Cramer says defensive stock sell-off driven by emotion, not logic

Cramer warns that the recent sell-off of defensive stocks like McDonald's and Dollar General, which have dropped over 10% in a month, is driven by emotion rather than logic. He advises against purchasing these retail stocks just because they seem cheap, attributing the decline to sentiment influenced by geopolitical events. Economic challenges such as inflation, high energy costs, and a K-shaped economy are negatively impacting consumer sentiment, even in traditionally stable sectors.