All in a vacuum. Pajama trader, selling the s p. Like a dog being dragged by the oily tail and never the other way around. But today i saw something amazing. When i peered into that cerebral cortex of this market, what i saw was not that the averages do well when oil goes higher. Its that certain parts of the market do exceedingly well. And i didnt have this meld going on if i didnt have it going on inside that brain, youd never believe which parts did well. So today we had this huge counterintuitive rally up to 29. 62 within striking distance of that key 30 level. The eagerly awaited oil levels was fundamental. Its just that the trading in crude is so oversold. Something thats gone down week after week is due for a bounce but heres where it go from counterintuitive to totally wacko. What stocks went higher as the lets see. We had a colossal gain in the Consumer Spending stocks like the retailer, travel and leisure place. Moves up in the airlines and the cruise ships stocks. Have in common . Why simple. Their earnings go up when gasoline goes down. Thats right. These Companies Report better numbers as crude plummets. Nobody makes more money than the gas guzzling Cruise Line Companies that soared today. Nevertheless, the airlines and cruise ship stocks have been in a world of hurt since the new year began as oil got crushed one for one. Every tick down, thats right, lines in the companies. Go listen to the Conference Calls which they are all about how theyre saving billions of billions in fuel costs. The greatest thing that happened to their bottom lines. What about the stocks . They couldnt get out of their way until today. Even when they reported amazing numbers like delta, they were greeted with a yawn or a selloff, but with oil zooming, their stock soared. Even spirit jumped up 5 today. Key raw cost is oil. Which is up 4 . Same in the travel and leisure stocks. Priceline is in the how was pain, but not today. Its levered to more and more people traveling had the first good recession in ages. I thought a law had been passed so marriott stock couldnt go higher, but they catapulted 2 bucks. More and more people are going to hit the highways because the lower gasoline. Of the year. Or how about retail . I was trying to figure out what could make the stock go up again. If the consumer had additional dollars wouldnt she go buy something discretionary at best buy. It rallied but not as much as walmart and home depot. And i can list any restaurant chain and its stock put on a good move too. Even as they had been crushed with the daily oil pulverization. I will tell you exactly why they rallied really hard today. You see the big trigger pullers the big portfolio managers, the ones who buy stock in bulk and therefore can influence trading buy buy buy buy, they have decide as oil goes lower so goes the economy. If oil is headed south and south fast that means were going in a recession and that means restaurant, travel, leisure, retailers are going to be annihilated. In this mind set that these stock that you think if were going into recession regardless of whether jet fuel is going down. Why . Because these stocks get cut in half. If were going into a recession. Nobody goes out, nobody spends in a recession. So why would you invest on a company that invests in people going out and spending . But the oil bounce, there goes the spare change that consumers have left over from the pumps so lets sell the Discretionary Spending stocks. No. No way. The Money Managers are like, whew, despite how tight fisted the fed has become, no recession in sight, rejoice and buy. They dont accept the idea that oil is going down because theres too much supply. They believe its lack of demand. Demand for copper or iron or steel or nickel. Because well, arent they all commodities . Isnt oil another commodity like the rest of them . Theyre sincerely report which well slip back into recession and those stocks have been headed down because of the thesis. Todays oil remarkable rally took that thesis right off the table. At least momentarily. The good news spread to the oil and gas itself. The 31 billion colossus formally 80 billion colossus. It managed to meet its own forecast. And who thought that would happen . The relief rally in Kinder Morgan caused the stocks to do higher. Do you know what got sold the hardest today . Recession proof drug and food stocks that outperform in a recession. Who wants to own the slow down stocks if the mind of the market is made up that theres no recession thanks to the new found demand for oil. Will be reversed if Oil Goes Back down. Youll want to stay tuned to the history of oil, so you can see how difficult it is to project the tea. Those that benefit the most go up in on the oil. When oil goes higher this markets clinically depressed mind starts to believe that the consumer just might live to spend another day. Instead of being mired in the upcoming for certain chinese inspired fed induced recession. Yet the bottom line is that thanks to my vulcan mind meld we know that for a day at least the buyers are taking the recession story off the table and saying that the consumers ready to spend and travel and enjoy. How do we know this . Simple. The rally in oil told us so. Kevin in arizona. Kevin. Caller hey, jim. The fibonacci queen stated it back. Since we touch it are we going do unto 1700 no, i checked in in with the quick Queen Carolyn boroden she said well put in a short term bottom either yesterday or today. Well, she got it. Yesterday was a short term bottom. It went to her level, through it and then bounced back. She said if we went up a little bit higher it would be an actual trading rally. So we bounced off the levels she said not bad. Chris in new york. Chris. Caller jim, im an older investor and looking from the tech sector. What do you think if skyworks or yahoo is a better pick . Yahoo is a big base, its got a big piece of alibaba and sky works is a momentum stock. I would much rather see you in a company that reported the absolutely terrific number today and thats verizon. Which is a stock i had been day out since the year began. Verizon had a superior quarter, john ledger i know from tmobile you didnt like it. But the market did. The stock roared up 3. 