i'm jim cramer, and welcome to my world. you need to get in the game. firms are going to go out of business, he's nuts, they're nuts, they know nothing. i always like to say there's a bull market somewhere. "mad money," you can't afford to miss it. hey, i'm cramer. welcome to "mad money, " welcome to cramerica. other people want to make friends, i'm just trying to make you a little money. my job is not just to entertain but educate and teach you. call me 1-800-743-cnbc. by now, unless are you in an underground bunker, you know the economy stumbled badly on the job creation front last month.

a nonfarm payroll increase of 88,000 in this country is downright embarrassing. the pathetic number initially caused the mark to tank. down one point 171 points, but the whole cycle -- everything is so compressed in this market, that by 11:00 a.m., we were rebounding, thanks to a wave of overseas buyers. plummeting interest rates in our countries, making high yield like the real estate trust and drug and smokestacks more attractive. the smoke stacks had already been hammered going into the number. the dow only closed down 41 points. hey, not good but a big improvement from early this morning and left the bulls feeling pretty darn jubilant. s&p climbed 4.3%. nasdaq tumbled 6.5%. the blame for this number, i think it lies squarely on

washington. ♪ for scaring everyone to death about the sequester. or at least scaring everyone into not hiring many of the unemployed. you know what? only ben bernanke can be applauded for what he is doing, even as he is the most criticized man in the room. however, the jobs number is now history. its rearview mirror, part of the reason we bounced back from today. what does my forward dashboard tell me? first, listen, i'm not going to diminish the harm, the employment number, the most important number we get in all of the universe can do to the stock market. did you know if you only have one economic number to guide you in the market, at least for the last five years, it would be this one. if you get two numbers like this, and given the sequester we probably will, you will not be able to sustain a rally, even if we were never down for the year, after finishing the first quarter up 10%. you know what? through in the sell in may

crowd, and you can expect a rocky month of april which historically is the best month of the year. that said, the stock market may be the only other entity besides the federal reserve that called this whole thing correctly. we now know the reason why the consumer package good names, real estate investment trusts, drug stocks and utilities at or near record highs going into the print, the number that we got tonight, because interest rates plummeted. and the 30-year treasury is yielding 2.85%. when you factor in the ordinary

income tax rates for bonds, you can see the stocks in those sectors are sporting supremely beautiful yields compared to treasuries. they are magnets for worldwide dollars, euros, pace says, reals, yen. of course, this entire move happened in a vacuum. a vacuum of earnings reports and that all changes next week when reporting season kicks off. and we have to remember, dividends will not save us if the earnings are horrendous. before we get to the earnings for next week's game plan, a couple of macro events on monday that could color the market one more time before we hit the earnings. first we get chinese inflation numbers. look, no doubt about it china has become part of the problem, not the solution. since their housing bubble has been bursting. there is so many other nonhousing projects that the communist chinese government could put into place, it could simply control the housing inflation. so both need to see low inflation numbers sunday night, okay? if the leaders of the people's republic are going to offer anything credible to stimulate the economy. heaven knows they need it. so do we. the ferocious valley in minerals and materials stock in the face of recession ear job numbers tells me someone believes something is up in china and china will switch from a negative to a positive in the near future. they could be wrong but that's what that rally was all about.

second, germany reports industrial production on monday. bulls need to see a robust number there. we have the most hideous, horrible retail sales out of europe last night. i mean, i blanched -- blanched. i mean, i don't know. given the auto production, we could have something good there. porsche sold more porsches last month than ever in our country. that would be viewed as a god send. we need to see something good out of europe. please, we need it. and the equivalent of the japanese federal reserve minutes which i believe will simply affirm that japan has adopted this malcolm x plan, fighting deflation by any means necessary. although i think they have already taken that already extremist position to an extreme. finally, ben bernanke speaks at the federal reserve's market conference in atlanta. now, i would like this humble

