it. >> i don't know that everybody has to be a coder but it doesn't hurt to have some familiarity. >> i might try it out. >> i think that's when cars first came out, everyone thought they had to be a mechanic. >> i wish i knew more about how cars work and more about coding. thank you so much. we'll see you later. that does it for "closing bell." "fast money" begins now. "fast money" starts right now. another day, another rally. the dow jumping about 60 points following yesterday's triple digit gain. now about 60 points away from 20,000. all this as washington battles over the future of obamacare. we started off with the biggest story, the retail wreck despite a strong day. macy's sinking on disappointing holiday sales. saying it will close and lay off 10,000 employees. kohl's taking after it. the rest group names like

nordstrom, jcpenney and others. all time highs, consumer sentiment at 16-year highs. so what's wrong? >> i would say it is a shift of something we've been watching for a long period of time. they talk about declining sales. we've been watching amazon and how it has been performing. we know it is about online. jan was talking last week about the idea of you better have an online presence. if you don't, you're in trouble. and it better be on its way and building right now. those that don't, they are getting beat up pretty hard. i think that's what we're seeing manifest itself as we hear about the declining in store, that's the main thing. if your revenues are coming, the majority, much more than the majority, the extreme amount is coming in store and you're not able to keep one that, online is killing you. >> that implies consumers are spending, just not in the

stores. the dollars are being spent somewhere. >> i think the dollars are being spent somewhere. where it seems to be the hardest hit is the department stores. be they need online presence. macy's has a significant online presence but not enough. this is a really important structural change for macy's. they have potential for real estate. the department store thing is very, very big. i have macy's and foot locker and cores. we'll see if they are pulling back from the wholesalers. that's been part of the strategy to maintain integrity of the band and the pricing of the brand. this is problematic for the kohl's and the macy's of the world. i don't know how bad it will hit coors as well. >> one thing you can change, buying at a discount. tj maxx. perfect example. walking in and buying products are massively at a discount

won't change. throws a little more insulated. so they have to be there. nordstrom as well. they have the nordstrom rack. there's another play you can look at. but in general, you're right. consumers have shifted the way they spend. >> this is not something new. when we look back and you look at the trump effect. you look back after the election. everything ran. we were all talking about the weak know of department stores. what brick and mortar look like. if you look at amazon, pete started talking about it. february 2, reported earnings. this is one that people will get a discount on. it will get lumped into retail. it will get sold off. there is everything before trump that will still be weak. >> is this true confirmation that there is in fact real problem with department stores? if you got the consumer confidence at a 15-year high, you have all the animal spirits in the markets, and the consumer is still not going to the

stores, what more could you ask for with a potential tax cut looming? >> how about the commercials going out. those waiting. what are they waiting for? when you start to look at where people are spending, clearly it looks like autos are where they were spending their money and maybe cutting back. i think the online is the place to be. >> melissa brings up a great point. if you think about the corporate. at a, when you look at the domestic facing revenues of a kohl's, a macy's, and you start to see where corporate taxes will be cut from 35%. >> and the border tax. >> it could offset it. what will the dollar do? literally. those will sell off. so i think without question, you're still going to be maybe lop sided with the tail wind versus the head wind. >> a lot of these names being thrown out. >> they're not going to

appreciate as much as, the border tax is a disaster. a disaster. >> you don't know the facts or the fine points. down to 20 and possibly 15 depending. >> it could be a 20% clip. >> depending on the kind of reterrell you are. >> a potential for buyers not to rush in. >> thinking that. >> i would buy amazon. there's a tremendous risk there too. >> we can fundamentally, i think that brick and mortar was flawed going into this. >> being sold off right now is for the wrong reasons. being sold off, you could have the potential for people to come in and make a quick buck off a lot of these places.

the dick's of the world, they will benefit dramatically. they're immune from that. and i look at burlington. they are names that will continue to work. i want to say a word of caution. we talked about this being an easy comp cycle. a little bit scary for the macy's of the world. >> for the likes of a burlington, they're not importing anything. all their goods are from where? do they really buy inventory left over? >> yes. don't forget there is a lot of bloated inventories that have been brought down quite a bit. so burlington is a company that will benefit greatly. >> there are a lot of discounters that are buying specificly to stock their stores. so they will still be hit by a border tax even though perception is that they're buying leftovers.

