Simply trying to understand this onslaught of numbers, it can make your head swim. And you know im into this stuff. Even when a day like this one, dow slipped 67 points, s p dropped. 11, nasdaq advanced. 366 and some disturbing margin trends, but things could change in a moments notice for google. Thats just what happens the distortions caused by all these earnings coming at once are immense. So if youre listening to me, cfos and ceos, please, you need to rethink when you report, you can do it earlier, later, anything but this week youre not going to get the right prices for your stock. With that in mind, lets get right to the rest of the weeks business if theres a theme of weakness in 2017, its the autos. The consensus is the slowdown in car sales could signal that u. S. Industrial output might have piq peaked these are musts. Okay gigantic industrials report tomorrow morning, cat pill hear, 3m, United Technologies and the chatter is all there 3 will report better than expected numbers, all three. So you want to buy them, and i get that you might want to, theyre great companies. If youre just waiting to the end of the Conference Calls, trading off the headlines is way too risky this week. Of the three i have the most face in 3m, thanks to the work of the ceo to innovate and drive revenues by creating new products so much of their business is the product. One of the hottest companies in the dow jones average, mcdonalds gives us numbers tuesday morning. People keep assuming the ceo wont be able to keep driving the stock higher the gain of about 60 points since he came in is a wonder i think the wonder continues, with better than expected numbers, a weaker dollar and Customer Relations improvement that continue to propel this stock. And a tale of two cities tomorrow the best of times and the worst of times dominos reporting before the opening. Chipolte coming in after the close. Dominos has consistently beaten the numbers and chipolte has consistently failed to beat. I dont think its going to be different this time. We know that 18 months after a health scare, customers wont forget why they stopped going to a chain. But chipolte just had a bunch of new incidents in the last week so we have to start the polling all over again we get some results from amd and few have generated more excitement than these guys how about the mining crypto currency chips or its processors amd doesnt seem to be able to tell a great story and we get selloffs after it reports. So if you want to own amd, may i suggest that you wait. Wednesday is a day when investors make the most mistakes because of the sheer information overload some companies are very hard to understand i understand that. Boeing is as hard as they get. Will coko cola be able to deliver surprise can coca cola give us a reason to buy it . I think its possible. Low risk, low reward, though new ceo. After the close wednesday, the big story is facebook. We did a deep dive how Facebook Stock traded when they seem worried, we freak out and it goes down the benefit is this might be a breakout for video i like the story, but the stock has run to the point where it can get hammered they do run a clinic of how to do a Conference Call, if you want to hear how ones done. One of the strong eest earningsi suspect will come from lam research theyve delivered upside surprise after upside surprise, and i dont think this be will be different paypal reports after the close, too. I would wait to see if the bears try to knock it down before you buy. They should all be extinct, but theres still some bears the feds meeting, i bet theyll give us a sense how the fed will sell off its multitrillion dollar bond portfolio. These can slowly drive up longer term rates in a natural fashion, which is good for the bank and their stocks continue to be weaker look for this day to be a good one for the financials fed, ring the register correctly. Do whats right. And thursday, i wonder if theyll tell a story where they can make anything really, you know, say they can make money with newer, lower prices im saying in a low voice, because theyre going to cut back spending. The airlines have been terrible. Southwest air, the one that you count on my charitable owns it. And owns dow chemical which reports thursday i think both could be excellent buys before and after the numbers. Remember, were running out of time before the Company Merges with dupont. So i think its going to be a good oquarter. Starbucks, since the company introduced mobile pay, there have been issues the hope here is simple. If starbucks has solved their problems and gotten samestore sales back to a palatable range of 5 , instead of some lower as if that werent enough, i told you its crazy this week, thursday night amazon reports. This stock has been extraordinary since the last quart we are the after burners in full swing since amazon prime day. People want to see web Services Shine and know how retail does it everybody has med their beds, havent they then theres intel could this company regain its lead in semi conductors. Nvidia is the chip maker everybody cares about and intel has become boring. Mean while, my dog nvidia can really hunt. However, intel , lets give the a chance and on friday, results from exxonmobil and chevron these two will tell the tale of this beleaguered man, its