Every industrial that is in a competitive situation -- companies like Deere (DE), Bucyrus (BUCY), Joy Global (JOYG) and Caterpillar (CAT) -- are just huge winners here.

I am aghast that people here do not even seem to recognize what bull market behavior is. Pure, oxygenated bull market patterns abound every day here. Look at Potash (POT) on takeover talk from Bank of America about BHP Billiton (BHP)! Total ether! And yet it takes Deere (DE) up with it. All aboard Monsanto (MON)?

I grew up on a farm and always felt anything John Deere made was the best

You see that throughout this market, not just in tech. Deere's (DE - commentary - Trade Now) moved up because it had lagged machinery.

This is John Deere

Caterpillar (CAT) can't be stopped, and I have a feeling that someone must have been shorting Deere (DE), too!

In the latter theory the big durable good numbers and existing-home numbers are "in" the stock market. I say that because some of my hardest-hit names are directly linked to a stronger economy -- 3M (MMM), Caterpillar (CAT), Deere (DE), Fluor (FLR) and General Electric (GE) -- while the recession stocks are rocking: Procter & Gamble (PG), Celgene (CELG), General Mills (GIS), Pepsi (PEP), Coca-Cola (KO) and Abbott Laboratories (ABT). Worse, Dollar Tree (DLTR) and Family Dollar (FDO) are on the move.

Turning to the ag sector, Cramer called it a "great place to be." Potash(POT) is a $110 stock, he said, and Deere(DE) "is still on fire."

You gotta eat

Farming Equip Mfg exposure

food lumber

Too tough to figure out general correlation to commodities

I had to pick a third stock to register.

Yeah, Yeah, Yeah, I know but the farm market can go south in a hurry if ethanol doesn't develop as thought.

ALREADY HAD A HUGE RUN ON THE ETHONAL CRAZE