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RealMoney.com: Jim Cramer Blog
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Stayin' Alive

By Jim Cramer
RealMoney Columnist

10/7/2009 4:30 PM EDT
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Ron Insana gets it. Doug Kass gets it. Bert Dohmen gets it. Dan Fitzpatrick gets it. I am talking about the notion of having to (forgive me), "ah-ah-ah-ah, stay alive" in this market, meaning you have to be nimble, leave room and accept its pull. Acknowledge the liquidity.

 
Doug has written eloquently on the subject today and Ron as well. Ron's been rope-a-doping correctly all week on his commitments to the market.

Last night I went off the charts with Bert Dohmen, who wrote an extremely bearish piece last week for the site, all the while acknowledging that the market's not done going up.

These are amazing calls because what they show is the desire to make money when it can and has to be made, even as we all acknowledge that it is something phony: liquidity, short squeezes, the notion of underperforming the averages with 58 days left. All of the things but the fundamentals, unless you are talking an Apple (AAPL - commentary - Trade Now) or a Google (GOOG - commentary - Trade Now), although I am sure there are those among you who think those are only short squeezes, too -- even as Google trades, as I have said here, at less than 1 time its growth rate and is a terrific buy knowing ad sales are coming back.

You have to understand that none of these gentlemen is being intellectually honest; they are simply acknowledging the divergence between what should happen and what has to happen and how to profit from it.

When we started TheStreet.com, it was predicated on the notion that stocks diverge all of the time and many things other than the fundamentals come into play.

Nice to see that, 12 years later, the tradition continues with a whole new set of faces and brains that know far more than the, well (forgive me, again), average bear!

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

Jim Cramer is co-founder and chairman 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. To order Cramer's newest book -- "Jim Cramer's Stay Mad for Life: Get Rich, Stay Rich (Make Your Kids Even Richer)," click here. Click here to order "Mad Money: Watch TV, Get Rich," click here to order "Real Money: Sane Investing in an Insane World," click here to get "You Got Screwed!" and click here for Cramer's autobiography, "Confessions of a Street Addict." While he cannot provide personalized investment advice or recommendations, he appreciates your feedback and invites you to send comments by clicking here.

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