Jim Cramer's Best Blogs

Jim Cramer fills his blog on RealMoney every day with his up-to-the-minute reactions to what's happening in the market and his legendary ahead-of-the-crowd ideas. This week he blogged on:

• the ceaseless bad news on inventories,
• energy's temporary dip, and
• this tumultuous market.

Click here for information on RealMoney.com, where you can see all the blogs, including Jim Cramer's -- and reader comments -- in real time.

---

What's the Opposite of 'Goldilocks'?

Originally published on Tuesday, May 27, at 7:56 a.m.

Where are the inventory builds? In anything? Where are they? The U.S. economy now seems in perma-decline, yet there is no glut of anything but wood, and even that is in shorter supply than I thought.

The big tension in the economies, ours and worldwide, is that economies simply don't slow enough to rebuild anything.

While I have been the first to explain the irrelevance of inventory numbers domestically, just scoffing at both the Wednesday oil and Thursday natural gas numbers, there is a remarkable lack of build even with gasoline at $4. That shouldn't be happening. We should be able to catch our breath.

I know the Federal Reserve feels at fault for this, hence their endless "we're done" calls, which wreck the stock market each time, as it was wrecked this time around again. Believe me, if you take rates to 1%, you take the "Lehman Brothers (LEH - Cramer's Take - Stockpickr) viability" off the table once and for all and make it just an earnings power story, which it probably is anyway.

I had not been in favor of any more rate cuts, but that looks like a wrong judgment. Not holding the door open produced the horrid results we just had last week.