The s p advanced 0. 64 and the nasdaq jumped 1 the world where the democrats and republicans cant make a deal on the next round of stimulus, so states have no choice but to open up. Open up everything, using masks and social distancing, as their only backstops because otherwise everyone goes broke. You just cant stay shut down without the federal lifeline come on, right the states dont have the money for it but the log jam in washington is starting to get personal you could see that when i interviewed House Speaker nancy pelosi this morning. I may be naively asked if we could at least get a deal with the gop to help out minority owned businesses in honor of the late, great john lewis heres what Speaker Pelosi shot back can we give a huge chunk of money to minorities who want to stay in business and cant, and to people who are trying to go to college or have student loans, who are minorities, who are the most effective, because they have the least chance in our country, thats got to be something both sides can agree to perhaps you mistook them as somebody who gives a damn. Hmm it doesnt seem like the kind of thing you say if the negotiations are making greatth brainer for both sides theres an election in three months, for heavens sake. Mitch mcconnells majority could be in jeopardy on the democratic side, if they block a deal under go big or go home, the president said hell issue an exec save order what are they going to do . Those checks are a democratic priority you cant come out against them three months before an election because of Something Like separation of powers or checks, balances the stuff from fifth grade so i think both sides end up with a compromise. But maybe im not being cynical enough at the end of the day, im a stocks guy, not a politics guy but we need to talk about this politics stuff now and then, because yesterday we had a powerful rally based on hope for a vaccine and the possibility of a deal in congress today, no vaccine news, no testing news, no nothing, and negotiations in washington seem to be going in the wrong direction. Yet we still ral yesterday g rallied. Each day you have to switch balls, this is not a bullfight, something i deplore, because the bull did nothing to deserve that torture. Its more like the worlds most phonetic rodeo and you need to figure it out. Why did the dow plummet yesterday and bounce back today . You know what weve got to do . Talk about these bulls and what happens when they burst out of the pen with you on top of them. Bull number one sees a vaccine right around the corner and more help from the government on the way. This is nirvana for the market and everything moves up. Bull number two has vaccine in its sights but no stimulus package. That produces strength in the Growth Stocks. Bull three, no vaccine news but stimulus news. And finally, bull number four, no vaccine news somewhat soefr a whatsoever and no stimulus whatsoever but the cramer stocks can lead us higher byn about 15 trillio worth. Today, the state department lifted all travel bans, which is funny when america is one of the worst outbreaks in the world. Wasnt italy the worst at one time today we had the fourth kind of bull market, so what happened . First, the big cap Growth Stocks just went crazy. It was amazing facebooks become a lifeline for Small Businesses trying to transcend their brick and mortar prisons. When your cities lock down, or you enforce social distancing, its like you can stand here and like here and like here. Ever see that . All i do is look down. These retailers have to find another way. Facebook makes that happen, which is why it serves 6 today. Fab mouse m. O. But we can argue no stimulus means people dont have enough money. I think they got slammed because they ran way up too much salesforce is the king of the cloud. It makes large enterprise more efficient, especially when it comes to landing and retaining new clients. Customers dont need a bailout by the stock apple, ive been push thing stock for years. Own it, dont trade it now apple is getting the valuation it deserves because wall street is starting to realize that the stock is going up on the lifetime valuable of its loyal customers. For years, ive said this stock should have a much higher pricetoearnings multiple, like proctor and gamble no wonder the stock keeps surging. Its a wholesale rerating as they say on wall street. And microsoft, they rallied, too. I think the president wants to get a cut of the tiktokdeal. But companies who get a sweet heart deal should kick Something Back to the treasury what about disney . You think this would be a vaccine play no disney is a growth stock with a fabulous streaming business and huge Balance Sheet that allows them to wait out the pandemic. Theyre making a mint from did pli plus, while the parks can afford to wait until next year the Airline Stocks rallied today because the state department lifted its travel ban. Comical move, given that your american passport isnt worth the paper it was printed on. If you went on an airline, buy southwest, but the best performer is going to be american it has a ton of international roots. The hotels with overseas properties soared, too buy marriott, thats what you always do. Lifting our travel ban means next to nothing. Even the cruise lines rallied, despite theyre mostly canceled until november the bottom line, now you know the rodeo. When you see the bull burst out, remember youre the rider. As long as you know which bull youre riding, you know which stocks will rally on any given day. Of course, you can always sit on the sidelines in cash, as so many brilliant Hedge Fund Managers say to do so. So far, bull riding pays a lot better bill in delaware, bill caller hey, booyah, jim how are you doing today . Couldnt be better day. How about you . Caller well, it could be worst, but it could be better. Thats a good way to look at it caller did you have any problems getting jimmy dean sausages the last few months no, i eat beyond meat sausages, partner. Caller come on, man they taste as good as when you have a vegan daughter, partner, thats what you serve caller whats that i got a vegan daughter. What am i