so fez, mentioned, that the etf that tracks the euro stocks 50. that looks like a good short entry for the traders. >> all right. i'm melissa lee. thanks so much for watching. see you back here at 5:00 for more "fast money." meantime, don't 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, and i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. some people want to make friends, i just want to make you money. call me at 1-800-743-cnbc or tweet me@jimcramer. are these prices justified? are they sustainable? after today's run, s&p gaining

5.3%. these are the questions dominating the discourse all day. i would put it in perspective, empirically, anecdotally and emotionally. we're in an unusual backdrop. because the demand for u.s. f z treasuries from overseas, our interest rates in this country are much lower than they should be! ♪ hallelujah unless you're a saver. you'd expect rates to rise. that's normally what would happen. treasury yield should be higher, which would drive other rates higher in, again, another normal situation. but we're far from normal! [ buzz ] central banks around the world are debasing their currencies.

one third of all government bonds around the world now have negative yields at the moment, meaning if you buy these bonds you'll actually lose money. not here, though. so of course there's a scarcity of u.s. bonds. creating lower interest rates for all. foreigners are thrilled to buy our bonds because you can make some money owning them, however meager. we have even more worldwide economic turmoil if they raised rates. so there's a phenomenal influx of assets from overseas. which in turn make it is more attractive than bond yields. in other words, they're putting a fore, however an unnatural, and it supports the argument that stocks don't deserve to trade at these levels because the bond market competition is artificially low. my counter market, reserve's got

nothing to do with it. thank you, unforgiven. two words, two words really matter. so what. who cares if interest rates are artificially low. competition is competition. like the nfl out there. if you're playing against another team and some of their defensive stars are injured, do you aster ifx the win? they wouldn't take advantage of the opportunity. they would want asterisk. some people don't understand a win is a win, and you take it where you can get it. just win, baby. the second argument, stocks are overvalued. i'd agree with that view, but

only if the earnings are static. only if they're going to stay flat or give you nothing more than a meager improvement. but what, what if the forward earnings turn out to be much better than those in the past. what if we're just looking in the rear view mirror? that's no way to drive. i know earning season is bearel under way. alcoa told us that autos and auto exports were much stronger than expected in both europe and china. they said there's this newfound demand for trucks in china. that's a good sign of commerce, oh, by the way, more lek tris i ity being used in the construction. we learn that while there's some short-term inventory workoff, the industry is very robust.

and ceo clon feld expects it to grow by next year. a nice uptick in construction. let's put this together. autos, aerospace, construction, all on the rise. doesn't that mean things are getting better? alcoa stock was up. i'll take that. no aster ifx. then we hear among the weakest stocks in the universe, what did they say, they told us business is better, that it's improving. hence their monster runs over the past few days. the airlines are fabulous prompters of commerce and consumer spending. so this airline increase is a nice verification of what i'm

talking about. still maybe too anecdotal for you? how about seagate's stock propelled. it's ban slashing estimates for ages. average selling price, asps have improved. sports an 80% yield even after the spectacular move. when you have disc drives doing better, you have a whole host of computer stocks going higher. tech's 20% of the s&p 500, people. there's some fabulous pin action coming off this seagate, upside surprise. don't ignore it. [ bowling noise ] >> then csx and young brands, csx, the railroad brand, more

important, management expects some of the most important cargos, like intermodal, you know those big shipping containers, they expect that to improve next year. pricing seems resilient. rail's in the definition of commerce. >> all aboard! >> i follow railroad car loadings. i like what i hear. i felt better after listening to this conference call. and yum! brands, this is all about improvement in china. i know, i understand the reluctance to try to read any of this. i'm really talking about fried chicken. colonel sanders does not outrank general cho. it's hard when you see a pickup in this business, especially in light of the strength alcoa told

