the future belongs to those who challenge the present. my mission is simple. to make you money. i'm here to level the playing field for all investors. what does a bull in this market need to see? what set of circumstances would allow stocks to climb higher not lower?

something that resonated with the dow gaining 100 points, s&p climbing .9 and nasdaq .2%, for years, years around here we wanted to see an accommodative federal reserve. not a fed that wants you to come over, have a beer and put the game on. it's not going to accommodate you like one of your buds who's happy to see you, an accommodative fed is one that keeps interest rates lower so the economy will recover from its slumber while bonds don't offer much value versus stock. make money in the stock market. accommodative fed wants you to spend money at the mal. buy stocks, not stick it in treasuries and hide it in a muni bond. it's like an accommodative innkeeper, have a good time, get on your own two feet, a fellow

innkeeper, i feel like old ben working the kitchen and serving bagels on sunday morning. that's as close as it gets to accommodative. while i stay accommodative keeping customers in, once the fed gets healthy, it wants to boot its customers, doesn't want to offer accommodations. time to move on. interest rates live, kick the guests out of the joint. now we're getting out head around the idea the fed it's signaling a good deal is over. have you to make it all by yourself in the world. sure some assistance, but to continue the accommodative innkeeper analogy, rates are higher so they're taking business elsewhere. the fed wouldn't do this if it didn't see good news coming, like excellent new home sales, case-shiller housing index showed huge gains in home prices. all those underwater in mortgages, 10 million people

struggling with payments, trying to make ends meet, house goes up, can sell, refinance. good things happen when housing prices go up, not that many bad things. here is the problem. all this makes it hard to keep interest rates down. we had stocks with higher yields than ten-year treasury bond which is what's known as the bellwether. like the male sheep that the rest of the flock follows. yes, that's where the term comes from. now interest rates have gotten so high, far fewer stocks offer competitive yield. more important, we saw how quickly those stock gains get taken away when rates rise and that makes us wonder why we bother to risk this much and why do we own those stocks. that's what people are thinking, so why do we bother? so every time interest rates rise, fewer and fewer stocks, competitive with bellwether, creates a tsunami of selling. i used to trade bonds for a living. i know what it looks like to

have a real bond bonfire like we've been having. tmx, goes up, monitor the competition. we can make supposition about ben bernanke's accommodative innkeeper. he must have had had a sense employment is about to get better. he clearly has a handle than the rest of us. lets go back to what bulls have wanted ages and ages, that's the fed stay accommodative. treasury yields zooming higher, the stock market has to come down. doesn't it have to? kind of yes. the way it is now. only until something changes. today we felt that something change. what happened today may be temporary. let me explain the curious transition we need to undergo for the stock market to go higher again and i do believe it can go higher. first we have to reach a point good news doesn't rack the bond market, drive interest rates up

immediately, sending stocks lower immediately. the good news it can happen. there's been many moments in history when interest rates went up and stocks went higher. not an impossible dream. bad news is this market isn't set up for that yet. when i say set up, i mean there are many people in the wrong stocks, ones that are directly impacted in a negative way, high yielders. people waiting for a better moment to sell them. hit resistance today, sold them. many did when we saw the food and drug stocks rally. they keep bringing up sellers. those people think, hey, why not be in bonds. what the stock market bulls need to have happen is for interest rates to overshoot, go so high. when we have good news like we saw, rates no longer move. they stay the same because they are already so high, the bond holders don't fear any additional economic growth. why fear it at all? some bond holders fear owning bonds when the economy is well because they do poorly in times of inflation. you can argue we have housing inflation right after today's number.

you could argue after case-shiller we do have housing inflation. or alternatively, alternatively, bulls need to see stocks go unaffected by a rise in interest rates, because stocks have gone down enough they discounted. that's what we saw today. bulls decided to overlook the rise in interest rates and charge higher and rates did go higher today. overseas data resulted in people feeling a little bit better about buying american stocks. my take, don't get used to today. several times today we were at the cusp of breaking down and breaking down big because rates were going up intraday. that threatened to send market lower. hostage to meager increases in mortgage rates despite what the home builders told us including lennar. bulls will buy stocks if they see rates are tame. what we ultimately want is good data that doesn't drive interest rates sharply higher because they already are as high as they