man to take a victory lap, or at least take in a braves game, but instead i think we'll hear him say he has more ideas to get this economy moving than he's already shown. don't give up on bernanke. he's not done with his mission. not until he reserves hiring numbers. i have faith he can do it. i know i'm probably the only one. i don't care. the weak employment report caused people to flood into housing stocks and a pork buy radiant and toll brothers off his speech. now, after the close -- boy, i can wait for this -- we hear from alcoa. i sure wish we didn't have to. they historically do not have a good first quarter. it makes a commodity that makes hobble. i am looking for a terrible number and that is too bad, because the company is doing well. it is well run. it just doesn't matter, because

they make aluminum and that, frankly, is a curse. wish i could be more positive, they are giving it all she got, scottie, it just doesn't matter. i wish they made plastics. tuesday, more macro. there's a peculiar number i'm focused on that could explain a lot of what's going on in the world right now, which we'll know when we come in in the morning. the chinese -- i'm looking at everything these days. merchandise trade balance. one of the reasons china is so speak, they haven't been able to export enough goods. second, japanese trying to flood the market with devalued merchandise. i think we'll see that the great export engine that was china is totally sputtering. hence, even more reason for domestic nonhousing infrastructure stimulus. which is what the market told you will come with the rally in iron, the rally in copper, and the rally in the machinery stocks. wednesday, we get what i hope will be our first potential repudiation of the employment number we got today and that is earnings from cramer fave

carmax. the national auto dealer, a classic tell of the underlying strength of the economy. terrific march car sales would make us feel the employment number might be an aberration and i think it will. we have consumer credit numbers that show consumers are borrowing more aggressively for cars than any time in the last six months. bullish and then after the bell, we hear from the first big retailer, bed, bath & beyond. three weak numbers in a row from this company, first store less than two miles from my house. however, the stock has been incredibly strong since the last bad quarter. i have a theory, just like best buy was to be a showroom for amazon, and it drove it to the low teens and now doubled. we heard the same thing about bed bath. turned out best buy was stronger and more resilient than we thought. i think bbby will be as resilient as bby. you want something to worry about? i will give you something to worry about. thursday's initial unemployment claims. i think they will be horrendous,

courtesy of the sequester. kicks in with both barrels. it's going to jar us. so i want you to be careful. paying attention to earnings, you could get blindsided by a number that confirms the negative we got today. maybe we can bounce back like we did today. i don't know. now, i thank pier one can't counteract a lousy jobs number, and i know people that don't like to shop at pier one, but i like it. i get all my seasonal merchandise there. when we combine the quarterly report with car max and bed bath, we might have a mosaic of reasons to think things aren't that bad. i'm not being a pollyanna. i am trying to explain that the market went up. the number this morning was breath takingly horrible. the stench will be with us a long time. unless the president and congress come together to undo the sequester. i don't see that happening any time soon. friday's bank day. i don't know. jpmorgan and wells fargo, we get

everything we need to know about the state of lending in this country, credit, they say they will make enough money on commercial real estate, called cre to make up for the shrinking net interest margins because of the low rates. these stocks can stabilize and go higher, anything's possible. i hate to be a wet blanket, let alone an electric one, but i don't like either stock going into earnings, particularly given jpmorgan's strength today, unless i need them to fall 2% to 4%, then we might like them. finally, an analyst meeting, nothing to do with anything i've talked about. the immunogen investment day. what a relief it will be to learn about a company that's not dependent upon anything other than the people's whose lives they save. i like the stock and the group, at a time when growth is getting increasingly hard to come by. so here's the bottom line. we need to hear repudiation of today's employment report from both companies and from governmental entities as soon as possible to save april. i think we might get the former started next week. the latter, dream on. they caused the problems in the first place.

let's go to rich in arizona. rich! >> caller: hey, jim. how you doing? >> not bad, rich. how about you? >> caller: not bad. not bad. i want to get your take on global payments inc. they released an earnings report this week. missed by a penny, although the report looked pretty impressive, the stock tanked as a result. i wanted to see what your thoughts are on that going forward. >> my thoughts, go buy mastercard or visa particularly visa i like the european thing that visa might have to do. kevin in any home state. of new jersey. kev. how are you? >> caller: booyah, kevin from ringwood, new jersey. >> perfect. >> caller: i saw in the news today that southwest airlines, luv, got a credit line of a billion dollars. how do you think it will impact the stock? >> not much. look. we want them to be able to buy planes. we love the fact they can get credit. and by the way, did we stick by

