Economy. Jobs, what was it . Today, of course, those minutes were forgotten and the dow soared 109 points, s p climbed. 1 . Typical of what happens every single time with these minutes and it is driving me crazy especially after the dow closed above 16,000. And so many people have been left behind by this unabashed bull market. So im steamed. And tonight, im venting. I think theres a tremendous failure of imagination out there when it comes to the process of making money. So many people do a remarkable amount. If they do little detective work that can lead to solid conclusions that, yes, indeed, can make you money. In some ways, this whole market can be explained by Edgar Allen Poes masterpiece and additionally his singular beautiful tales of the detective stories. First, lets deal with the letter factor. The Federal Reserve has been trying to figure out how to get the economy moving. It issues old minutes from previous meetings, issues them. Come out at 2 00, right . Theyre all pretty much the same. People sitting around, smart people, talking about the best way to create jobs, spur new business and get people to spend more. Thats what the minutes are, okay. And each month, pretty much like clockwork, the stock market trades down. And suddenly everybody panics, they panic, why . Because they panic when they read that the fed actually debated things. I mean, they debated talking about they debated changing strategy. And this is where the letter comes in. The fed has said over and over again that the accommodative work cant be done until theres a lower unemployment rate. We just had janet yellen, the soon to be head of the Federal Reserve say she buys into this notion which happens to be the same as her predecessor, ben bernanke. I dont know how they could be clearer. Yet somehow we twist these old meeting notes, right, the minutes, to find them at odds with the currently stated views. This exercise could not be more fact facts you, and yet we do it every month. A meeting where target and dollar tree join best buy in saying the consumers struggling. The consumer remains on the retail ropes. Even after all thats been done to help her. I think were actually looking at this problem entirely wrong. And weve got to stand the whole thing on its head. The fed knows this nation needs more jobs created and increase in purchasing power. Right. We all agree with that . The fed knows the problem, its too big for them to solve alone. Its doing its best at a time when no other part of the government is trying to stimulate jobs. The fed has hidden its agenda right in front of us in plain sight. Its just that so many people refuse to see it. Whats really needed . I think the fed is trying to keep the economy out of recession until we get bold action by the rest of the government to create jobs. I think the fed would love it if the government would embrace the natural gas resolution. Natural gas powered trucks and cars for the vast vehicle fleets. While we can debate how much oil we have in this country, theres no debating we have a glut of natural gas. We have so much of this stuff were literally burning off more than we can use as a natural byproduct of oil drilling. It seems simple, doesnt it . The federal government stimulates demand for the fuel by buying cars and trucks that save the taxpayer money ultimately which triggers orders for a nationwide buildout of natural gas stations. The military should favor using natural gas to make our country less dependent on foreign oil. But the religion of the antispending religion of the republicans has stopped this initiative from happening year after year. Alternatively, now, i would have to wonder if the president , maybe hed be able to cross the aisle, call for a onetime only Corporate Tax cut, the International Money thats overseas. The overseas taxes and say cuts that to a rate at 10 . Less than the current statutory rate to repatriate all the money our companies are keeping overseas to avoid a much larger tax bill. How about putting the tax proceeds, which could be as much as 1. 5 trillion into a gigantic infrastructure bag. Lever it up, 3 to 1. Rebuild the roads, bridges, tunnels, you name it, we need to do it. It could be successful. That was a republican project created by Ike Eisenhower in the 1950s when he realized that only federal spending was big enough to solve the countrys unemployment problem back then. Private industry wasnt able or up to the task. Sound familiar . Now, the Federal Reserve cant create jobs per se. It cant help start the hiring unit, take care of some 4 trillion in identified Infrastructure Projects that are way too big for municipalities or private industry. Thats up to the president and congress. Only they have that kind of fire power. Right now the parties seem incapable of doing something obvious like this Corporate Tax reform idea, even as i believe both parties want it done. And you have to stick with the idea that the fed cant let Interest Rates go up unimpeded. There isnt enough spending going on as represented the last few days to justify a tighter fisted fed. Yes, the problem is too big. The solution must come from other branches of government that are doing so much to frustrate growth, not create it. I think the feds waiting for the rest of the government to come to its senses and do something about the situation. Until then, the plans right in front of you. Now, on the tails, if youre not blinded by the tapering, then you can play detective and come up with clues for making money every single day around here. Lets take today so you know what im talking about. Weve heard results from a whole pano pan plea of retailers. We can rerate and reorder the group from strongest to weakest. We know the consumers tightfisted. Who does well in the scenario . Store brands, the health and wellness like parago. That can go much higher. How much does a frugal Consumer Spend . Well, dont they shop at amazon . How about stay at home and watching netflix. Best buy says appliances are selling well, we buy whirlpool, the largest washer and dryer manufacturer. Or jardon. It doesnt take a genius to find these terrific ideas. But it does take someone who isnt dissuaded by the taper or the need to do homework to find the companies, the costcos, the starbucks, theyre working. The feds mission is like poes, it wants people to work as best as it can, which isnt congress wanting it to, dont outthink it. Plus, a wee bit it produces enough ideas daily to make boat loads of money. When in doubt, never more be so obtuse as to miss the obvious ideas right in front of your nose. Mike in virginia. Mike, mike, mike. Caller booyah, jim. Booyah. Caller hey, man, i got excited about chgg. I waited a couple of days like you always say to do and took a position around monday. And got in around 9 a share and was down sharply today. Oh, man, you know, so im trying to figure out yeah, i dont know. Youve got to stick with it. Youve got to stick with it. Its ridiculously low. Its trading like a confiscator of all your wealth. But i believe chegg has some value, the Textbook Network has value. I would not throw it away. I dont think its going to be a lifelock, but i do believe theres value here. I dont think you should get dissuaded. I dont know if you should buy more, but dont sell it. Michael in florida, mike . Caller jim, booyah from florida, my brother and dad in phoenix, arizona, are also fans of your show. Thank you. Tell them thank you. Caller cramer, ive got to ask you, i got a sweet tooth this Holiday Season and they recently came out with earnings last week, what are you thoughts here . Yeah, i looked at that company. Its interesting, and ive got to tell you, as good as it is, its up a lot. Why not go with polaris, why not go with best of breed. Just had some news data coming out the other day about indian motorcycles selling well. My favorite polaris, dont be dissuaded by the price tag, represents real value. When in doubt, refer to edgar allen poe. Do not outthink the fed. Its right there, a letter right in your face. Mad money will be right back. Coming up x marks the spot . It may be one of the most revolutionary devices to hit your living room and goes on sale at midnight tonight. But does the xbox 1 have what it takes to launch microsoft back to the front lines of innovation . Plus Business Travelers 250,000 industry and concur is turning it upside down. Is it time to hop aboard . Then the biggest names in health care are calling on the cloud to treat their data needs. And viva systems is on the front lines. Is the Company Strong enough to support the surge in patients . Dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer madtweets. Send jim an email to madmoney cnbc. Com. Or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. 0 tonight, the single most revolutionary device ever to hit your living room will go on sale. This gadget is the ultimate in inhome entertainment paradise. It remembers your voice and does what your voice tells it to do. And a video social component that is so advanced, it might never be equalled. Yep, at midnight tonight, Microsofts Xbox 1, an Artificial Intelligence marvel hits the stores. And people will be lining up for hours to get this longawaited enumeration which is an amazing console. One has to ask, hmm, will its ceo, the man behind it be enshrined as some sort of technological hall of fame . Nope, not at all. In fact, in an irony so quizzical its difficult to get your arms around, the ceo responsible for xbox one is derided as one of the worst in business. More a candidate for the wall of shame than any of accolades. Steve ballmer is more revered. One that with 300 billion in market capitalization has to be considered a success. And this is not just within the industry. This has become a pop culture thing now. On last nights episode of south park, ballmers assassination by an angry and disappointed bill gates was a major subplot. Not only viewed as a failure at his time at microsoft, hes sealed his deal where he says he recognizes that hes the person standing in the way of microsofts progress. Quote, maybe im an emblem of an old era and i have to move on. What was keeping microsoft from succeeding . Quote, at the end of the day, we need to break a pattern. Face it, i am a pattern. And so even he admitted it was time to go. Was ballmer too hard on himself . To them he is a befuddled fool who didnt see cloud, didnt see social, didnt see mobile coming. And he thought he could ignore it or build it all into xbox one. What i would ask these executives offline what is the biggest nightmare . They almost all said the same thing, that they, too, would be a pattern that needed to be broken. They might wake up one day at 57 and find out that they are Steve Ballmer ii blocking, standing in the way of progress, resisting innovation, carrying their own edifice. Perhaps because steve and i were friends at college, in my heart of hearts, i know hes a good guy. I find this whole exercise including the one that steves performing on himself kind of ridiculously harsh, at least by the standards that most executives play by. Microsofts up by 40 for the year. S ps up 2 , microsoft is up more than the other Old School Tech companies. Why arent we calling for the heads of other chief executives. Why does John Chambers at cisco always seem to get a pass . Certainly not because hes done much better than ballmer. Stands at 21, ten years ago, traded at 23. 