'For months I've been saying you need a barbell portfolio with some Covid plays and some recovery plays,' Cramer said. 'Any of these three could easily fit in on the barbell.'
"In a confusing market that's once again circling the wagons around tech, the charts — as interpreted by Bob Lang — say you should consider some interest rate-sensitive stocks," the "Money invested in the market has jockeyed between the economic recovery and stay-at-home themes as Wall Street weighs updates on coronavirus vaccine research and economic data.
The high-flying tech performers, whose companies have been integral to the remote work and school frenzy, took a breather during the broad market sell-off last week after big gains were realized in the tech sector over the summer. The stocks of D.R. Horton, RH and Caterpillar are attractive to Cramer for their relative strength measures.
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