then you bail and you get b.k.'s market, and i think we visit 1865 again in the s&p if we breach the 200-day moving average 2014 to the downside. >> we trade against flat on the year up through 2116 or so. those are the bottom line levels. >> correct. >> tim, where do you stand on that? mark go on yesterday saying we could go to 22100, but we usually trade, as grasso mentioned, to an s&p valuation of a pe of about 18 and so that's going to hold, so that's going to keep us from going much higher. >> look, i think the s&p is going to trade somewhat sideways from here. i think actually though the correlations are going to break apart because, you know, steve and i do disagree on oiler, and my word of the day is conlessens. said that three times. >> how many cs in there? >> coffin lessens which is recovery from a dreadful illness in the medical sense or really applied to anything and there's a slow gradual recovery. that's what's going on. >> spell is really quick. >> c-o-n- >> okay. it's a friday show. >> you're at a p

b.k. wouldn't swim here either. >> i agree. i love risk. i don't like this risk.ns markets is the best way to play. again, i look for a different source. >> i'll swim. i'll absolutely swim. because you know what, they both wind up -- they both can be right. mike's put buyer might well be correct. and bill miller, because he's not -- >> the longer term horizon. >> he's in it for the next couple years. he could end up being right as well. i think the put buyer is -- >> if it's still here in the next couple of years. >> ought in austin, texas. sorry. i was just joking. coming up tonight, cramer's getting down to business. the company that's creating a realtime marketplace for advertising. cramer's getting the lowdown on mobile business from the ceo of the rubicon project. >>> coming up next, the final trade. stay tuned. here at td ameritrade, they work hard. wow, that was random. random? no. it's all about understanding patterns. like the mail guy at 3:12pm every day or jerry getting dumped every third tuesday. jerry: every third tuesday. we have pattern recognition

if you have to be in there, aws, everything to b.k.'point has to be working with the market for this one to work. >> it's interesting what he said about microsoft. we don't usually hear them say it's expensive. microsoft trading at 20 times, you know it will be at mid single earnings in sales growth. people think about capital return. giving back $100 billion to shareholders over the past several years. >>> up next, final trade. stay tuned. the call just came in. she's about to arrive. and with her, a flood of potential patients. a deluge of digital records. x-rays, mris. all on account...of penelope. but with the help of at&t, and a network that scales up and down on-demand, this hospital can be ready. giving them the agility to be flexible & reliable. because no one knows & like at&t. >>> this shouldn't be about one picture on bill. i'm excited about it. i think it's much bigger than just honoring one woman. this is about saying that our money's not going to tell a much bigger part of our story. >> that was treasury secretary jack lew

>> twitter hot shot here, b.k. >> a lot of questions about the twitter package. the clip up online so you can see the tweets. it was crazy, i got a couple of hundred followers just from that twitter pete? >> target. >>> see you tomorrow. "mad money" starts right now. \s >>> my mission is simp -- 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 philadelphia find it. "mad money" starts now. >>> hey, i'm cramer. welcome to "mad money" respect welcome to cramerica. other people want to make friends, i'm trying to save you money. my job is not only to teach you, but educate you. call me or tweet me. >>> so much of investing depends on your time frame. if you think too short term, if you think like it. >> buy buy buy. >> sell sell sell. >> you're often avoiding pain, but you're also likely to miss the big opportunities. sometimes you need t deal with a bit of anguish to be in a position to rack up the long-term gains, but that's very hard to do if you're always flitting in and ou

. >> b.k.? >> let's look around the globe, ewa or etf. >> dan nathan?eal, benefits either way. after a 10% run can sell calls against them. >> i bet you like c.h.i.p.s, died on his birthday. >> 79th birthday. darden, dri. >> see you tomorrow for more "fast." "mad money" with jim cramer starts right now. 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 make you some money. my job isn't just to entertain but to teach. so call me at 800-743-cnbc or tweet me @jimcramer. hmm, seems we forgot about takeovers and what these deals can mean for stocks. we forgot how desperate some

. >> b.k. say get the market right and the ovx, is will hold 44.s north of 50 which means crude goes down. i think we've done a good job sort of navigating this. i think crude is head lower and i think the dollar is headed higher and i think the ovx tells you everything you need to know. >> seen rotation out of a lot of material stocks and energy stocks. does that last? >> i think could last. look, earnings are coming right around the corner. the street is anticipating a 7 percentage decline in a lot of energy names. it could be a lot worse than that, no question and that would have an negative impact on all of the equity and it won't be a positive thing. why did we go there? often a repositioning trade. i could see oig in general coming back to the 32 level. >> music to your years when karen asked dennis could it be the u.s. economy is weak and therefore the commodities number is weak? >> the unemployment data would speak to a fed tightening and there was also construction data on friday that spoke, to yeah, there was a push-up in residential hous