'RealMoney' Radio Recap: Ready, Steady, Go

Friday is options expiration day for November, which would normally mean a week of volatility ahead of it. But this week the normal pattern of big down days followed by a couple of up days hasn't occurred, said Jim Cramer Thursday on his "RealMoney" radio show.

That's a new development, he said, and Cramer believes it's bullish for the stock market. Cramer believes the innate strength of the market is due to people getting in on what looks to be a year-end rally.

And why not? Cold weather, which is important for retailers to be able to sell expensive coats and sweaters, has arrived just in time for the start of the holiday shopping season, said Cramer. But the cold hasn't arrived too soon to deplete natural gas inventories, he said.

Also, gasoline prices are coming down, and the dollar has been strong, which attracts foreign investment.

Still, with all of the good data points, the economy isn't so strong that the Fed will be compelled to continue raising interest rates indefinitely, said Cramer.

"What the heck is not to like?"

Cramer would go with Target (TGT Quote) as a retail way to play the cold weather.

Stump Cramer

In the weekly "Stump Cramer" segment, where callers try to trip up Cramer with little-known small-cap stocks, Cramer was stumped by Progenics Pharmaceuticals (PGNX Quote), Bodisen Biotech (BBC Quote), Akorn (AKN Quote) and Theragenics (TGX Quote).

Cramer was not stumped by South Financial Group (TSFG Quote), "one that I want to buy," United Online (UNTD Quote), "jettison," and CyberSource (CYBS Quote), which Cramer believes would be an acquisition target if it weren't so richly valued.