are going to go for now, and we aren't there yet. consider this is the first day we actually went higher on good news, but don't get complacent. we're still not where we need to be for the market to go much higher without rates sending us back for another bearish go-round. ladies and gentlemen, it's not over yet. speak to laura in michigan. laura. >> caller: boo-yah jim. >> boo-yah. >> caller: i came up with a long term growth rate of 69% and forward peg of 2. since home prices are going up and home inventories are low, what do you think about meritage homes. >> off the beaten path and it is a great home builder. you're absolutely right. homebuilding stocks have been hit. this one has not been hit. be careful. i don't think when we read mortgage rates going to 5 that you want to be in meritage. i agree that the longer term for housing is bright. the shorter term is not as bright. i know that sounds strange. intermediate and short positions, they rule right now.

long-term rules later. what do we want? we want good data and rates that don't rise so sharply. we had good data today and interest rates didn't soar, they just went up a little. if they had gone up higher, it would be a real nasty day. "mad money" will be right back. >> coming up, good chemistry? from nylon to kevlar, some of the country's most important inventions have come courtesy of dupont. don't miss cramer's exclusive with the ceo to hear how they are cultivating innovation by investing in america. the natural alternative, clean, cheap and its newfound abundance beneath our feet is leading america's march towards energy independence. cramer reveals nat gas players that could fuel the revolution for years to come. regionals outperforming the market this year. with rates rising, investors are

betting on more upside to come. but is it time to open the vault? cramer is turning to the technicals when he goes off the charts. all coming up on "mad money." don't miss a second of "mad money." have a question, tweet cramer, #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. ♪ [ engine revs ] ♪ [ male announcer ] just when you thought you had experienced performance, a new ride comes along and changes everything.

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>> the world looks for better things for better living through chemistry. and throughout the entire chemical industry, no name more honored than dupont. it's invest in america week here on "mad money." that means we're focusing on

fabulous american companies with stocks that should rally as it becomes increasingly clear our economy is stronger. what's more iconic than dupont, gigantic chemical company, dow jones industrial average component, also happens to be a stock we've been buying. every since the ceo took over in 2009, she's been trying to transform this from a conventional commodity chemical company into an unconventional dynamic, scientific problem solver of a company focused on developing proprietary products for major secular themes. dupont has gotten hit along with the rest of the market, didn't have to lower second quarter guidance two weeks ago but that was just the weather. i like bigger picture. i like where this company is headed. don't take it from me. lets check in with ellen kullman herself chair and ceo of dupont, find out more about her company's prospects. ellen, welcome to "mad money." >> great to be here, jim. thank you.

>> i see you're coming from an innovation center in iowa. why is the center special and what are they producing that can make money for shareholders these days? >> i'm here today in des moines, iowa, which is the headquarters of our pioneer seed business to hope our 12th innovation center. innovation centers are concepts we started two years ago, first one in korea, dotted around the world. it's a virtual laboratory. lots of displays, interactive displays, video conferencing capabilities to connect our customers to 10,000 engineers and scientists in the dupont company with the sole purpose of helping our global science be allied and applied very locally to solve our customers' needs and opportunities. >> how do you balance the idea of doing the amazing things you want to accomplish as a scientific company with the profitability you need to give for shareholders and dividends which your company has always

supported, which tend not to be associated with the kind of high growth you are engineering at dupont. >> you know, it all starts with the science company we've become over the last decade. we've always had a strong investment in research and development, and through applied development, and really focused on the customer, and it is an engine. it is an engine that drives our growth. yes, we still do basic research. we do that in two centers, one here in johnston, iowa, the other in wilmington, delaware. the most important part is the applied development that's occurring all around the world at over 150 research centers, using the ideas that are generated in these innovation centers. so it all connects together. what you get is a series of projects which turn into product innovations and even new products that drive our top line growth. it really is the creation of that engine and driving that engine is the focus of our activities.

