Jim Cramer: 10 investment themes to watch in 2021

"Mad Money" host Jim Cramer revealed investment themes he thinks investors should keep an eye on and take advantage of whenever the market sells off in 2021. Subscribe to CNBC PRO for access to investor and analyst insights: https://cnb.cx/2Vtntx6

Wall Street on Monday labored through a tough day to open the new trading year, which prompted CNBC’s Jim Cramer to break down the top investing themes he’ll be watching in 2021.

Investors should keep secular trends in mind because they are the best ways to approach a marketwide sell-off, the “Mad Money” host said after the major averages all closed down more than 1%.

“I always fall back on themes. That’s the best way to approach a sell-off, like we had today,” he said. “Themes are very useful if you’ve got some cash stockpiled after last year’s remarkable run.”

After wrapping up 2020 at or near all-time highs, the three averages declined sharply to open 2021. The Dow Jones Industrial Average fell almost 383 points, or 1.25%, to 30,223.89. The S&P 500 and Nasdaq Composite both dropped almost 1.5%, settling at 3,700.65 and 12,698.45, respectively.

Cramer said a mixture of the looming federal elections in Georgia to decide power in the Senate, profit-taking, uncertainty in Washington and a troubled coronavirus vaccine rollout in the U.S. contributed to Monday’s marketwide decline.

The decline, he suggests, created discounts in some stocks that investors can take advantage of.

“It’s these long-term themes that work the best. You can buy them tomorrow and then you can buy some more if they get knocked around the next day, and the next,” Cramer said. “The great thing about these theme stocks is they all do get cheaper as they go lower.”

» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
» Subscribe to CNBC Classic: https://cnb.cx/SubscribeCNBCclassic

Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.

The News with Shepard Smith is CNBC’s daily news podcast providing deep, non-partisan coverage and perspective on the day’s most important stories. Available to listen by 8:30pm ET / 5:30pm PT daily beginning September 30: https://www.cnbc.com/2020/09/29/the-news-with-shepard-smith-podcast.html?__source=youtube%7Cshepsmith%7Cpodcast

Connect with CNBC News Online
Get the latest news: http://www.cnbc.com/
Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC
Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC
Follow CNBC News on Twitter: https://cnb.cx/FollowCNBC
Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC

https://www.cnbc.com/select/best-credit-cards/

#CNBC
#CNBCTV