bet. >> mike. >> i won't be foolish and go long but right now the december options are cheap. the 65 calls cost over a buck, it is worth a wait. >> mike, dan, thank you very much. that is "options action," have a great weekend. 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. my job is to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends. i'm just trying to save you money. my job isn't just to entertain but to educate and teach you. call me at 1-800-743-cnbc. or tweet me @jimcramer. can you top this? that's the game i feel like we're playing now, after another dramatic week that cheered

investors. dow gained, nasdaq rocketedstra much alphabet and amazon. not to mention microsoft. that's four straight week in the black for the averages. i find that amazing. with the global economy obviously slowing, this market is taking up the big industrials and the tech stocks and throwing away the witness-treasured healthcare names, at least until today, where they tried to rebound. industrial and tech have been weighed down by the short dollars. tell that to the ceos of microsoft and alphabet, which is of course google, and amazon, who stopped the shorts last night. down there giving them the business with magnificent earnings and fabulous conference calls.

more on that later. that doesn't mean my thesis goes away. today healthcare may have escaped from the bears' den. but now retail is being mauled. footwear star sketchers fell short of estimates, something we'll talk about later with the company's cfo. you don't want to miss that. we go to next week's game plan. come on, that's the drill. radical moves already, we have to be ready for the second big week, where the performance of companies matters more than gibberish about the federal reserve. that doesn't mean we can ignore the pack row damacro data. what are the homebuilders waiting for? how about the new home sales data on monday? we've also got one earnings report i'll be following closely

on monday. that's broadcom, a big semiconductor company. this market used to adore the stocks of target. this morning another semiconductor company, freescale, being acquired by msp semi, is reporting a low number, in part because of china. in broadcom notes any similar weakness, it does a lot of telco equipment, semis, i bet the whole high gross semiconductor group which is finally trying to claw back today will get hurt again. it will see rotation into the more plodding basic semis like intel and basic instruments. please don't forget about cyprus semi. tuesday is the day that everyone seems to worry about most because apple reports. apple is cheaper than any of

these techs that exploded hard today. but that doesn't mean the stock can't be hurt, now that the tech bar has been set so high by amazon and microsoft. apple's stock has been creeping up in anticipation. it rallied $3.58. so the stakes are high. of course we'll go over everything for our. tuesday is a big pharma day. will they be in favor as they were last year? we'll let you know. johnson and johnson creeping hire, eli lilly going lower. i like them both but prefery lie lilly because they have a diabetes drug and an alzheimer's drug waiting in the wings. the natives in twitter are getting restless.

i like that jack dorsey is giving away a third of his twitter stock to employees. that's more than just an empty jealousi gesture. it's a huge gesture. i'm used to seeing so many ceos being just plain greedy. but i'm more than willing to be patient if this isn't the breakout quarter. there's been so much new product that's been introduced. however i recognize there's very little patience in the twitter peanut gallery. wednesday is another huge day. i'll be listening to walgreen's, to see if it's back to its world-beating ways. the market didn't like the last quarter. i did. the stock got crushed. it turned out to be a great opportunity. if you didn't owny walgreen's, i would wait to see what happens. do you know what the quietest bull market is in this whole

stretch? it's the one making the biggest bang in the real world, defense stocks. with the republican debate hosted by cnbc wednesday night, watch general dynamics. this group just won't quit. the rest of the world is arming itself while we cut back. i think general dynamics is worth buying, both before and after. lockheed martin allegedly disappointed last week. the stock went down. now it's up. the same day after the close, not everything is going to be done here in fair weather, we hear from go pro, which remains one of the most asked-about stocks on #jimcramer on twitter. i don't trust this stock. but i recognize that every dog has its day. it's hard to be more of a dog than this stock, 87 to 29 in less than one year. for ages now, two of the most reliable stocks in the universe belonged to the healthcare middleman. i praise these stocks when the