>> one of the things i'm concerned about as a shareholder for my trust, i wonder, is dupont trying to be, excuse this term, but too lofty? you're trying to create energy in a very sustainable way. you're trying to create safety in ways that we're not used to. you've got kevlar that stops bullets. you're trying to create a new diet that maybe would be perfect if we're in a perfect world. but are all these things just too high and mighty to be able to pull off in a profitable way? >> well, you know, jim, it comes down to the science. we call it integrated science. the science leverages across our company and our businesses. we can apply the very same sciences to a myriad of different applications. you think about enzyme technology. i think this is a great example. enzymes can be used to do a lot of different things. enzymes can be used to break down cellulose, convert it to

ethanol, to create cellulosic ethanol. enzymes can break down stains on clothes to provide great cleaning in cold water. enzymes can be used to convert other biomasses into advanced polymers to be used in a variety of applications. i think you have some material sitting there, that's serona, half the molecule comes from corn. enzymes enable that. enzyme technology apply to a wide range of markets. it's through leverage of that technology, we call it integrated science, where we're really creating a tremendous amount of excitement in our value chains. >> this afternoon the president spoke and the president is talking about sustainability and strict limits on carbon. he's trying to make it so we have fewer greenhouse gases. do you need with that, what you're talking about with science, the most strict regime available because that's when dupont makes the most money?

>> you know, we tend to drive our science based on whatever environment is out there. we've been working to lower our footprint in greenhouse gases over the last 20 years. we've made a lot of progress there. it's interesting. where the price of energy is today, you can say whether it's gone up or gone down. where it even is today means biotechnology and biology and the conversation of cellulose into higher order materials, there's tremendous opportunity. think of the way dupont was created in the last century, by using hydrocarbons and converting them to higher order materials. in this century, it is about enzymes and the conversion of cellulose. i think there's tremendous growth opportunity, remaking whole industries. polymers business. if you were to talk to the president of our polymers business today, what she would tell you is that in 15 years, 50% of her revenue will come

from renewably sourced polymers, and that's a growing market for us. >> where you are right now, when you look around, how much is basic, how much is applied, how much do you think will be additive to earnings in 2016? looking around you, how much is 2016 earnings per share from that plant? >> oh, you know, we don't go out that far and publicly talk about our earnings per share. i can tell you one thing, it's going to be measurable on the top line and measurable on the bottom line. we sell over a billion dollars in enzymes today in very real applications. that's one of our fastest growing units. i think you're going to be very excited. cellulosic ethanol plant is being constructed right now. we'll bring it up in the latter part of '14 and we'll have our first revenues in 2015. i think you're seeing measurable impact from that technology in the next five years. >> now, you've been vocal about how when i'm on the calls -- i

have to tell you, i'm on your conference call and you've got these things that are very exciting to me and i think very exciting to our viewers, at the same time the discussion always reverts to the most basic chemical on earth, whitener, tio2.. you said, listen, you think it's an exceptional business but don't like volatility. how is that in keeping with the scientific nature of a company solving the world's problems for 2020? >> it's interesting. we get a lot of questions around tio2. if you think about how science differentiates us there, the science around the manufacturing process technology which enables us to run tio2 plants that are the most advanced and lowest cost in the world. so even though it is a classic commodity chemical, even at the depth of the cycle, we make more than our cost of capital. the average over the cycle, it's a strong performer and strong cash generator for our company. the volatility is a concern.

it's something we have to watch very closely as we come through this cycle that we're going through right now. but that is one where manufacturing process technology really gives us an edge in that marketplace. >> listen, i want to understand how you work and how dupont works, ellen. you pick up the paper and the ama says, the issue is obesity. you listen to the president today, he says the issue is sustainability. we look at what's going on in terms of trying to protect our first responders. the issue is making it so they are safer. when you go to a meeting with your staff, do you say -- do you put up an article that says obesity, we're going to solve put up an article that says obesity, we're going to solve it or do you say we're going to solve the refrigerant problem. is it each meeting more scientists presenting what they can do and you figure out how to harness that for shareholders? >> you know, jim, the way i think, i start with the customer and bring it back to the company. because if the science we're working on isn't relevant to

helping our customers succeed and to create great opportunity for them, we're not going to be successful. so those conversations don't start with the newspaper or scientists, they start with the customer. so i'm sitting here in des moines. i've got five major customers from around the world here at our tech con, our annual convention for science engineers and marketers. these five customers each are presenting to our scientists and engineers what their greatest needs are in areas like agriculture. in areas like advanced materials for transportation. in areas like food and nutrition. we're listening directly to them. they're chief technology officers, heads of marketing, ceos. they are sharing with us how our science, what we should be working and focusing our science on to help them succeed. that's really how you create the great engine of innovation. it has to be solely focused on the customer to help make them more successful.

