Instead of raising them. The data for every industry i follow is coming up short but that time same its become a matter of when and not if which is exactly why the dow tumbled today. And nasdaq climbed. With our countrys exports being severely crimped by some but our early read from everything today, to declieng Consumer Confidence suggests a startling decline in commerce in the last five weeks. Ia dont raise Interest Rates into oo faultering economy, heck, you dont even talk about ait. And its almost like when former Central Bank President put in all clear through and then added two rate hikes to boot pushing the continent into a tail spin that theyre still trying to recover from. So, why not take all the stocks and sell them . Second, there are positives happening outside of our kunlry that could reverse our export deficiency, which brings me to the game plan for next week because the european tragedy will be played out again. And our stock market could rocket higher because the greek deal, it could lead to a much stronger euro, weaker dollar. And i have been saying for ages a rate hike without a greek resilation would send the dollar soaring and get an analyst number cuts for the big companies. Over 80 of the time negative with an average loss of 1. 6 . The dow is chalk will of oriental stocks. So the ugly history of june could repeat itself. What esis on tap . Monday we might learn of a deal in the health care space. Remember, i repeatedly told you there could be consol dagds in the hmo space and hume ana could be the target. Today, they admitted the possibility of a deal and thats why they sky rocket more than 20 in this one session. I think where theres friday smoke, there could be monday fire. And a pretty positive read from ceo when he came on the show to talk about the last quarter. Im concerned because it has such huge overseas exposure. Markets okay. Retail has been so hit or miss. Its unnerving. Yk think well get a positive read from the future when we hear from dollar general. Now, theres a problem when they report this darn west coast port slow down hurt them. And as we learn from dollar tree earlier. And i think the head line number is back and maybe the out look will be good and thats where the opportunity comes in. Eme be an actual drive. Med tronnic is going to tell you how well its merger with cuvidian is working. This could show how powerful that combination could be. I bet we get a nice surprise when med tronnic reports. Were big believes from all types of devices today. And while the maker of jack daniels has his detractors from wall street, bourbon is hot and brownforeman has been capitalizing. And fire lie holds a meeting on wednesday. And you might want to own some going into the meeting. Were in an uncertain market. Ive been stressing that with my cautionary tone for weeks now and now more than ever you need powerful themes. At this point, no theme more potent than Cyber Security and its Forensic Team being brought in to deal with the big intrusions. And they have gotten the federal governments seal of approval. That want legal immunity from cyber crime. And you might want to hear what the smukers has to say. They have been among the best performers in the group and they can even work in a higher Interest Rate economy. Interesting tragd so to speak. Stock has been levitating. And varphonal also reports thursday. And im talking about apple pay, e bays pay pal. And it was initially misnootd and it hurt the stock. So im betting that sequence could happen again. If it gets hit, well take a closer look to see if a big opportunity is once again upon us as it was last time. And talk about an area thats really heated up lately. Have you seen this stock. I like cisco the best because its the cheapest and safest. But i have to think it might bow too hot, maybe be careful go nothing to the quarter. And dont mean to bury the lead but we get the Labor Department nonfarm payroll rr report and yom rr im more fearful of this number than i have been in ages. Employments been the loan bright spot getting stronger a big number with lots of jobs created gives the feds the amo it needs to put through an imminent rate increase. And like i said it would be okay in the future instantly it would be bad for stocks. I think the market could go lower with more job creation and thats are because wed fight the fed and thats always a wrong bed. And that could spur a decline in the dollar to boot and then we get a rally. Thats an awful lot on the line for one stat but we know from history that this employment number trumps virtually all other impts. And sometimes you need to see that wild card before you do any buy. Remember, this is the quintessential big bad event and we could be down in the stock market, ahead of the jobs report given the steaks. So if its all weeks you can expect a terrific rally to insue. Weaker data strummed by a needs all need for a rate hike from the fed. And as the risk reward is diminishing for the bulls without a changing tone from the fed, they have to change. And if we get a Job Announcement on friday expect the entire market to get malled. Joe. Caller calling from long view texas. Now, there is a city of hope. Whats going on . Caller ive got some goals and with grease about to blow up im thinking of doubling down. I like owning gold as an insurance policy. Gold has not been a good thing but i like your idea of owning gold sk i share with you that that is a good place to be for a portion of your port groel. But ive been saying that for 10 years now and now its just