>> that's your piece. >> wow. >> that's a little troubling. >> weatherford -- >> back for the restraining order. >> given the quarter, it wasn't great. the fact that it was unchanged on a lousy tape, i think i think it goes high. wasn't that scott nation mentioned yesterday? >> yes. >> i'm melissa lee. happy birthday, karen. "mad money" starts right now. >> thank you. my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. the other people want to make friend, i'm trying to save you some money. not my job is not to only to entertain you, but to teach you. so call me at 1-800-743-cnbc. maybe i just dislike not knowing things. things for example like why the market kept going up and up and up on nothing.

a phenomena that gloriously stopped today. dow dropping 27 points, s&p and the nasdaq both shedding 0.1%. as we hit a legitimate bottom down about 6%, we have been rallying as if things are terrific and getting much better. you know what? that's fabulous. or at least it will be fabulous if it were true. but it's not. truth is, we have some good, we have some bad. real concerns. as well as some pedestrian ones. so tonight we're going to explore the notion of the two tracks. the track of sanity. >> all aboard! >> and the track of recklessness. the track of rational. and the track of irrational. so we can make sure to stay on the right one. if we're not careful the irrational track will end on the dreaded third rail. first, what's rational? okay, well, we want stocks to go higher when they beat and raise expectations. we want stocks to go down when

they miss expectations or do something that hurts their earnings. when nothing happens, well guess what, we want nothing to happen. we want stocks to do nothing. we want them to rally every day. day in and day out on nothing. that's what's been irritating me lately. it made me more skeptical and i don't want people to draw into the stocks they can't hype. sometimes the rational does look irrational, let's call it a sheep in wolf's clothing. when we heard that macy's and home depot disappointed in the earnings didn't go down, but they flew up. believe it or not, that's okay. why? because you see, they were supposed to disappoint. they were supposed to miss. they were supposed to scrap. like everyone else in retail. the winter has been bad. but these two companies managed to triumph. you just needed to know how they triumphed. they did it by not having to

discount the merchandise even though traffic was worse than expected. no! they did it by might, because they're so darn powerful. and they did it by bright. they're technological marvels. at least for brick and mortars retailers. what else was rational? how about some negatives mattering. and higher coffee prices hit starbucks. disney finally took a day off from the endless rally off a quarter to a few weeks ago. you know what, all the situations might be opportunities in the long run. i don't have a lot of concerns about the multiyear demand for aircraft that consumed less fuel that's the secret to boeing's long term success. higher coffee prices can hurt starbucks for sure. but ceo howard schultz and his amazing team, they have dealt with the wild ride of coffee prices and they have tamed that beast they'll do it again. disney, you don't want to see the stock go up every day on

nothing new. i like this breather. these all make sense to me. you want stocks to cool off now and then rather than rallying in the face of any old news. now let's deal with the irrational. all right. first, enough with the netflix already. look, i have been a tireless bull. you know that, practically begging microsoft or apple to buy the darn thing and transform themselves into growth vehicles. but this stock has jumped up 125 points on some strong subscriber numbers and then not check and wrote of unknown remuneration to comcast. can we give it a rest in profit taking? and linked in, china, what a shocker. we have been waiting that for ages. when it happens it's not the least bit unexpected. the stock rally crazy anyway.

this one is real close to home. it's zulily. when i saw the online retailer, who's giving amazon a run for the money, it could be higher than it was in the preowning. you have no inventory, tons of technology putting out more than 4,000 new outfits, saw a 45% on the mobile devices, i think it should be up five points on that. but 15? 15 points like a rally today? sure, i mean, over time. but not over six hours' time. too aggressive for this guy. family there's tesla. a primo "mad money" monsters of momentum stock that rallied from a very fine morgan stanley analyst. well, maybe not so much of a bump. but a doubling. 153 goes to 320 on the price target. you know what? that's got me worried. this is the kind of activity we saw 14 years ago which happened to coincide with the all-time

nasdaq highs. i'm so concerned about this one, i'm going to circle back to it later in the show. let's be clear about where my head is besides on the top of the neck. i am not a bear. repeat after me. not a bear. i'm not telling you you have a crowded theater and there's steam coming off the curtains. not at all. i'm simply saying need more of the rational, the stocks going up when they beat%ations and going down when they don't. we need more stocks go up every day and we need to see a certain group of stocks get cordoned off. quarantined. lest they infect all the others. i recognize the value of momentum and how portfolio managers will pay any price for growth. i made the case to my trust. facebook, got a bargain, and it's worth at least $30 billion. it's that i don't want have to