going to be a bad quarter. But chevron usually gives you good forecasts will the market go higher . Each day will be a trend unto itself some days will cancel other days but i suspect a ton of the international Oriented Companies that report will benefit from stronger markets, a weak dollar, and they will carry the day for the bulls. Ed in texas, ed. Caller booyah, jim, from ed in houston love your show thank you, thank you. Caller my stock is United Continental air. Analysts may not realize just how low jet fuel prices are boosting earnings. What theyve decided en masse, ed, that the Airline Group is finished. Im with you but i cant draw a line in the sand, because it could trade to 68. Gabe in california caller hey, jim. I wanted im thinking of building a speculative position with momo. You know what look, these are speculative. The fact that you said it was speculative is a social networking platform makes me think as long as you dont put too much money in it, that guy on twitter this weekend that said he was going to sell his house and put it in bitcoin. Prepare for insanity there will be some real er ragr rationality. But take it day by day there was nothing fun about has bros drop tonight but is the market just playing games . Well find out whats really going on there and taking you behind the curtain of two of the top Luxury Furniture makers dont miss my take and the u. S. Economy is improving. Ill see if increased steel demand can make you industrialized profits when i sit down with the new ceo. Stick with cramer. Dont miss a second of mad money. Follow jimcramer at twitter have a question . Tweet cramer at madtweets send jim an email t madmoney cnbc. Com or give us a call at 1800743cnbc miss something head to madmoney. Cnbc. Com. Whats Critical Thinking like . A basketball costs 14. Whats team spirit worth . cheers whats it worth to talk to your mom . Whats the value of a walk in the woods . The value of capital is to create, not just wealth, but things that matter. Morgan stanley theextreme risk of burstd a pipes and water damage. Y. Soon, Insurance Companies wont pay for damages. That is, not if they can help prevent damages from happening in the first place. At cognizant, were turning the industry known for processing claims into one focused on prevention with predictive analytics, helping them proactively protect the things that matter most. Get ready, because were helping leading companies see it and see it throughwith digital. Or a little internet machine . [ phone ringing ] hi mom. It makes you wonder. Shouldnt we get our phones and internet from the same company . Thats why Xfinity Mobile comes with your internet. You get up to 5 lines of talk and text at no extra cost. [ laughing ] so all you pay for is data. See how much you can save. Choose by the gig or unlimited. Call or go to xfinitymobile. Com introducing Xfinity Mobile. A new kind of network designed to save you money. Hasbro brings imagination to life but after a big move, the stock is missing the mark. Is this an opportunity or has this story traps formed for the worst . What just happened to hasbro . They have a fabulous relationship with disney, a great track record but when the Company Reported this morning, the stock tumbled nearly 11 i think the selloff is more about the fact that expectations got out of hand than anything to do with the numbers. The numbers looked darn good better than expected revenue the numbers were strong. The problem is investors have gotten spoiled by hasbro and you know what . The average sales have been beaten by 6 in addition, the quarter was not perfect, the gross margin did decline. That said, i think todays stock decline was an overreaction. Hasbro has been licensed to make every disney related toy that you can imagine. With the new star wars coming in, in december, and the endless stream of movies, you could be getting a rare buying opportunity here lets check in with the chairman and ceo of hasbro. Mr. Goldman, well be right back to mad money. Hey, jim, how are you doing brian, weve seen thismovie before a couple times. You come on, the stock has been down and people realized perhaps it was a mistake or a buying opportunity. First, this is not the most consequential quarter for hasbro of the year, is it no, obviously Second Quarter for susus is a smaller quarter. The third and Fourth Quarters is a much bigger portion of our business we expect a very strong year weve told people that we expect great growth we saw great growth today in our franchise brands, up 21 our Gaming Business is really accelerating and were very excited about whats going on in our business. October 6, my little pony, the last jedi coming up. These are all in the future. Its your august investor day, you can probably flesh those events out in fact, what we tried to do was to clean up the market a bit in the first half of the year. There were a few products that were carry over products that we wanted to clean up we our my little pony merchandises in august and the movie is october 6 all around the world. We have a frozen special that comes at holiday time in support of Disney Princess our transformer movie performed quite well as well as our robots in disguise product supporting our television efforts and our games business, dungeons and dragons up 50 monopoly was