What would a strong swimmer do here . Thats what im trying to think. See, you cant outswim the currents. Not even phelps could match some of these twists and turns. That doesnt mean we cant figure things out together. You and me. Spot the patterns. Come to the conclusions. Conclusions that make sense given the fact that there are so many rotations going on even midday. And multiple winning ones of with got to exploit together. Lets start with what happened one week ago today. Most traders and investors presumed because of the polling that Hillary Clinton would win the presidency. They made a host of big, big bets on hillary betting that she would win. Mostly wagers that a Clinton Administration would be an extension of the obama administration. Gridlock, not so hot growth. Which somehow we were convinced we liked. In that situation you want to own companies that can grow because the economy will stay stalled, right. Not so fast they draw government scrutiny like banks that are doing too well despite regulation or Drug Companies that are putting up amazing numbers because of prous gouging. Price gouging. Who fit that narrow hillary blueprint . Chiefly companies that surfed mobile, cloud, Machine Learning, Artificial Intelligence and iot known as internet of things. Think about it, they d n theyre going to make their numbers no matter what. Thats what worked forever. These stocks dont have much of a presence in the Dow Jones Industrial average. And theyre only a small piece of the s p 500. Yet when it started looking like donald trump was going to win, the moment when the rust belt firewall was breached, we got a midnight roughly 7 decline by my calculation in the averages as the futures traded for the evening. And retrospect that overnight move was as wrong as the polls. Trump stood for being builder in chief hey, that cost money. Trump wants to cut taxes, not raise them. Which means the government is going to need to borrow and borrow and also borrow. Hes betting that Economic Growth can fix the budget ultimately but first it has to borrow like mad to pay for the plan. By 4 00 a. M. On Election Night the sea change started. I called sara and wolfe and said night. We basically had an overnight bear market, the bear market with the brexit thing in the uk. Many of you who watch the show only think about investing in stocks. The alternative is bonds, gold, real estate. Mad bond money wouldnt last 11 years. Ever since the trump triumph its the bonds that have called the tune of the market not the stocks. Thats the real current. Thats the one we need to you cant get Michael Phelps footage so we do it myself. I can do it backwards too. Anyway, you see, Interest Rates have soared since the election because with trump in the white house and the republicans Controlling Congress theres a sense the government could start doing real spending and big league tax cutting. Big league. But in order to fund all this they will need to borrow mun from the bond market. When you see more money being borrowed the economy is going to grow faster than otherwise. When you seene than the guys not on steroids or ped but they dont get to play if they get caught. This is different. Just as important are the two offshoots of the growth, higher Interest Rates and inflation. The higher rates played right into the hands of the bank. We got a 14 rally in a Group Everyone presumed would be public enemy number one if hillary won the white house and the democrats got the senate on top of that a host of industrials have been roaring. These stocks typically do well there a growth economy because theyre year over year Earnings Growth will be explosive. Much more explosive than social, mobile, cloud, io [ inaudible ] artificial and Machine Learning. Same with retail tax cuts. Mean more disposable income. But it isnt the potential earnings explosion people are focused on. Its the price of money or Interest Rates. Weve gone from having a chance of a rate hike in september, to a certainty there will be multiple because of the potential for growth and possibility of inflation, oh, boy, inflation. Sell sell sell. Could come roaring back. Just a second. Because this is another rip tide. We dont have enough money coming into this market to keep fueling last weeks rally if inflation is really going to rage so the money and the last couple days, until today, had to come out of another area to fuel all these winners and it had been coming out of facebook, everyone takes credit for fang. Even the people at google call it fang. The main tide is a traditional rotation. The rip tied is a belief inflation could be so great it would erode the earnings power of the high growth companies. When you value tech i always tell you to look not near term, but in the out years. You have to look out a few years or you will miss the bigger picturep, for example, at the beginning of 2014 Facebook Stock was 53 and looked expensive on future earnings but the actual future earnings turned out to be stronger than anyone imagined so Facebook Stock had been cheaper than it appeared. Now fast forward to facebooks last quarter. Results were good. Made cautious comments about the advertising loads. Analysts concerned things might not be as rosy as they thought. None cut estimates but we didnt get the big number boost thing we got accustomed to. Throw in the fact we expect pore inflation eroding facebook future earnings and you can understand why so many sold the buy whats rallying. Free port. That kind of thing. Anyway, with a couple exceptions like nvidia more on that amazing chipmaker later weve been enduring the rotation for a week now until today. Today we actually had a rally in the bond market. And while it hardly undid the recent selloff in the bonds and common rise in Interest Rates it gave you hope perhaps the inflation worries are overdone and on cue what came back . The social, mobile, cloud. The internet of things. Fast growing Machine Learning now, there was some selling going away interest that, a reversal and retailers