boeing the whole way? remember the nay sayers? they were wrong. disappointing jobs numbers today. we need to hear from companies and from governments. i think the companies, they won't let us down. the government, what do you think? "mad money" will be right back. coming up, real steel? american reality capital properties leases space to some of the biggest national chain stores with an outsized dividend and hostile takeover looming could it help you expand your footprint? cramer's talking to the ceo. later, put to the test. all this week, cramer's checking up on the strongest trends in medical science, tonight, companies that create tests that to detect deadly diseases and save lives. is it time to join their fight? all coming up on "mad money." don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet kramer #madtweets.

send jim an e-mail to madmoney@cnbc.com. or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com.

in a world where the fed is likely to keep interest rates low for a long time, possibly much longer than we thought after today's dismal march jobs numbers. investors looking for income need to hunt for yield, because you can't get it from bonds or cds. do you know where you can find fabulous yields? the real estate investment trust. take american reality capital partners, arcp, the fourth largest lease reit. we spoke to the coo a month ago. since then, a stock 13% gain. with reinvested dividends. they give a bountiful 6.1% yield. american reality capital, trying to take over kohl credit property trust number three to become the largest net lease player in the industry. back on march 19th, arcp offereded to pay $12 for kohl. it is a private company with a share price that's a 20% premium. all-stock deal worth $9 billion. kohl said no immediately. so on march 27th, arcp upped its

bid to $13.59 a share or 9.7 billion, just like that. and three days ago, arcp increased the cash portion of the bid, offering to pay cash for 60% of kohl credit. and earlier today, kohl credit rejected this better off too. tonight we have to figure out what's going on here. we have to get arcp tell their side of the story. i am thrilled to have nick shores back to talk about his jilted bid, what his company will do next. welcome back to "mad money." >> thanks, jim. >> have a seat. a lot of people will say i will look up kohl credit property trust, maybe i should buy that and not arcp. walk us through why that's not the case but how you are trying to make the people who do have shares of that a lot richer right now. >> sure. kohl credit 3 is a nontraded public reit.

is a public company, and they do not trade and the offering has closed. you cannot buy more shares. >> even if you wanted to. they can't get it. >> no. so in a similar situation to what we saw with our own deal about a month ago, where we bought arct 3, that was also a nontraded reit. so in this situation, we made a similar offer for cash and stock and we just recently as you said upped the cash allocation, up to 60%, to sweeten the bid and to further that, barclays, the larger international bank has issued a back stop for us to allow us to do that for a -- about $4.7 billion of cash. >> okay. now, i should let everyone be aware, we spoke to kohl, we wanted their side of the story. they were very aggressive, in telling us that this is something that's not good for their shareholders. first thing they said, can you

elaborate -- i'm just reading -- on the highly confident level in there barclays. on what terms could you expect to raise the financing? >> well, the barclays' commitment is already committed. so this is a -- this is not a how would we do it. it's a we have done it. barclays has issued the highly confident letter based on our balance sheet and ability to raise capital. because, remember, jim, we're very low levered. >> right. >> they say you represent highly speculative financial engineering, another point they are raising to us. >> again this is all -- the mud slinging doesn't really -- >> mudslinging doesn't get us where we need to go in a situation. quite honestly, you can't really know what we're planning unless you engage. this comes down to a voice and a

vote. this is america, right? >> right. >> so at the end of the day, we want the shareholders to have the opportunity to have a choice this is a bona fide bid for $9.7 billion. we don't take that lightly. we are a large public company and we have barclays and the law firm involved on our side of the table. we also have the ability to raise capital, we're a seasoned company. we have a shelf offering available if we were looking to raise equity. but at the same time, this offer is fully financed. we have availability in our current balance sheet of more than $2.5 billion under our line with the expansion feature. >> will existing shareholders in american reality capital properties be compromised by this? by a big delusion? >> that's the best part. our motives are pretty simple. we are looking for -- we are looking to buy the company. it's a great acquisition for us. it's about -- as we've disclosed, it's about 10% corrective to our current earnings. which we've already given you guidance on about 93 cents a share and next year's guidance, growth guidance, is about 16%. you come down to it, it's about

