Every piece of data we got was positive. The dow at one point down 123 points. Before we get a remarkable comeback from the lunch time swoon thats become a staple of the last four days of trading. The dow is down 24 points. And nasdaq advancing 0. 02 . We are still in a good news bad news mode until the last hour of trading. But we saw a glimpse of what could eventually happen when we started accepting good news for what it really is. Plain old unadulterated good news. Today eill tell you how we can rally to still higher prices. Although it might be too early for it to occur in a sustained fashion. But i dont want to tell you how we escaped from the box. One thats still keeping the majority of stocks from advancing until you know what kind of positive data im talking about. First, we got money from the National Payroll processor, showing improvement. Why do we care about the number . Because it comes two days before the most important economic data. The nonfarm payroll report and many people think its a precursor to the real deal. I think its totally contradictory, however, nobody seems to carry about it other than me. And today they meeldly sold bonds. Then the housing numbers this morning, heres what they did. Blew me away. Despite a weekly decline, mortgage was up 3 . The market is playing catchup, but wait a second, we have got permanent numbers and that was up 6 . Let me put that in context. A 6 increase in Building Permits for housing equates to a building up more than 1 million homes. You know its been six years since we have seen those kind of numbers. Then at 2 00, the banks are increasingly willing to lend. That means we have the possibility of more businesses being started and more expansion occurring. Thats good for the country. Which as we know to date is bad for the stock market. Remember key moments of the economic landscape theres a tug of war going on between bonds and stocks. We know that as Interest Rates go higher bonds become more competitive. Sell sell sell. And this gives well stocks that have nice yields a run for the money. If you want to see a visual depiction of this, overlay a chart of the Real Estate Trust reit on a chart of the ten year treasury. As the rates go up, they go down in lock step. Today a rare and hopeful exception at least for the dwindling bulls in the trust group who want that dividend, but its a little more risky than we thought because of how high bonds the interest on bonds have gone. All of this good news triggers a demand for money. Banks charge you for money. And they can charge you a higher rate when things get better in the economy. The fed has been fighting that trying to keep rates down to ensure the economy is really getting going, not just one time only, but steady in creating a lot of jobs. Now if todays data is a sign that things are on track in this country, i dont know what it is. I just dont know what is good data. After i saw this data. So you have to figure the fed stops fighting the tide unless rates rise and this will present more competition for stocks and it can reverse the terrific data we got today and thats what janet yellen has to be worried about. The successor to bernanke. Maybe it about arent. We havent seen a surge in consumer spending. We havent seen a strong employment growth and while we keep talking about a budget compromise today f we get it its not a surety. It may not do anything other than resolve the ridiculous sequester thats so twisted government spending. Frankly, i tried to dispense with this as quick as i can. Why . Anyone can trace it. So let me tell you what you dont know. You have heard about this tapering game for so long i know you dont care to hear about it anymore. I dont blame you. Guess what . Im with you. Im getting to the point where i dont even care what the fed does. I care how the real economy is doing and were is simply in a transition from when good news is bad news, to when its positive news not only for the people in america, but for the tocks they invest in. I think we got a signal of how it can be and not so bad. Maybe it was a microcosm from the particularly from the positive late day action. Right now, theres not a lot of earning news. So they were trying to make money as rapidly as possible before the years end. They have tapering, no tapering nonsense. Its like that risk on, risk off stuff i tried to crush. One month from now well get Earnings Reports and forecasts hoff of how businesses think theyll be doing. The businesses have tried to make do with it little, and thats the game thats been played. Some consider it alchemy, i consider it money. So they can retire stock and pay off big dividends and get ready for better times. Guess what . The data today says times are going to get better. So the new tug of war youre going to see coming a game that played out in the Late Afternoon today is between those who want to leave if market because they fear the feds next moves and those who want in. Because they think earnings are now going to be substantially better thanks to all of this great data. Who wins. Right now the good news bad news crowd has an edge and there are too many managers who want into stocks so they can buttress the performance and keep up with the averages until the end of the year. How about a month from through . I think the edge goes who cant wait for the kind of numbers, the upsides has been respectful. We have a chance for upside surprises on the top line and this will translate into the remarkable numbers like today. Is it a pipe dream that the fed can become irrelevant to us . I dont think so. For whole gobs of times for great bull market times that the fed has been relevant. Heres the bottom line. The fed is square at center stage and its a microcosm of the war that will be waged until earnings season. But at that point believe it or not, the fed may start to become more and more of a side show and when it is, you will want to own stocks not bonds as the contest will at last be decided. Lets go to sam in illinois. Sam . Caller hey, jim. Sam. Caller hey, i want to thank you because your books and your show have been an absolutely priceless financial education. Youre terrific. Thank you so much. I think youll like the new book coming out in a few weeks. Caller from your book getting back to even im doing the stock replacement strategy. Its complicated. But thats great. Caller i have not shorted the common yet which i should have done last week, i had great ga gains and i lost a lot of the gains this week. When should i short disney . I dont want you. Well get a deeper month out. The strategy is complicated in getting back to even. Disney is a buy, not a sell. I dont want you fooling around with it. When it does spike 1. 