insurance. John sflrl john. Caller thank you for taking my call. Start out with a big Chicago Blackhawks booya. I bought a Speech Recognition Software for my computer by nuance technologies liked it so much i bod the stock in 2012 it went down. I bought another chunk and im almost back to even p. And theyre looking that automarket and next generation tv and i thought id get your sense on a go forward. Its not my favorite. You know i like the sky work and the kwarvo and nxp, i like them all more than nuance frankly. I am advising caution. Weal wrr get through it no matter what comes our way. And the u. S. Is spending less on our military and should you withdraw from the defense stocks . You dont want to mismy take believe me. And is it the right time to book a ticket . Im checking in on some of the best names in the group. And there are a whole lot of cooks in the kitchen but should you join the burger war . Stick with cramer. Dont misa second of mad money, follow jim cramer on twitter. Send him an email to cnbc. Com or give him a call at 1800743cnb you probably know xerox as the company thats all about printing. But did you know we also support hospitals using Electronic Health records for more than 30 million patients . Or that our Software Helps over 20 million smartphone users remotely configure email every month . Or how about processing nearly 5 billion in electronic toll payments a year . In fact, todays xerox is working in surprising ways to help companies simplify the way work gets done and life gets lived. With xerox, youre ready for real business. Its time to address one of the great ironies of this great moment in history. We know that the United States has made a conscious decision to not be the worlds police. And cuts have yet to be fully rolled back you have to acknowledge that this is now the new normal. Were now no longer Team America World police. So seeing as the u. S. Is scaling back on its adventurism. And obama has put our allies on notice around the globe that they need to start fending for themselves and hand in hand with the administrations doctrine that military cant fix all worlds problems. In short, they may not be the worlds policeman but they be happy to be the new worlds arms dealer and that presents a huge opportunity for the major arrow space and defense contractors. They can now send defense hardware to vast places over sea president. And which defense stocks should you buy in order to capitalize on this burjening arms trade . If you look at Foreign Military sales facilitated by our government, it was hovering around the 10 to 15 billion dollar range but amp said in 2006 and havent looked back since. And there was a massive over hall of the rules that govern military exports. And last that last year. Then in 2014 the u. S. Helped facilitate the sale of 22. 2 billion dollars in defense. That included real ticket items like look heed martin sold and singapore spent and the 2 billion saudi arabia used upgrading its planes p splanes. And then the repercussions of the negeshiations with iran. And not a political show but the reality is its making irans neighbors very nervous, including the u. S. Allies. And theyre approving the sale of even more military equipment. And theres a summit at camp david where he discussed with with saudi arabia and the uae and right after this meeting the white house issued a joint statement where thai talked about planning to improve Security Cooperation especially on fast tracking arms transfers p. It didnt take long for our government to start rapidly approving these arm sales. A week ago, the staimntblessed the state to sell arm said p. And this is an upgrade in the navy. Lately weve been hearing a lot of chatter that this business might be put up for sale. So, we put it all together. Who are the biggest winners here . What kind of equipment will our allies want the most . Given russias new found belidgeerance and a deal with iran, the leading player is rath raytheon. And a country terrifyied of russia and in december they nailed down a 2. 4 billion dollar contract with cutar. Lock hood martin is a major player. Next up our allies overseas they need aircraft including planes and helicopters. Right now the most sought after military plane is the Lockheed Martin f 16. And of course when were talking planes we cant leave out boeing although that stock has been punished lately. The weak yureuro has give an boost to air bus, their competitor. And okay pap. How aabout helicopter . I like i said you tks rheumered to be putting it in the block and that could unlock a lot of value. I wouldnt recommend them as a defense play. So, we have to look to lockheed or boeing. And how about grundound vehicles . Company dynamics makes the most. The truth is many of the biggest airspace and defense names and many of them setting new highs pretty much regularly, however, there are some key names that are pulled back a bit. Boeing is down nearly 20 from its peek. And you know i like to buy these stocks on a pull back. Were getting that pull back. Put that together with our governments Foreign Policy and i think raytheon may be one to buy. And a solid 2. 