show began. then some high profile hospital stocks as well as political jabs on healthcare pricing, the whole healthcare industry has come down with a vengeance. do you know what i want to do? i want to watch the reaction to the earnings, which i think the earnings will be terrific when they're reported on thursday. maybe we can get an all clear to go back into healthcare if both companies manage to rally if they post good numbers. we'll hear from two companies that have been total champs this year, starbucks and electronic arts. i think starbucks will tell a wonderful story about technology and sales. electronic arts has become a horse. both stocks have been subject to post-quarter profit taking. keep your powder dry if you don't already own them. you might get your chance after they report. finally, friday morning we get the read on what happens in the oil business when chevron reports. i think they're going to paint a

real bleak picture, one you might not want to be involved with. you might want to sell ahead of time if you're a trader. from anheuser-busch, the maker of budweiser that's now inquiring sab miller, might be ready to go higher. i greatly prefer the maker of corona. take it from this brewmaster, it's a consolation buy. they're growing double digits. we've had an amazing earnings season so far. i'm the only guy who seems to senses hoopla. it's continued today. it's now set the bar pretty high for next week. let's see if this streak condition continue through another report of high profile earnings. apple comes tuesday. let's take some questions. let's start with tyler in florida.

tyler? >> caller: jim, thanks for taking my call. how are you doing? >> i'm all right, i'm going to go over to hale's to see what's going on after the show. what's going on? >> caller: bank of america's ceo has shifted from a defensive to an offensive growth. how are you feeling? >> this company is the bank that you have to own. we did a little trimming of wells fargo for the trust today, why, because they're making a move. i like a plodder. let's go to gil in new york. >> caller: booyah, jim, this is gil from suffolk county, new york. >> i got a place out there. what's happening? >> caller: only good things, hopefully. >> i like that. positive attitude. >> caller: i just wanted to get you thinking on the physical purchase of gold and silver coins for investment. sometimes we hear these

particular commodities are manipulated. what are your thoughts? >> i like gold bullion. if you want to own a stock, the only one i'm endorsing, because they're actually growing, is rand gold. as long as interest rates stay low, you won't see all that much activity there. when they go up, you might even see yes. ben in new york, please. >> caller: hey, jim, how are you this afternoon? >> pretty good, ben, how are you? >> pretty good, man. i'm looking at a company that's involved in so many different media, a lot of different streams of revenue. it's dolby laboratories. they're coming out with this new amc dolby vision in conjunction with dolby cinema, basically revamping the movie going experience with, you know, some guys that have been pretty experienced in this field. what are your thoughts? >> i did a piece featuring dolby

in 2006, at the beginning of when we did the show. i have done a deep dive in it for a long time. i will give you a deep dive. i've been favoring harmon. let's go to dolby. i'll do some work on it. what a heck of an earnings season it's been. to me it's my world series. it sure has set expectations high. let's see if the strength can continue through next week. these shoes are killing me. i'm sitting down to see what's happening with sketchers. is it time to curb your enthusiasm when it comes to amazon? and over 29 million people suffer from diabetes in the u.s. i'm looking a company that's going to revolutionize the way the disease is treated. stick with cramer. >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer, #madtweets.

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what the heck just happened with the stock of sketchers? the footwear company had been among the hottest of the hot. the stock had been up 150% for the year going into yesterday's close. wall street got used to sketchers knocking it out of the park every time. the stock got beheaded, down 31 perfects, $14. did sketchers truly blow it or is the market overreacting? even though sketchers missed wall street consensus estimates, and that is very important, it wasn't that big a miss. and their sales still increased 27%. earnings were dental suboptimal, company delivering a miss. but the entire earnings miss was caused by the freaking dollar, and an increased rent expense at

the company's 5th avenue store in new york city. if not for those items, sketchers would have beat the numbers. it's worth noting that, as sketchers pointed out in the conference call, most of the channels of distribution that they're big in had a not so good ends september. sketchers maintained its guidance for the next quarter. i wonder if it's a great buying opportunity, although then again, there are so many weak ends in the stock that obviously must have thought this was going to be a blowout quarter. david weinberg is the chief financial officer. mr. weinberg, welcome back to "mad money." >> always good to be here, jim. >> down 31%. overreaction? >> absolutely. >> tell us why. >> business is very good and continues to be very good. our business in the orient is good. china held up very well, 175%. in the mid-20s in europe.