5 to 2 it will flatten out. But youre fine right now. Steve in california. Caller hello there, jim. Hey, steve. Caller thank you to all the home gamers from all the home gamers for making this Holiday Season a prosperous one. Yes. I want everyone to do well. Thats my game plan. Caller i appreciate you help us make money. I love the fact you give it away in a Charitable Trust. Thank you. Caller aigs had a great run this year, i has a nice upside. Has it gone too far too fast . Stephanie link, coportfolio manager with me at the news letter that goes out with my Charitable Trust we decided to take the profits of aig. We do like the company longer term and roll at into hig which is a company not as good as aig candidly, but its getting better. Hig is my favorite insurer. It has the most upside. Travelers is terrific as well. Kingsbury in massachusetts. Caller hey, jim just got another buy rating which is ticker ms. With the chair shares it has a lower market cap, what do you think . Mu has been a great investment name this period because they did this great acquisition with the japanese company. They now control thele of gopry right now. I like micron better than magna. The fed is indeed on center stage right now. But only until earnings and then i know you dont believe me, it will begin to become a side show. Not yet. But soon. Mad money will be right back. Coming up, tis the season. Its the happiest time of the year for retail. Well, most retailers. Express got a 20 discount in trading today. After tripping on the wall street runway. Tonight, cramer sorts out the mall rats from the fashion icons. To see who could be the winner of the Holiday Shopping season. And later, northern exposure. Its time to look up, canadas economy is growing at its fastest pace in the past two years. Its not just the birth place of gosling, celine and bieber, it may be home to some of the best stocks youve never heard of. Cramer reveals the Canadian Club, just ahead. Plus, tequila time. The holidays are here. And that means presents, decorations and lots of booze. Americans bought almost 20 billion worth of liquor this year, but cramer gets in the spirit with the founder of avion when he goes off the tape. All coming up on mad money. 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. Miss something . Head to madmoney. Cnbc. Com. Stacys mom has got it goin on stacys mom has got it goin on stacys mom has got it goin on [ male announcer ] the beautifully practical and practically beautiful cadillac srx. Get the best offers of the season now. Lease this 2014 srx for around 369 a month with premium Care Maintenance included. Express . Say it aint so. This terrific apparel chain of 630 stores has delivered and delivered for shareholders all year. Rallying some 50 for 2013 going into todays session. But it sure didnt deliver today. Getting crushed. Down 5 to 67 cents or 23 in one session. When the company said that and i quote, recent results did not meet or expectation, end quote. This turn of retail events is shocking to me. I think of express as that consistent excellent mid range player with the best duds for young professionals. Express run by the super smart and experienced michael weis who visited our set is too good an operator to believe they screwed up this badly. This suggests the key demographic isnt spenting with the same alacrity as it was a few months ago. Its how impossible this is to invest in the Retail Sector right now, because its become maddeningly inconsistent. And thatd coming from someone who fancies himself a good retail analyst. For example, as consistent as express has been, as seen as inconsistent, the dress barn have been the old chain of Retail Fashion hit or miss. Especially since it bought charming shops not that long ago. But in a perfect example of how difficult the group is to define, on monday it was reported a fabulous quarter that was reported. The stock is up almost as much as express is down since the quarter. David jaffe one of my Favorite Retail ceo vindicated himself and his chain with this Earnings Report as much as weis express did the opposite. We have seen schism after schism with the dichotomy best represented by the decoupling of ross stores downgraded today by cred credit swees. This quarter, it was the ultimate closeout play. Buying from lagging retailers. Plus it has two terrific kickers, home goods, and a growing european operation that never went bad during the hard times that is now thriving. Ross stores once hailed as a terrific National Player seems to have the raw merchandise. Ross hasnt topped out, retailers can only hope. How about the conundrum of urban outfitters. Six months ago it was the darling, leading the way. Now its looking like a failed turn around play with the Flagship Store faltering badly. We even had retail evers split month to month and jc penney is bad in october and they announced strong sales in november. What happens . The stock gets hammered. Gap is bad and it falls from 40 to 36, then back to the over 40. Stock of sears has been up more than 25 for the year until today. One redemption is from the fund led by eddie lampert. Sears fell more than 8 on the news. It extends to arguments today. Gamestop and best buy seemed to have run out of