Berkshire Hathaway conference could be bullish for its portfolio, says Jim Cramer

Can’t beat the numbers we got this morning. Last night I told you we had to root for weaker hiring and muted wage growth because that’s what gives the Fed a reason to cut interest rates. And that’s exactly what we got. No wonder the Dell Game 4 and 50 points has to be shot up 1.26% in the NASDAQ vaulted 1.99%. That would finish with the Fed median labor report. I’m hoping we can focus back on individual stocks at least just a little bit, not just the interplay between the bond market and the S&P 500. Remember, now that we have a clear signs of a slowing economy, we got kind of look at stocks with a bullish slant because in this environment we won’t be fighting the Fed. Something we were very worried about in April. The numbers now tell us that those fears were unjustified, just like Apple pulled back hard going into its good quarter, it reminds you that the critics and commentators can often lead you astray. So with that in mind. What’s with the game plan, right? It all starts not Monday, but Saturday, when we hear from Warren Buffett, the Oracle of Omar, who will no doubt be incredibly positive about pretty much everything, especially his portfolio. That could be bullish for Berkshire Hathaway, as well as American Express, Coca-Cola, Apple, and most of all, Occidental Petroleum, which is the stars of this portfolio. Hey, by the way, you know, the whole thing should be covered by CNBC. I mean, I don’t know what you’re doing tomorrow. I know what I’m doing. Now oxygen is especially tension is the oil giant reports on Tuesday after the close. Buffett loves it. I think Buffett will mention Apple several times. He’s got a new phone coming. Maybe he’s got he’s wise to that he’s going to hold on to the stock I believe, even though it’s a gigantic position. He also probably talked about how Berkshire gigantic cash word. Can’t be used to be can’t find anything to buy. Still, the Rosie You has worked far more than not. Monday morning should be a good day. Bears beware. Don’t miss a second of Mad Money follow at Jim Cramer on X. Have a question? Tweet Kramer Hashtag Mad Mentions? Send him an e-mail to [email protected] or give us a call at one 807 Four Three CNBC. Miss something? Head to madmoney.cnbc.com.