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:

  • How the market remains uncrushed
  • How to keep post-rate hike strength

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

Cramer: This Market Refuses to Be Crushed

Posted on May 27 at 12:34 p.m. EDT

This sucker has trouble staying down even with oil and the dollar going the wrong way.

Plus, it's a broad move. I see some strength in the financials, in tech and even some of the retailers after a remarkable retail recovery, although the latter probably stalls out here for a bit and replicates the pattern established by Walmart (WMT) - Get Report .

Why can this market not be crushed? One reason might be corporate buying vs. institutional and individual selling. The amazing data we are seeing about more money coming out of this market than at any time since the Great Recession are pretty insane. It's like the ridiculous amount of bearishness, back to February levels.

In other words, a lot of sellers have left the building. In the meantime, you have corporate buyers with an incessant appetite. I don't think I can recall any time where more CEOs who come on Mad Money are buying back stock, and many are doing it simply because their stocks don't reflect many of the positives they see. As I have been saying for ages, the cash isn't king because there's too much opportunity buying their own stock.

Prime example: Thursday night, I had Cheryl Bachelder, CEO of Popeye's Louisiana Kitchen (PLKI) . Her company just reported what analysts decided was a bad quarter, but her metrics show it is all systems go and that the expansion she's plotting is on schedule and the runway vast.

When I asked her if she is buying stock down here, she said of course.

That's the kind of answer I have gotten from everyone from Tim Cook to Brent Saunders to Manny Chirico (Apple, Allergan, PVH). All of them are mystified what the heck their stocks are doing down here vs. the fundamentals. You have to admit it sure isn't like they are buying high.

Keep it in mind. We just started getting IPOs, but we have had an immense amount of stock retired outside of the oil patch. I think you see that on days like Friday.

Action Alerts PLUS, which Cramer co-manages as a charitable trust, has no positions in the stocks mentioned.

Cramer: We Need 3 Things for Post-Rate-Hike Strength

Posted on May 27 at 11:20 a.m. EDT

Remember, you can't count on oil anymore to take us higher.

The breakevens for many of the shales are between $50 and $60, so it pays for almost all of the majors who are not in the Bakken--where things are above $60--to sell futures.

That's going to be a real wall, and so we need other theses behind buying stocks besides the upward movement of the commodity.

But make no mistake about it; we do need commodities to go higher, because when you get a sub-1% GDP, you are only one step ahead of the recession posse.

We need to see:

    Baltic freight move back up to the 700s from the 600s.

    Copper and iron or start climbing.

    Continued strong housing numbers.

    If we get those, I will be more sanguine that we can handle the post-rate hike turmoil.

    Action Alerts PLUS, which Cramer co-manages as a charitable trust, has no positions in the stocks mentioned.

    Cramer: Something Bigger Is Taking Place at Ulta

    Posted on May 27 at 6:36 a.m. EDT

    Sometimes I wish someone would just come out and say it: Ulta Salon (ULTA) - Get Report is riding one of the great secular waves of our time--the fear of having your picture taken at any given moment. No one can risk going outside their door believing by the end of the day they won't be on someone's Facebook page or been snapped or Instagram-ed somewhere.

    Or, if they are selfie hounds, they know they have to look their best from the get-go.

    I am not by any means denigrating Ulta, it is one of the more amazing operators of our time. You do not get 15.2% comparable sales growth on top of 11.42% comps without being just about the best at what you do. When 10% of that growth is traffic, at a time when going to a brick-and-mortar store at a mall seems like yesteryear, and 3.8% is ticket, meaning you can charge more than before, you are doing something very right.

    But the simple fact is that the better the cellphone screen, the higher the resolution, the stronger Ulta's results will be. Ulta's Mary Dillon just seems a lot wiser to it, although I bet if we saw the J.C. Penney (JCP) - Get Report savior's numbers--I am talking Sephora--we'd be startled, too.

    Everything they do at Ulta has a hint of this to it. For example, its big promotion that hypercharged sales this quarter? "Pamper her with Pretty," which is basically about younger girls and women teaching their mothers the value of make-up in a selfie age.

    Ulta's got all ranges of price points, and they have shrewd partners like Estée Lauder (EL) - Get Report that will actually set up their own sections in Ulta and do some amazing training.

    The key there? What kind of training can Growth Seeker portfolio name Amazon.com (AMZN) - Get Report do? No better than it can do at "doing" someone's hair or eyebrows, as the salon does in the back.

    Make-up's expensive and Ulta customers are frugal, which is how you have 19.4 million members of a rewards club up 25% year over year.

    Plus, there is much more room to grow. Inner city is under Ulta-ed. Dillon says that they only have about 5% of the make-up wallet and there are 50,000 other places to get make-up, when she wants there to be only one destination. She's competitive enough that maybe she can pull it off.

    The bottom line? When you get 10 analysts, 10 different analysts, start their questions with "Congratulations," you know that something bigger's going on than just retail.

    You are dealing with a generational wave of strength: the desire to look good for the camera. Dillon should send Tim Cook, the CEO of Action Alerts PLUS portfolio holding Apple (AAPL) - Get Report , a note of thanks. You can't leave home without either the iPphone, or your Ulta make-up.

    Action Alerts PLUS, which Cramer co-manages as a charitable trust, is long AAPL and AMZN.

    Action Alerts PLUS, which Cramer co-manages as a charitable trust, is long AAPL and AMZN.