Cramer: A Forward-Looking Fed

Let's say Fed chief Ben Bernanke ran the nation's biggest retailer instead of the world's biggest hedge fund. Let's say you are a retail analyst. Given what you know -- which is that a repeat of the 1995-1996 government shutdown is about to occur -- would you be taking numbers up or would you be slashing them?

I think the answer's pretty clear: You would be slashing them. You know that a shutdown is bad for business. It was bad back then when the economy was very robust, and it will be much worse right now. You would not be saying, "Hey, there's been a decent amount of hiring in the last months. I am raising numbers." You would be saying, "I have to cut numbers because the last government shutdown slowed down all spending and really hurt commerce."...743 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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