>> that makes all the sense in the world. that's absolutely right. i can see. that's why the shareholders ultimately benefit because you understand who the company is solving the problems for, instead of being, well, this is something the world needs. you've actually got the people who pay the bills and you're answering what they want. >> exactly right. at the end of the day, our shareholders want us to continue to grow our top line generating higher returns in cash and enabling them to share in that success. our innovation engine, research and development, our execution is focused on really delivering that value. >> ellen, thank you so much for coming to us from your research center. best of luck to dupont and to what you're doing. ellen kullman chair and ceo of dupont. thank you for coming on "mad money." >> thank you, jim. >> you understand why my trust own this stock, they are solving customer problems which makes a lot of money for shareholders. by the way, okay, if they save the world, nothing wrong with that either. after the break, i'll try to

make you more money. coming up, the natural alternative. it's clean, it's cheap, and it's newfound abundance beneath our feet is leading america's march toward independence. cramer reveals the nat gas players that could fuel the revolution for years to come. hoo-hoo.

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♪ hallelujah! sometimes good news is actually just good news. micro economic data, wow, better than expected durable goods, higher home prices. flip side of rising interest rates coin, the u.s. economy is doing better, maybe much better than expected. that's why it's invest in america week. focusing on stocks of companies that do very well in an environment where the economy is improving. why is the u.s. economy doing better than the rest of the world? there's an element of american exceptionalism. we have discovered an exceptional amount of new oil and gas in this country over the last several years. really only the last three. that's right. we're having an energy renaissance, i mispronounce it like that because i heard it on pbs. energy renaissance and cheap power could lead to a major industrial boom, moving back to

this country for our cheap oil, yes, it hasn't all happened yet. that's all hype. maybe it will. haven't seen it yet. last night i told you about favorite oil plays, tonight is all about natural gas. i'm in favor as a cheaper bridge fuel to the future. in fact, we've discovered so much new gas, the amount of supplies created an environment for almost permanently low prices where we burn off or flare more natural gas than we use, which is a big reason so many utilities switch from coal to natural gas. epa's hatred of coal played into that, too. president obama didn't hit that that hard today. a key driver of growth and prosperity. what we really care about on "mad money," how can you profit from it? first and foremost we have so much natural gas that unless the government gets its act together for surface vehicles don't hold your breath, we can't possibly use it ourselves. natural gas prices the world

over are much, much higher in the united states except for the middle east. as for today a million british thermal units, btus sells for $3.69 in u.s., europe $10. china, japan, 14 smackers. the thing you need to know, remember about natural gas, unlike oil it's not a global market. the only way to cheaply transport nat gas, and it's not that cheap, is a pipeline. but it still works. if you want to ship it overseas you need to transform it to a compact liquid firm, what's known as liquefied natural gas, infrastructure that requires lots to build and billions of dollars, enter lng. they are in the process of the first new liquefied natural gas export terminal in decades. the terminal in louisiana will be up and running in just a couple of years, at which point cheniere will practically be

coining money. the company is waiting for a second facility near corpus christi, texas. however, changing my view here. i think the right way to play this is not right here with lng but through the master limited partnership i previously did not like, their partner cqp. i used to like it in single digit but haven't liked it here. mlps at death's door like line, linn energy, are coming back to life. cheniere has gotten hit, stock down 70% at the end of the day. a toll road collector. think of it as the new jersey turnpike for lng or the terminal. generally speaking should be less risky than its parent, which is more of a growth vehicle. especially since cqp has come down. with this recent decline, weak hands shake out and now is time to buy because i don't expect the ten-year to challenge. next up how about a company that produces natural gas? you want to own the company with the best acreage. that's why i'm partial to one of

the previous year's big winners, cabot oil and gas, a natural oil production company focused on marcellus shale, with an oil company in texas. cabot is among the most efficient with the best acreage. 200,000 in susquehanna county. natural gas isn't so high, not now. the production growth is enough to generate terrific earnings. when they posted an incredible 50% increase in production, per unit production costs declined by 50%, even though the stock nearly doubled over the last 12 months, it's still only selling 27 times next year's earnings with 35% growth rate. to me this fabulous operator has more room to run. if prices get stronger, they could work. especially being built from marcellus to energy star of new york and recently announced this week new england. they import the stuff all over