growing earnings and delivering to our shareholders and the core shareholders, arcp shareholders, about growing earnings. >> even though they are a bigger company. >> they're a bigger company from the standpoint, they also have a very large debt balance sheet. they have 3.6 billion of debt currently and we only have about $650 million of debt. >> all right. one thing that i -- you were on last time and i tried to press you on dividend. you said, listen, it's in the future. >> correct. >> but you did put out in your proposal, arcp post merger will increase dividend for seventh consecutive quarter from 91 to 93. if this deal doesn't go through, is that not going to happen? >> since last here, we did raise your dividend from 90 to 91 cents, largest dividend hike we've had. the reality, our earnings growth continues, as i said to you before, our board looks at

dividend growth based on earnings growth, and they go together. we're projecting 16% earnings growth for next year and our board will re-evaluate, with or without the kohl merger. this is an automatic increase merger. >> this is an automatic increase? >> yes. that's also in the quarter. we've done one already in the quarter this would be a second increase in the same quarter. >> if you get this deal done. >> yes. >> all right. >> the other thing that's really very important, jim. our business is very robust. our pipeline is strong. this deal is not going to impact our business one way or the other. it does impact the shareholders. because this has surety for them and a potential ipo, a potential listing that they don't get to vote on. there are issues and our offer is something we don't think the shareholders should be deprived of without their vote. >> i can't opine whether it's

good for them. i know it's good for arcp shareholders. >> that's where i am. >> thanks very much. nick shores, chairman and ceo of arcp. look at the materials they have out about what it would mean if they did the deal, diverse cakes of clients. i care deeply about that, because the economy is still in uncertain terms. coming up, put to the test. all this week, cramer's checking up on the strongest trends in medical science. tonight, companies that create tests to detect deadly diseases and save lives. is it time to join their fight?

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[singing] hoveround takes me where i wanna go. call or log on to hoveround.com to find out where a hoveround can take you! on the day where the market got hammered, courtesy of a truly disappointing jobs number, aren't you glad we spent the last two weeks focusing on the biotech stocks? they're the companies that are about as economically insensitive as it gets. if you look for growth that will keep coming regardless of what happens from around the world, biotech, a terrific place to put your money. hence, we're running the two-week long series on the future of pharma. the companies innovating right now and represent the next generation of leaders in this incredible american growth industry. let me quickly recap before we get to the final installment. last week we looked at the larger biotechs that could be the next big pharma companies. celgen just upgraded by deutsche

bank. and then this week, we've been looking at the small biotech names with more risk and more upside. the orphan drug developers, they make ultraexpensive treatments for ultrarare diseases. that's biomarin and ps pharma and sarepta therapeutics. latter, 5.17% thanks to muscular dystrophy drugs. dna and rna based medicine plays, thing isis pharma, and the super speculative, gaemo therapeutics, and we looked at biotechs that are at the forefront fight against cancer. immunogen and seattle genetics, which need to cool down, and the immediately buyable onyx pharmaceuticals. why have i spent so much time on this one sector? am i trying to give your

portfolio a drug overdose? no. no sector should account for more than 20% of holdings. in a growth starved world and we know that after the unemployment number, they make a lot of sense. remember, what i've been saying for the last two weeks now, as long as biotech and biopharma companies are innovating, making new drugs, blowing out the pipeline. as long as they've got new products pushing them out that are genuinely different, obviously superior to the competition, particularly old pharma the earnings growth calls the out years, 2017, 2018, 2019, can be tremendous. and tremendous earnings and tremendous earnings growth lead to higher stock prices. that's the way it works. we are covering one more group as part of our future of pharma series. diagnostics. and don't forget, by the way,

dr. house was a diagnostician. you can't turner cable without seeing it. diagnostics is an important part of medicine, the sooner you diagnosis, the sooner you can start treating it. in cancer that can mean the difference between life and death. what are the players at the cutting edge of diagnostics, the fairly speculative, some would say very speculative opko health, a $2.3 billion company, $7 and change. and the extremely speculative exact sciences, a tiny $640 million company with a $10 stock. we save these for friday, because it's speculation friday. opko has a number of drugs in the pipeline. one part biopharma and one part revolutionary, truly. even "the new york times" mentioned it, this stock has made fabulous gains. up 62% since we spoke to the ceo on november 7th. there are a lot of doubters of jim cramer on twitter, i had to field them.

