And we get a rally? A rally?

If you are short, you are throwing up your hands and saying, "Give me a break, you stupid %$*#&@ buyers. You are more stupid than oriented strand boards."

But here's the problem: We are in an incredibly strong period seasonally, where stocks like Intel (INTC - commentary - Trade Now) should be bought, where Nvidia (NVDA - commentary - Trade Now) and Skyworks (SWKS - commentary - Trade Now) are just beginning to recover from negativity, and where the recession stocks can rejoice ... and that's just enough to get a nice rally going in those groups.

Remember my thesis: rolling bull markets. Today's a continuation in the wonderful tech tally that's been going on. Look at Hewlett-Packard (HPQ - commentary - Trade Now) -- this stock won't quit no matter how many times people say PCs are slowing or awful. The crummy guidance from Acer has been totally erased.

Now, understand it is just rolling. We are losing oil, which is the most overpriced commodity in the world. It needs to go down so it can go back up again! I am not kidding. In the meantime, we can pick up some gains in UPS (UPS - commentary - Trade Now).

We also have an amazing referendum on the rails. People around here might think that Warren Buffett has lost his mind, but the rails had a huge move on the day of the trade, and then they have had still greater moves on top of this.

Altogether, if you are a bear you are out of ammo. You should be making money just on the decline in employment -- hurts the banks -- and the oil decline.

But it's not working. you have to be scratching your head and saying, "What will make these morons sell?"

At the time of publication, Cramer had no positions in the stocks mentioned.

Special note from Jim: You can learn my time-tested ways to trade smart, even in this market. All my latest thinking is in my brand-new book, Getting Back to Even, which I'll send to you as part of a special promotion when you sign up for my Action Alerts PLUS service for a limited time. So if you sign up now, you'll get to see how I'm playing these stocks in my portfolio today, plus, I'll teach you how you can play these stocks to help your portfolio get back to even.