the world. not much when that pipeline gets there. also a play on one of my favorite angles to this story, use of natural gas for surface vehicles. right now right here i think it's cummins, cmi number one truck maker natural gas engines, stock is down 12 bucks since the end of may on worries of chinese weakness, major market for cummins. you can start to buy the stock into weakness, especially after the positive noises we heard from chinese central bank. i love how the cfo of united parcel came on "squawk box" this morning how they are using vehicles to replace dirty, imported diesel. yes, the times they are, indeed, changing. if china is down cup inside will be down again. right now united states is in the middle of natural gas revolution, best way to play cheniere, cabot and cummins for nat gas vehicles. one day many other companies will respond to this revolution. right now it's just hype.

but these three will have to do the job as the plays on the cleaner, cheaper domestic fuel that is natural gas. stewart in new york. stewart. >> caller: mr. cramer, you're the savior for the people. >> sure trying. the people united will never be defeated. go ahead. >> caller: you have given a great dissertation on high priced energy stocks like eog. >> yes. >> caller: but with mr. bernanke taking away our interest from our savings accounts, some of us have to look to the smaller energy plays like ultra petroleum or rex energy or something on those order. >> right. >> caller: i wonder if you can the discuss small energy plays. >> i think they're too risky. ultra in the dumps because it's really a nat gas play. if you want nat gas you have to go cabot oil and gas. eog as oil play is doing incredibly well. i want less risk now. you don't have to pay that much to get really high companies

after this selloff. i thank you for the kind words about me. let's go to mary jane in california. mary jane. >> caller: yes, i'm here. >> i am, too. what's up? >> san diego. >> okay. you beat the phillies last night. congratulations. >> i bought conoco phillips a month ago. it's just gone down, down, down since. i heard you yesterday when you spoke about other energy stocks, and you never mentioned conocophillips. a week before you praised it as a very finely run company. >> right. >> you mentioned the fact that six weeks ago, in fact, i sold a bunch of stocks, including your favorite, bristol-myers. >> well, mary jane, yesterday's piece was about oil. conoco, while it is a big producer of oil, is a huge natural gas play.

that's why i did not include it in that group. conoco is a very good stock. it has come down a lot. i think it is a buy. the reason why i focused on oil, i focused on oil yesterday, today was nat gas, conoco is neither a pure play but it does have natural gas and a pure stock. liquefied natural gas, revolution in natural gas, making our country more competitive. you hear companies involved in it that aren't. i've got cheniere, cabot and cummins and they are. don't move. >> tomorrow kick off the trading day with "squawk on the street." live from post nine at the nyse. >> when everything is right, don't change a thing. when everything is wrong, everything is up for grabs. >> it all starts at 9:00 a.m. eastern.

it is time. it is time for the lightning round. rapid fire calls.

are you ready skeedaddy? lightning round. want to start with kent in colorado. kent. >> caller: a big, hearty mile high boo-yah, jim, from denver, colorado, my stock realty income corp. >> it yields more than 5. if they go down to 5% then i pull the trigger. lets go to al in new jersey. al. >> caller: hey, boo-yah from new jersey. >> thank you, boo-yah back. >> caller: listen, i read your book. i want to ask you real quick, what's your feelings about amazon. >> amazon is like solar city, a cold stock. i don't get in front of a cold stock. i love the product and for a lot of people that's enough. that's how i'm going to explain amazon these days at $270. william in florida. william. >> caller: yeah, boo-yah from the heat city. >> you did win it all.

>> caller: i was listening to the ceo on your show, i like what i heard. i bought shares at 28. what do i do now? >> he's got to come back on. they did that secondary and it was just hideous. you know, honestly, he's got to come back on. he didn't say there would be no equity offering, but holy cow, that was a bad one. i'd like to know more myself. fair enough? lets go to christopher in california. >> caller: boo-yah from california and havertown, pennsylvania. >> nearby. >> nearby. so i'm asking about davita health care partner, symbol dva. >> classic health care company i like. i think it's terrific. lets go to issa in new york. >> caller: boo-yah, jim, calling from riverdale, new york. talk about cray, incorporated.