we have new markets in south america. we have central, eastern europe. our domestic wholesale business has held up very well. we had some movement from july to june and some great sell-throughs. we're assured by all our partners that the sell-throughs and the reason for some slight weakness at the end of september was not due to us but due to an overall condition. we're feeling good and think we have a great opportunity in this quarter, the first quarter of next year, and still think we can double business in five years. >> do you think the analysts got ahead of themselves? sam pozer was talking about some very strong demand that might have put orders, backlog up 35, 45%, wholesale growth of 33. is this just the analysts getting ahead of what you could deliver? >> sam is very positive, we think he's great analyst who follows our stock. by and large all the channel checks he does and the

sell-through data we get seem to indicate we're selling much better than we would have showed at the end of september. he had a big quarter, august and september. the numbers are coming. i think he's right on. it's a timing issue because of the macro issues in the u.s. by the way, our two big places we sell, china and our own retail stores, are not part of the backlog information. they're growing very big and don't show their increases in our backlogs. >> you made some comments about how some of the stores you were dealing with, they were lukewarm. i've got to tell you, i was watching what eric wiseman had to say. he's good merchant at vf corp. they're experiencing the same thing. was back to school not that great? because weissman lowered his guidance. it was chilling. that stock was down a gigantic

amount. >> i don't think back to school for the most part was as good as we thought it could be. it started late, so people were late reacting to it. labor day came late. it did cause an inventory overhanding that limited what they could do at the end september. most of these guys report in october and are very picky about the inventory they close the month with, even moving away from hot selling styles that were slow to move. it's going to work out well, and the product will be back, and it will sell through very strong going into the back half. i mean, the end of the year and the first quarter of next year. >> you did say october, mid- to high single digits. i found that a bit worrisome. these guys are not going to take inventory when their quarter is over. >> yeah, i mean, we don't want to be part of the emotional cadence as they put stuff in and compete at the price, and i'm

sure they don't waste time putting stuff out. i think the time will show significant strength toward the back of the year. first quarter is very good for us. we're doing our in lines with big customers in the last few weeks. our sell-throughs are great, they love the new product. europe will stay strong, china will stay strong, south america will pick up. we have a lot of good things happening through the end of the year and through the first quarter. >> $510 million cash. i know you've got tons of expansion that you want. but if the stock stays down, do you just say, we'll take 10% of the cash and buy stock? >> we'll certainly have conversation. there is money offshore and there's money that would have to be repatriated or borrowed. we don't want to do a lot of financial engineering. we think our business is on a great tack and will continue to do so. like you said, we're going to grow everywhere in the world and put a lot of investment in

something infrastructure to make sure we continue to deliver those great shoes. >> it wasn't one or two department stores, though. i mean, this was a kind of end of september situation for a lot of the stores you deal with, right? >> yes, some worse than others. some had different inventory overhanding handinhang overhangs. >> it seems like you've been in the business for years. it just seemed like september they didn't come back. >> it's not that they didn't come back. this was stuff we had allocated for october. in the past, they would take it early. they will take this stuff in october. i don't want to give anybody the impression that this inventory isn't saleable and won't be sold at full price. instead of moving it into september, they'll take it in october, and take a bigger piece in november. if they don't pick up the piece after that, we'll curtail some production at the tail end of our production cycle and keep inventories in line. but i don't anticipate that's going to be the case. >> as i look back, the stock is