make that case too often. not every company is as good as facebook, because what if like 1999 all the valuations are wrong? let me give you my bottom line. i like today's market. much of what happened should have happened. stocks went down that should have gone down. other stocks that went up that should have gone up. the crazy ralliers were in the vast minority. we stayed that way and my skepticism will stop trumping my sense of opportunity. but that if the irrationally takes over? what if it becomes irrational? then stay tuned for my tesla comments if you want to know what that world ends up like. i'm going to give you a hint. it's a lot less safe than the cool electric car. paul in texas, paul? hey, paul. >> caller: i want to talk to you today about horn beck off shore services, hos. last thursday they missed estimates by two cents. but i thought it was unfairly

crushed. what do you think? >> it didn't do the estimates, and you know, if you don't do the estimates in this market and you near the oil business that's not good enough. look this is a good example. this is not -- shocked the lights out, only up 3 bucks but most of the drilling companies have been getting killed of late. there are parts that are good. that isn't one of them. kevin in georgia. >> caller: booyah, jim, kevin in georgia. i wanted to ask about sellforce.dom. they're about to report earnings on thursday. what you think? >> well, i think sales force.com is the ceo is one of the best in show. i think the stock has had a very big climb. not unusual for this stock after it's had a big climb to give back some of that. but if you ask me long term who is bankable, he's one of the 21 most bankable ceos who have been on the show, as i told you in "get rich carefully." i like it on a dip which is what seems to happen after it's had a

big run. even when they deliver the number. down day, but they're good and rational and then the crazy. what can i say? we need more things that make sense. but i am not a bear. "mad money" will be right back. coming up, electric shock. tesla is flying high today. but can you really continue to ride this rally safely? it's a tale of two markets and cramer's looking back at the dotcom era for answers. and later, rolling in the dough? domino's pizza is up over 60% in the past year and just delivered another delicious quarter, topped with sales growth at home and abroad. but can this rising pizza player keep baking up the gains? cramer is trying a slice with the ceo. plus, on cloud nine? cloud based marketing player marquetto has soared.

but will growing pressure rain on its parade? cramer is getting the company's forecast from the ceo. all coming up on "mad money." >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter. 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. [ tires screech ] [ car alarm chirps ] ♪ [ male announcer ] we don't just certify our pre-owned vehicles. we inspect, analyze, and recondition each one, until it's nothing short of a genuine certified pre-owned mercedes-benz for the next new owner.

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this is my dad. somebody like my mom. my grandfather. i'm very pround of him. her. them.

as i said earlier, i'm increasingly concerned that we have got a two track market there. there's the regular track, oh, that's fine. it's rational. then there's the track i'm concerned about where tesla the auto company and making 25,000 cars a year, not a week or even an hour like the big dogs where tesla can rally 14% today on an analyst call. yep, just an analyst call. in this environment, you need to

be careful not careless. because right now we have two markets. the market that's solidly rooted in fundamentals where the good numbers are rewarded with small multiples and then the second market where good press and marketing is rewarded. with billions of dollars in additional market cap. sometimes like tesla in a single day. without a takeover. the good news? the two tracks aren't repug nant, at least not yet. and the people making the calls are doing honestly. not because they're seeking notoriety. but the morgan stanley analyst who raised the price target on tesla from $153 to $320 today is actually someone who's nailed this stock, nine ways to sunday. he's been terrific. he's been right. so maybe that entitles him to the 500 bull case spelled out in the nonpromotional way. of course to get that price, tesla has to become more than just a car company. because at $500 a share, would have a value well north of gm and ford.

so to reach that impression, you need to disrupt a $1 trillion electric industry with a revolutionary company. and in order to get there, they have to expand the lithium ion packs at a pace that's mythological. i continue tell if it's a herculean task. i wouldn't normally care about this if i hadn't traded through 1999 to 2000. for me it feels like yesterday when walter pajak came out on 1999 and jumped qualcomm 30% in one day when he slapped a $1,000 price target only what was then a $503 stock. if qualcomm closed up 156 points