2 and youre getting a 5 yield. Thats what i like. Chuck in colorado. Chuck caller jim, thank you for taking my call. Of course. Caller yeah, in 2010 i was with the Westminster Dog Show and does it get any better . Im sorry . Caller im wrong on taser. And a dead cap you know, with the new updated consumer stun gun and several months back motorola announced how does this play out . This stock is in just a world of pain and i think it should be freed from the pain. I think it represents a bargain at 15. As i said that smith and wesson should be sold that day. I think that the taser whats going on and what municipalities have been doing which is ordering tasers instead of lethal weapons. What does todays rally in oil tell us . That the consumer isnt going to be helped by lower oil. But youll be death by recession that may not happen right now. Listen, remember, the mind meld. The debby downer attitude that kicked off 2016 isnt limited to the overall averages. I have a company suffering from a case of chronic negativity. It might be a good thing. After the rally in oil, one thing is clear. No one knows anything when its comes to the price of the commodity. Ill explain. 2016 was supposed to be the year of the banks but after a rocky start because First Horizon make sense here . I have the ceo here. So why dont you stick with cramer announcer dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Send jim an email to madmoney cnbc. Com or give us a call at 1800743cnbc. Head to madmoney. Cnbc. Com. Shoulders dont just carry pads. They carry your fans passions, hopes, and dreams and maybe, a chance at greatness. I have been telling you we need to be cautious ever since the fed first tightened back in december. But its also worth remembering especially on days like today where we got a nice bounce, that its simply doesnt pay to get too negative. In fact, there are times when im not talking about the retailers. Consider Burlington Store with 540 stores widely known as Burlington Coat factory. Which is something incredible last week. Remember the whole apparel complex was in a house of pain during the Fourth Quarter because the weather was so unseasonably warm and they couldnt move a lot of the winter merchandise. The apparel space was one of the most hated groups out there. Fast forward to next monday when burlington preannounced the Fourth Quarter results with the numbers coming in at the low end of what the analysts were expecting. Yep, what happens . Instead of getting crushed this stock surged 14 in a single session. And it hasnt looked back since. With Burlington Stores rallying another 2. 4 today after getting a nice solid buy recommendation from Goldman Sachs. How is it possible they can expected number and still see the stock fly in the stratosphere . Simple. This is what happens when wall street gets gloomy. In the expectation that a company that sells winter coats would get obliterated after the heat wave that lasted through christmas. You had tons of Money Managers shorting this stock it seemed like a layup. Yeah, its like shooting fish in a barrel for them. At least they thought. And when thats that much negativity surrounding a stock in a group think mode you dont need much good nice news to send it higher. While burlington numbers was higher they were much better than most people feared and at the same time, we get a huge cold snap practically overnight. Suddenly the stock was totally hated, because a new found market darling during a period where every other stock has been put thousand the meat grinder. How did the success propel burlington stocks higher . First, you need to understand year in 2015. Stock falling 9. 2 . What made the year so rocky . Even burlington had a robust First Quarter and weaker than expected same store sales, thanks to the port throw down, the sub par same store numbers were a profit. However, the buyers they had a totally different view. Burlington was in show me mode after the quarter. So when they delivered second Quarter Results in the Second Quarter, the stock jumped nearly 7 the next day. Those gains were short lived. By the time they reported again in late november it seemed like the summer was never going to end and winter might not come at all this year because the weather was so darn warm. I think thats a big reason why in Stock Plunged 17 . Between the Second Quarter and the third quarter. As investors of course assumed become . Assuming the worst. When they reported muted but not a hideous growth, burlington stocks spiked 7 the next day. Things werent so terrible. The problem is no matter how well Burlington Stores did, the weather related fears kept piling up, as the late fall early winter heat wave continued, we got hideous results from macys was talked about tepid spending by domestic customers in apparel. Hold it, thats burlingtons wheelhouse. So even though remember even though Burlington Stores had beaten the earnings estimates for eight straight quarter, they had a history of delivering solid same store sales you can understand how it got caught up in the whirlwind of negativity, especially companies with the exposure to winter apparel. Money managers just assumed it was Burlington Coat factory could do well in an environment where nobody wanted to buy a darn coat. Never mind that the Company Actually sells all sorts of apparel. Not to mention all sorts of accessories and housewares. The reality, the whole time is that Burlington Stores is a very well run company that under the leadership of ceo Tom Kingsbury has upgraded