A market thats been so strong it deserves to sit down for a couple of plays. How many plays will it sit for is the question. Weve been in a benign market because weve seen decent decommand for commodities while the Federal Reserve is on hold thanks to domestic weakness. Only one problem with it, you still need to feed the bull and not enough news flow right now to move the needle. Think of it like this. We had one good earning support, thats all, from uber cramer fave j. M. Smucker, a function of kcup sales, decent Dunkin Donuts kcups and continuing greatness of the companys big heart pet food acquisition. Smuckers earnings reports stunned analysts, 56 better than what they were looking for. Thats any nominal. Hence why its more than 10 bucks or 8 . Alleluia the new darling. What do you buy off that. Blue buffalo pet foods. Duncan doughnuts. Cant buy keurig. It was mysterious taken private. They cough wivet and ended up b being a total writeoff. Smuckers is as devoid of p. I. N. Action as anything ive seen then theres Restoration Hardware. The quarter which sent the stock down more than 7 bucks. Because of a myriad of mistakes. The house of pain. Involving horrendous execution. Botched catalog shipments and, well, gee, i dont know even where to start. Too much inventory, strong dollar. In fact, it was as bad as smucker was good. Given that analysts looking for it to earn 2. 66 for the year but management lowered it to a buck 60 and a buck 80. Ouch. The earnings is set to music which is absolutely terrific when all goes well. But is both tent and incongruous when the quarter is as bad as this one was. What looks like Restoration Hardware that you can sell. The analog . Not that much as their stores are ethereal and merchandise is as expensive as all getout. Williamssonoma was taken down because it seems like restoration. Excellent quarter three weeks ago. Nothing changed at williamssonoma. Macys and kohls was hit. Urban outfitters had a good quarter last time. With no stock pin action what do we do . Traders use their check list and go down and do the macro check list. First oil. Looks like the 50 area wont go quietly. It fell back below 51. Oil is the most important gauge of the market and oil decline eliminates any ability to have a big rally. You have to be ready for oil to go lower after receiving more rigs coming online which is what i think happens over 50 bucks and thats where it pays to start drilling again for u. S. Companies. Unlike Oil Natural Gas stayed strong. The Energy Companies for that segment and talking about we see the same ones, always you can write them down, capital oil, southwestern, eqt and range resources all on that, they zoomed higher but i wouldnt follow that by unless you believe according to a bunch of hot days coming up that well have us burning a lot of nat gas to keep the air conditioners running. Thats not so crazy given the talk of this being the hottest sumner industry. How about the dollar next on the check list. Well, it went the wrong way and got stronger. Not good for the numbers. Own j j and hongnywell bucked the declines. What can i say . Theyre remarkable. Alex gorski and ceo of j j and the ceo of honeywell spent the least amount of time hiding behind the strong dollar is hurting us thesis even though much of their business is overseas. J j more than any other pharmaceutical. Nike had a rare up day but last nights victory for the Cleveland Cavaliers led by the nike wearing lebron james could be one off two, sorry. [ drum roll ] the nba final has historic stock significance for both. Fitting underarmour fell a per sense. Valiant that the term beleaguered was invented for rallied a buck and a half. I continue to believe the real problem with it isnt the dramatic overpay for a female equivalent of viagra written off or even the endless price gouging that the ceo now has to roll back. No, its about the competition. Allergen and j j taking business away from the company that is in total disarray. Buy, buy, buy. Then you go to the next private check list and talk about bonds. Too strong today. Interest rates falling too fast. We know that causes the bank stocks to get absolutely slammed. No, no. And thats what happened. Its awfully hard to mount a rally without the banks so much part of the s p. Still no fed pops talking. What a relief. Meanwhile, we got a bunch of day two followthroughs. Lululemon, a great quarter yesterday. It showed you that retail is not dead. Just more selective and that you cant do downward facing dog pose in ann taylor tore mask in Victoria Secret stock falling another percent. Ralph lauren falling. Their ceo is taking the same tough love approach that manny tirico had to do. I still like the story even up 2. 44. In tech, another day another dollar and 0 cents for nvidia. The chipmaker that has loved this intel was back in the 1990s otherwise nothing although after the close Applied Materials announced a gigantic buyback and triggered the beginning of the rally in tech could happen again. Finally, finally theres this stock that seems everyone now loves to hate, apple. You know, i got to talking about apple were my daughter this weekend over a delicious lunch at olive garden in jersey. I was distraught having forgotten to wear my cargo pants so couldnt stuff those fabulous rolls in my pocket. Shes a vegetarian and bring unlimited salad bowl up her alley. It is lettuce but i say nothing. Anyway getting interested in the stock market and asked how apple is doing and i said its been stalled out, its doing nothing. Dead in the water. In fact i asked her why dont we go to the apple store in the short hills mall, not that far from me because i need a new watch band. I showed hermine just like im showing you mine right now and how it was time to get a different one. She said she agreed but forget about going to that apple store. Its too crowded. I said thats totally ridiculous. Its in a mall. The mall is dead empty. Moribund. She said, facius. She likes latin. She said we cant go, we dont have an appointment. Ten guys in blue shirts ready to help us. She said, dad, lets not even