exactly where it was april 23rd. you reported a blowout quarter. people got very excited. you just told me it was business as usual, but people got very excited and decided to take the stock up in trajectory. that wasn't necessarily in keeping when you came on the show, you said look, business is good and will stay good. did the stock get ahead of the business's stay-good narrative that you've offered repeatedly on our show? >> yeah, i think it does. they told me a long time ago that the pendulum on wall street swings to big extremes. we think we'll get back to the level as business continues to grow. now it's swung way too far to the lower level. it will create a great opportunity for people who ask me why they missed the opportunity the first time. >> i think your candor is admirable. i knew you were going to come on. they said, they won't come on. i knew that wasn't your style. you've been at it way too long. thanks so much, david weinberg, got some good information with

you, i appreciate it. stay with cramer. >> announcer: coming, tech titan. shares of amazon, microsoft and alphabet soared higher today after reporting better than expected earnings. or did they? cramer reveals the true source of the rally and whether the stocks can continue to climb, next.

♪jake reese, "day to feel alive"♪ ♪jake reese, "day to feel alive"♪ ♪jake reese, "day to feel alive"♪

raining in. yes, in the immortal words of larry david, it's time to curb your enthusiasm. don't get too excited with amazon web services. don't fall in love with azure with windows. alphabet, amazon, and microsoft all delivered fantastic quarters last night, legendary, epical, even. the best numbers they've seen in ages. these three companies have figured out the important trends that are out there. they know social. they know mobile. they know cloud. and analytics. and the iot, the internet of things. and they're running with them and running away from everyone else. amazon roared, and lumbering

microsoft had the best of all. these three spectacular quarters, and these are giant sized companies, were each an homage to american ingenuity. it's really saying something about amazon and alphabet, the new name for google. microsoft had been devoid of excitement for ages. i don't know where to even begin. i've read over their conference calls again and again. and not one of these companies have executives that are chest pounders. they're all about head down, hard work, the customer. the customer is the theme that runs through all these companies' narratives. the ceo of microsoft put it best when he said he's trying to make microsoft's products what you want, not just what you feed. he says people are moving from needing to choosing to loving windows. can you imagine that arc?

alphabet has a similar mantra. google's ceo, and i quote, organizing the world's information is turning out to be something that has a lot of room ahead of it. everybody loves it. amazon seems genuinely unhappy that not everyone on earth is a member of amazon prime. give them a couple of quarters, they'll make it happen. for google, it's all about, come on, if we were a sports show, you would be looking. for google, it's all about the gem that is youtube. they recognize it can be the world's second video channel after netflix or if doesnne rig make it look like channel 36.

you know the amazing momentum it has in mobile. he says, people turn to youtube when they want to do research, buy or fix a product. mobile watch time for videos has doubled this year. videos about toys have doubled. we see the same growth in advertising on the platform too and we continue to invest in building ways to reach consumers effectively, like recently-announced shopping ads from youtube, turning any relevant video into your digital storefront. i love that. i love that. in the old days it seemed like google would never figure out how to monetize youtube. now they're monetizing it out the wazoo. $9 $9.99 a month. how about amazon? i think the merchandising business is on fire, ripping the lungs out of walmart.

it's the web services division that's become the real driver here. can you imagine if anyone could sell through their own storefront? they saw sales rocket 78%. i thought it was a typo. the division's operating income exploded 431% versus last year. and that's how amazon turned a profit. microsoft, a year ago i mocked them for trying to sound like a cloud company. now they have cloud growth from azure, whose sales are up. microsoft is targeting 20 billion in cloud revenue by 2018. i think they can do it by 2017. windows 10 is the first new version of windows that people seem to like in ages. the ceo says the company is well on its way to target 1 billion

