Cramer: Pent-Up Demand Is the Theme

How much pent-up demand is out there, really? Is that, perhaps, the missing ingredient behind the strength that we are seeing in this domestic consumer market?

There's no doubt in my mind that the real place to be this fourth quarter is in international companies. We have the possibility of real tailwinds coming out of Europe, now that we have multiple stronger economies and, yes, a stronger currency (all perfect timing given how lean our companies are over there). China's coming back in a way that is stealthy, through targeted infrastructure, and we can see that they have drawn down a lot steel, coal, iron and, as of some just released figures, copper. (We started buying back Joy Global (JOY) yesterday because almost everyone has downgraded it and China is now opening a new coal plant every 10 days.)  ...566 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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