Old pattern to emerge as the biotechs and the Technology Cloud plays rolled over again and at one point seemed to be on the verge of taking the entire market down. Aided by some worrisome talk about russia from president obama. But as we neared the bell, the market regained some strength. The s p climbed, and although the biotech and cloud laden nasdaq could only muster a 0. 11 gain. After this roller coaster ride, whats our game plan for next week . Lets start with the book ends. The bill industrial stocks rocked all this week. They kept powering higher and it was really no news at all. I kept hearing the same rumor of the same explanation. When we come in on monday morning well hear about Something Big from china. Perhaps to reverse the chinese water torture of weaker than expected news over and over again. Now, if thats true, it wont come a moment too soon. Given that were going to get a manufacturing gauge from china that will fail to meet expectations. Now, i want to be careful. Be careful here, because if theres no stimulus, then the strongest section of the industrials will give up some of the terrific gains. You have to be cognizant of that. If we get the stimulus, there will be another rally in the minerals, mining, machinery and oil stocks. So much is riding on a surprise stimulus plan that we should expect weakness from the get go if we dont get one. Now, lets flip to friday. Thats when we get the labor departments nonfarm payroll figure and here again is something thats incredibly important for the market as a whole. But particularly for the financials. You see unlike the industrials, the banks financials are under pressure. Because Interest Rates have bizarrely been going down. I said bizarrely because didnt the fed tell us that the economy is stronger than expected . Now, a robust employment number which im expecting can reverse that decline in Interest Rates. If we get it, i think youre going to see the financials roar as they need higher rates to beat the estimates when they report next month. May i therefore suggest on a strong employment report you buy the bank stocks that the fed blasts earlier this week to return capital even in a form of big buy backs or dividend boosts. Ill normally tell you should reach for wells fargo. That got a great, great buy back and dividend boost. But you know what . That was the only one that wasnt down after the number. So kind of missed that one. Instead, i think bank of america is the buy here. Why . Because not only did it get the nod to buy back stock but cleared up the biggest legal overhang. The government sued against them for issuing so many loans. It had burgeoning Legal Expenses this settlement is a huge deal. And i think this stock can break out to multiyear highs when it reports next month. You need to be in ahead of that. So if fridays job number is higher than expected id grab some bank of america at the opening. Between mondays china report and fridays employment report is something so worrisome that id be remiss if i told you im not unnerved by it. You know that we have eight initial Public Offerings coming next week and eight more the week after . 16 in two weeks. After all the deals that we have endured in the last couple weeks. Thats way too much supply. Hard to believe the market can handle all that. Sometimes i just wonder why cant there be a commissioner of stocks who says thats it, thats enough. No more deals. The window is closed. We always hope the underwriters try that yesterday and cbs outdoor today. Two cases where they priced it where everyone wins. Thats ideal. Trinet you know i praised to the skies last night, june know rallied 3 bucks followed by another 2. 21 today. Perfect. Cbs outdoor gave you a couple from the get go. With the heavy ipo saturation most of the other new issues followed a disturbing pattern. Opening high and then going down. Down, down and down. Thats just what we dont want to see. This is dangerous, people. This market is not prepared to handle all these deals. I want to be very clear. If the ipo window doesnt close soon, it will take down far more than just the new offerings you see on the screen. Now, we have a slew of data tuesday that could also move the market. U. S. Manufacturing purchase and managers report, Construction Spending and car sales. If the Federal Reserve is right that the economy is improving and the bond market is wrong because rates are lower, then we need to see all three of these indicators come in better than expected. Im totally focused on nonresidential construction. And auto sales, because these are the two areas we keep hearing are getting stronger. Even though theres been no concrete evidence to date. This could be the day that we need. By the way, if car sales are strong then i think what you should do is take some carmax and take, meaning buy, and advance to the report date on friday. Its come down that were sharply from the high of 53 because discounting is rife. A strong auto number on this day overall could signal the worst is over for this company. Wednesday we hear from a company thats been a consistently terrific performer. I dont think the time will be any different. Im talk about monsanto. If you want to own this one, may i suggest you wait until after it reports. As per confusion, the stock often starts down and then rallies after the its funny. Its the opposite of deere which starts high. I know, this is weird. But its well documented. And i do like the stock. We have an Analyst Meeting for buffalo wild wings. A stock thats rallied big today. But still well down from the highs. I cant think of a better time to hold an Analyst Meeting than right before the final four as they do a huge amount of business