active devices. on top of that, microsoft is still the dominant gaming company. when i read that conference call i wanted to don the black t-shirt. all three stocks deserve to be up huge. when i read through them, i said, i could never get a job at these places. all three will likely give up some of their gains when the fed realizes how robust these businesses are here and abroad. all three stocks will be short going into the quarter. hence their monumental gains today. people were telling me just two days ago that the big rollover for facebook, amazon, netflix, and google, had finally begun with a selloff. i said, be my guest, short away. i always encourage everyone to do whatever they want these days. that way they'll take credit or blame themselves, instead of

taking credit if they're right and giving me 110% of the blame when i'm wrong. no matter. anyone who sold these stocks earlier this week was dead wrong. as for all those who -- the obit u-aris written about f.a.n.g., reports of their death were greatly exaggerated. those who betted against amazon, google, and microsoft, there will be plenty left to go around when the short squeeze is over. the bad or short sellers are hung out to dry. you'll be able to dry it lower than they did in their panic frenzy because they didn't rein it in. dave in illinois. dave? >> caller: dr. cramer. run silent, run deep, mr. periscope man. >> holy cow. i did a periscope today. jack dorsey, listen up. i had 12 people in my periscope. will you help me, dorsey, get some people watching periscope?

i'm sorry. go ahead, dave. >> caller: jim, biogen stock has been battered lately. this week third quarter endings on both revenue and earnings, they also raised full year guidance. the result, stock is up a meager 4%. >> listen to me. i had a debate today with jack moore. we bought some stock for the trust. i wanted to come right back in. i wanted the trust to buy more. we just got frozen. i agree with you. it's much too cheap, way out of what can versus the other biotechs. the tech stocks deserve to be up huge. let the short sellers finish their buying, let the stocks come in, nun pull the trigger. i like all three. much more "mad money" ahead. it's the seventh leading cause of death in the united states. one company is trying to change the way diabetes is treated.

i'm talking to the ceo about its revolutionary technology. and that retail sector gets put on the sale rack if it has a little bad news. plus thank heavens, a friday edition of the lightning round. stick with cramer.

even though the publicly traded biotechs have been taking a beating lately, the fact is many of these companies are revolutionizing the way we treat all sorts of diseases. that's why when i see a privately held biotech doing great work, i have to talk about it. this company has come up with an extraordinary technology for treating diabetes type 2. one of the problems with diabetes drugs is they need to be injected, which means a lot of patients don't take them regularly or at all. this company has come up with a 2-inch rod that delivers a steady dose of a major diabetes type 2 drug over the course of the whole year, rather than have

to get injections once a week. the company announced positive trial results back in august. last month it acquired foundry pharmaceuticals, a company that is doing complementary treating of obesity in diabetes. curt graves is the president and ceo. there's a company, merck, big company that reports next week. you're head to head against them. >> yes. >> intarcia against merck. why should i think your company could ever beat the great merck? >> well, merck has a biggest oral pill for type 2 diabetes on the market. it's a medicine that sells between 6 and $7 billion a year. so we thought with our new disruptive once or twice yearly therapy, we ought to go head to head in a clinical trial. we're still an investigational therapy. we thought it would be good to run a head to head study over a

year when show what our medicine does against theirs. and we saw over the course of a year, we nearly doubled the glucose reductions and tripled the weight loss compared to their medicine. >> i read your release. i said, in a perfect world i would say, i don't want to use this merck product anymore, i want to use what intarcia has. but that's not the way it works, right? >> no, because today there's only pills and only injections for diabetes type 2. >> and why is that? because it's such an alien thing to put in your body? show me how alien it really is. what have we got here? >> right now this is called "buddy." this is what we train our nurses and doctors in our clinical trials on before they ever touch a human being with our product. recall important. when you're introducing a totally new way of treating diseases, you better train people how to do it. so what we have here is our little tiny osmotic mini pump.