up. And so great strength in games 20 growth in the gaming category overall in the Conference Call, you said dungeons and dragons is back now weve got Stranger Things coming back. Can you give us a little more on those . Sure. Magic the gathering and dungeons and dragons are on our programming. About a Million People a month are watching magic tournaments we just celebrated tournaments being played dungeons and dragons did a twitch channel that they launched with the fans weve had millions of views, were seeing the brand really in resurgence so again, using the twitch audience that are very supportive of these brands we know for take two, weve had them on. Could it be a meaningful contributor in say 2018, 2019 . Its something were building over time. These are meaningful contributors were also focused on mobile gaming and youll see magic in mobile games well talk with our analysts next week about our platform where were launching the next generation of magic online play. Magic is a very powerful brand online we need to build a bigger, robust platform. Well show our analysts just how well launch this. You do have plenty of firepower, a lot of cash, 300 million buyback. If the stock continued at this trajectory, is this the kind of opportunity hasbro would step in we expect to buy about 150 million this year. Weve been buying back our shares opportunistically and increasing our dividend over the haste ten years of an average of 14 . Again, we continue to invest in our business first and foremost to great initiatives, great entertainment, to bring our brands all around our blueprint. Theres a nominal shift that you talked about in the Conference Call where people are afraid of the next quarter but i think thats wrong, my view, because next quarter will be strong because of the launches so even though you did talk about that time shift, it shouldnt really impact what people think about how the company is doing well, third and Fourth Quarter are very big quarters for us we were just trying to be clear coming off of our meeting in february, that we see a bit of a shift. Part of that is acceleration of our online business, where were going to brick and mortar retailers. And the entertainment initiatives. We are so its just a nominal shift, and nothing significant uk, you said theres some brexit issues, germany, the timing issue i tell people you have been so open with me and viewers and open with the people in the Conference Calls, that you just take you at your word. Theres no reason to doubt what youre saying about foreign. You can explain those issues you know, our Overall International business was up 6 latin america was up asia pacific was up 18 in revenues were seeing great growth in china and russia we have a bit of an issue in the uk around the brexit and consumer and retailer sentiment. Similarly in brazil. But that does not have a negative impact on the Overall International performance. Weve had every single objection answered why anyone might not want to buy this stock. Brian goldman, great to see you, sir. Thanks. You want to own this stock before they have the august analysis mad money is back after the break. Most of the time, stocks in the same sector tend to trade together some will do better than others, but they generally move in the same direction every now and then, you get a truly major aberration, like what were seeing in Luxury Furniture and home decor space im talking about the company formally known as Restoration Hardware and ethan allen interiors. Stocks have been behaving very differently of late. Just since the beginning of 2017, rh has rallied more than 145 hallelujah ethan allen, on the other hand, has lost more than 15 over the same period. The house of pain obviously, the stock of rh is taking ethan allen to the cleaners but how about the companies . Why is one furniture chain doing so much better than the other and can it continue . Or is rh too risky to own after such a monster run let me give you a little fact. Rh is more than just a brick and mortar furniture chain these guys are all about connecting with the consumer by any means necessary with the beautiful art gallery like stores to the huge hernia inducing catalogs to their websites and to those who have never been inside a Restoration Hardware, their furnishings are gorgeous ethan allen sell furniture and home decor, as well as being an interior decorator its fancy, but not as fancy as rh but they have plenty in common, including the fact that they manufacture their own merchandise. So how is one stock so outperforming the other since the beginning of the year . Rh can be a real wild trader after years of putting up phenomenal sales, the companys growth slowed after 2015 last year the share price, it was obliterated. The stock losing more than 60 of its value in 2016, plunging as much as 25 last summer what went wrong . There was the west coast slow down big problem for a company that imports so much. Rh botched the rollout of its new line and rh was hit with more competition as new online offerings started selling furniture on the web with twoday delivery and there was the execution problem the whole way. So the next nine months, rh trade between the mid 20s and 30s. But start thing past march, since this past march, this stock has caught fire like you couldnt believe, with