us. we learned that taiwan semi reported strong demand for cell phone chips. ne are a supplier for apple. so naturally, traders are reading through a positive here. get this, apple closed up $1.92, percolated all day. why? as the word got out that maybe taiwan's semi could be related to apple demand. j.p. morgan reported and saw fabulous growth. business was far better than expected. the banks were supposed to be the achilles heel this market. but this number sure indicates that the industry's stronger than you think. although, of course not everybody is as good as they are. at a certain point, the anecdotal piles up. i think these earnings reports potentially justify the stock market's elevated levels. but let's go one better. let's talk psychology. i remember a long, long time ago

request wre wrestling with the question of stocks being justified. i was working with karen cramer. she was running the trading desk. it was labor day weekend. i was puzzled. they had had a terrific run the previous week. i said there was simply no way i could justify the ridiculously powerful move based on the earnings. i laid it out point after point, rigorous as i could be, for more than an hour. her eyes rolled the entire time. she finally said, are you finished? i said yes. she said, okay, stocks are going up, because companies are doing better than you think. you're looking at the past. the future will be much better. stop wasting my time! she always had a habit of being direct. here's the real bottom line. we went in that tuesday after labor day back then in '88, and she bought the heck out of the market.

then it took off and we had a fabulous year. no aterrific. i'm channeling karen cramer, stop wasting my time! matt in indiana. >> caller: a big hoosier boo-yah to you. >> there you go. >> caller: i want to thank you for all the work you do. i'm turning 21 this year, definitely great advice, and appreciate all the great advice you've given everyone. >> thank you very much. i love watching with his dad. this is what i'd want. my late father, that's what i want, kids, moms, dads, perfect, how can i help. >> caller: i want to look at something that has faced quite a bit of regulatory criticism, which is anthem, antm. is it a good time to buy? >> no i a, i'm going to stay aw.

these companies are doomed to play with the government. rick in mississippi. rick. >> caller: my question's about the valiant pharmaceutical. i'm long call on valiant. i love the valuation and acue men putting the money where his mouth is. do you think they have enough non-core assets to fix their balance sheet? >> it's a tossup. he was on my friend's halftime report. they have a lot of assets they can sell. citron says they don't have a lot of assets they can sell. this is what i call a genuine bal battleground. and i've learned to avoid battlegrounds. gus in connecticut. >> caller: oh, hi, jim. thank you for taking my call. >> of course. >> caller: since february i've had some very nice gains in the

oil majors, exxon mobil and shell and chevron. i'm beginning to have concerns that they may be overvalued, especially chevron. is now a time to take some profits? >> i would. even though i'm a bull on oil, i've been saying 35/50. i think chevron's run too much. congratulations from buying at the bottom. second, nobody ever got hurt taking a profit. you've heard it all before. it's the support from the central banks. earnings haven't been that great. i've had enough of this. i won't waste your time. right now stocks are on the rise because the future doesn't look too bad from my view. hey, things could be getting better, all right? the first half of 2016, one sliver of the market saw a huge administrati separation. stocks were gaining 30% and losing pomore than that.

how can that be possible? and history is being made in the eu. and it could be signaling an absolutely toxic investment. and after listening to that tease, how about a fully domestic stock on your shopping habits. stay with cramer! don't miss a second of "mad money." follow@jimcramer even twitter. have a question? tweet cramer #mad tweets. send jim an e-mail to "mad money" twa@cnbc.com. miss something? head to madmoney.cnbc.com.

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every day this week we've been trying to turn the page on the first half of 2016 by analyzing its biggest winners and, yes, its biggest losers, sector by sector. we've covered the six best performing, the utilities, consumer staples and industrial

cohorts, not to mention the tech stocks and the financials. >> sell, sell, sell! >> that leaves us with two more segments where i down slightly from january through june. that's the consumer discretionary in health care. what can we learn from drilling down into these two groups that in aggregate didn't do much. like we've seen with other sectors, that flat average performance is not because the consumer discretionary stocks were all sleeping, flat lining through the first half. it's because of the wide ranges of results from cramer uber fave, ulta salon up more than 30% to royal caribbean cruises down 33%. >> the house of pain! >> but at least it's easy to break down the winners and losers. many retailers had a really tough time, particularly the department stores, but

value-oriented chains like the dollar stores did well. anything with the consumer value, anything that can beat amazon, anything that makes your house, let's say, be a little bit in better shape managed to hang in there, but the rest struggled. consider the top five stocks. number one is ulta sa lop, up more than 31%. ulta is the largest beauty retailer in the united states, at a time when you can't go outside without your makeup, for fear of someone's high-definition cell phone catching you with your ugly face on. that's why i always spray paint myself before i go out. i can't afford otherwise. plus, ulta offers salon services, something you simply can't get over the internet. amazon can not do your hair, people.

