This article originally appeared on Sept. 3, 2013 on RealMoney. To read more content like this + see inside Jim Cramer's multi-million dollar portfolio for FREE Click Here NOW.
Stupefyingly difficult market. General Electric (GE - Get Report), DuPont (DD - Get Report) and Eaton (ETN) go down, but United Technologies (UTX - Get Report), Boeing (BA - Get Report) and Honeywell (HON) go higher. Caterpillar (CAT) and 3M (MMM) go down, Cummins (CMI) goes up. Vale (VALE) rallies huge -- thanks for once to Brazil -- and Alcoa (AA) barely budges.
The bonds go nuts and then calm down. In the meantime, the banks can't make up their minds. The real estate investment trusts get hit, the retailers hold up.
At the time of publication, Action Alerts PLUS, which Cramer co-manages as a charitable trust, was long HON and VALE.