the stocks surging to 75 and change as of today. The swings in ethan allen havent been as extreme, but the stock has been on a roller coaster. This year, of course, things have gotten challenging. Dipping more than 15 lower. These two numbers are going in the opposite direction for some time rh was the dog last year, now the shoe is on the other foot. In 2017 so far, both stocks have reversed, rh a winner, ethan allen a loser. Why . Lets start with Restoration Hardware coming into this year, the big question was whether or not they could orchestrate an earnings recovery, especially since last year, the companys earnings were cutin half. Thankfully under the longterm leadership of gary freeman, rh seems to have turned itself around and this turn has been Rapid Company preannounced stronger than expected numbers in february and management had a 300 million buyback, when the stock was 25 and market cap was less than 1 billion so that buyback was freemans way of saying hes putting his money where his mouth is the stock fa rh got another boost in late march thanks to managements bullish commentary many of the initiatives that cost the money last year would bear fruit this year plus, speaking of putting your money where your mouth is, freeman himself bought 1 million worth of the stock with his own money. That kind of conviction is highly unusual then at the beginning of may, we learned that rh had already completed its 300 million buyback. Talk about an accelerated Purchase Program thats when they authorized another 700 million buyback and while some are worried that rh doesnt have the free cash free throw, t flow, the market has had a positive reaction. Managements outlook for the full year and the next quarter left something to be desired rh cut its fullyear forecast this is so hard pretty substantially and lowering the revenue outlook and gave disappointing Earnings Guidance for the next quarter so what happened the stock jumped 26 in one day. This is not for the squeamish. However, the selloff proved to be short lived and rh has come roaring back, climbing from 42 after the june selloff back to 75 as of today. The reason i think a lot has to do with the corporate buyback. Theres also the fact that rh is getting inventory under control. And root capital out of chicago suggested that amazon might be willing to buy rh outright then less than two weeks ago, we learned that the Company Completed its latest 700 million buyback. Just in 2017, rh has shrunk its share count from 53 million shares down to just 33 million thats astounding. However, while this aggressive corporate buyback has given the stock a boost, analysts have started to worry this might be reckless, some fretting that rh might do a costly refinancing of the 650 million convertible bonds that come due in 2019 and 2020 so rh has to start executing consistently ethan allen, the key metric, same store sales, which increased by 5. 7 . And in the Second Quarter, they declined by 5. 4 thats a turn for the worse. Some of this is because the company is up against tough comparisons. Some has to do with the difficult retail environment or ethan allen is trying to cut back on promotional activity nevertheless, despite the companys many attempts to turn things around, the numbers continue to deteriorate. When the company preannounced results last week, sales and earnings came in weaker than expected they talked a lot about trying to improve, but didnt give us any longterm targets. Maybe they dont have a handle on the situation while the stock has been slammed and rh is higher, i cant recommend either until we know for sure that rhs turn around strategy can work, the billion dollars the company has spent buying back stock could haunt them plus, they borrowed 100 million earlier this month at, get this, at 9. 48 it will be very hard for them to keep borrowing here, given that 69 of shares have been sold some postulate theyre trying to engineer a short squeeze rh has to start delivering decent numbers and we dont know if they can do it. Hence the multiple outgrades right now they seem to have lost their way. So while rh has performed a lot better than ethan allens stock, both companies seem to be in less than an ideal situation we dont know if either can deliver on a turn around, and until we get proof, my take, stay on the sidelines. Lets go to justin in maryland justin caller jim, thanks for taking my call of course caller i want to talk about the new ipo and they just had a secondary offering what does that mean for the company and i have recently bought into it at 40. 