S p dropped. 41. Nasdaq only fell. 15 . That sums up the week. Stocks suffered broad declirs, and, of course, the reasons for the decline had nothing to do with what happened during the week. Heaven forbid it matters what companies are saying. With the exception of the misleading fiasco of jcpenney, we had good news, mergers, break ups, surprises from companies as big and prominent as nike. Which reported a fantastic number last night in part, because, are you sitting down, western europe, where sales of orders were sensational. Talk about a comeback. No, no, no, the selloff is all about whats going to happen next week. So lets game plan it out to see if we should still be selling first, not to mention second, third and fourth and asking questions later. One thing is for certain. I could have a picture of the white house and the house of representatives with boxing gloves on next week making a fight card. But that would be wrong. They arent even wearing gloves anymore. The president says he wont negotiate over the debt ceiling which seems to be front and center now. I dont think its a tactic anymore. There may not be anyone to negotiate, at the speaker of the house, john boehner, seems to have lost control of his onetime minions. That means all were going to be hearing about how much of the Gross Domestic Product will be hurt by the Government Shutdown. Maybe of the government deck downgrade and the mandated governmental uncertainty, because the Health Care Exchanges and the Affordable Care act is supposed to start up. But everybody seems pretty confused about how thats going to work. It is, alas talk to any portfolio manager, they all say the same thing. Its a washington nightmare. A washingtonled nightmare out there. If we go back to the 19951996 debacle the last time we had this rancor, last shutdown, it took apart anything travel and leisure related because thats where the slowdown hurt the most. Thats where the market got hit but quickly recovered. I wish i could say the same for the 2011 budget. We lost 19 on that one, and those same stocks really got hurt and we took a real dropping as we piered over the fiscal cliff. With many stocks falling more than the 7 the market lost going into that headache. If were going to replay any of those scenarios, we should still be shooting and not asking questions, because i mean, come on, were only down 1. 06 over the week. Shouldnt it be much worse going into what is supposed to happen . I told you my Charitable Trust i have told you many times is armed with a hefty cash position. When the market does sell off and will sell off hard enough, i believe, to reflect the madness in washington. Thats when you want to put some of that cash to work. In the end, our elected leaders will make a deal, and when that happens, you want to be a buyer, not a seller, regardless of whether the deal is good or not. As we have seen before, even a lousy resolution does allow us to rally. Why . Because we like certainty. What could make us stick with stocks as we run through this gauntlet . How about lets jump right clear over the week to next fridays jobs report. Lets cut right to that, this because this is the one number that can have an impact on the market. And i think the number is going to be good. As with anything from washington, though, good is a relative term. We need to say an Unemployment Rate that continues to show, slow, steady progress toward more hiring. If we get too much progress, we know the moment the myriad of budget talks end well see less bond buying from the fed and that will drive up Interest Rates and cause a ton of selling in the bond market equivalent stocks that is stabilized of late. Interest rates still low. Think of the higher yielding food and drug stocks, utilities and mass limited partnerships. Those have all been fine because Interest Rates have been well, they have been benign. Talk about need to go shoot first. Those stocks could get positively hammered if we get a strong employment report on friday. You know, thats always a shame and i think about this. I dont know, maybe because it was the end of the week. But isnt it a shame when good news for the economy is bad news for your portfolio . I mean, if too many people get hired, you lose money. But thats where we are right now. Its kind of a washington thing, right . Its like oh, they hired a lot of people, the market should go down. How about some more reasons to stay in, though. I want you to raise cash, but i dont want you to leave the casino. Monday. We get manufacturing statistics from china. And i think, you know what, theyre going to be terrific. Now all the chinese numbers are upside. China is rebounding. It can act as a counterveiling weight to washington. Tuesday is a huge day, not just because were celebrating mm2k, our 2,000th show, can you believe it . But we also get our very similar manufacturing data here. And i think that gauge is going to be very robust, too. Because manufacturing worldwide is getting stronger. In fact, i can make a case that other than apparel, hence the precipitous decline of the moneybegging mendikin the house of pain. That is jcpenney, almost everything is doing fine except washington im fearful all the good news in the world cant make up for the hatred spewing from the district of columbia. You know whats really sad . The confusion and undermining of confidence really does hurt the little guy, not the big dogs. They do fine. The backdown of growth is the Small Business person, and the only person down in d. C. Who seems to care at all about Small Business is person bernanke. All the regulations and hard to fathom rules mean if youre trying to understand your business or start your own smaller enterprise, youve got to be scared out of your wits. I just want to put all of your plans on hold until you get some clarity from the federal government