But nobody cared. No one.

All of those housing bears that cited and recited every single piece of negative housing data any time it came up, all of those who touted the Amherst report on shadow inventory, or those who pooh-poohed me when I said that housing was done going down -- the numbers indicate I am right but no one pays attention to positive numbers -- simply can't even put these stories together and realize that they change the inventory situation dramatically.

Why is this? Why could we get so much important news about housing and have it ignored, yet there was a virtual countdown daily by reporters about the expiration of the credit?

The other night on my show I postulated that the bears were in a "hear no good" mode. I think these amazing decisions, which will all keep the excess inventory from hitting the market and thereby destabilizing prices, coupled with the inability or unwillingness of the homebuilders to build new homes, makes the housing case so strong that you can bet on the banks for their next leg upward.

However, I am totally alone on this.

So listen to me at your own peril -- because you'll also hear the opposite of what I am saying, literally on a daily basis.

At the time of publication, Cramer was long Wells Fargo.

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