second, there's wynn resorts. and las vegas. wynn saw its stock 31% higher due to macau which is making a bit of a come back. and that's why the stock caught a downgrade today. it's been a magnificent run. third we have dollar general, up 38%. dollar general and dollar tree which acquired family dollar have been on fiefrmt cre. why pay full price when you don't have to. i got some really good holiday balloons. nobody has fresher cow tails? those are claramer staples. the company with calvin klein and tommy hilfigehilfiger.

hasbro's got the best partnerships with the disney princess line. you have a profit from disney's business without worrying about cable and whatever. how about the five weakest consumer discretionary stocking? these a the the the the the the t how about royal caribbean. kay jewelers, lost 33% of its value. the company's got some credit issues that it says aren't worrisome, but others disagree. then we've got borgwarner, an auto parts maker.

fourth, h&r block saw its stock plunge many another case i believe where bricks and mortar companies are starting to lose. remember turbo objection ttax? then there's elle brands. parent of victoria's secret. these are mall-based stores which explains the deceleration. i think you can make a come back. new management at victoria's secret. i wouldn't write this one off as long as the ceo's still running the joint. one of the least discretionary groups, the health care. some of that is because washington went to war on higher

drug prices, that was led by hillary clinton. brx, some of it's related to the busted pfizer allergan merger. now, there were still pockets of strength in health care, which is why the whole health care sec for was down. and the medical device makers. consider the top five performers in health care and you'll get what i'm talking about. at mum one, strooiker. another med tech is up. thanks to the minimally invasive defib later. the first best, one of our old favorites, st. jude, bye, st.

jude, it's agreed to be acquired by abbott labs. what about the fourth strongest, care to guess? it's medical technology company heart valve that can be installed via catheter versus cracking the chest. noticing a pattern here? while the best-performing health stocks were medical device stocks, all struggling pharmaceuticals, biggest loser was endo, make being ing it the performer. suddenly, it became incredibly

obvious when the company took a hatch elt to its full-year guidance in early may. of' also got the number one maker of knockoff of the counter drugs. it got slammed when the long-time ceo left abruptly in april to take the helm as a seemingly sinking ship. bill ackman, the big-time hedge fund manager talked it up on scott wapner's halftime report. alexion, best known for xolairis, in addition to getting slam bid the selloff in all things. also among the worst health care performers, sadly this includes

regeneron. a stock that's gone from $5 when we started recommending it, up to $365 as of today. but it had a tough first half. and that's to the strength of the macular degeneration drug. and starting to worry about a slow down. not to mention changes in reimbursement practices. finally, another high-flying biotech, cystic fibrosis franchise. so here's your bottom line. when you drill down into both the consumer discretionary sector and health care, you find big winners and big losers. on the consumer side, the department stores, malls, they got the slammed first half, but there were pockets of real strength, the ulta, dollar tree, health care, more clear cut. investors fled many of the

faster biotech names. i think this continues through the second half. the winners are staying winners all the way. the historic moves in the eu. then you've heard the millennials, city living is back. you're going to find out about that. it's very exciting. and after the bounce off the brexit low, it's time to check out your portfolio. that's where we're going to play am i diversified. stay with cramer.