about taxes, debt ceiling and health care costs. Well find out how washington has hurt the Small Businessman whom washington is claiming to be helping when we hear from paychex on monday after the close. This Payroll Processing company, which dominates the Small Business market, has been advancing of late, creeped up over 40, even though most analysts dont seem to like it. Why . Because there have been a lot of optimism that thinks were Getting Better in Small Business land. Will paychex give that gain up because of washingtoninspired pessimism . Well, next 72 hours we find out. Tuesday we hear from a company thats been on a roll, one i wish i identified earlier, because i shop there pretty much every day and that is walgreens. This company is spreading it wings and going internationalal, taking back market share that it lost during its fight with scripps, the nations number one pharmacy benefit manager. What can i say about wag other than i hope washington brings it down so the stock can be bought on the cheap. Somehow i think the politicians will comply. If this market goes down and this market goes down, here is a natural stock to go to if it turns out we have overshot the down side. Now, this stock is the hottest in the book, mm2k. You want to join us at the nysc, New York Stock Exchange for this milestone, head to cnbc. Com. I am not kidding. Right now. Cnbc. Com. Go crash the server, okay, or go to jimcramer on twitter, and im going oh to tell you to go to cnbc. Kind of a vicious circle. Most important, i want to see you there tuesday. 2,000 shows. Come on Regis Philbin should be there. And good luck to notre dame this weekend. Anyway. Wednesday is Ben Bernankes day. Hes speaking. This time to community banks. He loves the Small Business thing. Community banks of st. Louis. Were going to be glued to this. Were looking for any sign that bernanke is truly worried what a Government Shutdown could do to the economy. We need to know this because it turns out fridays employment number is too strong we can least take solace that ben recognizes that that too strong number could be the last one for months because of the Government Shutdown yeah, can you believe how much we have to depend on the people in washington for everything . How farreaching can we get this . Genetically modified seedmaker, monsanto, california government probably doesnt like that reports wednesday. And this one has been roaring as of late and the farmers have been flush and monsantos seeds continue to take share worldwide. What happens if we hear that farm subsidies are going to be cut back as part of a budget talk . Oh, well then monsanto gets hit, even if it reports a good number. Washington cant get its paws we cant get washingtons paws off anything. And when it comes to washington, here is the final straw. On thursday, clorox and eli lilly talked to the analyst community. Clorox has a decent story to tell based on new products and value. Lily gave us bad news about a cancer drug trial that didnt reached its targets. You know what, even here things are in washingtons control. Why . Because theyre both highyielding stocks, 3. 4 for clorox, and investors are still using higheryielding stocks as bond market equivalents. Theyre hiding in these stocks to get good return, fixed income wise. Now, these stocks are going to get hammered if we get a strong jobs report on friday. Because Interest Rates will shoot past these stock yields as people fear the fed might take away the magic carpet ride. Higher bond yields means lower lilly and clorox. Here is the bottom line. One day well only have to talk about stocks and earnings and the game plan. This is not that day. Stocks are simply dinghies. Dinhgies. Im from philadelphia so you probably dont understand it, but stocks are dingies. Being tossed around in the potomac. I want you to wear a life jacket. And if youre planning to stay all in without selling stock ahead of time, believe me, you wont need the ballast. Lets go to lois in florida. Lois caller booyah, jim, from a faithful follower. Love that. Thank you for being faithful. Caller i have invested in hain celestial and when they had the pullback after icahn bailed, i stayed in there. And right now a week ago today, its started a 3 drop, and its kind of been going downhill. And i cant get any info on whats happening. Is this a leming effect . Well, i think theyre lois, i think theyre people always felt that carl icahn would do something. Carl icahn is in it to make money. He doesnt always agitate. Irwin simon made carl a lot of money. Now, i think you have to take a longterm view on this. I think that kind of Natural Organic food is a great trend. Weve been behind irwin all the way. The stock often has pullbacks after a good quarter. I want you to stay invested in hain celestial. Lets go to joe in missouri. Joe. Caller hi, jim. Hey, joe. Caller my stock is diamond resorts international, the symbol is drii. It was an ipo last summer at 14. It seems like the volume is increasing daily. And so is the price. What is your opinion, please . I think the stock came public in a market that was a little soggy and deserved better, and diamond resorts is good. I also say that i like starwood and i also like wyndham. I think both of those are very good. I think well take a hard look at hilton when they become public. Maybe some day well look at stocks like just stocks to see how theyre doing like fundamentals. Until then, lets raise a little cash so we can get through the gauntlet and come clean to the other side. Madmoney. Cnbc. Com to join us on mm2km. Im repeating it one more time because im like one of those infomercials. Madmoney. Cnbc. Com for how to join mm2k. I want you there. Its going to be fabulous mad money will be right back. Coming up, best medicine . Tonight, cramers highlighting the companies battling back against cancer and