>> the border tax is so bad i can't imagine it gets done in the framework that it seems to be at the moment. it is really, so i think ultimately that won't come to pass. but it is really -- >> doesn't that make an opportunity? >> i think it does. you have to have some guts along the way and have a belief. >> yes. it is not going to pass. it goes after every person that voted for trump. he can't pass that. it is impossible. >> so you should go in. >> so like a walmart. >> as much as i like tj maxx, he put a little fear in me. he said the presence online is not enough. and i think that he is as sharp as anybody in all of retail. when he speaks, it makes me

pause a little bit. >> you don't go online to see what it is. >> you're right. right now they have the luxury of expansion, and panelling the home goods. that's all great. they'd better build it up right now. >> retail is one of the hottest goods. does that mean the trump rally is on its last legs sf one big market bull says no. he'll tell you how to get in. tom, a quick take on what is going on with resnail the wreckage that we're seeing. does this mean anything? >> i would say it is more or less profit taking. expectations have really changed. i think whatever you said makes sense. there is a transition away from brick and mortar. >> where are you, we had adam

parker on earlier, morgan stanley saying, you guy election, you sell the inauguration. it has become the consensus in that once knees office, it is a show me at that point. >> yeah. i think a lot of positive things have happened since election day. i think the most notable is, i would say you could sense that ceo confidence has come back and i think investor confidence has really turned. i think the notion of deregulation. it is a huge, huge deal. the last eight years have seen the largest jump in regulations on businesses in the last 50 years. i think it is a lot of reasons to say that. >> so what do you tell clients is this. >> i think we've been really trying to stick with what's been working. i think you have to sort of take a bigger picture view.

and i think the value, it's been a big rotation. i think you should take your cues from credit markets. the quality spread has been the bigger story. so just stick with what worked last year. >> when you look at this, to piggyback that. i see flows still coming in to buy in energy. everyone wants to xlaen that they were overbought. people were so underowned. under position in the all these different sectors. they are still chasing the market. when i see the market, they're still chasing these names. if you take 50-year deal, energy hit the bottom of a seven-year cycle.

>> earnings need to keep one expectations. they're super elevated. is that going to be possible? over the next six months? really this fiscal spend plan that is being put to the table, is that really going to put into place quick enough to really have these companies show earnings? >> i think valuation is a developing concern. we're 17 times earnings. you can't stay market is cheap anymore. i think the opportunity is really looking at margins. i think you have to think about who has low margins. don't have the sensitivity. that's banks, energy. i think there are ways to find opportunities. >> this is the most polarized congress certainly in my lifetime. our lifetime. what could derail your bullishness about this rally?

>> i think there's plenty to worry about in 2017. we'll spend time talking about that when we publish our outlook. i think i have a handout here. i'll just leave it on the table. you don't to have look far. and there are a lot of things that could spell trouble. i think we have to think back to 2016. a 4% pull back from august to november made people want to leave the business. that's nothing. >> all right. we'll have you back when you publish your 2017 -- get on work. we're a few days in. thank you. >> thanks, guys. >> i'm giddyaping. he also talked about valuation. the valuations right now at 17. do you know what is not at 17? the financials. the banks are 14, 15. >> and many aspects of

technology as well. as far as s&p 500, energy has a lot of room. >> you get energy, financial, just slightly higher. that's a huge composite. coming up, health care stocks are soaring. what would be the hot trade of 2017? plus vanguard's greg davis is here to tell us what he says is the biggest risk to the bond market. the answer might surprise you. and is eating out going out of style? we'll break down the fast food fallout is that why they are skipping the trump rally. reach yo'sanm your insurance company

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we have a news alert on donald trump's pick for secretary of state. >> yeah, hi. rex tillerson just left a meeting here with chris kuhns, the senator from are delaware who will be weighing in on whether or not rex tillerson should be the next secretary of

state. the meeting went that 45 minutes longer than we were told it would go. and afterwards, senator coons came out and discussed it. that rex tillerson talked about being the difference between exxon and secretary of state. and advocating for the united states, not just one company. he said he had real concerns with the way president-elect trump has been talking about vladimir putin. here's what he said just after that meeting broke up. >> i'm she concerned that president-elect trump seems to be repeatedly siding with vladimir putin and his russia, and folks like assange and others at the cost of disrespecting or disregarding our intelligence community. >> in the end, chris coons said he hasn't made up his mind on how he'll vote. >> just to be cheer, senator