and 20% of the shares sold short when we had them on. stock was a total battleground. one of the worst. people were furious that we even had them on. i told you to stick with it because i believed in the company's terrific technology and even better, the management. stock up 10% since we heard from them at the end of january. they developed a rapid care diagnostic platform to detect a host of conditions. the big diagnostic product right now is opko's prostate cancer test. that was written up on the front page of "the new york times." the current standard isn't that accurate. you get a false positive on the test, you have to go through a painful and sometimes unnecessary prostate biopsy that costs $2,000 to the system. in this country we perform 1.2 million prostate biopsies a year. and it's possibly 750,000 of them might not be necessarily. and 2.5 billion each year and all people are terrified they have prostate cancer and things can go wrong when they go inside

your body. here's where opko comes in. the company developed a new psa test with additional markers and significantly more accurate than the current standard. if we adopt okpo's test, it could cut the number of unnecessary biopsies in half and it could do 1.8 billion in peak sales, and alzheimer's, type one diabetes, and it launched in europe this past october and the company expects to launch it here in the united states sometime in this quarter, also other competing drugs and "the new york times" mentioned that, have to point it out. the company also has in the pipeline a rapid fire diagnostic test, developing for other diseases like nonsmall cell lung cancer, pan creatic cancer. and they are trying to suppress nausea in chemotherapy. and this could be approved next year and might do peek sales of over 1 billion, you know how that makes you so nauseous and two wholly owned drugs in phase

three development. they have one for parkinson's in the pipeline. and the management factor. the ceo of opko is the man with the midas touch. over the last 30 years, he's founded and sold two drug companies, first key pharma, bought by schering-plough in 1986, and then ivix. 6,000% profit when frost sold the company. he doesn't just run opko, he owns 46% of the company and he bought a ton of stock in the opening market. this guy has a track record. opko has been so hot. one of the hottest stocks on the market. all right, now, most speculative for last. exact sciences. exas. the company trying to break into the $3 billion: cancer screening market. with a test for colorectal cancer. talk about stuff, a little

difficult, but it's a family show. anybody who has ever had a colonoscopy and that is everybody over the age of 50, knows it's a painful, invasive procedure, that requires you to fast and drink a ton of colon cleanse. it tastes terrible. in short, it's a giant pain in the butt. so exact sciences has come up with a test that might let you avoid that colonoscopy if you don't need it, and this is where all words fail me. the test, all you do, get a stool sample, you poop in a bag, send it to the lab and if they see the warning signs for colon cancer, you go in for the horrible colonoscopy. half of americans skip the colonoscopy every ten years because it's so invasive. and it's not that worried so don't be invasive. don't be worried. catching it early vastly improves survival rate with colon cancer. this test could do 500 to a

billion dollars in sales. this company could be worth a heck of a lot more. stock down 6% for the year and at $10, more than two points off its high. most of these are at the high. bottom line, looking for a play on cutting edge diagnostics, i'm a huge believer in opko health. and exact sciences only for those who feast on risk. if you are comfortable with it and do the homework it can be bought at present levels. gerard in south carolina. gerard. >> caller: hey, jim. thanks for taking my call. i'm a big fan of the show. >> thank you, gerard. a rough couple of days.

glad to hear you say that. what's going on? >> reporter: i bought ama health care services, beginning of the year, january of this year, up 28%. today, we were down about 2.5%. i'm wondering, should i hold, or buy some more? >> you know, i was surprised, because i like the temporary staffing companies so much, i think it's an opportunity that this company is down. some people saying, hey, listen, maybe we should short man power. i heard that today. no, these do well in this environment. have you a winner. dan in massachusetts, please. dan. >> caller: hey, booyah from cape cod, home of the boston bruins, boston celtics, and the new england revolution. my favorite stock is sesa. i love them.

