Money's Coming Back

It's pretty simple: There's money coming in. The overall numbers from the industry might not show it. The averages today, post-options -- strictly hangover -- don't show it. But I can see it in the buys being made. The numbers for money in will catch up. It always starts like this, though.

In short, we are back to Mutual Fund Monday. We have not seen Mutual Fund Monday in ages, just ages. Certainly not since the rise and now fall of short rates began.

Here's how I can tell. Without anything big happening over the weekend, you see money going right into the winning funds, the flavors of the year -- not the month. The fertilizers: Potash (POT - commentary - Cramer's Take), Mosaic (MOS - commentary - Cramer's Take), Agrium (AGU - commentary - Cramer's Take) -- they are the biggest winners, so they get the most in. The natural gases -- the big six: Devon (DVN - commentary - Cramer's Take), XTO (XTO - commentary - Cramer's Take), Apache (APA - commentary - Cramer's Take), Anadarko (APC - commentary - Cramer's Take), Southwestern (SWN - commentary - Cramer's Take), Chesapeake (CHK - commentary - Cramer's Take). That's just winning funds getting in money over the transom.

Coal makes sense with oil as an umbrella, although obviously the real deal here is the Arch (ACI - commentary - Cramer's Take) number bump after very reduced expectations that just occurred. Talk about UPOD!

Then there's Apple (AAPL - commentary - Cramer's Take). This company is winning on Macs and iPhones; the latter just continues to ramp over and over around the world and the new iterations haven't even happened yet. It suggests, by the way, that you have to be in Research In Motion (RIMM - commentary - Cramer's Take), which is worth revisiting. If RIMM had reported today instead of when it did, the stock would be at $150. I think that's where it is going.

Google (GOOG - commentary - Cramer's Take)?

The shorts, courtesy not only of comScore but a blind allegiance to an old model of how GOOG makes its money, got scalded and then the options shorts really took it on the chin.

Doesn't matter. After it comes back down from that spike, it will be a favorite again because people know it as a winner.

The activity today might be lost on anyone who has just gotten into the game.

It's typical of early bull markets.

Don't fret that the money is going into inflation-based equities. That's just the beginning of the money-in moment.

It spreads to the rest when the S&P 500 money-in switches. By that point, much of the early innings will be over. Needless to say financials, restaurants and retail have so many sellers that I can't expect the money-in phenomenon to buoy these. Just too much to ask.

Random musings: What's the deal with the bears on Bank of America (BAC - commentary - Cramer's Take)? The increase in bad loans really wasn't that bad, the dividend was kept. Not much more to say about it. ... Hasbro (HAS - commentary - Cramer's Take), what a winner, off just good old toys that weren't poisonous! ... Halliburton (HAL - commentary - Cramer's Take) was good, stock had ramped. Don't panic. ... Caterpillar (CAT - commentary - Cramer's Take) was an options spike, don't believe the downgrades there, it's just people who don't see the multiyear move. ... National City (NCC - commentary - Cramer's Take) goes down even though Washington Mutual (WM - commentary - Cramer's Take) went up on a similar dilutive play. Reason? WM has a franchise that can now be flipped to a bigger buyer. Nobody wants NCC.

At the time of publication, Cramer was long XTO.

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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. 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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