coons said he is concerned, did not indicate whether or not tillerson had anything to say about that. >> i asked directly, did rex tillerson tell that you he believed russia hacked this election or not? and senator coons said i won't tell you the answer to that question. i think that's a question that rex tillerson has to answer and we'll get that answer in the confirmation hearing and it is an important one. >> all right. thank you. >> i'm sure it will be contentious. when you look at i for about five seconds, i thought, this is such a terrible pick. then thimd guy knows every foreign leader in every area that there is hot spots. he knows regions better than anyone in the united states. tremendous. let's get to another big battle. mike pence laying out the new agenda for the trump

administration. >> the first order of business is to repeal and replace obamacare. that is our message today and it will be our message on capitol hill. >> the democrats firing back at those remarks. >> they're running to do this first is a huge mistake for them and the country. it is a huge mistake for them on the base i of a.c.a. because they don't know what to do when they repeal. one of my colleagues called it repeal and run. but it is a huge problem as well because now they're responsible for the entire health care system. >> despite all that noise, health care kicks off as one of the best performing sectors of the year so far. granted, we're two days in. more than 2 sperse a gain after a lousy 2016. pete. we've got lots of people saying, health care sector, there will be a row taste to the lagging sector. do you buy that in.

>> i have done some buying. i bought into gilead and some of the names beaten up. and i think there will be some negotiation, some cleaning up of this entire thing in terms of the health care world. and i do still have a little apprehension. i know how these tweets work and it makes me nervous. in terms of the drug pricing. at any moment, that could be another button pushed on the twitter machine. >> you have biotech as a sizable portion. you have insurers, hospital stocks, and all of these sub sectors stand to be hit in some way in the coming week. either by a tweet on drug pricing, a repeal of obamacare. does this make you want to be in this sector? >> no. the easiest thing is the repeal

of obamacare. i think he will keep a lot intact. the problem is the head winds are pricing. the pricing is going to loom. it is bipartisan. they are going on hit you. time and time again on hmos, on reimbursement, on everything involved. >> the distributors, i wouldn't touch them. biotech, look. pricing will be an overhang. no question about it. i'm sorry to say that, there are better opportunities for generalist investors. they are not necessarily focused on biotech now but they will be again. i look at i and say if you're a long material player, some very cheap valuations. especially on the larger cap biotech names. >> key word there is long term. in terms of trying the trade it. when did i gilead recently, did i the stock. i bought the stock and i've been

selling calls against my position. volatilities are a very well elevated. >> we need on get generalist investor back. >> that sector had gotten hit when in the last year it was so difficult on make money on obamacare. so the repeal of obamacare, it is not necessarily a terrible thing for them. but there is a lot of uncertainty in this space. i think the sentiment has been so unbelievably bad for so long in the biotech, it wouldn't surprise no see meaningful pop. today was nice but it doesn't take long. >> you have been. >> but out for a long time. and not ready to go back. waiting for a trade. >> still ahead, the commodities king, the call for 2017 and he has four ways to profit from it in the new year. you're watching "fast money."

you're watching cnbc. >> yep, that's what happened to bonds last year. but vanguard says the biggest risk still lies ahead. >> don't worry. just keep your hands and feet away from his mouth. >> investors are losing their appetite. ÷

the trump rally continued today. the dow is now within 60 points of 20,000. retail stocks taking a leg lower after macy's reported disappointing holiday sales and kohl's lowered its veritable blood bath there. here coming up in the second

half, restaurant stocks getting a boost today on the heels of an lists' upgrade. could the industry be a sweet spot for investing in the new year? we'll explain. plus, one area of the market could see a boom in 2017. he's got four ways to play it. first, the bond market which seemed to ignore the fed minutes earlier today. it comes as rates hover around the highest levels in 27 months. let's bring in rick santelli from chicago. the bond market barely looked at those numbers. >> that's right. and it is big news in and of itself. why pay attention to an entity that is basically clinging to a market that is already raising rates. aid guest this morning from callisters and he framed hit the way. tend margaret has done three janet yellens. in my opinion, considering they're holding the range, i think the market and interest rates and co-mingling of stocks and interest rates seems to be pretty content at this point. i think the fed is in catch-up