pushing medical science forward. First up, a 6 spec stock with six pivotal drug trials scheduled this year. Find out whats ahead in jims exclusive with Array Biopharmas ceo. And later, taking your shots. Cramer is putting one more spec stock under the microscope. Its already doubled this year. So is it too hot to handle, or can it continue to keep your portfolio healthy . All coming up on mad money. One man. I just want to make you money. Eight years. Tens of thousands of miles traveled. Hundreds of ceos. Thousands of callers. Millions of your emails and tweets. It all adds up to mm2k, this tuesday, 6 00 and 11 00 eastern on cnbc. Dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer, madtweets. Send jim an email at cnbc or give us a call at 1800743cnbc. Miss something . Head to mad money. Cnbc. Com. In a world thats changing faster than ever, we believe outshining the competition tomorrow requires challenging your Business Inside and out today. At cognizant, we help forwardlooking Companies Run better and run different to give your customers every reason to keep looking for you. So if youre ready to see opportunities and see them through, we say lets get to work. Because the future belongs to those who challenge the present. Unh [ male announcer ] you can choose to blend in. Or you can choose to blend out. The allnew 2014 lexus is. Its your move. Where would you go . Woman greece. woman 2 i want to go to bora bora. man id always like to go to china. anncr download the expedia app and your next trip could be on us. Expedia, find yours. [ male announcer ] some things are designed to draw crowds. Others are designed to leave them behind. The allnew 2014 lexus is. Its your move. Sometimes in this business, things get so ingrained in my head, i speak about them in shorthand, even though theyre as arcane as the flower or cover two defense. Such is the case as the regional to National Concept im always harping on. I did it again last night, i apologize. I was saying that Dunkin Donuts is the Quintessential National story. I might as well have told someone who has never watched a Football Game in her life. That they are running a read option play and hits a egg in it. Let me go over in plain english. Because Second Nature doesnt cut it with first nature people. When i was still in law school, training for my dirty linoleum floor which i always keep a nice piece of here, i read a book by peter lynch, still perhaps one of the greatest investors of all time, called one up on wall street. This revolutionary book told you how the regular investors, home gamers like you, can beat the big boys at their own game. I know these days whenever i say the home gamers can beat the pros, a whole flock of managers scream that im being reckless. But peter lynch, who is the envy of many of my critics knew better. A key ten yet of lynchs philosophy is if you act on your instincts after you have done your homework on the company, you can do fabulously in the market. If you like a store or restaurant, really like it, others will too. Why not . Your taste buds are good. If you look up the Company Locations and see there is a substantial part of the country where they dont have stores yet, there is a good chance you might have a winner, as long as the Balance Sheet is sound and the company is wellrun. Lynch said you must always be on the lookout for Regional National stores, because they can be tenbaggers. They can go up and up and up until they expand all over the country. When the company came public, i was shocked to learn there were very few Dunkin Donuts west of the mississippi. And none none whatsoever in california. This is onefifth of our country. That means dunkin could grow as far as the eye could see. Perhaps a tenbagger. Given how well its executing and how much cash its throwing off. There are very few high quality chains that all right already nationwide. And when you find them, well, like we have with winners like Dollar General and roth stores, you hold on to them. Because they could fill out the whole map before they run out of room. Once that happens, the growth of the company slows down dramatically. And so does the stock as we hear from many of the Big Department stores and discounters everywhere. Sears, and yeah, okay, ive got to say it, jcpenney. We dont need anymore sears or jcpenneys. We actually node far fewer of them. New store growth doesnt have to come in regional and national capsules. Whole foods and bed bath and beyond are winners. The regional is a better bet, especially when the larger states in the union, this one and somewhat they have a lot more room in texas, arent covered. Now you know what i mean. Now you can look at the annual report as peter lynch told you to do, check out the locations or go on the web now where every chain has a store map and tells exactly where they are and then you can make up your own mind. Chances are if you like the product and the chain is spreading its wings, youve got a winner. Stick with cramer. Hes been bringing main street to wall street for years. And for mad moneys 2,000th episode, hes celebrating by planting the cramerican flag outside the New York Stock Exchange. Calling all cramericans in the new york area. Youre invited to be part of history. This tuesday. Log on to madmoney. Cnbc. Com for details on how to join us. Building animatronics is all about getting things to work together. The timing, the actions, the reactions. Everything has to synch up. My expenses are no different. Receiptmatch on the business gold rewards card synchronizes your business expenses. Just shoot your Business Card receipts and theyre automatically matched up with the charges on your online statement. Im john kaplan, and im a member of a synchronized world. This is what membership is. This is what membership does. I may spend a lot of time pointing out the mistakes of w