that day, and the giddiness, well, let me tell you something. the giddiness, it was extraordinary. as it happens pajak who was at paine webber at the time turned out to be right when qualcomm was the appropriate way to invest in wireless, voice and data. after the bubble burst, qualcomm indeed became one of the survivors and turned to the real leader. it was indeed a quote primary beneficiary of the convergence of data and phone. yeah, pajak was right about the story. but dead wrong about the stock. it never went there, yet it sucked in so many people right at the peak of the tech bubble that i swore if i everyone had this kind of stuff again, and i had a tv show, you know what i would say? i'd say hold it, enough is enough. needless to say, qualcomm and stock never reached that level. though when you factor in the

splits over the year it's back to where pajak made that ill-fated call. of course, huge differences between now and then. i don't want to be crying wolf when it isn't warranted. not all of them were appropriate investment vehicles. in fact, many companies had no basis in fact let alone actual value. tesla is a profitable business. many betting against it seem to contest that profitability. what else? back then we had massive insider selling and so many of the stocks were not getting that now. and in 2000, the nasdaq went to levels can only be described as insane at that moment. but the nasdaq don't back the 14-year highs. the same year at the historic top, although at 4287 the index is still 777 points from the hideous high. bottom line, i'm asking you to stay focused. the crazy price target boost were part and parcel of the dotcom era. i don't want to repeat that era.

we stayed on the safe track with one off stocks behaving you know a little rationally and then some others way too irrationally. like the ones we mentioned at the top. it as long as it's -- as long as it's contained, as long as there's not too many teslas we'll be fine. but if the second track grow, then we're going down the wrong line. we're hitting the third rail. that's when the fun ends. pain begins. joshua in pennsylvania. joshua? >> caller: hey, big steel city, pittsburgh, booyah to you, jim! >> i like that attitude. what's going on? >> caller: i love you, i love your show and your books. hey, ipm, i had it for a long time. i think i should pull the trigger. what do you think? >> well, i have to tell you something, whenever a stock is up like that, you're talking about the stock up 176% today, you have to be pla play -- playing with the house money. i'll tell you, adam ferestein has been saying it's been good,

the shorts are saying it's bad. this is a drug that i think the fda is going to accelerate because it does prevent fatalities, but the stock goes up big, be irresponsible not to take something off the table. go to nodder in new york. >> caller: hi, i want to let you know that you are the definition of incredible. my question is with the -- with the correction on the horizon, what would you do with the momentum stock like priceless? when do you get in? >> priceless, i have been saying -- look, priceless is a very difficult animal because we start talking about a $1,300 stock people get scared. if they did a ten for one split, we would not be as daunted because the stock is not that expensive. but as i said last i'm in on the "mad money" marketing monsters, the market monsters, we have to wait now. you're going to get a 2 to 4% priceline pull pack after a bad day in china or the ukraine.

and then we'll make our move. two track mind, sure seems like this market is two track. what to do we stay focused and we hope a lot of stocks stay on the rational track and only a handful stay irrational. that'll be fine. "mad money" is back after the break. coming up -- rolling in the dough? domino's pizza is up over 60% in the past year. and just delivered another delicious quarter topped with sales growth at home and abroad. but could this rising pizza player keep baking up the gains? cramer is trying a slice with the ceo.

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what's happening with domino's pizza? here's a company that's run by the great patrick doyle, one of my bankable ceos from "get rich carefully." and he's a stealth tech player, domino's given us some tremendous gains and the stock has given us 700% return since i got behind it four years ago. up a quick 15.5% since october. i thought i was more bullish than he was at the time. what's happening today? this morning they reported better than expected earnings with ig hooer than anticipated

revenu revenues that rose year over year. terrific 7% in international same store sales and the yield will be higher if the stock weren't always climbing. now, domino's popped $3 higher at the own and then gave up some of the gains and closed up 34 cents. i think a lot has was because it had run up so much after a fabulous january analyst meeting. let's look at patrick doyle, bankable ceo of domino's pizza. hear more about the company's prospects. welcome back to "mad money." . >> thanks, jim. >> all right. page 6 of the conference call, end of the year, run rate with $3 billion in digital sales. it took your company 38 years to hit $3 billion in global retail sales. how much is tech -- stealth tech driving your sales? >> it's clearly driving it a

lot, jim. it is really an exciting part of our business. it's continuing to grow at a very fast rate. it's what's -- it's what's really driving the global momentum right now. a lot of good things happening, but as people are transitioning from phones on to digital it is clearly playing into our strength. >> 40% of domestic seams coming through digital channels, facebook, twitter, what else? >> yeah. well, you know we have this deal with ford sync so that's coming. so most is coming through apps, mobile web. you know, from online, on computers. but as we have established more and more of a base for this, it's allowing us to expand to more screens, more ways that people can access the brand. and as we have seen, every time we own up a new opportunity for people to access the brand, it drives incremental sales for us. >> all right. so my kids and i, you know we're big users. but we didn't know about this new personal profile you have on us.