mode at the very least. >> isn't there a fear that amongst those participant hue talk to every day on that floor, that it will pay catch-up to the extent it will rock the boat, so to speak? >> you know, quite frankly, there is very few, very few people i talk to that think the fed will hit the gas pedal too hard. most traders that i deal with, the source and mingling on the floor, think it is more dovish than hawkish with regard to the pace of the tightening. if you were to ask me if inflation expectations ramp up, yes, it would. talking about the fed and the markets, at this point, it is a bit disconnected. you read the fed minutes and i read them all. it is not easy reading. they seem to be very, not putting a welcoming mat out for some fiscal stimulus. and times in the past, they talked about the need for it.

i'm still a bit surprised that they -- listen. i understand uncertainty. but i think they should not punch the gift horse. >> where do you think the dollar strength is? where does it get too much for the fed to handle? >> you know, the dollar is a tough one. obviously, if you want inflation trade, you're better off with a weaker dollar. with inflation toasting away but that isn't the reality. i think the central banks are painted into a course, much because of the market because of growth and productivity ahead. that will create a firm dollar. will it be too firm? i think the great governor here that will govern it back a little bit is some of the anxieties in japan, china and europe. i think that some of the capital that leaves those countries will help keep a lid on whether it is the strong dollar or maybe more important to the discussion, on dramatically higher rates that would feed into a stronger

dollar. >> always great to have out "fast." >> thank you. the world's biggest bond fund satisfies lot could be at stake as president obama gets toward hand over the reins to donald trump. always good to see you. you say the biggest shock to the bond market could be a completely external one? geopolitical. >> yeah. i think that's a factor that continues to hang over the market. and you know, in this environment where wave administration, those types of risks are likely to go up a bit. we think broader base in terms of the market, our expectation is that fair value, 2.5, 2.75%. >> so you think that bonds will go -- if you're saying that

there could be a geopolitical risk, that puts a floor in the treasury market. that this rotation is capped in some fashion because people got to have the safe haven in their portfolio. >> yeah. you want safe haven bonds for balance and diversification and trying to do that in a low cost way given that yields are still relatively depressed relative to long term averages. >> so when you look at waitings, and i've walked the this rally being about rotation, not valuation. when you talk about ranges in the bond market. do you see people that were overweight? whether it is duration or just people grossly overweight, bonds moving into equities on an ongoing basis? >> i think what you're seeing, since the election we're seeing a significant rally. what you're seeing in balance portfolios, as they have gotten overweight to equities. you see the rebalancing into

bonds. we've seen it happen quite a bit even within our own franchise. >> can you give us an idea how far we are in this rotation? i had a guest on squawk box this morning from jpmorgan who said we're at the very, very, very early stages of this rotation, even though we've seen $2 trillion add in the equities. >> it is tough to tell. it will be how it plays out. clearly there's the upside risk of fiscal stimulus and things of that nature, having an impact on the broader economy and the bye markets but it is difficult to tell in terms of of what stage we're in. our core message is continue to focus on the long term and don't get worried about what's happening in the short period of time, a three or six-month time horizon. >> great to see you. thank you. so? where do we go from here? >> i certainly believe that we're in the early, early

innings of the rotation. there could be relative upsides. >> i would be very. >> i think we are as well. again, i worry about expectations and everything catching up. fiscal stimulus. a lot of red time. when he talks about a trillion-dollar spend, there's all sorts of documentation that needs to be, there are hurdles getting the actual impact earnings. so i think there's a period of time that you have to have your eyes wide open. so a little too far, too fast. that's in the cards right now. >> i don't know how you can be anything but in the early innings of this. if you look at how long, we had eight years of abnormally low rates. soer we've had a month to digest or just to improve global growth.

