Still here at the BofA homebuilders conference. I met with an analyst down in the lobby from a competing investment bank. He's here meeting with reps from the builders and just did Ryland. He says they told him, "We have nothing positive to say about the housing market."    Read More

The Dow has dropped 450 points in the last two days. Most of this is due to the record high price of oil, but at 2 PM ET today the markets dropped further as the Fed came out with its minutes, wherein they...   Read More

Homebuilders Ryland and Pulte are reporting tomorrow. Don't expect much. There will continue to be significant pricing pressure & writedowns. Here's the key for the homebuilders...   Read More

Is the "last great trade" of this cycle over? In the third quarter, the trade that worked was "short financials, go long tech." Then in the first quarter, the trade was "short the dollar, go long commodities," and "short stocks, go long bonds."    Read More

After last week’s gains, they're expected. Here's how to play them.   Read More

Things are different now. Here's what's Cramer thinks is back in play.   Read More