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NEW YORK ( TheStreet) -- This earnings season has nothing to do with earnings, Jim Cramer told "Mad Money" show viewers Monday. It's all about expectations. Cramer said the roller-coaster action investors are seeing in some stocks has nothing to do with a company's revenue or earnings, but rather with the expectations management has set going into the quarter. Case in point: Caterpillar ( CAT), a stock Cramer has been buying up for his charitable trust,