>> there's no fear in your mind -- >> sure. there always is. >> markets will correct. markets will retrace. do i believe if you're thinking about a rotation, those retracements will be short-lived. still ahead, investors are losing their appetites for a number of the once hot restaurant stocks. could it be a sign of things to come? plus, the one stock up. dennis says there's even more room to run. he'll tell us what got him so excited. first in the business worldwide. a r erthop c

welcome back. we've got an alert on sonic. >> not as bad as feared. same store sales, comps as we call them, falling in the quarter but it was in line. son sic really suffering through the rest of the industry in 2016, through this restaurant recession. and it was reported faye december was in fact the worst month for sales. >> industry wide last year.

owing to frigid temperatures and people staying home. the worst, according to them. so a pick of name like ihop and denies and apple byes. but it should balance out in result in a flat fourth quarter for a lot of these names. looking ahead to 2017, research group ndp predicting a comeback for fast food. expecting foot traffic to grow 1%. which is positive gicven the sluggishness in the past year. it will be offset by a 2% decline when it comes the full service restaurants, resulting in grow growth overall in 2017. the analysts were busy picking stocks they liked and didn't like so upgrading panera bread saying you can't ignore their delivery business. down grading dunkin brands,

setting the valuation after a weak holiday seasonable. they rated jack in the box as one of the top picks and one of the top stories today when it comes to restaurants. >> that's a story talking about their deep fried tacos. do you know about them? >> i haven't had the opportunity. >> jack in the box. deep fried tacos. >> talk about fantastic. you think of burgers. >> and they also have qdoba which plays off the huge chipotle debacle. and you look at the fundamentals of jack in the box, the valueations may an little stretched but they can grow into it. they continue to grow their earnings. you look at wendy's, they've been able to capitalize on different aspects of the fast food industries, promotions. four for four. >> this is a group that rallied

off the trump rally but then sat out large. and you have to wonder in material of fast food and also casual dining. if there is an overlap with mall foot print. if the traffic was down, if that was the double. >> the consumers are in really good shape. i'm perplexed why they aren't better. gasoline, as oil ticks up. it should dissipate. there should be more tail winds with lower corporate tax. they are domestic. with the rising dollar, their commodity costs should be lower. so this seems like a set-up. >> i think that's priced in. >> i think a lot of the name are showing it. chipotle. it is all priced in. >> you don't even know what's going to happen.

>> has the beef that i always have with somebody at the desk who rhymes. >> you don't know what the corporate. at a. we don't know if we're going from 35%, are we going on 20? 25? 15? the stocks have benefited from tax reform. that's my point. outside of that they're trading on other things. sonic isn't going much lower. they're going to buy 15% back of their float back this year. who will short that stock? you can't short it. so therefore, that stock will probably perform okay. chipotle will get hit with a tax. >> you shouldn't touch chipotle for a host of other reasons. there has to be a generation of people who forget. >> show of hands. raise your hands.

anybody buying any of the restaurant stocks? >> i would bioover. >> raise your hand! >> i mean, i own them. if you own them -- >> it is the same as buying. >> i own b.j. restaurants, the fried taco. those are names that i like. i believe in the strength of the consumer. >> del taco is an incredible franchise. i'll give you one that's a pizza name. the world talks about dominos. how about papa johns? all it does is go higher. continue to execute. and everybody talks about, it is only dominos. papa johns. killing it. >> you can buy the pizza stocks. if weather is an issue, then pizza stocks will rally. >> what? >> they call up the delivery. the super bowl is coming.

still ahead, up, up and away. a bet that major airline stocks, plus, floor stocks that he says you need buy in the new year. rei s,ma

infrastructure industrials have been some of the hottest trades of the trump rally. our next guest says it can get even better in 2017. the editor and publisher, he joins us from virginia beach. happy new year, dennis. >> happy new year to you. courtney says the same thing. >> i remember courtney. we miss her. let's get to your picks. it is a convergence. two of them are steel stocks. >> exactly. i think that's what's going to go on. i do believe that the president-elect had push ahead with infrastructure. i think congress will go ahead and do with that. i'm a simple guy. i like simple things. you've heard me say this. if i drop them on my foot, they will hurt. i don't understand high-tech but

i understand steel. give me steel stocks. give me u.s. steel. a.k. steel. give me steel in general. give me ball bearing manufacturers. if there is a machinery involved, and there will be as economic activity grows, what is more encumbent in machinery than ball bearings? give me that sort of thing. give me rail roads that carry green and coal. i'm a simple guy. i think they've been working and i see no reason to think they will stop working. and especially today with automobile sales, well over 18 million on an annualized basis in december. that is likely to continue and that will benefit both ball bearings and steel on a forward and continued basis. >> good to see you. >> i like the beard. >> thanks, man. i'm trying it. i have to keep it real. [ laughter ]

