Jim Cramer, the host of Mad Money, said Monday that while national tragedies and public turmoil carry real emotional weight, they usually do not drive stock prices for large companies.
Stocks do not go down because people are in a bad mood. They don’t go down because there’s a highly controversial shooting in Minneapolis. They don’t go down because gold’s higher or the dollar’s weaker. They go down because something goes wrong that impacts their businesses, and that something tends to elude many investors, both big and small. Take today, where the averages ultimately did pretty well… We have so many things that are awry, away from the stock market. You can tell how people expect stocks to march to the drum of chaos and destruction by looking at the S&P 500 overnight futures, which we often think represent some sort of arbiter, a judge of what will occur when stocks open the next day… I find this otherworldly.
READ ALSO: Jim Cramer Discussed These 19 Stocks and Market Shortages and Jim Cramer Shared His Weekly Game Plan: 22 Stocks in Focus.
Cramer said that in the long Sunday piece he writes each week for CNBC Investing Club members, he was clear about what he did not say. Cramer said he did not argue that the market would fall because of the Minneapolis shooting, and he said the stock market does not react that way. He also said he did not predict a selloff because severe weather shut down much of the country and forced people to stay indoors. He added:
I didn’t extrapolate that $7 natural gas, a ridiculous spike that shows you how jerry-built our natural gas pipeline system is, and then reached the conclusion that the market should plummet anyway. I didn’t rush the judgment that the airline stocks must be jettisoned because of the nationwide weather torment. I did not say that the market would go down because of the insane rallies in gold and silver, coupled with a vicious decline in the dollar. The precious metal complex seems extreme, signaling something for certain, but not anything I can relate to stocks in our market. A weak dollar can be worrisome too, but it’s great for our exporters. It’s not much of a reason to dump the entire market.
Our Methodology
For this article, we compiled a list of 9 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on January 26. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the third quarter of 2025, which was taken from Insider Monkey’s database of 978 hedge funds.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
Jim Cramer Answered Questions About These 9 Stocks
9. Pure Storage, Inc. (NYSE:PSTG)
Number of Hedge Fund Holders: 48
Pure Storage, Inc. (NYSE:PSTG) is one of the stocks Jim Cramer answered questions about. Toward the end of the lightning round, a caller asked for Cramer’s thoughts on the company, and he replied:
You know, I hadn’t thought about that. It has a flash array that, data could be stored on flash arrays without a problem. But it does sell at extremely high price-to-earnings multiple. And again, I’m staying away from those stocks because I am concerned that we could have a higher interest rate spike, and these stocks will trade down no matter what happens.
Pure Storage, Inc. (NYSE:PSTG) creates hardware and software for data management, including storage systems for databases and tools for cloud-native applications.
8. Navigator Holdings Ltd. (NYSE:NVGS)
Number of Hedge Fund Holders: 20
Navigator Holdings Ltd. (NYSE:NVGS) is one of the stocks Jim Cramer answered questions about. Inquiring about the stock, a caller mentioned that they have a position in it, and Cramer commented:
Look, it’s doing well. What can I say? It’s not an expensive stock. Look, and I believe in LNG. I believe in the transports, been one of the strongest stories there. I’m not going to go against you, but I do like Enterprise Product Partners more. I like ONEOK more. And boy, how about Energy Transfer?
Navigator Holdings Ltd. (NYSE:NVGS) runs a fleet of gas carriers used to transport petrochemicals, ammonia, and liquefied petroleum gases. The company also provides consultancy and ship-to-shore infrastructure services
