Brazilian debacle, has been resolved and were now free to buy, buy, buy with the dow gaining 32 appointmenpoints, it was the dows sixth straight day in the black. Thats the strongest streak since february. Too good to be true . There are some things that are nettlesome that we need to vet them right at the autoptop. Lets talk about debt ceilings and government shutdowns. With the demise of the republican speaker vote comes the prospect of a government shutdown. As early as monday you will start hearing about the possibility of a shutdown, an unmitigated negative for all stocks. As i say in get rich carefully, theres a cycle that occurs in these political fiascos. The moment people Start Talking about them, we begin to worry about disruption in washington that always spills over to wall street. Lets keep our eyes and ears open so we can tone down the bullishness if we start hearing this chatter. Heres the drill weve heard in the past. You sell, when you hear when a shutdown is going to be happening. On the second day of the actual shutdown, you buy it all back. Thats for traders only. I dont want this to happen. I just want you to be aware of the possibility. Johnson johnson, j j, expectations have gone higher. Suffice it to say im concerned. J j has become a serial disappointer. I favor eli lily and of course prefer bristol mayors. If j j can deliver a good number, it can turn the tide. Thats a tall order, though had the the pressure will mount for j j. If you dont already own it, i would wait. After the close tuesday, with you hear from j. P. Morgan. Its always confusing. Please dont invest or trade in it until you hear the commentary, the conference call. J. P. Morgan needs higher Interest Rates and they didnt get them this quarter. No urgency here, but it always pays to listen. Ive been talking up old tech for weeks now, saying the lower Valuation Technology stocks are the ones to own. Intel is still cheap, despite the run on the stock in midaugust. 32 right now. Lets use intels quarter on tuesday as a test case to see how the stock performs on inline numbers. If thats all we do get and intel falls from here, then expect a slow growth techie that needs to sell off, including everything from microsoft to hewlettpackard. Be ready to trim accordingly if this doesnt keep going higher. The rails bottomed in august just like tech. What you want to ask yourself here is, will the move be exposed as just one of those bogus rotations out of expensive stocks with growth into value stocks with no growth . Which i think is a recipe for disappointing stock performance. Or is something actually improved in the worldwide economy . The rails are so coalcentered. An improvement would be a rude awake enning, if we had a real improvement. People arent thinking yet about the future of alcoa. If csx does surprise to the upside, i would buy some union pacific, which has less coal and more global growth, making it the best of the rails. I think unp, if you can get it in the low 90s, its a buy. Theres possibility that the dollar peaks. The tech picture for the dollar looks like its going to go like this. United continental rallied hard today. So did american. Im partial to delta, that reports wednesday. I think it could be the best. This one, ive got to tell you, any weekday between now and wednesday, snap it up. Bank of america and wells fargo report after the opening. My travel trust, which you can follow, owns both. Wells fargo is known for earnings momentum. Bank of america because its so darn cheap. Expectations for bank of america are very low. We know from the fed minutes released yesterday not to hold our breaths for a rate hike. Im more bullish in the near term for wells fargo. The ceo made it clear hes no longer waiting for the fed to take action and is positioning the bank for no rate increases. Boy, did he get it right. Lets say it gets hit before j. P. Morgan reports. I think you buy it. J. P. Morgan is an International Bank with huge trading and worldwide corporate lending. The former is the way to go. Thursday, the menu is terrific, i really like this day. Weve got two banks, first of all. Got citigroup and goldman. The expectations are low for any upside at all. I prefer wells to both of them. These are inexpensive franchises. It used to do the two fastest, highest growing in their sectors. Theyll probably be on hold until the fed starts raising. Goldman may go up a couple of bucks. Citi, im still waiting for them to put up numbers so good that the ceo says, cramer, i want to be on your show. Heres a stock thats been rallying. I think its not done. The finest Oil Service Company deserves to trade higher. You should own it if the price of oil dips ahead of the quarter. You can expect the company to say good things about its own business. Why . Because slum berger is making tons of money at low prices. Do you know what the best performing industrial in 2015 is . General electric. I think its a buy going into the quarter, friday morning, and going out of it even after it reported. In other words, if youre a trader, get some ge ahead of the quarter. And youre an investor, buy some ge after the report. I want ge to come in so i can pound the table, post the revelation last monday that activist nelson peltz has bought a huge stake in the country and is encouraging aggression. Ge, without the finance business its getting rid of, is an fantastic agglomeration of industrial businesses with the best or gganic growth out there. Both companies have been part of the churn in industrial stocks since august. Even if ge doesnt come in, why dont you own a small position in it. Maybe one of those Federal Reserve popoffs, a sanguine situation ahead of a possible government shutdown. I would buy some ge, then get ready to buy more. Even after the run, its still very cheap. Honeywell has moved up since the pivot to industrial stocks last week. Heres the bottom line. Once again, its time to focus on the fact that rancor is back in washington. It makes us more circumspect