how is that working? >> yeah, so it's working really well. so we rolled this out last year. what it does is it really gives the customer the opportunity to put in information that will speed up their order form. so again not only their name an address and cell phone numbers but we can tokenize their credit card information so they don't have to re-enter that. that allows us to do something like safely put a system into the ford vehicle that will allow you to order over sync. with that in mind, it will allow us to expand on the new platforms. it's important. it speeds things up for the consumer. and for us it's going to give us more extensions on to more technology platforms. >> all right. so i watched the ad. i have to tell you i love the ad. but people who use the phone, don't they feel like wait a second, maybe i'm going to get the wrong pizza? i mean f the phone call is dropping like it is in the ad. >> so we're doing almost the same amount of business on

digital now as we are on phones, but the reality is what we showed in that advertisement. that sometimes mistakes are made. we're accepting that and saying there's a better way to do this. if you order digitally, it will be a faster experience. the order accuracy is higher. and that's a win for our shareholders and our franchisees as well. we want to continue to push that conversion from phones over to digital. >> all right. now, there was another part of your call that i found most heartening, particularly because of the many times i interviewed you and something i'm concerned about. the access to capital is quite good now. you and i have discussed how many thousands you've made into millionaires but haven't been able to do it because of access to capital. something has changed for the positive, hasn't it? >> it really has. the credit markets, they were own, you know, a year or two years ago for our big players. somebody who wanted to go out

and borrow 5 or $10 million they can access the markets. over the course of the last six or nine months it's owned up again for the small players. i couldn't be happier about that. that's going to help, you know, our store growth. but maybe more importantly, it's going to help the those new entrepreneurs build their first store, buy their second store, so i'm really excited that that's owned back up again. it's a very positive thing. >> that's why we can peg what we thought was a good piece of news. the 47 net new domestic stores. it's not been a domestic growth story of late. >> you're right. still pretty modest number. last year 58 net store growth in the u.s. over 600 globally. i think 631. but it was the best domestic year for store growth that we have had since i think 2006. and so nice building there. it's starting to go a little bit. and with the credit markets owning back up, i'm getting more

optimistic on that front. >> okay. i want to go over your conference call i have to come back to this number that's staggering. 20 years of positive quarterly same store sales internationally? >> yeah. that's right. 80 quarters in a row. so i mean, this goes back even before i was in the company much less when i became ceo. so it's really been an unbelievable story, the consistency of the execution by our franchisees, by our international team has been terrific. but what it really shows is just how early in the game it is for our international business. you know, there's a long way to go. we're only bigger, 800, 900 stores outside of the u.s. than inside the u.s. with the kind of returns that are getting generated from the stores with the growth that's getting generated as the category is continuing to grow, you know, we're in great shape. there's a lot of broth growth t

out of the international side of the business. >> yet one point, you have excess cash flow after all this growth. >> it's an enviable position. it's a terrific position for us to be in. it's what allowed us to increase the dividend and what allowed us to increase our share authorization for repurchases. back up to $200 million again. it's great position to be in and we're committed that we're going to return cash to our shareholders in a way that's going to generate great returns for them. >> patrick, you have gotten the great social contract with shareholders that we all want to see. thank you for coming back on "mad money." patrick doyle, president and ceo of domino's pizza. one of my bankable 21 from "get rich carefully." stay with cramer. when the curtain rises on the first annual golden bulls special, make sure your vote is counted. cramer wants to know the viewer's choice for best picture. the stock with the solid gold

outlook in 2014. tweet your predictions for the market's breakout star @jim cramer #mm golden bulls and tune in to see the winner this friday. [ tires screech ] [ car alarm chirps ] ♪ [ male announcer ] we don't just certify our pre-owned vehicles. we inspect, analyze, and recondition each one, until it's nothing short of a genuine certified pre-owned mercedes-benz for the next new owner. [ car alarm chirps ] hurry in to the mercedes-benz certified pre-owned sales event. visit today for exceptional offers. ♪ i'm spending too much time hiring and not enough time in my kitchen. [ female announcer ] need to hire fast? go to ziprecruiter.com and post your job to over 30 of the web's leading job boards with a single click;