home depot booked conservatively and selling in the drug stocks because they dont fit into a high or low growth scenario. But mostly there were buyers and then there were buyers and near the close more buyers. Of all sorts of stocks. How about the rally in the oils. Michael phelps where are you. Freestyle. We have oil rally nearly 6 which looks like another wild tidal wave. Looking good. Todays running crude caused by rumors that opec will get its act together but because trump is not antifossil fuel makes investors feel better about the economy. Suffice it to say today there were buyers who actually started getting their heads around something that i found reminiscent of the 80s and 90s. Maybe we will get some growth with some inflation yet not so much inflation that it will i could bash the stocks that need the good growth including the banks, the transports and the is that too poly annish . Yes, theres no new money coming into the market but if enough are getting more bullish on stocks as an grass set class and enough matchup coming out of bonds in the stocks its really a possibility. Heres the bottom line. We have to stay close to equities but a true olympic swimmer knows the real tide from now on is in the bond market. And today that tide turned bullish for the postelection and preelection winners too. While the averages might not have told you this today i am telling you, that this was the trump rally. How about we go to ariel in new york. Ariel . Caller hey, sxwrim, first wanted to thank you for being such a great role model to so Many Americans out there and youre an amazing role model for me. Wow. Thank you. Geez, thank you. I wish my dad were watching. I like to hear that. Thank you. Thank you. Caller youre welcome, sir. My question for you today is regardut they just got upgraded from to buy by the klr group and i was wondering what you think . Heres what i want you ariel, thank you for the comments. I mean, sometimes youre doing a little soul searching kind of like that existential crisis thing really helped me. Heres the problem with southwestern. Another quick move down in nat gas, and then, i want you to pull the trigger but not until hey, im feeling good even though i hurt my leg, did this, that. Anyway, where is Michael Phelps . Can someone soum summon katie ledecky. Money is flowing into the stocks favored by pre and postelection. This was the most bullish day yet of the trump rally. On mad tonight whats behind the fall in natural gas. Ill reveal the message buried in the charts and which company took a cue from beyonce and woke up flawless. I will reveal. Say what you want about the election but it was undoubtedly a surprise. Do data and politics mix after the result . Im talking to a major player in the space to find out. Dont miss my exclusive with talent. Stick with cramer. Dont miss a second of mad money. Follow jim cramer on twitter. Have a question tweet cramer mad tweets send an email to mad money at cnbc. Com or give miss something, head to mad money. Cnbc. Com. . . What . Is he gone . . Tv character why are you texting my man at 2 a. M. . No. If you want someone to leave you alone, you pretend like youre sleeping. Its what you do. If you want to save fifteen percent or more on Car Insurance, you switch to geico. Its what you do. Tv character taking selfies in the kitchen does not make you a model. . When youve got. . . Nausea, heartburn, indigestion, upset stomach, diarrhea . . Nausea, heartburn, indigestion, upset stomach, diarrhea . Heres pepto bismol ah. I think we can finally get a bigger place. Yeah, let me check my score too. Try credit karma. Its free. Credit karma. Give yourself some credit. coughs cough doesnt sound so good. Take mucinex dm. Ill text you in 4 hours when your cough returns. One pill lasts 12 hours, so. Looks like im good all night some cough medicines only last 4 hours. But just one mucinex lasts 12 hours. Lets end this. My hygienist said the most random thing. She said i should think of my teeth like an apple. It could be great on the outside not so great on the inside. Her advice . Use a toothpaste and mouthwash that strengthens both. Go pro with crest prohealth advanced. And is better at strengthening the outside than colgate total. Crest toothpaste and mouthwash makes my whole mouth feel amazing. Advance to healthier gums and stronger teeth from day one. My checkup was great. What the heck is going on with the price of natural gas . Clobbered. One of the largest natural gases collapses in recent memory. A crash of epic proportions. That frankly really honestly has anyone talked about besides me . I have to get a better sense of this brutal decline and to do that because it is very clinical we needed to check in with the person who predicted well the latest down in the first place. Tonight were going off the charts with the help of carley garner a brilliant technician, commodity expert, cofounder of carly trading and my colleague exactly four weeks ago she told us natural gas was running out of steam and seemed ready for a major pullback. Sell sell sell. I have to tell you rarely has any chartist on many years that we have done chart been so right so rapidly. Even garner didnt expect the decline to be this fast. A month ago she told us natural gas rally would stall out and the decline might be around the mid 2 level. The december natural gas thermal units before bouncing in the last few days. Pretty powerful rally sent the commodity 5 . Where does garner come down on natural gas now its been slammed down to her price target so quickly and seems like its starting to recover. She believes Natural Gas Market is in the pro stes of bottoming, not bottoming, but in the process. Garner says not to get too enthusiastic any recovery from here will be complicated by a new concept we introduced i called contango. Its not like tango, its contango. Its a Natural Force in all Commodity Markets with a normal price structure and the idea that spot price of a dmodsty will be cheaper than the first expiring fewer contract which will be cheaper than the next and so on. When a commodity is in contango it gets more expensive as you look in the future. A simple reason for this. Not only the only reason. Insurance each future contract should get more pricey as you go out an additional month. December natural gas futures contract is currently trading near 2. 