marketsread more
President Trump insists the economy is healthy and says the only thing holding U.S. growth back is the Federal Reserve.Marketsread more
Trading volumes this week are well below recent averages, and that means this comeback may be suspect.Marketsread more
Shares of Tesla slid Wednesday on news of Walmart's lawsuit.Technologyread more
The rule could defy a 2015 Flores Settlement Agreement court order that says families cannot be held in detention for more than 20 days.Politicsread more
A key indicator for the commercial real estate market is showing signs of weakness, and uncertainty in the economy over the trade war and interest rates may be to blame.Real Estateread more
Bank of America CEO Brian Moynihan is not worried about an economic slowdown, saying the U.S. consumer is still in a strong place.Banksread more
Comments recently made by a major CEO left Jim Cramer convinced that investors must now incorporate two new ideas when thinking about stock picks.
"Earlier this week, Starbucks CEO Howard Schultz, released a partnership note that addressed two new trends: 1) there's been a significant downturn in traditional consumer/pedestrian traffic at malls versus on line shopping and 2) gift cards have grown significantly as gift choices, " Cramer said.
The Mad Money host believes these insights are tremendously meaningful for anyone who puts money to work in the stocks of retailers.
"Stores that sell commodity products will likely be dinged by this trend," Cramer said, especially those that don't have an aggressive presence on the Internet. Conversely, retailers with a strong on-line presence should benefit. "Obviously Amazon is the huge winner in the shift," Cramer noted.
And, the enormous appeal of gift cards could trigger an industry-wide shift. While some retailers such as Starbucks leverage gift cards extremely well, many others are lacking. "Gift cards need to have a significant presence at the cash register to pull this off, and most retailers aren't set up for that," Cramer said.
Therefore, as investors attempt to determine if a retailer is worthy of investment, Cramer believes the trends outlined above should always warrant consideration.
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"Going forward I think we should always think of retail through the twin prisms that Schultz outlined," Cramer said. Ultimately some traditional metrics may no longer be a reliable road sign as you attempt to get a handle on a retailer's quarter.
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