because this kind of showdown has always there isnt a single recorded instance, always caused the market to swoon. I never the market is overbought and due for a pullback. But i like the companies that report next week. Washington should give you a chance to get into the best of the best. All i can say is, take it, but with the exception of ge, only if the stocks come down first. That way youre protected from the hazards of overextended stocks that after this winning streak could be hurt by pretty much any negative news out there. Thats how powerful this run has been. But how late in the run it might be. David, illinois. Dave. Caller dr. Cramer from the city of broad shoulders, marty mac fly back from the future reports chicago cubs win the world series in 2015. Okay. Caller jim, last week Insight Corporation and its partner eli lily published encouraging results for their Rheumatoid Arthritis drug. Since then their stock is up 10 . A piece today identified insight as a stock flying under the investment screen that may be well positioned for an upward climb. Yesterday insight became the newest member of the nasdaq 100. I feel like were a little late for the insight move. I think eli lily was the goto name in the drug business. This Biotech Group has been very tough. Y leli lilly, best in show. Caller go cards. Go cards. Im trying to figure out who missouri plays this weekend. Caller theyre playing the cubs this weekend. I meant the school. I love the football team. Caller i do not know, sorry, i dont follow. Im googling it in my brain. Go ahead. Caller okay. Im asking about cdrill. Im concerned about this treaty with iran. Is this going to be more landbased oil on the market, so not as much need for if we go with acedro, were risking a rally in oil that could hurt us. Schluberger reports next week. Thats my gift to you. Keep your eyes and ears open to what comes out of washington. Theres plenty more mad money ahead. Im diving into some wall street numbers including the Largest Company to debut on the exchange this year. Should you be ready to buy this behemth . Ive got your answer. Then a nationwide grocery chain is about to come public. Should you take a bite . But first, storage is the latest cloudrelated company to go public but the stock stumbled out of the gate. A sign of things to come or a sign to buy . And of course missouri plays the gators who look really sharp in the top 10 this week. Stick 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. Miss something . Head to madmoney. Cnbc. Com. Some neighbors are Energy Saving superstars. How do you become a superstar . With pg es free Online Home Energy checkup. In just under 5 minutes you can see how you use energy and get quick and easy tips on how to keep your monthly bill down and your Energy Savings up. Dont let your neighbor enjoy all the savings. Take the Free Home Energy checkup. Honey, we need a new refrigerator. Visit pge. Com checkup and get started today. This market has been shrouded in panic for months. Now that the smoke seems to have cleared after a very good week when the averages rocketed consistently higher, i think its time to revisit ipos that have been ignored. Investors have been feeling terrified. Thats why i want to walk you through three recent or upcoming ipos that are being overlooked thanks to all the turmoil of late. Why dont we start with a high growth Disruptive Technology company that came public two days ago, came public with a whimper. Im talking about pure storage, pstg, making storage array than are optimized by some of the most efficient storage in the business, allowing customers to get access to their data ten times faster than competing Storage Companies with a product that takes up one tenth the space as traditional disk drives for less money. The market would have salivated over it a few months ago, but now in this environment where investors shun cyclical Growth Stocks, they represent, people think, value over things like pure storage. Pure storage became public at a moment when a tech Company Going public didnt get much attention. Make no mistake, this environment is actively hostile to the turbo charged Companies Like pure storage, he want ones losing gobs of money while in hypergrowth mode. If you take a longer term view, i think weakness in the stock could be giving you a nice buying opportunity, as long as youre very careful about using limit orders and building a position gradually, meaning you only buy more when the stock goes lower. While the wall street fashion show is pretty much ignoring incredible growth for new tech stocks like pure storage, sooner or later this group will come back into style. One investors care about opening companies with breathtaking growth rates again, i could see the stock rallying like crazy. You have to be patient and wait for that moment to happen, because it could take some time. While we wait, i want you to do your homework and think about speculating on pure storage in weakness rather than waiting for it to get its mojo back, because if you wait that long, youre going to be late. Why am i liking pure storage when everybody else hates it women for years weve seen the rise of Cloud Computing and virtualzation, allowing companies to get rid of their servers and storing their data offsite. These data centers are everywhere, a lot of them are in virginia where they have cheap power. Traditional hard drives cant keep up. Thats where pure storage steps in. Theyve developed an all flash based, that means smallered for factor, flash based storage array. Flash is the kind of exacompactd Energy Efficient storage thats used in your mobile device, your handheld. Longer spending is lowered for clients by 50 versus the competition. Its not like pure storage is just a bunch of flash drives stuck together in a center. What differentiates this company is that its also developed its own cutting edge flash optimized software to run these storage arrays. I know its getting a little complicated. This is a game changer. The