Just like a disputed play in football, a booth review of my comments yesterday about the lack of supply shrinkage ignored the concept of one of the most powerful of the rolling bull markets out there -- the health care sector.

With deals a big as Genentech (DNA - commentary - Trade Now), Wyeth, Schering-Plough (SGP - commentary - Trade Now) and ImClone (IMCL - commentary - Trade Now), with health care maintenance organizations taking in tens of billions of dollars, including $10 billion in the last year, you could argue that this sector is one of the few that had enough money and enough guts to exploit the twin weaknesses of market declines and Washington-related weaknesses.

One of the reasons I have been so doggedly bullish about Wellpoint (WLP - commentary - Trade Now) is that it has used these moments to shrink and shrink and shrink. The company bought back 120 million shares last year, and I think it has been just as aggressive this year. Medco (MHS - commentary - Trade Now) bought back 50 million shares last year. Express Scripts (ESRX - commentary - Trade Now) keeps picking away. So has Aetna (AET - commentary - Trade Now). And Johnson & Johnson (JNJ - commentary - Trade Now).

These matter. As we get closer and closer to some resolution in health care, remember that this is where the supply is tight. And get comfortable with something in the group.

Random musings: We need to see this Baltic Freight Index break the five-day spiral, and the rail carloading gains will not offset this after a while. ... Not a great number from Frontline (FRO - commentary - Trade Now). ..Ready yourself for "weak black Friday sales" stories, as they've probably already been written. Yet I hear good things from Apple (AAPL - commentary - Trade Now) already! ... Goldman Sachs (GS - commentary - Trade Now) has truly become the worst stock in the group as endless rumors related to profits dog it. They should have taken every penny of that profit and bought a huge amount of stock back. ... Elsewhere on the site I have been a subject of character assassination by one of our own, Rev Shark, who is claiming that I am a proponent of this trader tax, which I do not want. As someone who members of Congress have acknowledged was a champion and helpful advocate of the cut in the capital gains tax and dividend tax -- very important to people here -- I resent this attempt to paint me as the supporter of this trader tax. I am shocked that one of our own would attack me for it. Shocked and extremely disappointed. I deserve better.

At the time of publication, Cramer was long Goldman Sachs.

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