gas. The latter because theres well, not many more analysts left to recommend the stock. But they just had a fabulous black friday both of them. The whole weekend was good for both of them. Sales are very strong. And can it really be this bad for best buy and gamestop . I dont know. I think theyre buys. We have terrific home sales today. How about home depot, right . Certainly better than the competitor, lowes. Not so fast. Lowes rallied and home depot declined. I dont know anyone who has been able to navigate. So heres the bottom line. The best thing to do is stay away from investing in retailers until we get some clarity. That is if theres any clarity at all to be had. An alisa in oregon. Caller hey, jim, how are ya . Pretty good, how about you . Caller good, good. Im wondering what you think about newskin. They have been going up so much over the past very recent. Im wondering what your hit on them is. Okay. You know, my friend Herb Greenberg who also works for the street was on today, talking on brian and mannys show. He doesnt like that kind of model but i think i cant speak hes always alerted many tme to the them. Lets find out that before we make a judgment. Theres too much uncertainty for this guy. Too much inconsistency, maybe the best thing to do is to shop at the retailers. But not buy the retail stocks. Wow. After the break ill try to help you make more money. Coming up, northern exposure. Its time to look up. Canadas economy is growing at its fastest pace in the opast two years. Its not just the birth place of gosling, celine and bieber. It may be home to some of the best stocks you have never heard of. Cramer reveals the Canadian Club just ahead. [ male announcer ] this december, experience the gift of exacting precision and some of the best offers of the year [ ding ] at the lexus december to remember sales event. This is the pursuit of perfection. At the lexus december to remember sales event. Is caused by people looking fore traffic parking. Y thats remarkable that so much energy is, is wasted. Streetline has looked at the problem of parking, which has not been looked at for the last 30, 40 years, we wanted to rethink that whole industry, so we go and put out these sensors in each parking spot and then theres a mesh network that takes this information sends it over the internet so you can go find exactly where those open parking spots are. The collaboration with citi was important for providing us the necessary financing; allow this small startup to go provide a service to municipalities. Citi has been an incredible source of advice, how to engage with municipalities, how to structure deals, and as we think about internationally, citi is there every step of the way. So the end result is you reduce congestion, you reduce pollution and you provide a service to merchants, and that certainly is huge. Yep. Got all the cozies. [ grandma ] with new fedex one rate, i could fill a box and ship it for one flat rate. So i knit until it was full. Youd be crazy not to. Is that nana . [ male announcer ] fedex one rate. Simple, flat rate shipping liability of fedex. O canada last friday, while america was working through the posttraumatic stress after thanksgiving i happened to stumble up on a terrific story in bloomberg. The canadas economy is the best in the last few years. While its stoked by Business Investment and strong consumer spending. The canadian stock market has been on its been a real dog for a while now. Its underperformed the s p 500 for the last three years. Only up 7. 1 in 2013. The third worst of any developing country. Meanwhile, the Canadian Dollar has been crushed with one equal to 1. 95 u. S. Cents. But if the canadian economy is coming back as the Gross Domestic Product numbers suggest then the incredible underperformance could smack of a real opportunity here. Yes, it might be time to play catchup. As our neighbors to the north begin to pick up the steam. Thats why tonight were taking a page from the Canadian National anthem. You know, o canada, glorious and free. O canada, we pick our stocks from thee. Specifically i have hand picked seven high quality canadian stocks that i think you should consider away from the United States. Im crowning seven stocks. In fact, sticking with the spirits metaphor, im creating my very own Canadian Club. Sweet. And precisely because theyre canadian these have been holding up well in the current selloff. Did you know that canadian bacon is known as back bacon . The more you know. So lets take them down. The the back bacon stocks of the canadian market. First of all, i like shaw communications. Heres a Cable Company with a 4. 2 yield and a stock thats done nothing since the beginning of the year. Dont forget they have become hot commodities right now. Were in a moment where a host of companies are trying to acquire time warner. Not only do they provide 3. 3 million customers with phone and satellite service, by they have their own content. Global television, along with 19 smaller Specialty Networks like the food network, history television, and show case. Now, shaw stock got hit after it was reported in october, but the ref flies were better than expected and much of the weakness came from the host of onetime expenses that by definition wont be repeated. The stock is now trading at an 8 discount to its u. S. Based peers. Second, theres rogers communication. Rci. Another Cable Company thats a wireless provider and on top of that, they own a broad portfolio of media assets across tv, radio and publishing, along with a baseball team, the toronto blue jays. Plus, rogers announced a 12year broadcast and multimedia deal with the nhl. In other words, rogers is the only place to go to watch the nhl, nhl hockey in canada. Dont you think thats like a monopoly . Rogers is down 3 for the year on fears that verizon might enter the market. They might or might not. They have a new ceo, guy lawrence, from vodafone. I think he can help the company grow. We know the Canadian Consumer