waste our time. I asked her, i said, now, come on. You dont know the new apple everybody hates. Last week. Apples best days are behind her. Threw her hair back. Dad, you cant even get into an apple store. Isnt that the story of apple right now in a nutshell. Hey, maybe someone else went to the short hills mall, couldnt get help, instead bought the stock and thats why it went up otherwise its a restaurant thats so crowded nobody goes there anymore. So without a doubt, nothing to trade off and nothing to make a case for, real boring despite super rich guys like carl icahn and george soros telling you how scary and dangerous it is. I learned early on never short a dull market. Since this may be the dullest market in ages what can i say. Its resting and nothing more. Or nothing less for that matter. Lets go to john in new jersey. John. Caller jim, how are you doing today. Im having a real good day. How about you . Caller im doing okay. I called about oil industry and two stocks in particular just curious on your opinion of them and what you think they may do. With Oil Prices Going up and looking ahead, between kmi and ensco. What is your machine getting into it with summer driving. I want to be a forgiving stock monster here. But those are both not good stocks. Ensco is an oil rig company and they had a big dividend and thought they could maintain it and they didnt. Kinder morgan had a very big distribution, say they can maintain it and they cut it. So i dont want either one of those. Want to do oil and gas go with an exshonn, chevron or slumb slumberger. Caller calling about amazon which closed with a p e around 300. Walmarts p e is 16. What happens when the market wakes up and starts to value it it must be in some kind of rip family going up and up for many years. The answer is amazon is what we call at law school suis gener s generis. My producer told me about amazon prime and i continue to recommend it. Bill in georgia, please, bill. Caller thank you, jim. Love your insight. I own yahoo at 37 and hearing about patents being sold and today we hear yahoo received bids for over 5 million. What does that mean for me . Should i sell or hold . You can hold on to it. Remember, im really worried about the accounting of that alibaba stock they own. My colleague partner and buddy david faber said there are going to be multiple bids. Ive been using bob at sun trust. He thinks 5 billion could be somewhat like it for these. Hold on to it but remember youre trading alibaba and not a fan. After a bullish run this market is taking a much deserved rest. Hit doesnt mean its an in intensive care but watching tv. Dont cake your eye off the averages, you never know when its going to kick back in gear. On mad you heard a picture is worth a thousand words. One of cnbcs disrupters. Is it betting an image full of info is worth more. George soros has made bearish bets. Does that sound familiar . Time to start panicking or doing some buying . I scream, you scream, we all scream for nondairy frozen dessert. Im dig nothing a trend thats so cold its hot. So stick with cramer. Dont miss a second of mad money. Follow jimkramer on twitter. Have a question. Tweet kramer. Madtweets. Send jim an email to madmoney cnbc. Com or give us a call at 1850743cnbc. Miss something . Head to madmoney. Cnbc. Com. In new york state, we believe tomorrow starts today. All across the state, the economy is growing, with creative new business incentives, and the lowest taxes in decades, attracting the talent and companies of tomorrow. Like in buffalo, where the largest solar gigafactory in the western hemisphere will soon energize the world. And in syracuse, where imagination is in production. Let us help grow your companys tomorrow today at business. Ny. Gov my name is jamir dixon and im a locafor pg e. Rk fieldman most people in the community recognize the blue trucks as pg e. My truck is something new. Its an 811 truck. When you call 811, i come out to your house and i mark out our gas lines and our electric lines to make sure that you dont hit them when youre digging. 811 is a free service. Im passionate about it because every time i go on the street i think about my own kids. Theyre the reason that i want to protect our community and our environment, and if me driving a that truck means that somebody gets to go home safer, then ill drive it every day of the week. Together, were building a better california. Earlier cnbc released its Fourth Annual disrupter 50 list, a compilation of Game Changing privately held company that develop revolutionary disruptive technologies. You know who made the top ten . Blipper. The company has become one of the leading players in augmented reality. Meaning they let you use your smartphone to superimpose the real world under the fake one. Browser powered by Artificial Intelligence and that mean blippar is an app and put it near an object, car, cereal box and the app will recognize it giving you tons of additional information. Including where you can buy it as well as interactive content. It has more than 65 million users advertised by nike, procter and gale, walmart and disney because blippars platform gives it an engaging way to advertise. Beyond that the Company Seems to be well on its way to becoming a visual version of google. Except instead of typing your query in a Search Engine point your phone at whatever you want to learn about, hence why it came in at number nine on cnbcs disrupter 50 list. Now, last week i got a chance to speak with the founder and ceo of blippar so look at this. Its really cool. Since weve seen youve done so much, you have become really the google and visual search. I want people to know what that means. All the buzzwords wont crystallize into a real company. So, yeah, thats i feel a bit unfair comparison. What were trying to build here more than search is the discovery behavior, a lot of people call it search. Thats a very q a behavior but discovery when you come across everyday objects like a painting or a dog or a flower and a building in your life. You dont plan to be in front of it but appears and point your phone