this weekend and next. When analysts are sandwiched between the two huge game slates lets just say i cant think of a better time its a true catalyst. Dont forget that sally smith, the ceo, is one of my bankable 21 from get rich carefully which ill be signing at the barnes noble at white plains next tuesday, april 1st. Please note that this signing is your last chance for a signed book. My tour will now be done. Micron reports on thursday. I expect a solid quarter. However, im concerned over the future because micron is all about the tight supply of two different kinds of chips. Drams and nan, known as flash. Herb greenberg who writes the reality check newsletter as well as being a cnbc contributor, warned that after prolonged periods where demand has overwhelmed the supply of the chips, new factories may be alleviating that tightness. That tip toward oversupply has historically rocked micron stock which has more than doubled in the last year. I say be careful of the guidance for m. U. Not that long ago, we had a terrific Little Company come on the show called rpm. Specialty chemical maker which sells a diverse set of product lines for construction that helps sail tiles and prevent rust among other qualities. I thought the company told a great story. I think the business is doing quite well. This stock doesnt have a lot of beta. Meaning it doesnt jump in an outrageous fashion like a biotech or internet play. But i believe it can resume the climb back to 43 on thursday morning. You know im wary about the flood of ipos. But keep in mind that grub hub the one we profiled earlier this week should become public friday. Given the saturation bomb, i cant be sure grub hub will go to the premium i expected when we first talked about it. But if any one of the deals next week should work, its grub hub. Heres the bottom line. We need a chinese stimulus package announcement on monday to sustain this weeks industrial rally and we need a strong employment number friday to get the banks moving in the right direction. But more important than anything else, we need the flood of ipos to halt. Theyre pulling down all the highest growth tech and bio tech names as traders lock in the gains from the old and get the pop in the new. Trust me when i say too much supply can kill the golden goose and the new supply coming next week is so heavy it can overwhelm the whole market if the bankers arent careful. Believe me, they wont be. Can i go to robert in new jersey, please . Robert. Caller booyah, jim i like that booyah very much. How can i help . Caller appreciate everything you do, jim. Big thank you. Thank you. Caller of course. Asking about sirius xm. Yeah, no, i like sirius very much. This is a company that people walked away from when liberty meetings decided not to buy the rest. I understand that. I think its a mistake. I think this company on a stand alone basis is doing quite well. Remember, its also related to auto sales, a good company with good cash flow. Dont give up the ship. Stay long, sirius. Can i go to max in puerto rico . Max . Caller hi, im max from puerto rico. Booyah, jim. How you doing . Whats going on . Caller what do you think of popeyes . You know, popeyes is just one of the stocks that periodically gets slammed. The ceo is one of my bankable 21 from get rich carefully. I think the world of her. I like the menu and the expansion plans. I say buy buy buy. Lets take one more. Go to sandy in florida. Sandy. Caller hi, jim, booyah. First time caller here. Great to have you call. Caller id like your idea on netflix. Its taking a nosedive. There are a bunch of stocks that are rolling over, whether it be netflix or tesla, whether it be gilead. Gilead, some weaker prescription numbers. These fit the same pattern. They were high fliers. We can do viva and sales force. Com. Theyre rolling over as the market gravitates to those who have good earnings. Look at oracle. They missed the quarter and the stock is now up dramatically. Look at caterpillar, the stock is up dramatically. The buyers right now want sturdy earnings, not sturdy sales. So these stocks have been getting hit and this rotation not over yet. Can i go to john in california, please. John . Caller hi, booyah, jim, from the sacramento valley. Youre favorite out here. I love sacramento. I love the honeysuckle youll be smelling in about six weeks. Whats up . Caller there you go. Okay, my play in the Housing Market has been mixed, the cement play, i think it will come back. Whats your opinion on i think its terrific stock. We recommended it lower. I think cemex is a very good stock to own. What do we need next week . Well, we need a stimulus package from china. That is absolutely sure. Then a nice strong jobs report on friday, then weve got the largest part of the s p the financials moving. But we have this flood of ipos coming. The golden goose could be killed by too much supply. Mad money will be right back. Coming up dream delivery . Promising to deliver anything to you in under an hour. But can this startup transform the way goods are moved throughout the world . Cramer finds out when he goes off the tape. And later, just Getting Started . Amid sluggish times for retail, the footwear chain finish line raced past expectations and posted a Strong Quarter that sent the stock higher. Will the warmer weather give it another boost or is the rally on its last leg . Cramers got the exclusive with its ceo. All coming up on mad money. Announcer 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. You know were big fans of companies that harness Web Technology to make our lives easier. But whether theyre public or not. Thats why tonight were going off the tape to take a close look at a private