Day for the bulls . The dow jumping 215 points. S p roaring 1. 69 . Nasdaq rocketing 2. 4 . Just a monster rally, obliterating the memory of the weak past. Ive got a Pretty Simple answer about how it happened. We bought them, because we checked off every single box of my proprietary nobottom until checklist that was needed for the derailed bull to get back on track. And we did so with record speed. Thats why tonight, i want to walk you through the check lis i created eight days ago in the midst of the markets hideous decline and turmoil. A checklist that would produce an investable bottom like we have here, if the criteria were fulfilled, so you could understand the significance of whats actually happened out there and, frankly, recognize its rationale. I set up ten concerns that had to be addressed. Ten hurdles, so to speak, and told you we needed movement on all ten for this market to make a uturn and give us a sustainable rally. Almost instantly on twitter jimcramer, i was bombarded, if not lambbasted by critics saying i was creating a circumstance that could never occur. People accused me of setting up a bearish wall, designed to make it clear we couldnt ever have a real rally. A straw man that was simply out of reach. But i responded i wanted to have a real bottom, where we knew you could actually own, not trade, not scalp, but own stocks and didnt need to sell them because of the bears objections would be crushed and it wouldnt come back and bite you. If we just couldnt do that, if wed just be back in the world of treachery, where no move could be trusted. Remember, during the selloff win repeatedly used the word treacherers to describe this market and it would only stop being treacherous when all ten boxes were checked off. Thats what would end the treachery. Despite the pessimists who said it was impossible, thats exactly what happened. Its why we bottomed and the market went from treacherous to trustworthy. Lets go right to it. First box on the list, this was really important. Someone on twitter was arguing with me about this earlier. And i was going to blow him out of the water, but i just muted him. Thats a great feature, by the way. We need to get ebola under control. Notice, i didnt say cured, just under control. Go back a week ago. We had sheer panic, that was so pervasive, it enveloped the stock market can the nation as a whole. But then we got a fortuitous series of events that make us believe that ebola is indeed under control in this country and our panic may have been you ever justified. First of all, the president recognized that we were panicking and that the cdc had lost control of the situation in our eyes, so we brought in an ebola czar to ride herd over the cdc, the health care system, and even the military, to make it clear that were not facing some steven kingstyle nightmare, where the war was already lost. Second, we realized the disease is much less contagious than we feared. Listen to me, go back to the press reports from one week ago today and you can find ample articles about how the old ebola had morphed into the new ebola that jumps around and is much easier to catch, but then this weekend, we figured it all out. Apparently, the cdc was using the wrong protocol and Health Care Workers who were stricken with the disease simply hadnt been properly instructed on how to avoid it. Meanwhile, all the people who came in casual contact with the deceased ebola victim in dallas got an allclear this very weekend. Thats a total box check, which turned the travel, leisure, and Airline Stocks back on. How vital was that . Remember, the other big theme out there was the huge decline in oil. So money should have been flowing from the oilproducing stocks to the gasolineconsuming ones, but ebola fears wouldnt let that happen. Suddenly, though, the floodgates opened, and youve seen a monster reversal on all things retail, airline, and travel, all of which were heavily shorted, because so many skeptical hedge funds didnt believe we could get through the ebola containment gauntlet, which is exactly what happened. Now, there may be more ebola cases in the country, but the government could actually be ready and gasoline has stayed down. Check. Second item, by the end of last week, i had been saying over and over again, every single group, no one can be spared in an actual bottom. Every group, drugs, consumer products, utilities, and you know what, they were hit. Every group had to be crushed before a bottom can form, and thats what happened. Check. Third, we needed the rampant speculation to be tamped down. It was a little out of control. Last weeks disappointment from netflix and its huge decline, the last of the big speculative stocks to crumble, checked off that box. Hey, look, now all the speculative plays the mobilized, the gopros, they fear a rally, which is whats going on. Which is okay. Once theyve been rebroken, they can regroup without risk of creating a second top. In retrospect, aside from the ebola panic, this turned out to be the most paramount, because the amazing job creating Domestic Energy renaissance was in actual jeopardy with the price of crude, much below 80 a barrel. Now oil seems to have settled at precisely the level where customers get the equivalent of a tax cut and producers can still make a heck of a lot of money from drilling, which is why on a highly unusual and paradoxical event, the stocks of both the buyers and sellers of oil rallied today. Didnt hurt all of those hedge funds were blown out at a certain level last wednesday. Sayonara. Fifth, tech needed to stabilize and it did. The tech started when this dropped dramatically. However, since then, weve had nothing but upside surprises from the likes of sky works, microron, Texas Instruments, and of course, apple. And so many other too numerous to mention, numerous enough, that weve been able to slough off the terrible pain emanating from one tech giant, ibm. Apple reminded us it should be owned, not traded, with that phenomenal quarter that featured average selling prices for new phones. That was shocking. Sixth, we needed europe to turn its economy