i'd like to know if you have a couple more like that. >> i hate to re-invent the wheel. health care reit at 4.39, also good and ventas very good. and let's throw in one more. i like medical trust and properties, but you know what? stick with what you've got. you've got real good ones. and there's no reason to be able to swap out of one into the other. i think they are all pretty good you have. all right. two-week series of healthy health stocks has finally come to an end. big players, orphan drugs and the game changers, i like opko and exact sciences, but only if you are willing to take a huge amount of risk. don't move. lightning round is coming up, next.

it is time. it is time for the lightning round. and buy, buy, buy, sell, sell, sell. and then the lightning round is over. are you ready, skedaddy? i want to start with moshe in new york. >> caller: booyah, jim. >> what's going on?

>> caller: my stock is bank of america. >> you know what? bank of america has paid its dues, under $12. it is a buy, buy, buy. now we go to mike in new jersey. >> caller: jim, a ben bernanke booyah. >> partner, what's going on? >> caller: adt or tyco? adt. >> the stock is down for four straight days. it's bouncing. buy, buy, buy. grey in california. >> caller: jim, i noticed the last month, google down 30 plus points and priceline is following the same pattern. how can i get some safety in my portfolio without selling them? >> look, i think google is okay. it got too hot. when it got over 800, everybody went nuts and started using those thousand dollar price starters. let it cool off, come down 40,

50 points before i would bless it. we go to jeff in rhode island. jeff? >> caller: that's me. how you doing there, james? sir james? >> very well, how about you? >> caller: good. not too shabby. not too shabby. listen, do-do-do-yah have an opinion on linkedin. >> i know this is going to sound nuts. it is smokin'! i think the company is a great company. let's go to josh in rhode island. josh in rhode island. >> caller: hey, big booyah, jim. >> how are you? >> caller: good. worried about jumping in. i don't have stock at all. i am thinking about coca-cola. i'm worried about the new york city soda ban. >> no, coca-cola is an international company. you don't have to worry. this is a slow grower and i like

those. that, ladies and gentlemen, is the conclusion of the lightning round. >> lightning round sponsored by td ameritrade. >> in this corner, we have the former heavyweight champion, weighing in at two tons, caterpillar. and in the opposite corner, we've got the reigning king, conagra. this is a thrilla in manila iv that is cat versus cag. caterpillar is like eating a whole box of slim jims. how much does a slim jim weigh? depends on the jim. all right. you could fuel liquid natural gas powered 18-wheeler with the effluvium with that meal. >> eww! >> with a little hebrew national

dessert. >> and now jim cramer explains home theater. >> home entertainment centers, why not? you bought a new house, why not get the best stereo equipment. i got solo, i can turn off the stereo. right? i mean, what else does it do? >> this has been jim cramer explains home theater. tonight, i am going to mix you a couple cocktails that will knock your socks off. the cocktails fueling this heady market. where is my pole -- it's somewhere here. eww! larvae. always have to have politburo

vodka. that's the secret behind it? shots. hubbing alcohol mixed with kang and throw in some pills. how about bristol meyers, proctor & gamble head and shoulders. and we add some to the mix. i am going to throw some cheerios in the cocktail. special k, kellogg's up 15%. put that in there. we have definitely reached the don't do it at home portion. cheers!

today's job report got you down? i hear you. but as you know, only one way to safeguard yourself on a day like today and when the market takes back some of the love it was giving us not that long ago. you aren't in big trouble, so how should you be watching your back? diversification. of course. so let's get to it. put your portfolio to the test. it's time for a special friday edition of wednesday's "am i diversified?" you call or tweet me @jimcramer. you tweet me your holdings, and i tell you if you are diversified.

