Viewers of Mad Money Friday night got to hear about Jim Cramer's game plan for this week. On Tuesday, we'll get a bevy of earnings from some companies thriving under the pandemic, such McCormick (MKC) , Lululemon Athletica (LULU) and Chewy (CHWY) , and others that have struggled, including PVH Corp. (PVH) .
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The problem at this point is that many stocks have jumped too far too fast.
The economy right now appears stronger than it was 2018, and therefore should soon push yields higher than what persisted back then. Here's my case.