around, probably by adding this horrible sanctions war with russia. We havent gotten that yet, but we did get a recognition, perhaps more important, by germany, that it might have to do more to stimulate its own economy and that of europe, by doing some budget busting. Enough officials in germany have signaled is that stimulus is coming. I think its safe to say that the Economic Impact of sanctions may be blunted. Thats what we wanted anyway. More ton that coming up later in the show. Seventh, we needed to see some genuine raises on the earnings front and we got tons of them since i rolled out the checklist, including many from formerly down and out industrials. More on that in the show. And theyre viable. Eighth, the technicals, the charts, they had to stabilize. I have to admit i didnt get the comfort from technicians i would have liked during this period, but by this point, i know about the charts. We had an allclear on this front, even if it wasnt sounded by most who practice the art of technical. Were going to be contained by the resistance, blah blah blah. It wasnt the chartists finest hour. Ninth, i wanted some economic stimulus in china, and while it may not yet be visible, its happening. And not just because the gdp number that came out last night was better than expected, more importantly, the baltic freight index, after stabilizing last week made a huge jump. Thats the best measure of Chinese Commerce and it is going positive. Finally, i wanted isis contained. Sure enough, right on time, the kurds with our help delivered a major defeat to this band of thugs. I wish that journalism were better over there, but i think thats the High Water Mark of their activities. I made up this checklist going into the worst part of the markets decline, saying all ten of these concerns had to be addressed before we could truly rally. The bottom line, the boxes were checked and thats why this market is now rallying like crazy. If it pulls back, you have to be a buyer, not a seller of companies that perform remarkably well here, which there are, if you stay tuned, some terrific ones to buy as soon as tomorrow morning. Start the questions with kurt in north carolina. Kurt . Caller hey, jim, good evening to you. Good to see you. Caller just want to say thank you to you and the crew there at mad money for all the work you guys do in helping the small investors navigate the market. We really appreciate it. Thats why i do it. I tell the ceos, come on the show, because the real investors watch us. Whats up . Caller my question tonight is about trinity industries. If we want to be in the stock, shuld we be concerned about the recent Court Judgment against the company . I think trinitys right, it probably will be appealed. It was devastating from left field. But you know what, that stock has come down enough, and i think therell still be fracking, still be oil shipped and notice, green barrel went up. I think trinitys okay here. Its not my favorite. I like a midstream magellan, an enterprise, i like some pipelines here and i like some of the majors. Can i go to mark in florida, please, mark . Caller a big baa baa booyah, cramer. How you doing . Good to have you on the show, partner. Whats going on . Caller is it a good idea to get into this citigroup spinoff being that consumer subprime lending arm of citi . Look, i just say own citi. I really like what corvettes done, its a terrific job and you should be in citi. Thats the best way to play it. All right. Anyway, bottoms up. The market finally gives us it gave us the investable bottom we were looking and eagerly waiting for. Give us a ton of buying opportunities that i could have never imagined from the market comes down. Got to be a buyer, not a seller now. This is all bottom reached. Mad money tonight, in the fight for the future content remains king. The companies are ascending to the throne. Ive got the list. And emergency from the Ebola Outbreak means unprecedented fast tracking of lifesaving medicine, but how far along are we . Ill give you a look. And first, its the hidden economic story going down in china. What it means for your money. Thats next. Stick with cramer. Dont miss a second of mad money. Follow jimcramer on twitter. Have a question, tweet cramer madtweets. Send jim an email to madm madmoney cnbc. Com or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. receptionist gunderman group. Gunderman group is growing. Getting in a groove. Growth is gratifying. Goal is to grow. Gotta get greater growth. I just talked to ups. They got expert advise, special discounts, new technologies. Like smart pick ups. Theyll only show up when you print a label and its automatic. We save time and money. Time . Money . Time and money. Awesome. Awesome awesome awesome awesome all awesome i love logistics. Yes, it is easy to say the industrials are back in favor. Weve got Illinois Tool Works saying good things, United Technology is putting up excellent numbers, thats on top of General Electric and honeywell making positive comments about the global economy, despite the gloom that develops all multinationals. And dont forget the amazing comeback of ppg from a firstclass bruising. That stock has gone from 176 to 195 in a heartbeat, even after it reported a quarterly that was mistakenly poo poo when it first came out because the market was ugly that day. But i do not want for one moment make you think that these big loses in the industrials is about terngs of these specific companies. This market is too broad for that and its down from a mosaic of good perspective news. What is this mosaic of good perspective news . First, if Herbert Hoover in a pantsuit, aka, german chancellor angela merkel, actually does go along with italy and france and mario draghi from the European Central bank, then i think we have Something Special happening here. Merkel has stood in the way of a recovery in europe long enough. I believe that she will respond, if not from the pressure from the other countries or the European Central bank, but to the radical right in her country. Which cant be happening with these recent Macro Economic figures. Thats