What's most interesting is that they aren't keying on the Nasdaq in the rally as they usually do. We've got a Pepsi (PEP - commentary - Trade Now) / Coke (KO - commentary - Trade Now) rally going, an Exxon (XOM - commentary - Trade Now) / Chevron (CVX - commentary - Trade Now) show, with some HMOs thrown in now that Joe Lieberman has broken ranks and spoiled the fragile majority needed for this endless health care reform debacle. While I like the oils and the natural gases, I would like this rally to include the usual suspects that got us up here: banks and tech.

Without the former, we can't entice growth investors; without the latter, we don't see the value people come in.

Nevertheless, it is nice to see some predictability here, as there are only four days left in the month and the buyers like to move things up now on day T-minus-3, and then buy them furiously on T-minus-2 (Wednesday) and then blitz 'em up once more in the morning of T-minus-1. After that, they just keep the stocks up by bidding underneath. The eclectic nature of the tape is simply a function of what the managers want moved up, as we are pretty themeless.

Let's see how it plays out, but I know there's some firepower being applied only not with enough gusto to intimidate the sellers ... not just yet...

At the time of publication, Cramer was long Chevron.

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.