Cramer's 'Mad Money' Recap: No Rhyme or Reason (Final)

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NEW YORK (TheStreet) -- "There isn't always a clear cut explanation for the market's moves," Jim Cramer told the viewers of his "Mad Money" TV show Wednesday as he analyzed the day's trading action.

But he said investors can use the pullback to their advantage and do some buying.

Cramer said he scoured the markets all day looking for an explanation for today's malaise. His conclusion? There was no good explanation. Stocks ran up to far, too fast, but the underlying bullish trends remain intact, he said.

Cramer said the banking sector has been reporting good earnings by and large, yet their stocks sank today anyway. In the tech sector, IBM (IBM) had good things to say, but that too didn't help the group as a whole. Other sectors, like the oils, coals and even the autos were also on the downside today, despite their long term bullish theses still being valid.

So what's an investor to do? Cramer said the disappointing results from F5 Networks (FFIV) after the bell will likely cause more pain tomorrow in the tech group, and he'd use that weakness to do some buying.

He said investors should stick with companies that have long term bullish trends, like Apple (AAPL) or JPMorgan Chase (JPM), two stocks which he owns for his charitable trust, Action Alerts PLUS.

"We're taught there always has to be a reason stocks go down," Cramer concluded, but sometimes that simply isn't the case.