who they fear there. Remember, german politics is mired in history. Merkels tightmoney philosophy is all about trying to avoid a hyperinflation scenario, that indid bring on the third reich. But shes also cognizant that deflation could do the same thing. It was the deflation of the Great Depression that allowed hitler to get elected. He did get elected. And thats what could change the equation. Fear of deflation could finally force merkel to do the right thing and embrace stimulus. Second, if merkel does blink, i think money will gravitate back to europe, as growing countries beget healthier currencies. That means the dollar could get weaker, which would be huge for the multinationals. And i think the idea that this could happen is resonating right here, right now, in the guidance that people are thinking about and the prospects. Third, everyone knows that china is horrendous. Its a universal given. But thats usually when the peoples republic becomes a good bet. Im concerned what caterpillar will say when it reports tomorrow, as cat had made too big a bet on china, hasnt delivered of yet. However, ive been watching the baltic freight index, have you . The baltic freight index, which can help measure chinese growth, and its been creeping up nicely with a huge 12 jump just last night. Did you know, that thats the largest oneday move in four years for that index . Did you hear anyone else talk about it . That matters more to me than chinas just reported 7. 3 gdp number. I think chineses domestic consumption might be growing. Lets call china not as bad as we thought. Fourth, i believe theres tremendous pentup infrastructure demand worldwide. Were beginning to see stirrings in the nonresidential construction business. Something that would fly by ppg, alcoa, and honeywell, all of which soared today. Nonresidential construction is the big enchilada when it comes to capital good spending, lifeblood of the industrials. Finally, aerospace, which had been clobbered by the declines in the Airline Stocks caused by overblown fears about ebola, is now finally getting some lift. We get results from boeing tomorrow. You know what, i cant imagine a scenario when this Company Reports backtoback weak quarters. We know from alcoa and honeywell, aerospace remains a growing space of the economy. Which is good. Air fairs are now going higher. Isnt that incredible . No, when you have an oligopoly, thats what happens. Its terrific for airplane orders down the road. Heres the bottom line. Its needless to say that the United States has been a source of growth for all of these industrial companies, for some time. But, if we get continued geopolitical lift worldwide, then these stocks, many of which have been crushed, can go higher still, making the industrials such a beaten down group going into this week. And awfully interesting place to be right now. I want to go to mimi in my home state of new jersey. Mimi . Reporter booyah from the jersey shore, jim ive got to get down to the shore. Im redoing the pavement in front of my house. Caller been a longtime participant of your show, up to and including today. Were closing in on our tenth anniversary, which is like completely ridiculous. Go ahead. Caller i need your wisdom and advice on a stock thats been on a downward spiral. If the company has a growth acceleration strategy and seems to be making accretive acquisitions, most recently, north american aircraft services, they have a share of Buyback Program in place, and a small dividend, but continue to expand their product line and services. My concern is, the military sales and the production delays. However, they report earnings on the 29th. My question, jim, is, triumph group, tgi, a buy . I like this, mimi. Ive got to go peace on this. This is a stock that fully reflects the pullback. Reminds me of a lion tech, except its in aerospace. It went down first when bea didnt get a bid, and Lockheed Martin reported disappointing quartz, but Lockheed Martin is high, this is low. I like your idea, mimi. Highest compliment, youve got horse sense. Its easy to say the industrials are back, but its stemming from good perspective good, thats right, the future. A geopolitical lift could send these stocks higher, making them a pretty darn interesting place to be. Much more mad money ahead, including the billiondollar shift going down in the battle for your viewing hours. The stocks that are winning the fight ahead. Plus, competition around the world finally seems to be beating back ebola, but does that mean its time to circle back to the stocks that took a hit. Im looking for opportunity in a highquality theme park operator. And the researcher sector has hit almost every single drug to hit the market gives us the real skinny on the development of an ebola cure. Stay with cramer. On a terrific day for the market, do you know what stocks have really roared . Its the entertainment plays. Specifically, the content providers. Because in this new environment, where consumers are cutting the cord on their cable boxes, since they have more and more ways to watch the same tv shows online, content is king. And if you have good content, then you have more ways than ever to make a killing in the entertainment business, because theres just so many platforms out there. Hey, ipad is still doing well. Its the way that people watch the stuff. So its no wonder that these stocks were leading the way today. Thats why tonight,wear going off the charts with the help of bob lang. Hes a brilliant technician, as well as being the technical start in the threeman team behind the street. Coms trifecta stocks news letter, which rooks at stocks, quantitatively, fundamentally, and most important from our purposes, technically, to take a closer look at the run in the entertainment place that have been so smoking. So lets take a look at the daily chart of uber cramer fave, disney, which, by the way, has a cordcutting deal with dish network, that will let you watch abc and espn online. When the market was getting hammered, disney got hammered right along with it. That is, until the stock hit a flash crash low. It really was, l