90. Its declined. Everything i hear about the company is that we were going to do what we talked about doing a piece on everything i hear about the company, the company is doing staggeringly well. So i think you just hold on to it it old in good shape when they do these offings, the stock turns out to be heavy for a while. Then they kind of, you know, it clears out and youre fine so i would say hold on robert in new york, robert caller mr. Cramer. Hi, robert. Caller love the show i watch you when i can thank you very much i wanted to ask about staples, spls. That stock has just been flat for a while. I dont know whats going on well, you know, i think youve got a deal there. And i just think people should sell it. I think were really done. Theres not much more to it. And you should just ring the register there we go. Sure, rh is taking ethan allen to the cleaners in terms of the stock. But i dont think either is an ideal investment right now i think you should stay on the sidelines for both much more mad money, including my one on one with the ceo of new corps. Then is it time to take a more positive tone when it comes to oil . Im all over this story. Do not make a move and rapid fire in tonights edition of the lightning round so stick with cramer we, the people, are tired of being surprised with extra monthly fees. We want hd. And every box and dvr. All included. Because we dont like surprises. Yeah. Like changing up the celebrity at the end to someone more handsome. And talented. Really. And british. Switch from cable to directv. Get an all included package for 25 a month. And for a limited time, get a 100 reward card. Call 1800directv. You myour joints. Thing for your heart. Or your digestion. So why wouldnt you take something for the most important part of you. Your brain. With an ingredient originally found in jellyfish, prevagen is now the number one selling brain Health Supplement in drug stores nationwide. Prevagen. The name to remember. A used car, my name is jamir dixon and im a locafor pg e. Rk fieldman most people in the community recognize the blue trucks as pg e. My truck is something new. Its an 811 truck. When you call 811, i come out to your house and i mark out our gas lines and our electric lines to make sure that you dont hit them when youre digging. 811 is a free service. Im passionate about it because every time i go on the street i think about my own kids. Theyre the reason that i want to protect our community and our environment, and if me driving a that truck means that somebody gets to go home safer, then ill drive it every day of the week. Together, were building a better california. For those of you who have been disappointed by washingtons seeming inability to get anything done lately, theres one area where we could get some meaningful action im talking about the Steel Industry, where president trumps America First attitude could give some much needed release to producers who are being flooded with cheap foreign competition. Nucor rallied from 51 up to 68 after the election the stock has pulled back to 66, because they announced a weak quarter last month due to weakness from foreign imports. A few months ago, the white house said they would review the idea of slapping additional tariffs on steel imports as a National Security interests. The president is holding a rally tomorrow in youngstown, ohio if you think our government is going to be aggressive about protecting steel makers, then stocks like nucor could have more room to run this could be a huge win for the company. Hence why we own it for the Charitable Trust lets check in with the ceo of nucor. Welcome back to mad money. Good to see you in person. Have a seat. Thank you for having me tell me about this weekend, because i think its kind of a great place to start about the need to be able to have our good own Steel Industry in this country. I had the honor of being at the commissioning of the gerald r. Ford, which is the mightiest warship ever built that ship will inspire confidence in the hearts of our allying and terror in the hearts of americas enemies it will be the spearhead of our National Defense, and it took over 75,000 tons of American Steel to build it. Without an industry here in the united states, that ship would not have been built. Its clear, even though you spent 7 billion to update, it is possible for our Foreign Trade partners, and im putting that in paraenthe,s, they could wipe out our Steel Industry. Without a doubt they want to ensure profit they look for exports. Theyre destroying our industry. And when you look at that ship and you think about the tonnage that went into that ship, its a great example of the fact that you cannot have a Strong National defense without a strong Steel Industry to support it there are a lot of these academics that have been saying this would be the worst thing that if we were to put declare this industry a National Defense treasure, that it would create a trade war my opinion, and you can tell me if im wrong, weve been in a trade war for years, we just havent fought and were losing it were in a trade war, we are losing that trade war. It is time to take action to support the american industry and people and beyond just the Steel Industry, were talking manufacturing as a whole is necessary. Steel is the bedrock of manufacturing. Manufacturing is the bedrock of any Strong Economy so let me give you the other side the companies that have to buy steel have told me, jim, your view is just terrible for our gross margins, and i dont know how you, as someone who has had a decent education could think a tariff is a good idea. I think thats shortterm thinking lets play this without. We allow the imports to destroy the american Steel Industry. Now the Manufacturing Company is producing tractors, appliances where are they getting the st l steel . From foreign suppliers theres no doubt when you have predatory Companies Like china as an example, theyll take care of their own Appliance Industries in china before they worry about supplying steel to those american