the inventory systems, finding new sources of merchandise and making its store look even better. I mean, look at this. This coat, this is what this coat is 69 bucks. Thats what burlington does. It gives you a value, a bargain. Thats what the consumer wants now. Ever since kingsbury took over hes been aggressive about paying down the companys enormous debt load. Remember it was a public company, went private, public again. Hes cut the leverage ratio if half. Thats allowed them to roll out a 2 million buy back which brings me to sweet delicious when Burlington Stores made the fated preannouncement and the short sellers got creamed. Remember all the shorts were betting that the Fourth Quarter had to be a disaster. Absolute disaster for burlington. Warm weather suggested that there they wouldnt be able to move this. Come on. This thing is hot. What really happened, burlington narrows the guidance to the 1. 46 range. The shorts expected a major miss. Instead, analysts said, hey, its not that great. But its fine. They also brought down the Revenue Growth forecast to the low end of the previous range. Talked about flat same store sales. And again, if you were one of the many short sellers betting against the Burlington Stores, you expected hideous, negative revenues. You expected really bad same store sales, you thought there would be a major hit to earnings and the big cuts. Instead, you got a preannouncement that it was a predicted. So all the shorts who had been anticipating such a bad number had to come in and buy. They had to cover the stock they previously sold in order to close out the position and take the loss. Suddenly loss of the investors on the sidelines, they mine worth owning, they finally get it. By the time that burlington preannounced the heat wave turned into the cold snap and the next quarter might be better than we expected. I think thats going to happen with the storm coming. Thats how the stock went 14 higher the next day and how it continues to rocket higher even after shallow pull back. So heres the bottom line. When investors get too complacent in the negativity of the stock, its easy for the company to send it soaring. And thats exactly what happened with the very fine company that is Burlington Stores. And on the eve of the years first big snowstorm i bet this company is starting to do very although given the run and given the way that the market trades off oil you might get a pull back before you do any buying. The stock did well today. Dont worry i expect the market will give you another broad based selloff and you can use it to pick this one up on weakness. Because if oil does go down, dont forget i peered into the plain of this market and it says, sell all stocks whenever oil goes down. Regardless of the positive impact that higher gasoline prices would surely have on the enterprise. Much more mad ahead. Oil futures hit the lowest levels this week but today the commodity spiked up more than 4 . What gives . Im going to reveal. First horizon shares have dropped more than 15 since the year began, but could that signal it times to buy . Many people are living with limb loss in the u. S. And i have a company thats giving you a cramer. So how ya doing . Enough pressure in here for ya . Ugh. My sinuses are killing me. Yeah. Just wait til we hit ten thousand feet. Im gonna take Mucinex Sinusmax. Too late, were about to take off. These dissolve fast. Theyre new liquid gels. And youre coming with me. Wait, what . you realize i have gold status . Do i still get the miles . New Mucinex Sinusmax liquid gels. Dissolves fast to unleash max strength medicine. Start the relief. Ditch the misery. Lets end this. Lilly. She pretty much lives in her favorite princess dress. But once a week i let her play sheriff so i can wash it. I use tide to get out those week old stains and downy to get it fresh and soft. You are free to go. Tide and downy together. Ive been on my feel all day. Im bushed yea me too. Excuse me. Coming through ride the gel wave of comfort with dr. Scholls massaging gel insoles. Theyre proven to give you comfort. Which helps you feel more energized. All day long. Youre getting 3 here. Alright . Here goes. Yep. [ crunching ] oh cheddar, sour cream onion, and salt vinegar. Wow wow how did you do that . i can see through the blindfold. Because oil jumped more than 4 . Hallelujah is that something we should have we seen the bottom of oil . Perhaps because history says that the direction of oil is harder to predict than it sounds. Buy buy buy, sell sell sell. I went back to articles written about oil at this same time last year. The talk back then was almost about the shape of the letter. Where were where we are going to have a veer recovery was puts oil back on the course of 100 before the crash get gann in june of 2014 or more of a maddening soft rebound, oil might not be higher than 70 a year later as in now. I couldnt find anyone who thought the oil would break down hard at the levels. Even Goldman Sachs who targeted it would go much lower. Theyre focusing on a slower return to higher prices by the end of 2015 back then. In other words they kind of felt maybe though we shouldnt be so shocked. Last night rusty brazil is the author of the domino effect and he show sent me a chart of a similar crash that occurred in the 80s. The january to march march in 1986. Oil was 26. 53 on january 6, 1986. Just where it traded to yesterday. Less than three months later on march 31, 1986, oil traded down to 10. 25. You heard me right. 26. 53 to 10. 25 in less than three months. Yes, that happened. Theres several things that amaze me about the comparison. First, we often hear the strong dollar is behind the decline now. Because oil is priced in dollars but that stunning 1986 decline came during the biggest and fastest collapse of the dollar at any time in the last century. A 40 pummeling in a few months time. If