Three Risks Await the Markets in 2015, Says Jim Cramer

1 00:00:00,190 --> 00:00:03,949 what ira card market right now is being controlled by three bears 2 00:00:03,949 --> 00:00:07,580 one is the russian bear of course that actually works in synergy 3 00:00:07,580 --> 00:00:11,050 russia is falling apart there's just no two ways about it they do have a lot 4 00:00:11,050 --> 00:00:12,259 currency they have a lot 5 00:00:12,259 --> 00:00:15,610 reserves so put more speak to the central bank maybe they can get a little 6 00:00:15,610 --> 00:00:16,330 more organized 7 00:00:16,330 --> 00:00:19,680 but again this is about Ukraine and you gotta solve ukraine 8 00:00:19,680 --> 00:00:22,750 and there's been absolutely total intransigence on both sides 9 00:00:22,750 --> 00:00:26,029 some ukraine then you also then get a lift in well 10 00:00:26,029 --> 00:00:29,490 rush just fine so don't get too negative but we're not train rush your 11 00:00:29,490 --> 00:00:32,940 just understand right now spare for the market the second one are the US oil 12 00:00:32,940 --> 00:00:36,110 companies that are strapped there's a piece today by Goldman saying there's a 13 00:00:36,110 --> 00:00:37,940 trillion dollars that won't be bill 14 00:00:37,940 --> 00:00:41,360 don't overthink this thing at about war that's about CB I 15 00:00:41,360 --> 00:00:45,019 what you need to focus on is the fact that are smokers French oils that can go 16 00:00:45,020 --> 00:00:45,600 belly-up 17 00:00:45,600 --> 00:00:49,789 I would've waited for instance I with private Repsol I would not what talisman 18 00:00:49,789 --> 00:00:51,079 I think that six months from now 19 00:00:51,079 --> 00:00:55,640 housepital be lower it's not the doc Obama compare very well by USA Today 20 00:00:55,640 --> 00:00:59,199 but just not good and let the marginal players go out of business in numbers 21 00:00:59,199 --> 00:00:59,710 because I 22 00:00:59,710 --> 00:01:04,309 and use rallies that we having today in somebody's moral compass just sell 23 00:01:04,309 --> 00:01:07,570 not to buy that's important 30 probably the worst 24 00:01:07,570 --> 00:01:12,030 and that Petrobras widely as Petrobras is largely funded 25 00:01:12,030 --> 00:01:15,310 by foreign money and the companies that bought the bonds 26 00:01:15,310 --> 00:01:18,659 the mutual funds are bought the bonds they're going to have to take a big hit 27 00:01:18,659 --> 00:01:22,170 dispatcher by which is sixty 60 percent owned by Brazil is gonna have to 28 00:01:22,170 --> 00:01:22,990 refinance 29 00:01:22,990 --> 00:01:26,520 and I think a lot of your debt is going to be clampdown 30 00:01:26,520 --> 00:01:29,920 by the Brazilian government and that means is going to be a capital flight 31 00:01:29,920 --> 00:01:33,439 again from Brazil they got to do it russia's doing at to raise rates 32 00:01:33,439 --> 00:01:38,100 to protect we all almost awaits us so every time we getting nice move up 33 00:01:38,100 --> 00:01:39,680 perhaps there's many year pepsi 34 00:01:39,680 --> 00:01:43,549 think we're we're sold lighten up a lil and be set for when 35 00:01:43,549 --> 00:01:46,659 Russia the smaller or oils and 36 00:01:46,659 --> 00:01:49,899 Petrobras all have pressure 37 00:01:49,899 --> 00:01:53,250 on the rest to the world that's real invisible right now 38 00:01:53,250 --> 00:01:55,770 it still biz 39 00:01:55,770 --> 00:01:56,020 0

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