manufacturers here steel is a Raw Material Company for all manufacturing. You wantto make sure you have strong Steel Industry to have a Strong Manufacturing industry. Saz l a lot of the Steel Companies have been cutting back youve been adding capacity in the united states. Absolutely. If you look at the last six, seven years, we have invested over 7 billion growing our company. Were doing that in an environment, but were not sure we have a sustainable industry can you imagine the action that nucor would take and others in our industry would take in growing our business, creating jobs, if we were assured of a sustainable environment which we can operate our industry there would be no fear of being able to supply the steel our customers need thats something that is not just a pipe dream, because wilbur ross is a hardnosed businessman. He would not be saying these thing it is he thought it was bad for american industry. I agree when i hear things like the industry cannot support our customer base, i said this in washington, i give them three words, bring it on let us show you what we can do if we made 7 billion of investments, creating jobs during this period, long period of difficult times, imagine what we would do if we had a sustainable environment in which which could operate our company. We had the pleasure of going through your louisiana facility. From time to time, the technology seems to have rough spots. Have you worked that out when you look at the technology, the problem with what we had in louisiana is not the technology the technology itself works. Its the equipment that we needed to heat theprocess. So it was a process gas heater that created the problems for us weve worked through a lot of those issues im sure well have a few more that well have to do as we start with any new process but were confident it will continue to run well i want people to know that you have put plants up where there was basically a very high unemployment, and you yourself at your company, this idea when you put a plant up, talk about some of the plants and where you put them and whats happened in those communities. You know, a great example would be long view, texas, where we just acquired a plant that had frankly been operating at a fraction of its capacity, 10 to 15 . We acquired it and within a few months, were up to 50 of capacity at that facility, bringing back dozens of teams working full schedules and were rejoouf nauvenating an entire tn youve been so consistent how are you able to do that given the ups and downs of this industry in our strong balance sheet, and thats what has given us the ability to continue to invest in our business during these downturns. Now, this year, if we look at the first half of this year, weve had a pretty good year going on if you look at the First Six Months, its a record First Six Months since our last record in 2008 and given were seeing a strong third quarter, we believe 2017 would be our best yearlong earnings since our record year in 2008. And thats despite the surge of imports. And just one more point, thats a testimony to thefact that we are executing our longterm Strategic Plan for profitable growth and doing it extremely well im proud of nucor. Always have been thank you so much. John ferriola, fighting the good fight, despite the fact that the illegal imports keep coming in and taking shares. Mad money is back after the break. Experience unparalleled luxury at the lexus golden opportunity sales event before it ends. Choose from the is turbo, es 350 or nx turbo for 299 a month for 36 months if you lease now. Experience amazing at your lexus dealer. It is time its time for the lightning round. [ indiscernible and then the lightning round is over are you ready, skedaddy. Time for the lightning round mike in connecticut. Mike caller jim, talk to you. A bunch of kelloggs stock around 71 a share are we waiting for tiger to roar again . Kelloggs is usually a buy its got a nice balance sheet. But its a bit of a bond, because that group has no growth kevin in georgia, kevin . Caller hey, jim, booyah from hot atlanta whats up caller yeah, my stock is cvna if you want to use car play, use car max. Lets go to miles in ohio. Miles . Caller hey, cramer, how are you doing . Doing well. Caller calling you from cleveland, ohio, man i was in cleveland this weekend. Caller go indians, man i was wondering what you thought about mnk, considering they sold their dmv treatment in europe and stuff. I dont know, the long knives are out for those guys i say do not buy im staying away michael in florida michael . Caller hey, jim. Thanks for taking my call. Sp semi conductor. We are urging people not to tender, not to tender to the bid from qualcomm, because qualcomm should pay more given the comparative stock is much higher lets go to ray in florida ray . Caller hey, jim, thanks for taking my call thank you caller amaren corps, your opinion on that . I dont know why the stock had that big upward move and i have to do some work on it i just cant say its fine i have to do more work lets go to steve in florida caller hey, booyah, cramer. Whats up caller im doing just fine good. Caller i watch your show i loved it you are like god, basically. No, no, man i just work hard and sometimes things come out okay but thank you so much. Whats up . Caller all right i have a question for you about marriott basically so far marriott has been doing all right its been doing great caller which one do you prefer, the marriott theyre both so good, but i like marriott right now. Wyndham has had a bigger move. I think you stay long in that one. Bill in texas. Bill caller hey, booyah, jim cramer booyah, bill caller thank you for all you do with your books and your tv show for the little guys like us whats up i have a question on a cramerism. I have a stock thats went through a four for one reverse split. Right caller it pays 3. 