75. But the january contract is near 2. 95. Thats contango. Why does it matter . Okay. The december natural gas futures did exactly what garner predicted. They got slammed down to 2. 50. When people were talking about a new bull market in nat gas wrong. And they found a floor of support at 2. 50 and bounced future natural gas is more expensive the january only made its low at 2. 72. Whats the problem . Garner believes that natural gas cant bottom until it reaches that 2. 50 level. Which means the january nat gas contracts probably need to get hammered a little more before they can bottom. This will start to matter soon since the december contract expires next week at which point everybody will be focussing on the january. Garner thinks the problem with to bottom the futures contracts roll over and because the price one month out is higher than the spot price the commodity needs to go down again. Okay. What about the seasonal tendencies . Winter is around the corner. Dark already and stuff. Losing a minute of daylight a day. The weather is finally starting to get cold. Doesnt that mean the price of natural gas will roar higher as people spend more money heating their homes . Thats the conventional wisdom. And there are many natural gas bulls who believe that. But garner isnt one. The problem is that why you think that makes set sense for nat gas prices to rally the reality is most of the demand gets accounted in october and september before the cold weather sets in. A seasonal pattern where Natural Gas Prices tend to remain weak to neutral from this point through the end of the year. According to more research the january natural gas futures contracts tend to lose value from november 24th through december 4th and this trade is so reliable that it is worked in that nat gas will go lower after all eyes turns to january. Lets start with the start with the chart of january natural gas futures. Floor support of 2. 75 right there. Weak seasonal tendencies we pointed out she does not expect that floor to hold and thinks that gets pierced. The fact is garner expects the bounce to be short lived the one weve had yesterday causing the back towards the 2. 50 and 2. 65 range and come back here. Plenty of signs that suggest the commodity is oversold. The rsi at the bottom. And the important momentum indicator at the bottom of the chart its already dipped below 30. Okay. And the remember we studied that a tool designed to measure whether security is overbought or oversold. We used one of williams charts readings. They suggest natural gas could be due for more of a bounce in the one its already had. In short, garner expects the commodity to be volatile and the bottoms around 2. 50 and starts to bounce she sees the resistance at 3. 02 to keep a lid on things for the second ceiling at 3. 15. Looking for not much of a move to the upside. So why dont we check the weekly chart and get a better perspective. Again, here you can see natural gas has a clear floor support at 2. 50. However the technical indicators garner would rely on for guidance are sending us mixed signals. The williams percentage are oscillator mildly oversold. Relative strength index, mid range. Neither over bought or oversold. One more piece of evidence supporting the view that natural gas could have another leg down, the one that nobody is looking for except for garner, let me tell you before things get better. She predicted the collapse. Finally one more thing we need to keep track of over the price check out the weekly chart of the dallas index which measures the strength of the green back versus a basket of foreign currencies. Gas are priced in dollars a strong dollar tendings to be bad news for commodity prices. Ever since trump won the u. S. Dollar has roared higher, run almost 4 full points in less than a week which is a very big move, okay. Especially when talking about a currency. Trillions. This move is about the expectation of higher Interest Rates. This trump wants the government to borrow money to fund hix programs. Garner thinks the currency markets are getting ahead of themselves, especially approaching the end of the year big corporations move the money oversees to cover expenses like bonuses and puts pressure on the dollar and expects the dollar index to run out of steam at 101. 50 and cant rule out the possibility it gets squeezed to 105. If we get the usual seasonal usual seasonal end of year down draft in the dollar it should lift the price of natural gas taking trump seriously on the epa will be defanged and coal, the competitor in natural gas could make a comeback. I think coal is down not out. But its only going to come back in fashion with the utilities if natural gas spikes tremendously, 3. 50, 4. So many are retired coal plants and they retire because they field a clinton epa that might have been more hard on coal than the obama e pa. Natural gas is plentiful you air to change that maybe months. Heres the bottom line. The charts by carley garner suggest Natural Gas Prices might need to go lower before higher. She thinks we should be prepared for one more slide lower and then just maybe we can finally get the sustained rebound in this commodity that so many people were looking for but she knew was wrong. All right. Much more mad money ahead including my take on the company that delivered the perfect quarter. Who delivered it just ahead. One thing ge, ticket master and hilton have in common. Make you money off of it and you can. Warren Buffets Holding company sinking 1. 3 billion into the four largest american airlines. What gives . I will tell you what the oracle of investing sees in the group or i think so. I suggest you stick w utility. [burke] at