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sponsored by td ameritrade. >> all right. before we get to the "lightning round," i want to extend an invitation to see me this wednesday over at words books in maplewood, new jersey. not only will i be signing new books of "get rich carefully," but taking some of your questions. come on out this thursday. it will be a great opportunity for you to see i really am this tall and good looking in person. now it is time. it is time for the lightning round. you say the name of the stock. i don't know the calls or the name of the stock ahead of time. i tell you whether to buy or sell. when you hear this sound -- [ buzzer ] -- then the lightning round is over. are you ready, skee-daddy? time for the "lightning round." i want to start with ed in massachusetts. ed? >> caller: booyah, i missed you during the olympics last week. >> i missed this show. >> >> caller: don't ever give up your show. we need you. what do you think of semantic? >> thank you very much.

but a don't buy. yes, i always worry about the lawsuit. and annette? >> caller: hi, jim. thank you for taking my call. >> of course. >> caller: my question is i wanted to know what's going on with it -- should i buy more at this price? i got it at $80. it keeps -- >> unfortunate thing that happened. kinder morgan did a secondary. it was lower than i would have liked. but i got a negative article that rehashed a lot of things that they went over before. i think that this stock is fine. now, that said i have to tell you this group acts not that well, but i'm not a seller of kinder morgan partners but a buyer because rich kinder is a good man doing a good job. colin in texas. colin? >> caller: hey, jim. how about itt holdings?

>> no. man, come on, i'm a coned guy. i'm a dominion guy. i don't fool around. i want nice steady yield. okay? harry in florida. harry? >> caller: jim, booyah. >> booyah. >> caller: how you doing? >> all right. how about you? >> caller: good. i have a problem. i want to find out more with vodafone. >> i like vodafone and i like verizon. vodafone has more opportunity and verizon has that great yield and i think i got a good deal on wireless, i like them both. tim in california. >> caller: hey, i'm long on schwab. how long will the run continue? >> i think you need interest rates to go higher to get it to go higher. why? because they make a -- they make some money on your deposits, okay. and in order for them to do better, higher rates you won't get that. i think it's fine. not great, not bad. i'm a big bank guy. i like jp morgue on this dip.

let's go to ann in washington. ann? >> caller: yes, hello. >> hi. >> caller: all right, jim, i'm in marysville, beautiful and sunny here. >> yeah. what's going on? >> caller: i'd like to know if you think the keystone pipe line will go through down to the gulf by the end of this year? i own some -- >> well, let's not mix these two up. p.a. is a good solid pipeline country. 4% yield. i think you're fine. don't conflate the issues you're in good shape. michael in ohio. >> caller: hi, michael, my stock screener selections came one tup -- >> i thought it was not up to snuff, but maybe we get him back on, he's made us a lot of money. a better judge. burton in pennsylvania. >> caller: yo cramer, my main man, what's happening?

>> i don't know. you tell me. >> caller: i got a good one for you. it's a bull. you ready? >> yeah. >> caller: let's rap about c -- >> ygeno place. i don't know what to tell people. we see the stocks like intermun go up and i wish i had one. if it keeps you interested fine. don't get too involved. that, ladies and gentlemen, is the conclusion of the lightning round. [ buzzer ] >> announcer: the lightning round is sponsored by td ameritrade. coming up on cloud nine? cloud based marketing player marquetto has soared since it went public last summer. will competition in the sector rain on its parade? cramer is getting the company's forecast from the ceo. ♪ the shell brought him great fame. ♪ but then, one day, he noticed that everybody could have a magic seashell.

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in "get rich carefully," i talk about three defining tech trends that will make a big splash for years to come. mobile, social and cloud. the first two, they're really easy to get your head around, because most people interact with them on a daily basis.