5 dividend and its up 4 today so tell me what i need to do with xerox . I dont like those splits but i would hold on to it for a little bit i dont think that theres great momentum there rocky in california . Caller yes, hi, jim. Surf city booyah from huntington beach, california we get a lot of guys from there. Whats going on . Caller its the surfing tournament next week but i own a subsidiary where its heavily invested by narvardis. Should i take some off the table . Ionis keeps going higher. We had some positive things to say. That, ladies and gentlemen, is the conclusion of the lightning round. The lightning round is sponsored by but why dont you just go to thinkorswims chat rooms where you can share strategies, ideas, even actual trades with market professionals and thousands of other traders . I know. Your brain told my brain before you told my face. Mmm, blueberry . Tap into the knowledge of other traders on thinkorswim. Only at td ameritrade. Oil could have a sustained rally. From the looks of things in st. Petersburg from the Oil Ministers are meeting, you can forget about it. There appears to be no consensus about anything, including how to get libya from flooding the world with crude how about the u. S. Could spending be on the decline soon the ceo of slumberge made me a believer because the growth targets, lets just say wont be met, and that could change the worldwide pricing dynamic in a positive way. I heard nothing on the halliburton call that would disagree slumberge is the Worlds LargestOil Servicing company. He realized oil would say down lower and longer and reconfigured the business to withstand any pricing crash. He feels theres genuine restraint among russia and saudi arabia, those are the two most important worldwide producers. Second, he explains that the rest of the world, producers have so underinvested in the last three years, it would take some time to ramp back up, leading perhaps to more constrained supply and higher prices but third and most important, what was an amazing discourse, he said the united states, which only accounts for 8 of the global production, is beginning to show rational behavior. He argues that the pursuit, this is a quote from him, the pursuit of equity appreciation, which cant last forever he says many projects were funded by wall street. Not by the economics for the company. By wall street these days, these deals are no longer working out nobody wants them. Consider the case of parizo, which made a big acquisition and paid for it with high cost debt and an Equity Offering priced at less than half where the stock was trading in january the deal should have went to a premium instantly, but the stock has been punished beyond all reason this is a decline that you can see how wall street brings at taking more equity from the oil. Theres no more appetite for oil deals. So there will be a cessation of drilling by nature, as company also have to worry about their own balance sheet. When wall street no longer believes prices are going higher any time soon and wont fund expansion. The jig is almost up, and producers who exceeded their cash flow will be cut off. If thats the case, if the u. S. Spigot slows down, oil can go higher theres only one problem he doesnt acknowledge. Rusty brazil from rb energy says we should be thinking about. Slumberge has been responsible for a lowering of production cost their Technology Makes it cheaper for companies to drill so even if they dont cover costs now, it might in the future as innovation pushes costs down if rusty is right, and hes been more right than anybody, he believes that the combination of the right technology and all the future selling at the 50 level means well stay on this treadmill for years and years. Me i was made more positive after listening to the Conference Call either way, it made me feel that my Charitable Trust position in the stock, will ultimately be rewarded, because if the north american producers are going to meettheir production targets, they need them too late to sell but perhaps too early too buy, too. Stick with cramer. Ky not wait for this one. Tonight, art, member the allamerican quarterback from ohio state a terrible gambling addiction. Watch how he turns to fraud to feed his dwregreed. I thought he was hall of fame material do not miss this american greed. I like to say theres always a bull market somewhere, and i promise to find it for you right here on mad money. Im jim cramer, and i will see tomorrow sharks. If they hear a great idea, theyll invest their own money or fight each other for a deal. This is shark tank. With a business inspired by her daughter cosette. Hi, sharks. My name is aly lessor, and im the creator of the Childrens Clothing line cozy bug. Im asking for 50,000