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The exchange-traded funds for home construction, and regional and community banks are in bull market territory since their post-election lows.
If you must buy now, then go for a low-cost index fund or stocks with strong fundamentals.
If you piece things together from what companies tell you, the picture is pretty positive.
Cramer shares his views on how sometimes the market just wants to go down, and how public relations nightmares don't matter to investors.