Unraveling the dow gained 131 and s p inched up but tech, yes, the tech heavy nasdaq declined. 60 . I say get used to this this kind of volatility is now here to stay i think september is the month this whole new investors who believe that stocks only go up, i think they get a rude awakening. Sure, long term stocks do go higher they have. They tend to do so but not long run, were also dead short term, when they go down, they go down hard. Which is why you need some cash on the sidelines cash king to treat these pull backs as buying opportunities and not be afraid. With that in mind, whats the game plan for next week . Housing is among the strongest groups thanks to low mortgage rates. Thats how lenar could rally 40 . I dont want to hear this gain is fake because the Federal Reserve is propping up the economy. When you take that money to the bank, they dont care. In our reports on money and after the close and unfortunately, i think the easy money here is made even though i think its a fabulous company. Lets see what they have to say about the covid induced flight and the terrific things about the stay at home economy i want to know if lenar is turning offices into houses and if potential homeowners want these features remember, im actually looking for Home Builders putting two offices in homes the drug stocks have been horrendous because they are an easy political target for both parties and because they are recession stocks where the economy isnt receiving, its accelerating everybody is focused on the race for a Covid Vaccine in the broader economy but really doesnt matter much in the pharmaceutical industry as much as we like to think it does. There is no way anybody makes big money off a vaccine. When it comes to big pharma, i care about blockbusters and thats why we pay close attention to when pfizer holds a meeting on monday. Vaccine news and back down to 35 we might hear Amazing Things from the company and slow to produce new drugs. Tuesday we hear from two of my absolute favorite company. Fedex and adobe. Fedex can talk christmas surcharge and overseas strength including china. I bet they will be ready for the holidays im so confident about this one, if it rallies too much, switch directions and take the pin action and go buy some United Parcel because i think the pin action is going to be incredibly strong as for adobe, they are crucial e commerce helping individuals and Small Businesses operate at a time brick and mortar doesnt work no fewer than five analysts have boosted numbers or upgraded this company in the last five days. Im betting adobe could have a great year in 2021 raises, raises the outlook look, at the end of the day fedex and adobe are essential. Adobe makes it easier to sell stuff online you dont need to be a Rocket Scientist to figure that out also, on tuesday when we havent talked about enough, although, id say that in my twitter file people say i never talk about it thats not true. Camping world holds the virtual analyst day and this stock has gone from hero to zero back to hero again there is a round trip. It goes higher after ceo marcus, you might know him from the profit how amazingly positive the pandemic has been for the camping business and this age of social distancing, camping is arguably the safest way to take a vacation camping world has to be crushing it they have to be selling tons i wonder if they will talk about guns hit them or like them, demand is off the chart. Can they say the kraft heinz the old brand came back to life but now the pantry is stocked and we have to wonder whether kraft heinz is seeing continue strength like b and g foods and campbell soup. Well find out if their virtual Analyst Meeting on tuesday oscar myer when you thought you heard enough about peloton after last nights quarter, they are holding an Analyst Meeting, too. You cant get enough of these guys promising new equipment may be an echo system as long as gyms are closed, peloton should sell lots of exercise equipment. This had a spike and a 14point collapse in 24 hours, not reawe su reassuring jay powell speaks on wednesday and usually they like what he has to say powell doesnt go out of his way to be like that. I think hell urge congress to pass a bailout and broker a deal between democrats and e are p republicans. You want to know a great thing about the market i keep wondering why the heck the stock of Hermann Miller, the maker of Stylish Office chairs has been plflat lined for month. Everything is connected and on fire not only does Hermann Miller make my favorite air but it has all sweet and gorgeous furniture under the reach name plate this is far from cheap and neither is rh. Can Hermann Miller when it reports wednesday after the close . I think it says mostly unlikely but maybe their stuff is too expensive for your typical home office could be a trade next up, moderna id love to hear what else they have in the pipeline besides the covid19 franchise maybe well get an update how the big vaccine franchise is going. I wanted to join the trial but the incident with as tra sevtras giving me cold feet. There is a reason they need to test this stuff. Mosaic says anything good about farmers, that should immediately translate into even more buying and the stock of john deere, which has been an incredible performer. Why do you have to buy all the ring centrals in the world and buy deer and cat the bottom line, look, i know its not huge news week but this market is badly in need of a stimulus package and the next move hinges on whether or not congress can get its act together to pass something an event the market needs to break out of the drums you know what were going to do tonight . Start with a video caller. Pete in new york, pete caller hey, jimmy chill. How are you . Its pete here in new york time to go back to school. But who is going back to school . Call letter chgg online textbook, online study, whats your feeling reporter we recommended it at 3. It happens to be a big