You should be buying a Goldman Sachs (GS) especially when it is down because the fee streams that everyone should be focused on come from big deals like this one. Goldman Sachs just came back from a brutal decline, having fallen from $221 to $189. It seems strange to have to come in here and buy. But all that has happened is that the likelihood of an even bigger number than anyone thinks could happen might very well be on target. Cramer thinks stock will go to $350.

Reported right at the heart of the mortgage mess and analysts did not take up numbers nearly as much as they should have, believing that the worst was yet to come. Of course, the worst had already happened.

Reported right at the heart of the mortgage mess and analysts did not take up numbers nearly as much as they should have, believing that the worst was yet to come. Of course, the worst had already happened.