Simple, Bullish Thinking

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The market wants to go higher. I know, you bears out there hate stuff like that. Just hate it. But it's true. And here's why.

Mutual funds have absolutely nothing to lose by putting every penny to work right here. They have gotten a handle on their redemptions and they know that they won't overwhelm them. They know they can throw money with reckless abandon at the market because Cypress(CY Quote - Cramer on CY - Stock Picks) and Xilinx(XLNX Quote - Cramer on XLNX - Stock Picks) and LSI(LSI Quote - Cramer on LSI - Stock Picks) and Intel(INTC Quote - Cramer on INTC - Stock Picks) are all up and up substantially from their preannouncement blow-ups.

In other words, these managers now feel that their longs are immune from downturns. They feel they can walk this market up to wherever they need it to be.

All that will happen will be:

1. Their performance will be better than it was
2. Which will lead to more money coming in
3. Which will lead to higher fees for the good guys (themselves)
4. Which will lead to a feeling that we are back in a bull market
5. Which will lead to a new bull market.

You have to love simple thinking. It makes you money.