this contains up to one year of diabetes medicine. >> how is that possible? i would assume the amount of medicine would be like this big. >> our chemists are amazing. they figured out not only how to put a year's worth of medicine in here but how to keep it stable at body temperatures. it's like the holy grail of peptide chemistry. once they figured it out, it's only 60 micrograms a day. if i put 60 micrograms on the table, you and i couldn't see it. that's what's coming out of this once a day for four years. >> so this is buddy. >> this is buddy. >> chief. >> chief. so this will be just like a normal doctor's office. the patient would come in, lay down on the exam table. a nurse or a doctor can do this. we train doctors to do this. all you do is you first numb the patient up. i actually have one, if you remember, the last time i was

here. it's a placebo pump. i wanted to know exactly what this was like myself. >> do you ever feel it? >> you don't feel it, ever. i work out all the time, i don't feel it. so you numb the patient up in the place where you're going to put it in the abdomen. >> let's go to work. >> all we do is we take a little tiny poke of the skin. you never cut, you just break the surface of the skin, just like that. then you give our placement tool with the tiny mini pump inside it. you put it right here, okay? and you generality just put it right under the skin, just like this, right up to that line. then you pull back this blue tab, and voila, you've just left a little tiny osmotic mini pump. >> how many millions do you think would go for your way versus the constant dose? >> if you ask a patient with diabetes would you rather wake

up every day and self-inject your medicine every day, or do this once a year? we've done tons of market research with thousands of patients. the majority of them would prefer to do this rather than inject themselves. >> how does foundry fit in? >> our first treatment in this tiny pump is for type 2 diabetes. now that we've got this platform figured out, we're building a pipeline. cns, autoimmune inflammatory diseases like rheumatoid or the rights, obesity. so we're going after the biggest diseases on the planet. >> people will say, why can't i have it. and that's what you have to hope, that they all want it. >> we're about a year and a half to two years away. >> fair enough. that's curt graves, chairman and

ceo of intarcia pharmaceutics. we'll be right back.

>> announcer: lightning round is sponsored by td ameritrade.

[ bell ringing ] >> 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. let's start with curt in tennessee. >> caller: hi, jim, this is curt. what's your take on alexon pharmaceuticals? >> i can't recommend a stock on a takeover bases. understand that's what's behind all the interest. omar in new york. omar? >> caller: booyah, jim, tgif. next sticker, nbba. >> no, ticker intc. we're moving into that world. i want you to sell sell sell and buy intel. how about we go to ryan in california. >> caller: hey, jimmy, nice come back rally today.

>> wasn't it? what was the stock? >> caller: a.m. surge. >> let's let those stocks come in, you have to wait. mike in indiana. >> caller: this is mike from indiana. buy, sell, or hold on mccormick. >> i've been recommending mccormick since the show began. i think the stock remains a great buy. that's why i keep my old bay seasoning on my desk reminding me how much i like mccormick for those who waiver. ken in florida. >> caller: brunswick corporation, buy, hold, or sell? >> a fan of the show and a friend, is retiring. that doesn't mean brunswick can't do well. i remain stall with regard to wh -- stallwart when it comes to start wall. >> caller: i have one stock for

this, going below $6. should i wait or should i pay out that? >> pacific? man, this one just had a huge move. i hate to pummel some of these. i've got to do more work on this one. let's go to dave in pennsylvania. >> caller: jim, my stock is ul holdings corporation, symbol uil. >> that's a very good utility. it's right up there. maybe not as good as dominion. i like aep. some had the guts not to downgrade aep. i say bye-bye buy. and that, ladies and gentlemen, is the conclusion of the lightning round. [ buzzer ] >> announcer: the lightning round is sponsored by td ameritrade. this company has really gotten taken to the cleaners by

yes, indeed, the super freaking strong dollar. a theme park operator is scaring up some serious returns. is it time to take it for a ride? oh, my god. "it." okay. >> caller: booyah, skee daddy, how are you? >> i'm good, how are you, partner? >> a lot of jet fans in the room. maybe we'll just keep that between you and me. >> boo! >> caller: missed meeting eagles and giants monday afternoon. >> we don't want to get ahead of ourselves. how about a stock? >> big booyah from the home of the undefeated panthers. >> eagles are coming to town. i'm here at the td ameritrade trader offices.