but cloud computer is more complicated. it's not really geared to the consumer necessarily. mainly it's about helping companies save money which makes it harder for most people to understand. there is a ton of money to be made in the cloud though. i don't want you to be put off because it's less accessible than smartphone. with that in mind, consider marquetto a marketing based software firm that soared 77% on the first day of trading. they let the clients and customers streamline and even automate their marketing decisions. but also helping them build long term relationships with their customers including through social media. it's up 85% since we first spoke to the ceo back in june. it's rallied 24% since our last interview in august. now, marquetto reported two weeks ago stock got dinged in response falling 3.7% the next day. larger than expected loss and a forecast that indicated more losses down the road. however, this is important. listen, with the young fast growing company like marquetto

earnings are much less important than investing money to keep growing the business. what matters here is revenue growth. and marquetto has that up the what zoo. the revenues came in better up 67% year over year and not to mention 100% rise in deferred revenue, maybe the most important brett rimetric out th. is the stock worth buying? let's check in and find out where the company is headed. good to see you again, phil. the last couple of days, i have been wrestling with the idea of opportunity and revenue versus the need to be profitable at some point in the future. how are you making the balance right now? >> well, right now, we look at where we're spending money. and all of the expenses that are driving the comments that you just made are about investing in sales and marketing. if we look at g & a or r&d or other parts that's trending to the model it's right on track.

people buying from us, people want to build the biggest business as we can, as fast as bek. >> i want people to understand, in other words if you chose to slow down, you could be profitable. but you may be missing a bigger land grab out there. and that would constrain your growth if you decided to show profitability right now. >> exactly. the beautiful thing about a business like our, it's subscription we retain 100% of it every year. so every time we put new revenue on the board it's not just for this year, but next year and next year. the cash leverage, profitable leverage from that basis is big if we can keep growing. >> we talk about the cloud, you go on the facebook page and can order domino's. but four seasons and the hotels, for instance, where would you be in the chain when i stay there? >> for four season, we do

commercial sales. they're trying to make sure when anyone is planning an event, we hope they choose four seasons and we help them close the transactions. >> you talk about the marquetto dialogue addition. upgrade to e-mail capabilities. i read that, i say holy cow, i get a lot of e-mail. how do i know not to be junk file with marquetto? >> we do not send a big blast to 100,000 people. when you do something relevant, we might send you a message just for you. just for you not to anybody else but you. that's a different way -- >> just to me. >> just to you. >> that can be done economically? >> it can. because we're able to watch what you and what everybody else like you are doing on the web, in social media, in e-mail, in a store. wherever you might be. using analytics to find the right time and only the right time to say something specifically to you. that's the power of the platform. that personal connection we can

build. >> now, i know when you have got a big event, the marquetto marketing nation user summit, april 7-9 in san francisco, i know that g.e. is speaking there. you have to help me here. at the same time, i heard james immelt speak at sales force. is g.e. willing to use marquetto and sales force? >> yeah, absolutely. they're using both. you know, sales force is their standard in the sales team. we're the standard in their marketing organization. i think that's what we see in a lot of different places where the marketer is choosing the product that best helps them do their job. and they identify marquetto as that. we integrate so well in the cloud. part of one of the many beauties o. the clo-- one of the many beaut of the cloud, we integrate and they can have their cake and eat it too. >> you have been adding customers like mad. is it finite or so many companies that don't know how to do what you do that they have to turn it over to you? >> ultimately, what we do is we help marketers work with e-mail,

web, facebook, you know, on and on. twitter, et cetera. and, you know, name a company that's not exposed to the trends, right? so you look at the size of the market. just vast, it's huge. i think that's just unlimited growth ahead. >> i think that the companies don't know how to do it. >> they don't know how to do it. so part of our brand is not just great technology and innovation, but to be that wise guy that helps customers actually figure out how to use this stuff. >> you have been a successful wise guy. thank you for making people who bought the stock because they know i'm excited about it so much money. bill fernandez, this is a revenue growth stock, not a profit story. understand that you'll understand marquetto. stay with cramer. coming up, technical test. as we hover near all time highs there's one thing cramer is watching to determine the next move in the market. find out what it is just ahead.

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and there are no networks. you do your push-ups today? prepare to be amazed. [ male announcer ] don't wait. call today to request your free decision guide and find the aarp medicare supplement plan to go the distance with you. go long. you want to figure out where this market is headed, then you have to remember that the actual stock market itself can sometimes be considered just the tip of the iceberg. the rest of that iceberg, the part sub merged from view if you're only focused on stocks is the much bigger bond market. bonds are important. that's something i learn as a young broker at goldman sachs at 30 years ago. it's a lesson you should never forget. lately the big averages have been rallying like crazy.

