Is something happening? The stocks, which have bucked this current downtrend, give a resounding yes. The options market? For Pioneer yes, for Core Labs no. I know oil has become totally toxic, the anathema of performance, but these two stocks can still do well for you. Of course, I would do them in deep-in-the-money calls and not common. Too much to lose. I might even take some out-of-the-monies. The action is just that odd in them. Remember, if there is no deal, they are going to get hit, but not hit beyond recognition. And if there is a deal? To the moon! Random musings: I believe that the Saudis must be pumping like mad. I think that, and not the potential releases from the Strategic Petroleum Reserve, is behind oil's fall. What makes me think that? How about the run in Nordic American Tankers ( NAT), the biggest tanker company in the world. It has been a burn-the-house-down stock with a huge yield to boot. Action Alerts PLUS, which Cramer co-manages as a charitable trust, has no positions in the stocks mentioned. Secondaries Are the New IPOsPosted at 12:50 p.m. EDT on Friday, March 30. The heck with IPOs as a way to judge a market. Secondaries tell a much better story. Why would you ever put in for stock in a secondary unless it was deeply in the hole, meaning that it came at a substantial discount to where a stock was trading ahead of the deal? But we got two deals this week that showed the true power of this market: 25 million shares from Dollar General ( DG) shareholders, priced at $45.20 and 26 million Dunkin Brands ( DNKN) shares at $29.50. Neither stock was sold at much of a discount to the last day's trading. Both stocks immediately went to a premium, meaning that you made money on both deals instantly. That's a sign of true health. More importantly in the case of Dunkin Brands, a whole slew of officers and directors bought stock in huge amounts, not just token-size takes. The shares buys were some of the most aggressive I have seen in some time. While the sellers might have been the private equity guys ringing the register on a phenomenal deal, the buyers were people who aren't going anywhere and can't do any selling for at least six months as per insider trading laws.