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what does it mean when germany sells ten-year bonds for the negative yield? what does it mean for the wall street journal to report today that 33% of all government bonds

worldwide have negative yield? in other words, people who hold these bonds to maturity, they're guaranteed to lose money, yet there's plenty of buyers. what the heck do we make of this situation? many people who opine on markets feel the need to get political. and using these rates to reflect the tyranny of the eu and how it's insane that they aren't borrowing money to put people to work. but my job is not to talk about european politics or debate monetary policy. i'm on a mission, my mission is simple, to try to help you maybe money, and i don't deviate from my mission. let me tell you what i think, in 1984, 30-year treasuries were yielding 13.5%. you got 13.5% interest if you

bought a 30-year treasury. i love stocks, still do. always have. since fourth grade, i couldn't wait to get out there to sell stocks to small institutions and wealthy individuals. but my elders had a different idea. they talked about risk and reward and how i could really help people, even if i insubordinated my love for stocks for a few days or months or years. they told me to push my clients towards treasury bonds to put my clients in risk-free, 13.5% trea treasury bonds, 30 years. i was working on economies, i was like, wow. you don't make a dime selling treasuries. they are plain vanilla pieces of paper that you can't charge a commission. if the client did well, they'd be there for life. long-term greed. i put away my risky desires too

have people buy the stocks of coca-cola. and i sold treasuries, hundreds of millions of dollars worth. even bought some myself. those had to be the best risk reward paper. sure the stocks i liked back then went up jie gantsically, but remember, i was only sell being to rich people. you only need to get rich once. by the way, i never talked politics with any of my clients, that's uncouth. i was all about trying to help them stay wealthy. now i look at this german yield, literally worth less than nothing. i would look at these bonds and say this has to be the worst piece of paper on earth to sell. i would be dooming my already rich clients to lose money. that's a cardinal sin.

i care about helping people generate and preserve wealth. those 30 year treasuries that i sold in 1984 were the best investments that money could buy. so the german ten-year is the worst that money can buy. whoever's pushing this lunatic piece of paper and whoever's buying them is a total bonehead. a bad investment is a bad investment. brew n bruno in indiana. >> caller: hey, jim, how are you? >> pretty good. >> caller: my question to you is after the brexit, when is the good time to start going into the european bank stocks again. >> i think you should buy lloyd's. i'm not against barclay's either. the one i'm against is world bank of scotland. a huge chunk of that is owned by the government and they want to

get out of it. these others are perfect for you. remember, they are very risky, but you want to be over there? be in lloyd's. if's reflecting a total collapse. jim in illinois. >> caller: hey, jim, read two of your books and couldn't put them down. i'd love to get your take on general motors. >> oh, wow, they report next week. yield's 5%, as the priced earnings multiple of 5. that usually tells me that the earnings are going to be, the investments are too high. if they don't screw it up, that's not too good at 33 where it is, but they have screwed it up. leave the politics of monetary policy aside. negative yields aren't making anybody money. they're not keeping them rich, and those pushing this kind of paper and those buying it you

better well darn well know it's no good. could the hangover from sports authority put money in the penalty box? it's time to grade your portfolio. let's play, am i diversified and find out and a happy thursday edition of the lightning round is coming right up. stay with cramer. discover how a lexus master craftsman turns

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mall-based retailers are in the house of pain, how on earth do we explain the phenomenal strength of the real estate trust that opens 90 shopping centers. how can the stock be up 13% year-to-date at a time when people aren't supposed to be visiting shopping centers any more. you can say it's because all the reads are doing well. you get 3.2% yield. could it be that the alleged death of the shopping center is less of a problem than it seeps or is it just so good that they can triumph over these head winds. let's take a thocloser look, mr wood, welcome back to "mad money." >> thanks for having me. >> you can teach me a new one.

i'm looking at your deck, which is so great. and there's a coco walk. you say lifestyle center. is that what you do now? >> no. first of all, the notion of whether something is called a lifestyle center or shopping center or shopping mall or whatever, isn't, the only people who care about that are people like yourself. you know who doesn't care? shoppers. shoppers need to be in the right place. if they're in the right place, it doesn't matter what the format is, as long as that format is organic, authentic, the way you want to live. >> if i want to shop, i can go myself, and i can go to amazon. what am i missing? >> can i try something? i hope -- this is going to be really embarrassing if this doesn't work. >> you've been a guest long enough. >> who are the yankees playing tomorrow night? >> the yankees play the red sox