supposed to give her, jimmy dean caller isnt tyson a big part of them yeah, but tyson is awful. Caller dont tell me that. Sometimes what you do analyzing stocks, you say that company is awful i know that sounds like buffet, but sometimes i get real fancy scott in california. Scott. Caller whats up, jimmy chill . The chill man is a little fired up whats happening caller heres some stocks reporting earnings next week the thin tech stock, stone co, it relates to processing ecommerce transaction so its got a 35 profit margin. It has been a winner, i know. You know that my grandfather has three brothers that went to brazil and ive not been able to find them. So if youre watching in brazil and your name is cramer with a c, think of me carl caller hello, jim. Hello from eastern iowa. You should get a medal for all the help you give us young, small investors. Thank you so much thank you. Caller well, you deserve one. My stock is solar edge oh, we like solar edge. Look, first of all, we have gotten solar power in this country so its cheaper than all other forms and solar edge is one of the reasons its a high multiple stock but it makes real money. Its one of the few i like ive got to put together a new solar package and put solar edge in it. David in washington, david caller booyah, jim. Booyah a penny for your thoughts on the retail group qrta, ecommerce owns qvc. The stock has bounced back i wonder for the current administration, could this stock have a chance to keep growth momentum you know, im going to have to look at it. The reason im not going to dismiss it is because of the chairman greg is a brilliant guy and has done a lot of great things let me do more work on that. Ill talk to my friend, david, who knows greg well and see if i cant get more to know about this company than i do right now. Great questions, by the way. And the jimmy dean guy, its james dean, and he was in a lot of really good movies. Here we go, you know the rodeo make sure you know which bull youre riding on these are some good bulls to ride on mad money tonight, poppa johns, which has a darn gooz p good pizza, but the stock took a tumble today. Is it primetime to slice out a space for yourself in the stock . Im sitting down with the top brass. And etsy reported a knockout quarter, but the stock went down a little bit could they have a comeback lets sit down with the ceo and find out and my exclusive with work from home winner great yield, maybe tiktok enthusiast, dont know, verizon. So stay with cramer. Announcer dont miss a second of mad money. Follow jimcramer on twitter have a question . Tweet cramer madtweets. Send jim an email to madmoney cnbc. Com. Or give us a call at 1800743cnbc ado something he tmadmoney. Cnbc. Com. Experience the adventure of a bigger world in a highly capable lexus suv at the golden opportunity sales event. Lease the 2020 rx 350 for 419 a month for 36 months. Experience amazing. At your lexus dealer. Expputs its customers a wiin charge . Rier well, the good news gets shared. And it gets rated 1 for customer satisfaction. But dont just take our word for it. Take theirs. Its your wireless. Your rules. Only with xfinity mobile. Call, click or visit a store today. We know the pandemic has given a huge boost to anyone in the Restaurant Business when the business is built around delivery when covid hit, they were making Big Investments to improve the digital operations, and trying to polish up their image with shaq as the new face of the company. But when papa johns reported this morning, they delivered a very Strong Quarter that still was not enough to make the stock rally. While the headline revenue number was a tad light, most importantly the same store saleses with spectacular north america, up 28 . Internationally, 13 and july is even better. Up 30 in north peamerica, 40 internationally. A lot of this was baked in because they gave you top line results at the end of every month. But these are staggering numbers. This could have a lot more to go you have to wonder how much of this business sticks if more independent businesses go under while waiting for a vaccine. So lets big deeper with the president and ceo of papa johns, and what he sees going forward. Mr. Lynch, welcome to mad money. Hi, jim thank you for having me. Great to be on the show. Im so glad youre here maybe you can explain how a company can add 3 million customers in a short period of time you know, our teams have been coming up with great ideas for new products and our marketing has been on point. You know, weve been working really hard to create a new equity for our brand you mentioned yourself its a turn around story. The Marketing Teams have been doing a great job working with shaq, this big guy right here, to bring new ideas and the customers seem to like it. The first thing i asked, and i know everyone was quiet, but who is getting that pizza after this show . Its great looking i remember papa johns, i always took my kids there when they were little. But this is obviously a new papa johns and youre doing many things right. Youre catching up technologically, but you may be ahead in terms of taste. When we analyze taste and simple ingredients, its papa johns. Yeah. I mean, thats the basis for our whole turn around is really our food we believe we put the best ingredients into every pizza better ingredients, better pizza is our tag line. We try to live up to that. We invest a lot into the ingredients and the sourcing so we think it delivers a better pizza. The shaqaroni, the crust, the way its made is different than anything we have ever done but its shaq. Its got to be different its got to be his style so the customers like it we sold over 2 million already just in the first month. And thats actually general rating 2 million in Charitable Giving well give back to communities. Covid relief and the fight for Racial Justice so really great products, Great Customer response. But its doing a lot of great work for our communities, as well i dont remember if you remember, i got to meet shaq when you came to the exchange. First of all, he said he likes the show but he made the point he would not have joined you unless you