Get Positioned Ahead of This Weekend

What do you think will happen tomorrow, a Friday on the eve of a host of deals? What do you think the public will think when they see the headlines about the bull market's power?

Will they debate the woes of Joe Blow Hedge fund and its long position in 2006-based CDOs that represent 1% of the housing market?

Or will they say, "The summer rally's on, what's hot? Get me some of those $80-going-to-$120 names like Caterpillar (CAT - commentary - Cramer's Take) and Air Products (APD - commentary - Cramer's Take) and Conoco (COP - commentary - Cramer's Take) and Energizer (ENR - commentary - Cramer's Take) and Boeing (BA - commentary - Cramer's Take) that that nutjob Cramer keeps talking about. Those are on the move. And he did say the only way they fall back below $100 is because they split!"

I don't think Wall Street is ready for Main Street's embrace of a market where Intel (INTC - commentary - Cramer's Take) and Cisco (CSCO - commentary - Cramer's Take) are back to making 52-week highs. Wall Street's so busy fretting about which hedge fund is about to take a hit on hard-to-value CDOs that it is missing the big picture of the rallies in:

• infrastructure -- think Foster Wheeler (FWLT - commentary - Cramer's Take), Fluor (FLR - commentary - Cramer's Take) and Shaw Group (SGR - commentary - Cramer's Take)
• ag -- I'm talking Deere (DE - commentary - Cramer's Take), Bunge (BG - commentary - Cramer's Take) and any fertilizer play or Monsanto (MON - commentary - Cramer's Take)
• aerospace -- Boeing or BE Aerospace (BEAV - commentary - Cramer's Take)
• oil and oil service -- Exxon (XOM - commentary - Cramer's Take), Schlumberger (SLB - commentary - Cramer's Take), Transocean (RIG - commentary - Cramer's Take), Chevron (CVX - commentary - Cramer's Take), Conoco (COP - commentary - Cramer's Take)
• minerals -- CVRD (RIO - commentary - Cramer's Take), Freeport-McMoRan (FCX - commentary - Cramer's Take), BHP (BBL - commentary - Cramer's Take) and Alcoa (AA - commentary - Cramer's Take)
• and of course tech, where it has become as easy as Intel, Texas Instruments (TXN - commentary - Cramer's Take), EMC (EMC - commentary - Cramer's Take) and Cisco

Tomorrow the retail analysts will be out reiterating "buy Wal-Mart (WMT - commentary - Cramer's Take)" with a vengeance. Can you afford not to be in that one?

You have to realize that the summer rally concept, a Main Street idea, hasn't even been talked about yet.

Tomorrow will be the first day. Then this weekend will be the first time people have talked about the stock market positively -- not worried about the parade of horribles -- in months.

Oh, and what happens if GE (GE - commentary - Cramer's Take) says something good tomorrow?

Just too exciting, even for this bull.

At the time of publication, Cramer was long Caterpillar, Transocean and Freeport-McMoRan. General Electric owns CNBC, for which Cramer is a featured commentator.

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Jim Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for Action Alerts PLUS. Watch Cramer on "Mad Money" weeknights on CNBC. Click here to order Cramer's latest book, "Mad Money: Watch TV, Get Rich," click here to order his book, "Real Money: Sane Investing in an Insane World," click here to get his second book, "You Got Screwed!" and click here to order Cramer's autobiography, "Confessions of a Street Addict." While he cannot provide personalized investment advice or recommendations, he invites you to send comments on his column by clicking here.

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