>> i'm not going to recommend that. recommended it, it didn't work. not going back. chris in pennsylvania. >> caller: how are you? >> i'm great. how about you? >> caller: i'm doing pretty good. thank you for having me on the show. i appreciate it. >> thanks for calling and staying on that line for so long. what's up? >> caller: something to ask you about amtg. >> i don't like residential mortgage reits. they don't yield. i don't understand how they make their money if the yield curve keeps changing every day. too darn hard. i'm going to gabby in massachusetts. >> caller: boo-yah, cramer. >> boo-yah, gabby. >> caller: my daddy and i read your book, and i've got two shares of disney, should i buy, sell or hold? >> well, is your dad there? dad? >> no, mom is here. >> just make sure buy, sell, sold disney. the answer is buy. double down. that, ladies and gentlemen is

the conclusion of the lightning round. >> the lightning round is sponsored by td ameritrade.

now that selling has abated for a couple of minutes we need to use this moment of calm to ask this question, we know the market is pole axed. what companies benefit from higher rates? banks. regional banks. it's so important it's worth repeating, especially on a day like today where panic seems to be subsiding and it's much easier to be constructive and not pollyannaish. regional banks are there. they are at the top of the list. i feel like empirically we're in the right spot. the strength is something so powerful, the stock market was able to recognize it, and took action. off the charts.

this guy is a smart technician, senior strategist explosionoptions.net. spend two minutes with him and think he's electric, my colleague from realmoney.com. we want to take a closer look at the strength of regional banks he arrived at independently of my work. before we get to that, let me take a moment to explain why this has become the entire theme. right now everyone living in fear of rising interest rates. everyone is worried expect the regional bankers. some stocks tend to ultimately rally when rates are going higher. thinking old school tech names. they are working. regional banks are better than that. they on an earnings per share basis directly benefit. you can raise numbers for a lot of the regional banks. the main way these banks make their money is off the spread between the rate they pay you for your deposits, i should say meager rate, and the return they can earn risk-free from investing the deposits in

something riskier. they can give you a loan, charge a lot. yield from treasury shot up, a monumental move. 2.64. the rates for certificate of deposit, what are they during this period? none. barely moved. with interest rates on the rise like this every morning when regional bankers come to work, they are coining money. more and more money simply by turning the lights on and collecting the spread. it's especially the case of five-year treasury making double the money on that note they were paying for you to your five-year cds. cd rates are virtually unchanged. they are not raising them. they are taking that money, investing it big time, and giving a low cd. according to our super smart technician, the charts here are looking terrific. i think it's because of that cd activity. take a look at the weekly chart, krs. that tracks kwb, okay. regional banking. in other words, big money, citigroup is not in this. this is now one of the best performing exchange trades of 2013 even after the stock market's recent selloff.

regional bank index above all moving averages, 50, well above it, that's nice. continues to make higher highs and higher lows. that's a beautiful chart. it's a sign the up trend is totally intact. check out moving average convergence line at the bottom. the mack d. hedge fund manager, we talk about endlessly, use it to detect changes in the way the stock is headed. remember, it's up, up, up. the red is up. i've got to tell you something. that is a beautiful macd. how about regional banks? weekly chart of regions financial. not even my favorite. not my favorite. according to lang, this is a spectacular looking chart. regions rallied 200% since october 2011 lows and has much more room to run as the stock makes higher highs and lower lows.

williams percentage r indicator, oscillator at the bottom of the chart. another one we talked about. this was developed by a commodity trader named larry williams. similar to the stochastic oscillator we talk about, used to measure whether it's overbought or oversold. regions has been in overbought practically since the beginning of the year. normally that would cause it to pull back, here lang thinks it's simply remarkable strength. typically an oversold rally, overbought, send it down. some stocks stay overbought forever because they are so loved. look at this thing, not near support levels. look at regions financial daily chart. there's something here. during the broad selloff over the last month and a half regions held up extremely well. remember, we've just gotten killed. look at this thing. a huge climb. it didn't go down. lang is saying that there aren't many sellers in this stock, even in the incredible fireworks.