with the pollution in china right now, steel production. if they sort of tighten up a little bit on that and they wrote this up in a note. do you think that will have an impact on steel pricing? >> well, i think it will have a beneficial impact on steel in the united states. if they can't produce it in china, where are they going? india? it will go someplace. it will benefit anybody outside of china. very good point. >> does had mean you believe the trump rally is still intact? >> i think the trump rally is still intact. if you're uncomfortable about it, own these simple things and hedge them if you need. to act like a hedge fund. it will be 5, 6, 7%. it will probably happen after the inauguration. but i think on balance, even if

do you hedge them, i think these simple things will outperform the broad market on balance anyway. if infrastructure is undertaken as we think it shall be. as the administration has said it will be and if congress goes ahead and funds it as i think they shall. >> who is on board? >> industrials. united rentals took some after the trump rally. but i think they will be the beneficiary. and they trade in the u.k. but have a very large presence. both of those. >> right. did not you buy uri? >> i did. i ran screaming to the bank and it ran another 15%. so at this point a lot of these are in nosebleed territory. i don't know. it is not in the name.

but having said that, could they go higher? sure. is it time on tring register? probably. >> i was only kidding. >> i don't know how you playery dollar with commodities, to marry it with trade. the on again, off again. >> this is pain trade right here. >> i think the real key the this whole trade. and i've been on this a while now luckily. the options markets have been signaling. huge buyers in the u.s. deal as recently as today in a.k. steel. when you see that, you will participate if you're in my world. so i've went participating. i would only be involved in the options of these because the stocks, when they fall, they don't just fall a couple%. these falls are very, very dramatic. especially if you look at the

rise out of u.s. steel in the last 52 weeks. you've seen the huge runs. i think you can only rent them. >> it's not all that high. the volatility is extremely low. giving you the opportunity to play for very, very little if you have more upside to come. >> time for our call of the day. the name still managing the rally despite the down grade. xal is up more than 30% in the last year. after having a big year in 2016, do you bept against these names? >> finally the industry has really decided to address capacity in a very real way. it makes me wonder about the autos. could that sentiment be changing as well? people are saying, it's going to start turning around lower,

sooner. and maybe they will revalue them as well. >> i think it is important to understand, down grades, yes. if you look at the price targets, some of them. alaska airlines, they raised the price target. the only one that actually downgraded the actual price target was in united air from 77 on 75. >> and ratcheting it down, they all ran so much in 2016. >> that's the thing. delta was the underperform he. >> and from the standpoint of the analyst. they look at this and say i'm going to take a couple chips off the terrible. >> she's pen covering this 25 years. she's saying step aside. one thing is that she pointed out the stock at the end of 2015. it was down 35% at the end of '15 ask scored really well last year. that's one she looked at and

said they've run capacity to the point they've been aggressive on it. that's a name could you even look at shorting. sticking with the irlgs a be one big bet on one big airline stock. hey, mike. >> we saw more than three times average volume. a lot of that is someone rolling a bet them bought on it february 22 and buying the february 3 weekly. they bought over 9,000 of them. that's a bet of just shy of $1.7 million. almost a million shares of stock betting that it will be up 5% within the next 30 days or so. these stocks, as they were talking about. they're pretty cheap. the airlines have figured out the capacity issues that have

been in the past. if they can keep a lid on it, they could make good money, too. >> and when it has been so low. we've seen a pick-up in the airline world. >> thanks. see out friday. friday being options action. up next, seaburg says sell. yoe a

time for the final trade. >> an area that still has final valuations, intel, keep an eye on this. huge option activity in there today. >> if you want to be in the energy trade, they've done a lot of grated things. they have great projects and they do not have nearly the credit in the market that they should have. glmg. >> weight watchers. they would have to be a size 0. i'm not saying short it. >> are you implying that that is never going to happen?

>> odds are, it will never happen. >> clarify. >> select comfort. scss. >> thank you for watching. see you back here tomorrow at 5:00. more "fast money." in the meantime, don't go anywhere. "mad money" with jim cramer starts right now. 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. other people want to make friends. i'm just trying to help you make some money. my job is not just to entertain but to put it in context. so call me at 1-800-743-cnbc or tweet me @jimcramer. sometimes the market rallies because bad things just don't happen. other times we rally because fears prove false. when stocks collide with negative news,