Nothing to say. Not much going on. Can't get any CEOs to comment. Too close to the end of the quarter. People are dismissive of Nucor (NUE - commentary - Cramer's Take), and happy with Darden (DRI - commentary - Cramer's Take). Meanwhile, Tim Geithner's been silent, and silence is golden. Now if only he would ask one simple question: What are we guaranteeing with AIG (AIG - commentary - Cramer's Take)? It's a sideshow but an important one down the road, not now. All of these things are of a piece. We are in one of those golden moments when not much is happening, and when we get information, we declare it half-full. I found myself thinking that Nucor's decline has to be some sort of a bottom because utilization rates don't get much lower than this. I found myself thinking that the infrastructure plan will kick in because everyone has now decided it will and that's all that matters. So often in my career I have had to suspend the "rigor" that got me here. Of course Karen Cramer always explained it differently. She always said that the toughest thing to do is the most rigorous, and sometimes the toughest thing to do is to stay long or buy when things aren't so good and others are fleeing. That's what this moment is like. Do I believe that Microsoft (MSFT - commentary - Cramer's Take) or Intel (INTC - commentary - Cramer's Take) is doing well? Wrong question. Do I think that Microsoft and Intel are priced for not doing well? Yes. Same with the transports. I really don't care about the near term for Union Pacific (UNP). I know that business isn't that good. But they have long-term contracts that will see them through, and the stock reflects cancellation of those contracts. So the rigorous thing is to hold, not sell. It's like that right now. The camps are dichotomous: 1. The rally is a bear-market rally, so forget it, and 2. The fundamentals stink, so forget it. I am pushing for No. 3: Forget the characterization, find something you can live with because the awful fundamentals are already priced in, and buy!

From a recent Mad Money show:"I say yes to AT&T and Verizon . I'm a huge buyer of both companies."

From a recent Mad Money show:"It's OK, it's not great. But we've got Dominion Resources (D) with a dividend, a great management and a lot of renewable energy."

From a recent Mad Money show:"I like Blackberry, along with Apple (AAPL), but I've been wrong on this one, so I'd rather not opine and make a recommendation."

From a recent Mad Money show:"There was an article today talking about a coming short squeeze in the insurers. If you want to play that pop, you should look at AFLAC (AFL) and MetLife (MET), those are your plays."

From a recent Mad Money show:"They are not taking any market share. I don't want to buy it. They might not have it over there."

From a recent Mad Money show:"No, no. I want you to own Nordic American Tanker (NAT) where I have more conviction. As shipping rates stay high, that one does well."

From a recent Mad Money show:"ICE is interesting, but I've turned positive on NYSE Group (NYX) since they have the dividend to pay you to wait for a turnaround."