software delivers the industrys most comprehensive data reduction, meaning flash storage lets you cram more information onto a given drive by reducing the data into a simply find form. They also have data and Application Protection software along with recovery systems. This is an ecosystem for flash, for storage. They compete against cisco, dell, emc, ibm and hewlettpackard. Many of these competitors have their own flashbased storage offerings. Pure storage has different shaded itself thanks to its High Performance software. It allows it to be dramatically more efficient than the competition, than any one of those companies i just named. Plus they allow customers to maintain continuous access to their data despite failures. They take up only one tenth the size of old school disk drives. A huge part of the cost of running a data center is simply running the air conditioning to keep the hardware from getting too hot. The platform allows their clients to get rid of expensive servers and easily monitor and manage arrays across the globe. Theyve snagged major Companies Like conocophillips, avago, just to name a couple. They have the better mousetrap. Theres much better value than the competition. The typical payback period for switching pure storages product is just 14 months. Average customer saving roughly 1. 9 million from the switch. I heard those numbers, i didnt even believe it, when i met with those guys. Ive checked it out. The claim is a good one. Even though pure storage is not yet profitable which of course is the big knock, the company has been growing revenues at a remarkable clip, up 309 , in its 2015 fiscal year. Of course they lost more money than that so people are panicking about it. Pure storage could be profitable, but the company would rather spend tons of money on sales and marketing in order to grow its business. The company is burning a lot of cash. For every dollar they spend, they see a return of a buck 50, thats pretty compelling. Its far from cheap. Lets assume the companys growth decelerates down to 200 for 2016. That means its roughly trading at 8. 5 times sales. You have to understand their truly staggering growth rate. This is the Fastest Growing publicly traded tech company in the universe of stocks that i follow. There are plenty of risks here, including the companys gigantic competitors and the fact that emc is suing them for poaching employees, which is why im only giving pure stodrage my blessin for speculation. If im right about pure storage, if im right about the Competitive Edge it has over emc in particular, it will be very smart for emc to sell itself right now to dell. I dont know. Somehow it seems like theres more than just irony there. The bottom line, right now the market may not be excited about companies with turbo charged growth rates. But we all know growth always comes back into style, and at some point it will. I think it might be Worth Building a position in pure storage while its underappreciated, because this is exactly the kind of stock that will roar once wall street gets comfortable with Growth Stocks again. And remember, it always does. Much more mad money ahead, including whats been moving the price of oil, copper, coal, and a host of other commodities. Plus safeway, albertsons, shaws, maybe your local grocery. Should you be buying the stock when it comes public next week . Find out if its on my shopping list. And a new name in the payment space. Will you cash in on the stock . Its time to find out. Mad money will be right back. Jay visits a secret starstudied garage. This car was owned by elvis presley. Hes california dreaming. Cnbc, wednesday night, deals and wheels. Then jay lenos garage, all new, wednesday at 10, only at cnbc. The commodity rally weve been experiencing has been nothing short of breathtaking. Thats why its time for a reality check on whats really going on. Its almost too good to be true. Maybe it is. First an economics lesson. Commodities rally for two reasons, short supply or excess demand. You can have one or both. Either can propel the price of the commodity itself and the companies that exploit them. You have to go back to 2008 to see a commodity rally like this one, when china created more demand that could not be met by suppliers no matter how hard they tried, leading to price increases for everything. Halcyon days for every commodity from copper to oil to zinc. Didnt matter. Nickel, lead. Producers realized they had to ramp up to meet chinas insatiable demand. Almost every executive in these industries bought into the notion that china would grow to the skies. You started hearing about supercycles for almost all commodities, including sand, coal. Many of the producers went full bore, ordering endless amounts of equipment from the likes of caterpillar or joy. Just when all these projects were up and running, too late to cancel, chinas growth rate, not the growth but the growth rate, suddenly slowed and has continued to slow to this day. The result has been a glut of massive proportions in every metal and commodity liquid out there. And theres no place to put this stuff. That means endless price cuts to the point where marginal producers have gone under. Whole industries have been decimated by the slowdown in the growth of china. Now, though, its beginning to dawn on some of these almost suicidal industry executives that demand is not coming back. Oil exploration has been throttled back. Copper mining has peaked. Almost all producers have had to throw up the white flag. Today we had glencore, the troubled mining and trading company, made severe zinc cutbacks. Thats how you get bottoms in the commodities themselves. These production cuts explain much of the oil rally, not to mention how the black hole of petroblas happened. The stock of valley, bhp, all of which bulked up and spent way too much money, can have vicious straightup rallies. Now caterpillars stock can return almost to where it was before it had that huge horrific shortfall. Okay. Supply is one part of the e