and comes to life calling this visual discovery more than visual this is also the augmented reality that bezos talks about. Youre doing it. Yes, we are. We are the business we started 4 1 2 years ago and actually leading the segment and actually creating the market right in front of us. You have a new announcement about the visual knowledge grab. What does that mean. Blipparsphere, when you point it at any object in the world, not only it tells you what youre looking at it actually explains it to you how its connected to Everything Else in the universe. Theres nothing like that from a visual manifestation point of view so if you just look at a flower itll tell you what the flower is but also all the family of flowers or gardens Everything Else it is connected to. Thats great for education. Yeah, its not just for great for education, there is a suppressed curiosity in the human being today. There are many things we come across we want to know more about but we let it go. We cant be bothered like the design of the tie youre wearing. Or a beautiful car you checked out or a food youre eating. All those moments can you convert into visual discovery. But at the same time when you go outside, when i go outside im afraid someone will take my picture. People have to be more expert in makeup. Deeper learning of makeup. It works for you. Commercial product, right. It is, absolutely. You point it out any lipstick or mascara, what do you want to do with it, yeah. That changes human behavior. It does. It does and its really relevant. I have asked people on the street that, you know, do you think we have enough information anything you want to know about in the world. 100 of people would tell you that, yep, Search Engines are the answer but, okay, now you want to go to venice and find the nearest coffee shop, thats great but right now here in front of you can you describe stuff in front of you. Most people are incapable of describing things. Human imagination and the human vocabulary is inversely proportional. Nothing could be better than to get younger people to be able to start thinking about it. First grade, second grade, third grade. Absolutely and not just think about that but what it could be doing for the ill literal people. I know this. Is what im thinking. We can change the world with in. Absolutely. Because thats who we have the most thats who needs it the most. Exactly. I mean thats where our longterm vision is bring in a sense of knowledge in the world and thats what this is doing and then manifestations where you wont require words anymore. You can just look at anything and pick torally explain what you are looking at. Do you think that some of your background, humble background can what draws you towards the educational side. It is. Yeah. The slum, okay, slumdog millionaire. Yeah, its a topic close to my heart. Everything ive ever built in my life has been empowerment oriented. Thats a person who i am and i feel that there is lot to give and technology is genuinely the biggest equalizer in the world lets see it. Can we see it in action. Yeah. Lets do it. All right. Show me how it work. So weve got random stuff over here difficult to bring the whole world to the studio. So were going to switch on the blippar app and lets see what we got. Weve got a fruit salad and lets just point the phones camera to the fruit salad and immediately not only recognizes it, it gives you tons of information about it, what are the ingredients and this is like our propriety uxui, it gives you description of it below it and you can also see what are the similar products associated with it. And i dont know what the reference this is all a. I. Generated. Another product, rarely understood by humans as of today. You cannot totally discover things you see in a garden so i just pointed at a chrysanthemum and it recognized it in realtime and explains what a chrysanthemum flower is and you can read all about it and explains the family of flowers around it and what each one of them means and you can literal started the journey from chrysanthemum but what does a native plant mean and move from one bubble to another, literally you can hop on, hop off. Its like not just the stuff youre looking at, you can move from one piece of content to another simply and well show you some other demos like there are proprietary programs like random starbucks cup over here, should be able to recognize it. There it is, yeah. So you open up and you see understood there was a paper cup and there was starbucks next to it and then, again, all of our starbucks and you want to know all right. Because its a little magical. Yeah, it is. How does it know . It knows because weve ann annexed open Source Information and its our proprietary you figured out what i would be curious. Thats how our minds of course, this is our proprietary and very modern manifestation of it. It doesnt end there. I see there is a Branded Television over here. I should be able to point at it. Panasonic straightaways. We open it up and everything you need to know about panasonic. There are people who fear Artificial Intelligence. Elon musk. Anything you fear here. Here, this is very natural to this is human information which already exists. All we are trying to do, we are bringing parity and we are bringing distribution which is really, really good for the world. Boy, youre doing a great thing. Really is. Thats Ambarish Mitra founder and ceo of blippar. Great to have you on the show. Thank you. You pay your Car Insurance premium like clockwork. Month after month. Year after year. Then one night, you hydroplane into a ditch. Yeah. Surprise. Your Insurance Company tells you to pay up again. Why pay for insurance if you have to pay even more for using it . If you have Liberty Mutual deductible fund™, you could pay no deductible at all. Sign up to immediately lower your deductible by 100. And keep lowering it 100 annually, until its gone. Then continue to earn that 100 every year. Theres no limit to how much you can earn and this savings applies to every vehicle on your policy. Call to learn more. Switch to Liberty Mutual