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Jim Cramer's 'Mad Money' Recap: The Bears Retreat and the Market Celebrates

Stocks in this article: BA PHM MCD SBUX RDUS FB CLB TRMB GRMN KKR BX JDSU ARRY PPC TSN ATK NOC LMT

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NEW YORK ( TheStreet) -- The uncertainty in the market is breeding a cloud of fear and worry, Jim Cramer said on  Mad Money Thursday. But occasionally the sun pokes through and the markets are able to rally, as they did today.

Cramer called today a terrific snap-back rally, a day when the bears retreated and calmer heads could take advantage of all the positives that go unappreciated on most days.

Must Read: Warren Buffetts’ Top 10 Dividend Stocks in 2015

So just what are the bears so worried about? Cramer said they're largely scared about the velocity of the market's moves and all of the uncertainty that goes along with it. They remain spooked that lower oil prices are foreshadowing doom and gloom despite retailers starting to prove that lower gas prices are a good thing.

Cramer said it will take some time for low energy prices to reach the industrial sector, but it's already helping aerospace, where Boeing (BA) continues to sell a lot of planes to airlines that are flush with cash.

The bears also fear slowing growth overseas, ignoring the fact that Europe's new stimulus might actually work. They worry about ultra-low interest rates derailing the economy, oblivious to great results from home builders like Pulte Homes (PHM) .

Cramer said none of these issues are worth fearing over the long term, which is why when the bears take a rest, investors can profit in the short term.

Changes at McDonald's

Can one man really make a difference at a multi-billion company? Cramer said he can, which is why the resignation of Don Thompson, CEO of McDonald's (MCD - Get Report) , is so significant.

Cramer explained that McDonald's has been part of his charitable trust, Action Alerts PLUS, on the hopes that a turnaround would soon be at hand -- and now it appears it is.

But while shares of McDonald's spiked 5% on Thompson's resignation, Cramer said investors shouldn't expect a quick fix. He liked the job facing McDonald's to be similar to that of Starbucks (SBUX) , another AAP holding, when CEO Howard Schultz returned to take the helm. It took Schultz a full 18 months to see sizable change, and McDonald's should be no different.

The CEO sets the agenda at a company and creates the atmosphere that allows a team to flourish. McDonald's has a new coach, he concluded. We just need to wait until next season to see what happens next. In the meantime, Cramer said he's enjoying the 3.8% dividend yield.

Must Read: Bill Gross: Fed Rate Hike Later This Year Won't Hurt Stocks

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