one of the reasons they've been able to rally is is bond prices and interest rates have been stable. that's make -- behind making it work. if bond prices were to plummet, causing much higher interest rates, well, then i think this market could get crushed like last summer. on the other hand, if we got a small dip in bond prices slightly higher, that would be very good for the financials. which haven't been the largest sector in the s&p. which profits directly from higher rates. as well as being good news for the automakers too. bank stocks have had tough sledding with jpmorgan stock. rates need to head slowly higher. not jump up in a heart rate. bonds may not seem sexy. but the truth is, you can't get a full read on what's happening in the stock market unless you know what's happening in the bond market. we're going off the charts with bob lang behind the trifecta newsletter, as well as the founder and senior strategist at

explosive options.net. we want to figure out where the treasuries are headed. if this sounds like a snooze fest they're key and that doesn't mean we'll skip it. basically what he sees in charts bonds are really to sell off. which means interest rates can climb from the levels. this is a very big deal. look at the ten year treasury index. it tracks the yield on the prices. lang says a couple of things that make him think the that the -- that the yield and the ten year can climb. i can climb to 3%. the reason? first of all, it's made an inverse head and shoulders. look at this part, okay. this is the formation. nothing to do with shampoo or that kind of thing. it's an upside down head and

shoulders. we care about that because it's one of the most reliably accurate technical patterns out there. as i tell you, the actual fundamentals chapter about charting in "get rich carefully," when you see this particular pattern, this inverse head and shoulders pattern it usually means a rally. and this indicates the yield and the ten year can be catapulted back up to 3%. second, the moving average convergence to convergence line, an indicator that they use to detect changes in the trajectory, before they happen is flashing a bullish crossover. the black line, you see that, crosses above the red one. right there. and in the past we have seen that this is a pretty reliable predictor of rallies. with the tnx, the last time we caught a crossover you have to go back to november. when that happened the yield and the ten year quickly rose from 2.5 to 3%. in just a couple of months too.

fast for me. take a gander at the tnx's weekly chart. which gives us a longer term picture of the yield. lang sees more sign that the yield and the ten year is ready to rise. it made a golden cross, okay? that's where the 50 day blue crosses above the 200 day, red. all right? for the tech nicks this is a strong signal that the securities are headed higher. the short term trajectory is stronger than the long term. meanwhile, lang notes that it's consolidating at a pretty high level. more evidence that the ten year treasury yield could be headed. and not just the ten year. check out the five year treasury index. here, lang sees a beautiful "w" pattern developing and suggests that the five year is ready to rebound hard. plus, lang sees the moving average, same as the enyear. the 50 day moving average on the

five year is at 5.6%. if you can break out above this level, then he sees it rallies considerably higher. that equals lower bond price and the yields on the bonds helps set interest rates for loans across the entire economy. including your mortgage. this shows the different yields for bonds. i know, give you some ambien. come on, we have to focus on this. we have a nice upward sloping curve. one that indicates moedest growth ahead. but if lang is right, if it's about to rise, the yield curve is going up substantially. we know that the fed is keeping the interest rates down for as far as the eye can see. this chart shows you how to make money. the banks pay you low interest rates, you know that. pegged off the shorter term on the chart. then they lend out money at much higher prices pegged off the longer term yields or they can just invest your deposits. better risk free rates than they could otherwise. if the ten year is about to

rise, that means the coins will be co-- the banks will be coini the money. the key metric to determine the long term health of all banks but it can't if it rises too much, then many of your other stocks, bond market equivalents, because of their yields, could be hurt badly. let me give you the bottom line. bob is right about the bonds, if the yield and the ten year treasury is ready to rise, it could be positive for the financials. but if they shoot up past the ten year, that could cause the stock market to get slammed a we adjust to the new higher interest rate environment. i know a tough lesson, but it blind sided the market last year, causing a huge decline in all stocks. like the rest of the show tonight, i don't quantiwant yout blind sided again. stick with cramer. tomorrow -- kick off the trading day with "squawk on the street."

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two tracks, good ones rational. the bad one, well, enough with the price target jumps, okay? i'd like to say there's always a bull market somewhere. i free market capitalism, applies to color, religious, race and sexual orientation. while i respect religious freedom truly, i still think arizona governor jan brewer would do well to veto a bill that would discriminate against gays. it's bad for business and capitalism. we'll have a live update in just a few minutes. also supply side tax reform is back. dave camp is going to unveil his new plan tomorrow morning. we'll join us on the "kudlow report" in the evening. we will preview the story tonight. we have the fcc commissioner