ahh... steve, other than making me move stuff, what are you working on? let me show you. okay. our thinkorswim trading platform aggregates all the options data you need in one place that lets you visualize that information for any options series. okay, cool. hang on a second. you can even see the anticipated range of a stock expecting earnings. impressive... what's up, tim? for all the confidence you need. td ameritrade. you got this.

choppy. slight slowdown. those three little words from vf corp. along with a small shade down caused a nasty downdrift in all of retail today. look, this market overreacts to any input, particularly a negative one. when vf corp., the fabulous worldwide apparel company, talked this morning about, i'll quote, pretty much across the board slowdown, end quote, that will take revenue growth from a projected 10% down to 8%, the company ultimately reaffirmed its earnings forecast, investors decided to bail from the whole group, especially the department stores. did you check to see, macy's, holy cow, khol's, target?

they just presumed, i know on #jimcramer, the sellers presumed every one of these companies will go down, the numbers won't be good. those who didn't want to be any homework on which retailers might be hurt, blew out or shorthand etf, putting more downside to a stock like target which i think is okay, but everyone tells me is broken. it didn't matter that etf was good, particularly in china. what a waste of time, the conference call was, other than the words "choppy and soft." coupled with some inventory numbers, it felt high when you're dealing with a great company like etf. when one hospital chain has a problem, we sell all hospital chains. when one cybersecurity company has a problem, they all go down,

again, aided by convenient etf that allows for instant shorting of the group. when one biotech stock goes down, they all trade down. when one hmo goes down -- you get the picture. vf corp. is the best of the defendant, the most consistent apparel company in the world we would love to hear from competitor vph, but they don't report until september. that's a long way to wait. walmart isn't doing well. that's nothing new. we also know that sketchers, this is new, had a bit of a slowdown in late september, something not totally in sync with vf corp., which indicated september was a little better than average. still, obviously something is wrong. plus many are interpreting yesterday's comments from under armour about gross margin compression as meaning there is's too much sportswear in the channel. put it all together and rightly or wrongly, you get the impression that back to school and october are not so hot.

why stick around in any retailer given the way this market has been doling out collective punishment to entire groups whenever an individual company in a sector blows up? you have to figure that at least one of the big time analysts that covers retail will downgrade the whole cohort on monday. hence why so many retail stocks got hurt today. once again we see my rolling bear market thesis playing out, this time in retail. you wait a few weeks and they'll come right back, as we've seen in the industrials, the techs, the restaurants, the biotechs, and even in f.a.n.g., my acronym f . for now, retail is in the penalty box. it's a major, not a minor interaction. stick with cramer.

guess what tonight is. an all-new "american greed." a $1.2 billion scheme were literally people are dying for money. you know i'm watching. four straight up weeks. lots of unbelievable earnings. but now we've got the gauntlet continuing. apple on tuesday. i think it's going to be incredibly important. and don't forget, we've got a big debate coming up wednesday. there's always a bull market somewhere and i promise to find it for you right here at "mad money." i'm jim cramer. see you tomorrow. see you monday.

>> narrator: in this episode of "american greed"... stefan wilson says his investment fund is a surefire winner. >> you either work for your money, or your money works for you. >> narrator: investors even mortgage their homes to join his fund. >> he would encourage them to, as he said, unlock the dead equity in their homes. >> narrator: but investing with wilson comes at a very high price. >> it absolutely killed my grandmother. she was crying about this when her heart burst and she died. >> narrator: but first, larry salander is one of the biggest names in new york's art world. >> he was a big deal. people would look at him and say, "that's a really successful dealer." >> narrator: but collectors see red when he swipes more than $100 million from their pockets.