In the recent post below, Cramer asks if our savior will come from abroad. “You read the dirty dozen. Now let me give you some hope: Saviors from out of the country? BNP, Deutsche Bank (DB)? Toronto-Dominion (TD)? Bank of Nova Scotia (BNS)? Maybe ING (ING)? I am completely focused on the financials as a place that a second-half rally can come from because, well, without them, we aren't going anywhere except down. The financials are controlled by house price depreciation, which is getting worse but could bottom this quarter because of the vintage rollover, the decline in housing starts and the possibility of a federal housing bill, although the latter is such a tough nut because of the president's amazing laissez-faire "Rome is burning" attitude. I mention those foreign banks because it's pretty obvious we don't have any American banks except USB (USB) that can make premium bids, and we have other banks that are so untrustworthy that they are afraid to merge with each other. The cracking of JPMorgan (JPM) after what I thought was a huge win from Bear has scared pretty much everyone in this country who can take the plunge from taking it. Tuesday, after CIT's (CIT) recap, I discussed the notion of private equity playing a role. But we are seeing, incredibly, some foreign banks that didn't go subprime, and those really are the hope because the groupthink somehow eluded them. We have to understand that until we get clarity on housing, we are going to be gripped by crisis no matter what, and in the vacuum of crisis caused by inflation in oil and food and the depreciation of housing, the only thing that's going to work is natural gas -- a really small universe. The headwinds to banking are horrible. The destruction of the monolines will reveal another round of necessary reserves. The employment figures aren't going to help. The yield curve's not hospitable. Takeovers are the only solution. Without those, after the oversold rally, we'll go right back down. Period. Otherwise, more of yesterday's action, with a dash of commodity crash thrown in!”

From a recent Mad Money show: "Goodrich I don't trust yet, even at a 52-week low. Everyone's announcing that they're not buying planes and that's just bad news for all of the suppliers."

From a recent Mad Money show: "Longer term I like RIO because of the mineral shortage around the world, but we need to see this acquisition before we can pull the trigger."

From a recent Mad Money show: "They're in almost all of the cellphones, so they're a little insulated here. I would still sell a little and buy it back lower."

From a recent Mad Money show: "Harsco down at $50 seems like a buy to me, but they're just being hammered here. I don't want to sell it, I want to buy some more. "

From a recent Mad Money show: "No, no, no. We have not liked the refiners for a year. That's one part of the business that's not been able to raise prices. I don't want to touch Valero."

From a recent Mad Money show: "I like it. It's a good business and a good yield. I think you have a winner there."

From a recent Mad Money show: "This is a financial, but it's a safe financial. Do not sell that stock; it's conservative and real good."