i might play this on "meet the press" when i am on sunday. not. i will be on. terry in florida. >> caller: terry in florida. i have a special booyah who says you are the most dynamic, attractive individual that has ever been on television. >> i'm retweeting that. >> caller: jim, my stocks are chevron, cex, csx corporation, nly. sprint, s. and bristol meyers, bmy. jim, am i diversified? if so or not, what alternatives should i look at? >> now i remember the handsome men's club. i'll answer that question. csx the rail company and i tell you, i think michael worth is doing a good job. i don't know if the quarter will be strong. sprint, doing that merger and will be good for shareholders once it's done. chevron, they reported a wednesday interim update and i think they'll be okay. and bristol meyers has been on fire ever since we've called it bristol meyers.

a drug company at telco, and that is perfection from clearwater. elizabeth in florida. elizabeth? >> caller: mcdonald's, u.s. air, lcc, medical properties trust, mpw, yahoo! yhoo and constellation brands. am i diversified? >> not only are you diversified but have you some horse sense. a great portfolio. mcdonald's, and no one believed it is going higher, npt, nice yield. constellation brands. no more price wars in beer that they are all merging, u.s. air, my favorite when they merge with amry. no more price wars and yahoo!, we got the internet, airline, restaurant chain, a reit and beer company. perfect diversification and every one of those stocks is a buy, buy, buy. bev in illinois. >> caller: booyah, cramer.

i can't believe i'm speaking to you, i'm so excited. >> really? >> caller: i'll be in washington on "meet the press" on sunday. >> caller: you want my stocks? >> huh? >> caller: you want my stocks? >> i thought you said something else. >> caller: i must not have heard you correctly. >> visa, main state capital. >> caller: you make me so nervous. >> have a cocktail, it will go away. >> caller: it is friday. pfe, fizer. csx and don't yell at me, groan

mountain coffee roasters. >> i won't yell at you, never on a first date. let me go to work on this. okay. trying to figure out if i like this main capital or not. this is a terrific portfolio. fizer, visa, recommended that earlier, terrific. more of a technology play. paper to plastic. and csx, and green mountain coffee. the competition is not nearly as aggressive as i thought and main street, a 5% yield. okay. like amaly more. let's call it special insurance company -- specialty investment company. green mountain coffee. railroad, drug, technology, also masqueraded as financial. good job. don't be nervous when you call. this is like home. "mad money" back after the break.

thank heavens ben bernanke doesn't listen to people who have no idea who know about history, that includes most economists and the journalist who's overwhelmingly questioned his bond buying program, and the hedge fund managers who said that he will regret his bond buying bing. thank heaven. bernanke was the only person who realized this economy isn't creating many jobs at all and recognized we could be in a 1937 situation, where the president and congress thought the great depression was behind them and created a recession within a depression.

because the fed chief at the time agreed with them. tonight's anemic jobs number shows how wise this quiet professor is. bernanke is focused on the prize, creating jobs. he's doing that by trying to impact the wealth impact directly by flooding the system with money and led to a remarkable turn around in housing, i know, always say it on a small base, can snow ball with affordability on target. thanks to bernanke's impact, it's like a more robust stock market too, which matters to tens of millions of american. rather than waiting for a stronger economy, president obama is raising taxes, just like fdr did. congress trying to cut spending like the 1937 congress did. the number on the heels of a ridiculous and dangerous sequester issue, stopped the economy on its tracks and washington ex-bernanke is doomed to making the same mistakes of 1937 washington. we never hear of any urgency. when i talked to a guest on "squawk on the street" this morning, i asked what will

change this number? keystone pipeline, he didn't go there. blamed congress. perfect. we owe ben bernanke a huge debt of gratitude. he saw this coming. he knew we weren't out of woods. everything in the power to try to change the course of events and he's the only person doing it. typical for those who have jobs and tend to be rich and are worried about their own wealth, bernanke worried about creating jobs and doesn't want a permanent underclass. he may be the only grownup in washington. he may recognize that sticking to his 6% or 7% unemployment, that he runs the risk of inflation or seconding interest rates sky high. he could sell every bone the fed owns today as huge profit. the rest of the world so much trouble, they want our bonds. my hope after today, we can stop playing the darn parlor game of asking when is bernanke going to realize the economy is on fire

and begin to unwind his folly. instead, we should be focusing on how to help him, how to support him in the crusade to get the economy back on track, and to hire the down trodden. stick with cramer.