eagles fannin the less. A tight end who seems to be unhappy with our team. Here is what i have to say he had a huge move justifiably but pulled back really big. I would put on a half position that would be people that say its head and shoulder and hold the trend line kevin in idaho kevin. Caller mr. Cramer, its an honor. Same. Caller im calling today to extend to you and your staff a huge boise state booyah. My wife looks at the covid states, idaho refuge, maine, refuge go ahead. Thanks again. My question today is on nvcr i bought the stock in late 2016 or so on your recommendation as a speck play around 9 today its trading at about 89 treating field therapy is very successful and gio blastoma and having the same success in phase three trials with brain cysts, small cell lung cancer, pancreatic cancer and ovarian cancer. Look, as you know, i recommend the stock when it was incredibly low because of a late friend of mine that managed to live far longer than anyone thought he could because of novacure ive done a lot of work on it. Most recently, its still a great place to be. I need to go to suneal in north carolina. Caller jim, a big booyah. Thank you for all that you teach. Youre very kind. Thank you. It is a teaching show. Lets not forget that. Its a teaching show these people on twitter who wanted to be something else, go to another program lets go caller all right, jim. So recently you have been suggesting to take occasional profits. Yes. Caller is apple an exception since you always say own it, dont trade . Thank you. There were no exceptions. For my travel trust, i dont like this market i didnt think about what the stocks were. I just said, i told jeff marks i want every single tech stock i own reduced. I did not even want to look at the names. We had too many of them and i didnt care what they were and yes, in that case therefore apple which weve owned. Its not a fall on apple. Another stimulus package, the fact that everything is in the balance for the next, say, 5 Million People will be laid off or not on mad money tonight, im bursting the bubble of the fed bubble talk and offering an ipo perimeter to prepare you for the school of companies snow flake and ricola sorry, nikola stock tumbled today as it refuted. Im looking at both sides of the argument you got to do the quote signs. If you look at a recap on print, you didnt see these and, you know, that kind of thing anyway, 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 cnbc. Com or give us a call at 1800743cnbc. Miss something head to madmoney. Cnbc. Com. Incomparable design makes it beautiful. Stateoftheart Technology Makes it brilliant. The visionary lexus nx. Lease the 2020 nx 300 for 339 a month for 36 months. Experience amazing at your lexus dealer. Is the people you share it with. Tmobiles new offer on iphone better experience amazing so right now switch and get two new lines of unlimited for only 90 and get 2 iphone 11s or 2 iphone 11 pros on us. All on tmobiles most powerful signal that goes farther than ever before. Hurry into tmobile now and get two iphone 11 s or two iphone 11 pros on us. Only at tmobile. The big events are back. Xfinity is your home for the return of live sports. We keep hearing the Federal Reserve created a bubble in stocks i dont know what to do with this rhetoric. Sure, the fed did its job. We would be in a worse place if they hadnt turned on the Printing Presses and backstopped corporate bonds. We might be in a depression right now if they hadnt taken that extraordinary action. Sometimes when the fed does its job, we have low Interest Rates and those are good because they make the competition less attractive that doesnt mean were in a bubble what makes me so sure . Aside from the cloud stocks, there is really not much out there that could be described as bubblishou bubblishous. Look at citi group hes handing it over to jane fraser, the first woman to run an American Bank shes done a great job with one big exception, the stock he took a banking disarray and turned into a fabulous Growth Engine and returning 80 billion when you consider selling 106 billion company. They generated 7. 5 billion in income and now generating 19. 4 billion and reduced the efficiency ratio on when the bank spends versus net income and common equity surged from 5 to 12. 1 and the stock now is a tangible book value worth north of 70 yet, the stock tells a very different story. Holy cow s s p. Citi group that is a bubble as of yesterday it was 51. Thats a 37 gain. Over the same period, the s p 500 is up 130 it trades to the book value, what it would be worth if you lick da liquidate and nobody cares thats not a bubble. S citis performance would have looked better. Oh, and its down more than 10 since fed chief jay powell turned on the juice. Some bubble. If city were in any other industry, it would buy back more stock or boost dividend. Banks cant do that. Plus, it cant be bought by the bank because there is too much e higher you cant stick your neck out and own it you cant. And just because its cheap doesnt mean its looking cheaper. The bubble thesis doesnt jive with health care have you seen the big pharma stocks down 17. 