had the right culture and a pizza he loved hes not an idol spokesperson for papa johns. No, hes a board member, he owns restaurants he reaches out to me every week with ideas on things we can do from a business and product stand point and improve our culture by giving back to the community. Hes a great partner we love having him on the board. We love having him as a spokesperson, and we love what hes doing for the communities that were giving back to. Now, it is your anniversary, congratulations. Youve been there a year the rob lynch era will be known for technology, great taste and the fact that youre trying to hire a huge number of people at a time when theres a lot of people desperate for work. You know, jim, it has been a year, which is hard to believe its been a pretty normal year exactly what i expected when i took the job, a Global Pandemic and everything else. But its been an amazing year. Weve made so much progress. You know, the thing that really feels great is our plans havent really changed in the last four or five months since weve been dealing with the pandemic. We instituted our Strategic Priorities back in q4 of last year, q1 of this year and were making a lot of progress the pandemic just force us to accelerate all those initiatives. We believe in diversity and inclusion, and we have put a lot of work into that. That is frankly one of our key ingredients of success over the last three, four months. We have a team that believes in what were doing, feels great about what were doing, december pr despite having to work remotely one of the reasons why i feel its not done is because when i looked over to the fax coming into the session soonltonight, s surprised that papa johns has far more room to be able to put up new stores, both here and around the world thats what were really excited about, jim we talked about it on the Earnings Call today. New store development is a huge platform for growth for us we have about half as many restaurants domestically as the two largest competitors, and less than that as a percentage internationally. So a lot of white space and a lot of excitement right now about getting into the pizza business its proven to be only a pandemic type of business. As this continues to prolong across the globe, we have a lot of excitement internationally from prospective franchisees that want to come in and pick up our brand. You should talk about real estate if you came in a year ago, you would have paid up and you would have had bad roi now you say we havent you say real estate will become available that wasnt available before, and it will be at a better rate. We hope so. We hope theres opportunities to continue to seven communities. Its unfortunate that theres going to be some shakeouts, some fallout from the pandemic. But it does provide opportunities for people who are looking to grow for concepts that still want to grow. We think well come in and seven those communities. What can you do about the companies that go under because of the pandemic and they dont have the Balance Sheet i mean, youre a considerate guy. Your know we cant let this happen in our country, particularly among minority business people. And yet it seems like its become somewhat inevitable because of the pandemic. What can someone in papa johns you know, youve got a business to run. You cant just go give money to competitors that are smaller but in a way, you kind of have to what do you do yeah, were trying to do our part by taking care of the employees that are displaced you know, we have hired over 20,000 new employees in the last four months. We just put out a notice that were trying to hire 10,000 more were not just hiring them, but we have increased our health care benefits, were offering telehealth to every one of our employees and families we just increased our Online College benefit and brought on two new universities to try to help displaced employees that might have planned on going to college and now with all the challenges that theyre facing arent able to so were trying to do our part to take care of the communities by taking care of the people in those communities. Is that is is the right thing. Rob lynch, congratulations on your first year. I know we had a pandemic, all right, so what can you do . Probably your first one. Rob lynch, president and ceo of papa johns. And the stock is a winner. Mad money is back after the break. When a stock run tos too muh into earnings, its almost guaranteed with a smelloff look at etsy it helps connect Small Businesses with customers all over the world this company is a fabulous play on the stay at home economy, which is one of the reasons the stock is unstoppable and it has great new technology. Unstoppable until today. Gross merchandise sales, the total revenue up 137 , earnings double the level wall street was expecting. Even better management told us these trends were consistent throughout the quarter and continued through july wow. Yet the stock still got hit and fell 3. 5 . Why . The quarter was borderline perfect. Its about the stock from the march lows to late july, the stock surged from under 30 to over 100 in over one week, it shot up to 135 the darn thing is still up more than 12 12 this week alone. Lets check in with josh silverman, the president and ceo of etsy. Well, ive got to tell you, you have a line in this in your conversation call that i love, which is unfortunately in a pandemic, everyones habits are up for grabs thats what ive been looking for. And you said it. Thats one of the reasons why etsy had an amazing quarter. First, jim, can i say i just want to thank you, because youve been a believer in etsy since i joined the Company Three years ago, and even before so when our stock was at 10 a share, you were telling everyone that etsys got a huge opportunity, and that they should pay attention, and im grateful that you believed in us all along. And this period of time has really shown the world that there is a huge opportunity for etsy thank you, josh from the day that my daughter sold pillows to the fact we bought almost everything at our restaurant from etsy, i have been a believer, and you have taken this company