50 and thats despite tens of billions of dollars wasted. Microsoft has a much better return especially when you consider they pay hefty dividends. Why is he so derided, so ridiculed . Because tech is different than any other kind of industry. You fall behind in any other business, you can catch up with some smart, good execution, not in tech. Ballmers Technology Got left behind by apple, facebook. Failed to exploit the web, mobile or social to the satisfaction of the marketplace. Heres the bottom line. To me, yeah, it is a little harsh. I want more heat on the other guys who arent delivering. Plus, any other industry, hed be an innovator, nevertheless, the market has spoken. The stock did rally after a bad earnings miss. If you dont mind, can i say as the keeper of the mad money wall of shame, im proud i never put ballmer on it. He doesnt deserve the infamy that even he seems, in the end, to embrace about his role at this still Great American company. Paula in florida. Paula . Caller booyah, mr. Cramer. How are you . Real good, paula. How are you . Caller real good, thank you. And thank you for all you do. Im a new watcher and i enjoy your show. Thats great. Caller im a new investor. I inherited at t at 37. 75 per share and it makes up about 16 of my portfolio. Im reading all these reports about it and all the analysts and i want to know where is it going and what do i do with it . Well, its not doing much at all. Its really much of a yield play. Its got to show genuine growth. Maybe it needs to make an acquisition. Paula, ive got to tell you, its the equivalent of a bond with an upside. Stay long at t, otherwise, theres a lot better stocks out there. Gamers across the country will be lining up for the xbox tonight and they have Steve Ballmer to thank. But its time for us to turn our eyes on to the other guys who are delivering far less than Steve Ballmer did for microsoft. Stay with cramer. Coming up cloud care. The biggest names in health care are calling on the cloud to treat their data needs. And viva systems is on the front lines. But is the Company Strong enough to support this surge in patients . Find out when our week long series invest in america defining the future continues. And later eye for innovation, warby parker is changing the way we see eyewear. Tonight, cramer gets a read on how disruptive this could be. When he goes off the tape. vo you are a business pro. Maestro of project management. Baron of the buildout. You need a permit. To be this awesome. And you. Rent from national. Because only national lets you choose any car in the aisle. And go. You can even take a fullsize or above, and still pay the midsize price. aaron purrrfect. vo meeeow, business pro. Meeeow. Go national. Go like a pro. Customer erin swenson ordered shoes from us online but they didnt fit. Customers not happy, im not happy. Sales go down, im not happy. Merch comes back, im not happy. Use ups. They make returns easy. Unhappy customer becomes happy customer. Then, repeat customer. Easy returns, im happy. Repeat customers, im happy. Sales go up, im happy. I ordered another pair. Im happy. both im happy. Im happy. Happy. Happy. Happy. Happy. Happy happy. I love logistics. Earlier this week when i went out to salesforce. Coms dream force conference, i told you that the Cloud Computing revolution will not be televised. Its all about helping businesses do things better for less money which has nothing to do with capturing the imagination. Thats why all week ive been trying to draw your attention to the red hot cloud stocks you might not know about. Stocks like beeva, thats the Cloudbased Software play that came public five weeks ago and shot up 85 . Beeva helps pharmaceutical sales reps. Its like a big biopharma, a big pharma version of workday, wday which you heard about earlier this week. And while veeva is expensive, it has something that many other Cloudbased Software plays do not have. Veeva is profitable. It has no debt and the company has a major runway for growth. Veeva trades off the possibilities and opportunities, not off the priced to earnings multiple. At dream force on monday, i got to talk with peter gasner, the cofounder and ceo of veeva systems. Take a look. Peter, there was a way that your industry that youre in was kind of been able to get sales. It was kind of oneonone, go out to dinner, do you like my product. You have revolutionized the way Drug Companies interface with physicians. Yeah. You know what, what were doing. This category of software called industry cloud. Were bringing Cloud Computing, technology, to very specific industries that need very tailored software. In this case, Life Sciences industry. They had old technology, Client Server technology. Meaning an oracle technology, frankly. Ill say it, you dont have to. It could be oracle technology, legacy client, often on these very old windows laptops that are 10 pounds and they would go out and try to use this technology to explain to doctors about what their products were just completely outdated. So we took these benefits of Cloud Computing in our case, you know, Life Sciences. Our customers are like amgen, pfizer, merck, et cetera. And we make this Cloud Software thats on the ipad and they go out and educate doctors much more efficiently. Were a good example of somebody who is helping a specific industry. In this case, Life Sciences industry transform the way theyre doing things. Now, a lot of the older lying companies have lets say theyve been somewhat troubled and had to lay off a lot of salespeople. But their sales dont seem to be hurt. Your software making the salesperson more efficient . Yeah, thats what were about. Were about helping our customers become more efficient and more effective in their most critical business processes. And thats a key point. We dont focus in sort of poor recordkeeping, you know, accounts payable, hr type of things. We focus in these business processes where theyre trying to bring new drugs to market faster than before, trying to commercialize their products before the patents come off. And trying to keep in compliance with government regulations around the world. So thats what we focus on. We help them do things faster and more flexible. The way you think about it, today theyre stuck on C