President Donald Trump said on Monday that China is ready to come back to the negotiating table and the two countries will start talking very seriously.Politicsread more
The escalating trade war between Washington and Beijing dominated discussions at the G-7 gathering in France.Politicsread more
China's state media is putting up a brave front as the country's trade war with the U.S. escalated sharply over the weekend.China Economyread more
The latest round of tariff announcements in the last few days means that by the end of the year, essentially all Chinese goods exported to the U.S. will be subject to duties.China Economyread more
Futures fell after Trump said the U.S. will raise tariffs on more than $500 billion worth of Chinese imports, increasing trade tensions.Marketsread more
As Washington and Beijing continue to up the ante in their protracted trade fight, the potential of a recession in the U.S. is now "the biggest concern," according to Standard...US Economyread more
Tensions stemming from the U.S.-China trade war escalated sharply over the last few days, with much happening as Asian markets were shut down for the weekend.China Economyread more
Clouding the G-7 gathering, which represents the world's major industrial economies, are the tit-for-tat tariffs between Washington and Beijing.Politicsread more
Neither the U.S. nor China wants to be seen as the party that derailed trade talks, says William Reinsch of Center for Strategic and International Studies.World Economyread more
China said Friday it will be resuming 25% duties on U.S. autos, and a further 5% on auto parts and components.Asia Marketsread more
World leaders, environmental groups and celebrities have publicly decried the vast swaths of forest being destroyed by the fires.World Newsread more
The averages have had a huge run recently, and while this wasn't reflected in the market on Wednesday, Jim Cramer pointed out that people have made fortunes owning individual stocks in the past few years from the bright ideas that they have had.
"I always say good investment ideas are often right in our faces, on the dinner table or the living room or in the mall, which means the gains are there to be had as long as you're actually looking for them," the "Mad Money " host said.
Cramer heard a boatload of these fortune-brewing ideas on Wednesday when he attended CNBC's Delivering Alpha conference. He highlighted a few of the amazing ideas that he heard, so that investors could understand how easily good investment ideas can be found.
First up was the idea that Cramer heard concerning shoes. Yes, shoes. Cramer was trained to view stocks in a classical way, starting from the top down. Does he want to own a retailer when the country has decent job growth and oil is coming down? The answer is yes.
And while Cramer would typically be attracted to a retailer like Target that keeps raising guidance and beating estimates, he heard one idea that blew his mind and changed his perspective on Wednesday.
Cramer interviewed Jeff Smith, the CEO of the activist fund Starboard Value, at Delivering Alpha and he presented a new way to judge Macy's. Instead of looking at the company based on the earnings per share—Cramer's way—he looked at it as a real estate play and suggested that this $72 stock could be worth $125.
"I doubt I'll ever think of Macy's the same way again. It's not just the place where I bought my shoes, it's a collection of assets that might be worth much more than where the stock is currently trading," Cramer said.
Next up, Cramer spoke with Farooq Kathwari, the CEO of Ethan Allen Interiors. "Mad Money" has had Kathwari on several times, and he has outlined the story that the public will want to buy Ethan Allen's furniture because of its style, quality and brand.
But the one thing the CEO never said was that maybe investors should buy the stock because of the quality of the real estate that it owns. But that was exactly how activist Tom Sandell framed the stock, as one that is an underperforming company that could produce much greater returns if it simply monetized its real estate assets and closed superfluous stores.
"In other words, something could happen to turn this sleepy furniture stock into an instant win if you view it the way Sandell does…Those Ethan Allen end tables next to my old bed? Never going to look at them the same way again either," Cramer said.
Read more from Mad Money with Jim Cramer
Cramer Remix: Wake up or you'll miss these stocks
Cramer: Why Apple could easily hit $140
Cramer: Beware! Expensive earnings season mistakes
Or how about McDonald's? Lately Cramer has been outspoken about the need to fix beaten down McDonald's locations. When he interviewed Nelson Peltz and Bill Ackman, who have both backed turnarounds for Wendy's and Burger King, they said that McDonald's was definitely fixable. They both stated that while it could take a lot of time to turn it around, it could be worth a lot more.
So, while some investors may value stocks like Macy's, Ethan Allen and McDonald's through the usual lens of earnings and be disappointed, taking another look through a different lens could change the game and make these stocks suddenly very exciting.