Was the bad news in the stocks? These numbers this morning were nothing to write home about. But maybe they were part of the malaise that swept over the market these last few days.

We bought a lot of stock in the last two days on the weakness. On a day like today, we have nothing to buy unless something comes in. Maybe we will sell some stuff to those technically inclined who suddenly like the market!

Keep a close eye on the retailers. Everyody spoke up in favor of them after

the

Goldman

kibosh. They will be an important tell of strength here.

Random musings:

Check out

Brett Fromson

on the

food stocks . This guy is writing stuff nobody else is writing. He demands a focus ... Strange headline, OK article about

Cisco

(CSCO) - Get Report

on

CNBC.com

. "Cisco's Margins Seen Under Pressure" says the header, but there is not much underneath. It got mentioned on TV, though. I hope someone sells it down so I can buy some.

Sun Microsystem's

(SUNW) - Get Report

Scott McNealy, one my personal favorites, dissed just about everybody in his industry last night at dinner -- everyone, that is,

save his clients

. How can you not love that guy?

James J. Cramer is manager of a hedge fund and co-founder of TheStreet.com. At time of publication, his fund was long Cisco and Sun Microsystems. His fund often buys and sells securities that are the subject of his columns, both before and after the columns are published, and the positions that his fund takes may change at any time. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Cramer's writings provide insights into the dynamics of money management and are not a solicitation for transactions. While he cannot provide investment advice or recommendations, he invites you to comment on his column at

jjcletters@thestreet.com.