Company Called post mates thats in the delivery business. They have maybe one of the coolest mobile apps. You install it on the phone and its transforming the way local goods move around a city. Allowing anyone to get a product delivered under an hour. Think about that, the idea is pretty simple. You pay a 5 to 16 fee depending on the distance, and 80 goes to the courier and then the remainder goes to post mates. Then you pay 9 of the total purchase, which post mates keeps all of. This is a very low cost Business Model and the result is incredible. Buy anything on your phone, track it, get it in in under an hour without having to do anything. This is what i want. So far, post mates is only in five cities. San francisco, seattle, new york, d. C. And chicago. And while the company isnt yet profitable as a whole, we know the Business Model is viable because theyre already turning a profit in the more established markets like san francisco, seattle and new york. Right now about 85 of the volume comes from takeout food. This is the way you order from places that arent hooked up to grub hub or dont do their own delivery. You can literally order from anywhere. Now, companies have been trying to make this local delivery model work without much success, ever since the initial dotcom craze. But i think post mates may have found a viable way to do it. Not just viable, but impressive. Lets look at it with the cofounder and the ceo of post mates. Learn more about his company, mr. Lehman, welcome to mad money. Thank you. Have a seat. Thank you for having me. I was an original investor in one of the in cosmo. That was part of a partnership. I put money in it. It surprised me because they had inventory which is the bane of everything. You have no inventory whatsoever. Right . No, we like to treat the city as our inventory. You know, we have the saying internally, lets understand the inventory in the city the same way amazon understands the inventory in one of their warehouses. Wow. Okay. But you do have a network of people who are i guess theyre private contractors. You dont pay the insurance of any courier and you dont have to do anything. Theyre part of lake an uber network for you . Its very much like an uber network, around 2,500 postmates in the five cities were operating in. Now, the ratio is still maybe too much food for your taste . Meaning that i always fear that someone can come in and change the food equation. Maybe at amazon. But youre its 15 thats not, is that how it works right now . Yeah. I mean, we see whatever sells. When it comes to logistics, we start to prepare food because its a very fat, big vein, it keeps the fleet busy and allows us to expand over time. What are some of the other things that people use . I dont want to get pet food. Or i own a restaurant, can i call you if i ran out of eggs, like last sunday, id rather call you. We do it. Dog food. Any personal hygiene, groceries, gifts. The greatest thing that we deliver that i recall is a bottle of champagne and a pregnancy test. Okay. All right. Thats certainly were trying to figure out the bottle of champagne for what occasion it would have been. Yes, exactly. Now, when i saw the app, brandon is one of our staffers, he showed me the app. I started to think if anybody gets to see the app, they immediately download it. Is there anyone who has seen the app that didnt like it immediately . Not that im aware of. Its quite taking. Its addicting. The more people order, the more they use the app. When i looked at it, i was thinking what happens if amazon says, when dont have to buy them. Well just duplicate it. Yeah. I guess we see them in the trenches. You do . Then youre confident . I believe so. Yeah. Now, i know you dont need to blanket the country yet. But you have some venture capital. I would think youd want to sew up a bunch of cities before someone else does come in. Yeah. I think its a game of geographic expansion. Having major cities that you serve off the list is one of the things were aiming for. We Just Launched in chicago. By the way, every city that we launch grows faster than the previous city. Why is that . Networking. I think it has to do with people signed up in the city. Word of mouth is the biggest growth driver at this point. Youre not doing any advertising at all . Very, very selective advertising. Mostly to recruit postmates for our fleet of couriers. You put the face of the courier on so theres no knock at the door not know who it is. Yeah, i think that the personal touch is what gets people really excited. They see the name of the courier, see him moving on the map. Think about it, theres no other Delivery Service where you have that. It puts an element to the app that you dont know from anywhere else. If your order is seamless, it falls into the dark hole for 45 minutes to an hour. If youre lucky. The moment they knock on the door, youre in the shower. Youre walking your dog. Goodbye to that. You see the gps you know who it is, its pretty insane. You have a winning product. I have to tell you look, just go download it. Youll know exactly what i mean. Stay with cramer. Coming up just Getting Started . Amid sluggish turns for retail, the footwear chain finish line raced past expectations and posted a Strong Quarter that sent the stock higher. Will the warmer weather give it another boost . Or is the rally on its last legs . Cramers got the exclusive with its ceo. [ male announcer ] meet jill. She thought shed feel better after seeing her doctor. And she might have if not for kari, the identity thief who stole jills Social Security number to open credit cards, destroying jills credit and her dream of retirement. 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