more important, institutional investors are actually accumulating the darn thing in the down days. if regions can do this well when the market is getting killed, can you please along with me imagine how it can rally. thinks they could be headed to $12. i will take that gain, ladies and gentlemen. the aggressive buyer if the stock pulls back at all to the blue line, the 50 day. i don't know. i don't know if it's going to get there. maybe if interest rates go up to 3% on the ten-year. next up, take a gander at the weekly chart, one of my absolute favorites. key corp, key. charitable trust owns it. look at this. would you know from this chart that the market just got crushed? would you know that? no. this is another stock that held up very well during the pullback. we see a pattern of higher highs and higher lows. nirvana, ladies and gentlemen. lang very much likes there's been big surges in volume all year. in all these upticks the volume is big. just like in regions this is a

sign that the big institutional investors are buying. key on a pullback, everyone wants a pullback to ten bucks. strong floor of support there. that may not be likely, when he sees the stock trading to $12 by the end of the year. last but not least, hban. that's what we call huntington bank shares. another favorite of mine which had a fabulous year when you check out the weekly stock. look at this. tremendous strength to banks in general. lang thinks it's drawing in big institutional buyers something we can see from robust buying as the stock went higher. nice volume. huntington has a powerful floor of support at 7 1/2, roughly 53 cents below where it was. just today broke out above its ceiling of resistance. most stocks thrown back by their ceilings of resistance, not hban. here is the bottom line. rising interest rates are not

bad for the entire stock market. some like regional banks in the earnings per share basis, not a psychological thing from higher rates. based on bob lang's interpretation of the charts, regions, key corp. and huntington bank should rally hard because of the new rate environment. i think lang is right. my trust is making the exact same bet. i think it's going to work and work big for the rest of the year. "mad money" back after the break. ♪

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where are all the sellers today? where did they go? what happened to the highly motivated sellers from yesterday's close, the ones that drove us down hideously at the bell? what were they scared about? the kind of move where it looks like all the sellers have been washed out. just when it seemed like they petered out they came back again at the hideous close. we're at a perilous moment where pretty much every single market worldwide has a shot at breaking down on any given day. look at this. tremendous instability in japan right from the top. an amazing weakening in australia given its commodity-based economy, ecofriendly government. china, all i can do is quote the beatles, you say you want a revolution, i think they do. they are tired of nothing seeing their feet because of pollution, tired of oppression, of military

sideshows. meanwhile pmi below 50, slowdown. 2008 to 2009 financial washout might be on the table. sorry, china is not looking like that strong. looking like a paper tiger. indonesia built up stock markets outside to grow, hot money coming out rapidly. classic hot spots no one paying attention to. thailand, what can i say, will i learn? europe has gotten bad again with a recognition there is no growth to speak of. while things may have bottomed out they haven't fixed the banks. plus france is the worst government on earth. spain -- of the developed countries. unlike spain and italy doesn't get it at all, backwards to labor reform. everything that moves, seems like the country is having stagflation. latin america, people taking the streets, let them eat the olympics and world cup style of infrastructure. no one knows what a new government in brazil would look

like. this is the height of instability. a man has tentacles everywhere. economic miracle that is mexico is totally falling apart, too. have you seen that etf? it's in free fall. consider the backdrop you can't blame anyone from panicking the last hour, betting one powder keg would go off. they didn't. ten-year settling down at a higher level. what i can say to everyone who sold yesterday afternoon is hey, buddy, did you ever get it wrong. stay with cramer. we went out and asked people a simple question:

how old is the oldest person you've known? we gave people a sticker and had them show us. we learned a lot of us have known someone who's lived well into their 90s. and that's a great thing. but even though we're living longer, one thing that hasn't changed: the official retirement age. ♪ the question is how do you make sure you have the money you need to enjoy all of these years.

♪ in that time there've been some good days. and some difficult ones. but, through it all we've persevered, supporting some of the biggest ideas in modern history. so why should our history matter to you? because for more than two centuries, we've been helping ideas move from ambition to achievement. ♪ and the next great idea could be yours. ♪

hey, good day. enjoy it while it lasts. always a bull market right here on "mad money." i'm jim cramer, i'll see you i'm jim cramer, i'll see you tomorrow. fastest mo