5 since created the cramer covid19 index. It doesnt help that joe biden and donald trump only seem to agree on one thing, drug companies. That rhetoric rarely amounts to anything but freaks out the stock market until after the election the banks and health care are gigantic core horhorts. Airlines, travel, leisure, oil, gas. You think the cruise lines are in a bubble . Too high arguably because of the newbies buying them but some bubble same goes for retail aside from the essential operators and home related play. So where does this leave us . If you want to argue that tech stocks spent months skyrocketing because theyre the only group you can rely on, be my guest thats not a fed mandated bubble its the pandemic. I dont know how these people can live through this moment of mass k we mask wearing and social distancing and the key driver of the action they know there are 500 stocks in the s p and seem to have no idea what most of them do. Stick with cramer. This is decision tech. Find a stock based on your interests or whats trending. Get realtime insights in your customized view of the market. Its smarter Trading Technology for smarter trading decisions. Fidelity. As business moves forward, were all changing the way things get done. Like how we redefine collaboration. How we come up with new ways to serve our customers. And deliver our products. But no matter how things change, one thing never will. You can rely on the people and the network of at t. To help keep your business connected. Everything we have, weve earned. The unmistakable lexus is. Get zero percent financing on the 2020 is 300. Experience amazing at your lexus dealer. The ipo market is going to shift in high gear next week with at least eight deals including hot ones like snow flake, which is a cloud based Data Warehouse company that wall street is salivating over. I dont want you buying something you dont know what it is were looking at the listing of technologie technologies, the surveillance with the airbnb ipo coming not long after in other words, were going to be deluged with deals. There is very few things that can kill a blood market but initial openings will do the job. Stock markets, when you flood a market with additional supply and demand stays the same, prices go down thats why i tend to get concerned as we head deeper into the ipo cycle. Its not a great thing to see these deals coming look, weve already had a ton of deals this year already. 111 up 5 from last year, raising about 8 more money than last year. Thats huge considering we have tons of ipos in the first eight months of 2018 these numbers dont include the money into special purpose accusation corporations called spacs that are raising fortunes. Tonight i want to go over big names but also keep you apprised or something that could be detablizing for the averages nobody talks about this except for me i used to do work and i can tell when you see this many stocks, what happens is other stocks will be sold and lets start right there with one of the largest deals of the year with good reason. This will be the third tech company taken public by snow flakes ultra bank ceo you might remember him as the ceo of service now before john took over as a regular gust hes here unstoppable aholik this would make it the second highest ipo of the year. I suspect it will be a high end of the range because there is a lot of demand for snow flake we learned sales force and burke shire math away agreed and it can carve private placement. I really wasnt expecting a mark warren buffet team im conflicted because i trust marks judgement sales force practically invented the cloud. The last time they did this is with zoom video that became public throw in warren buffet, the ultimate value into the opposite of the value stock including Something Special about snow flake. Even if neither were involved, just salutemans name alone gets you a red hot deal the it will be too red hot unless you can get a piece of the actual deal. It might be too expensive, other weiss. Well revisit in more detail next week. When i started out, if i could have gotten 100 shares of this, i would have grabbed it. 100 shares on the deal there are at least three more Software Ipos coming next week though and all of them are less enticing first, you have Unity Software that makes one of the most popular engines for video games. Second, there is jay frog, which is in the space thats short for Development Operations this is one of those lucrative quarters of the cloud base Software Space you have a cloud log management play im not familiar with this one but what matters is youve got four cloud deals coming next week and that causes some Portfolio Managers to sell current Cloud Holdings that they have to make room for the new ones call it cloudy with a chance of meat balls what else is coming next week . Well, at least in the next couple weeks, we have a Couple Health technology plays on the show before, amwell and good rx. Business is booming thanks to the pandemic who wants to go to the doctor in person when you can Video Conference given teledoc is merging, amwell could be the only publicly traded pure play and once again, i reiterate the livongo deal is fantastic. It will be the rising star for good rx this is a company that helps save money on prescriptions. They have an app that lets you comparison shop and 50 Revenue Growth in the first half of the year and highly profitable im a huge client and think the world of it. At a time when people pay close attention to health and bank accounts, good rx seems like a winner again, though, it depends on the price. You dont want to buy something that comes in too hot. Weve also got a couple big direct listings coming in the near future from software companies. Now, direct lessee is not an ipo. You list a bunch of shares without raising any new money. Thats how spotify became public in 2018 and did poorly at the beginning and soared and how slack came public last year, kind of the opposite the jury is still out whether these listings are a good idea the company doesnt get the benefit of the wall street height machine you as an investor dont have to cope inflating the stocks valuation out of the gate. I always thought it was a cool idea because you dont have your management flying all over the country when it should be working. How about these direct listings . It helps organizations buy vast quantities of information and they work from the pentagon to the nypd and more recently started doing business and a little controversial and cofounded by peter but hes bankable and on top of that, it is a nightmare they plan to have shares and give the founders variable shares and 50 of the voting power at all times makes you thirchg likei think like a state its the early interest hasnt bee