tomorrow at 7:05 p.m. >> here's my point. i'm not a millennial, as you might have noticed. everybody uses this device to create, not, mostly what ne are creating in my view is it's requiring everybody to require a level of service that wasn't available five years ago, ten years ago. >> what does that have to --. >> everything. people want to live in a convenient place. work in a convenient place, be able to not be involved in lots of traffic. they want to be able to experience life. and so whether you call it lifestyle or why you call it a shopping center, the bottom line is that level of convenience and service means we all have to bring up our game. we've got to do better property. >> so if i live, people understand, you can live at the, next to the shopping center. >> you can. >> you get the movies.

you get the restaurants, your pets. you get hair didn't. you get all the things that amazon can't do. >> we want you close to a train, close to a way that you can conveniently live. >> your properties that you have, you're not all over the country, you're where it's right. >> at the end of the day, it's still a supply and demand business. we're not the retailer. we're the landlord, which means we have to provide a place where there are at least two retailers, restaurants, the health clubs, whatever it is, want the space. fit the demand. >> one reason there's a proven history of outperformance in this chart, you're up 85%. they're all down. because they do have problems, and one of the reasons why, you'o you've taught me, when there's a

vacancy, it's good for you. >> you don't want too much. we have a period of time that you got to sit back and look and say what is the changing consumer going to do? i think that's why there is a flight to quality. i think quality is still, that quality -- >> so they are going to shop, they want it to be as cool as possible. >> you just said the right word. want, they have to want to shop. they have to want to eat, they have to want to live. amazon's there. it really is that organic or authentic environment that we just believe in thoroughly. >> and when most recently, when someone goes under, you have been able to raise rates because you've obviously produced more and more from the same properties and able to make them bigger. >> we've done that for a long time. on that chart you're looking at, one of the single biggest reasons is the way we capitalize. i never want to have to raise money. i want it opportunistically. >> and all you've done is make it better and better.

you've lowered the cost of the money. >> did you see the 30-year deal we just did? >> nthat is amazing for a shopping center. >> there is, that's been through an awful lot of changes. there's been a lot of transformational times over the last 50 year, and we raise our dividend every single year. >> there's problems in the sporting goods retail. when you've lost one of those, have you replaced it with someone who pays more. >> right now with sports authority, we have five, and that's pretty important to understand. just five. not dependent on any one tenant. it's a critical thing. of those five, we'll see how that plays out. i suspect, two will be assumed by another retailer, so there will be no down time. three we'll get back. on each of those three, i would expect more rent from the relet

tenant. >> that's why you've been the consistent best one. that's don wood, president of frt. it's been our fave since we started the show. "mad money's" back. what's better than "mad money"? how about more "mad money"? follow "mad money" on facebook, twitter and instagram to go one on one with cramer. >> what other questions do we have? ah, i always tell people you've got to start with an index fund, because i need you to be diversified. >> get more with guests and go behind the scenes with the most interactive show on television. >> if you can't explain in three bullets why you're buying a certain stock, don't buy! >> follow "mad money" today.

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it is time! it's time for the lightning round. [ buzzer ] and then the lightning round is over. are you ready? let's start with wooiman in

michigan. >> caller: hi, jim. i watch your show all the time. my question is, should i sell my johnson's patrol stock now? >> no, that merger with tyco is a buy, buy, buy, buy. let's go to joe in massachusetts. >> caller: hello, cramer. thanks for all you do for us. and since i've been watching every year, my stock doubled, okay? >> wow, thank you. >> caller: my stock is rite aid. i bought it at $5, sold it at $8, now it's down. >> i'm woreyed that waum greells will not be able to close that day. >> caller: i want to get your thoughts on j bchljb, the chine

stock. >> i don't recommend any chinese stock. tom in north carolina. >> caller: it's tom from sunny coastal north carolina. should i sell voe da phone? >> i'm very concerned about anything from britain. i think it will be fine long term. how about douglas in texas? >> caller: hi, jim, nice to meet you. thanks for taking my call. i'm calling about a company called ship finance international. >> i'm only recommending nordic american tanker. that one's been a tough stock to own. let's go to nancy in virginia. >> caller: hi, jim. i've been your devoted disciple since your show began in 2004. >> thank you. >> caller: yes, i'm looking for ye

yield, i want to know whether to buy, sold, or hold plains all american. >> that is one of the weaker ones in the business. let's go to steven in massachusetts. >> caller: boo-yah, jim. >> i think whole foods is a buy. i like 365. i'm a believer. let's take one more. larry in ohio. larry. >> caller: yes. i like to have your take on h&r blo block. >> no, i didn't like that last quarter. i am much more a fan of intuit, and that, ladies and gentlemen, is the conclusion of the lightning round! the lightning round is sponsored by td ameritrade. for your retirement, you wanted to celebrate the little things,

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hey, cramerica. all week you've been wrapping up the first half of 2016, got some of the major cash register ringing with utilities, consumer staples heading the pack and strong losers, but the real winners of 2016 were you, my viewers, who knew that diversification is key no matter how the year's been going. that's why we play, am i diversified. i tell you and you can mix it up a little. first up, we have a tweet

from @chris jones who asks, am i diversified, gilead? duke energy, corning, sisco and ainley, am i diversified? okay. duke energy, a pretty decent utility. not my favorite. gilead, not my favorite, biotech. corning, a technology company, that's that's what they'd like call it. ainley, they make a lot of money with your money. and cisco is technology. you have got to get rit d of corning and go into honeywell. the let's go to phil in new york. >> caller: this is phil from

staten island. >> go ahead. >> caller: okay, i've got vz, jpm, j&j. sne and csco. >> ooh, i like this portfolio. let's see if you can do a diversification basis. j&j, i think it's going to be great. j.p. morgan, monster good quarter today. so you've got drug, you've got bank, sony, let's call it diversified entertainment. verizon, and cisco, yes, they do have some overlap, but they do internet technology. so let's call this internet, tech, infrastructure, tele-coe, bank, pharma, that's perfect. ♪ hallelujah shelly in washingtwashington.

>> caller: i've got starbucks, costco, amazon, nike, and microsoft. >> all right. ooh, interesting dispersion here. costco. my charitable trust, as is starbucks, let's call this restaurant. amazon is shopping. nike is clothing and microsoft is tech. now what i'm, actually, the whole thing i'm thinking is costco competitive with amazon. i'm going to say no. amazon is an internet retailer. they are different enough that i will bless this portfolio. some would say that's not fair. i should take amazon out, but i'm going to say that is balanced enough. see how hard it is? amazon's now everything. there isn't anything that competes against microsoft, whatever. at least not starbucks, but yet, why don't we step away.

on tonight's all-new american greed, telephone scammers from jamaica make 30,000 calls a day to hook victims in the u.s. don't get on their sucker's list. you can't afford to miss it. and we have wells fargo tomorrow. can it be as good as j.p. morgan? i was astounded at the fixed income level. i don't think wells can replicate that. my big thing with the banks, we may have just seen the best quarter we see, and they could be downhill from here. i'm not against taking a little bit of profit rather than putting more money to work. the wea i'm jim cramer and i'll see you tomorrow!

>> tonight... >> you ready to shake and bake? >> on "jay leno's garage"... [tires squealing] how many times you heard someone say "cool car"? it's pretty cool. >> very cool. >> it looks really cool. >> but what makes a car cool? >> it's a lot of things all smashed together. >> is it the style? wow. what's under the hood? this car has the v12. rarity? >> there aren't any others like this. >> tonight... [pad beeps] an investigation. >> welcome. we get a first look at the latest aston martin--the db11. if for no other reason than the james bond films. and i'll test it with ben collins. >> yeah, i drove the aston martin dbs in "quantum of solace." >> oh, that's the one that went off the cliff, yeah, yeah. i'll ride shotgun with jazz legend herbie hancock in a car he bought 'cause he was told he couldn't afford it. >> i said, "$6,000. i'll bring you the cash tomorrow." >> [laughs]