6 yield. I like this Lockheed Martin aflrth inexpensive stock. And they should get a boost as its likely to be declared combat ready by the summer. Thats juicy. Heres the bottom line the United States may be stepping back as military policen am but to do that we have to provide more military hardware to our allies so they can defend themselves. And this group, until the last few weeks has been rimpant, its still cheap though. And theres much more mad money ahead, including my view on the recent turbulence in the airlines. Have they come up enough for you to change your take and its the most comprehensive guide on this group. Everything from shake shack to red robin. I burn the midnight oil in a few underthe radar biotechs and you dont want to miss what i dis covered. I take prilosec otc each morning for my frequent heartburn. Because it gives me. Zero heartburn prilosec otc. The number 1 doctorrecommended frequent heartburn medicine for 9 straight years. One pill each morning. 24 hours. Zero heartburn. So, how do you feel about cash back . I would not say im into it. But lets see where this goes. [ buzzer ] do you like to travel . Im all about free travel, babe. Thats what i do. [ buzzer ] balance transfers you up for that . Well unh. Too soon . [ female announcer ] fortunately, theres an easier way, with creditcards. Com. Compare hundreds of cards from every major bank and find the one thats right for you. Creditcards. Com. Its simple. Search, compare, and apply. [ ice rattles ] on a nasty day for the market we need to talk irrationality. Normally one of the most prosayic groups in the market has started to trend in a and the fundamentsal of of the evaliations. Thats right. Hamburgers. If you look at this cohort right now, the trading patterns and annoying winners or losers is einf to make your head spin. And not everything makes sense in a given market its not that you cant comprehend things its that things are incomp rehenceable. There are a whole host of simp symptoms. The lack of respect for high quality names like jack in the box and winners out of nowhere like red robin. Lets start with these burger ipos. Namely the shake shack and that habit burger. Thats habt. And i listen to the lightning round. Shake more than doubled on the first day and now trading at 82. Shack is a crazy story. It would actually be lower if the shirts would just back off because the supply of shares has become so limited. And they v professed such a love that they dont want to sell. And the same as people who like tesla, so much they bought the stock. And to understand whats happening in shake sharks we need to go to another burger chain,go gourmet. The quarter left us kw asking who are those guys . Just like bush cassidy and the sun dance kid. Many people were betting against red robin because its been a second rate outfit but red robin doesnt have any locations in manhattan. Its not wheriae iayou go to eat when youre a money analyst. The snaub factor. And they so often misout on opportunities in the heart land because they have no clue of their existence. They havent been to one and when they saw the terrific results in one quarter, they had visions of it going from regional to National Dancing in they are heads. A red robin gourmet on every corner. And that brings me to shack. They may have been expesnseive from the get go and while they dont have many locations akrauz the country, they have several in manhattan. These Money Managers are more afraid of missing oh, wait. The i find the risk reward astounding. And the evaluations and hear im also talking about the habit restaurants. And california chain became public in november. That might be unfair given that shack and habit barely have any earnings to begin with. So what about how the stock markets value each store . Judging by the stock price a single red robin gourmet is 2. 2 million and jack in the box is 2. 1 but arguably the most consistent game in the group. And burger king evaluated at 3500 per store. And in shorkts your typical burg chain location anywhere from a half a million bucks to 2. 5 million. And habit has 114 locations. Average value of a store, 8,000,000. Questionable. Shake shack has just 56 and according to stock market more than 40,000,000. Wow, thats down right clinically insane. And it only makes sense when Portfolio Managers eat the burgers and then refuse to sell the stock or keep gaubling the burgers and the stock. And theyre based on little more than speculation when you compare it to the other companies in the industry. And these ipos only scratch at the surface. Dont get me wrong, i was impressed on wednesday when the new ceo passively admitted that their biggerers taste terrible saying theyre more committed to tastier food more across the menu, with the implication that food is not that tasty. We heard about toasted bunz and changess in the grilling process and it may be more significant than most people think. Why . Because admitting it tasted terrible was at the root of the big turn round at dominos a few years ago. They admitted it tasted like cardboard and once they fixed it stocks went flying 10 fold. Maybe mcdonalds has to do the same thing, although id say the burgers are more like rubber tires than cardboard. If theyre going to win back disenfranchised defectyies, we dont need to have gordon ram zooe creating new tasting, we just want a juicier burger. Mcdonalds may be in an awful shape as a burger chain but 3. 5 verses bonds and a potential to go back to the future. I wouldnt write this off after dominos. What a huge increase after dominos owned up. Finally, theres jack in the box, the most unappreciated in there. The chooeps out there. No one seems to care anymore. And jack reported an across the board terrific quarter but stock sold at 6 the next day and its gone out of favor with the rest of the restaurant group, still i like jack and i know jack. If you told me six months ago they would become the most emotionally kim zkal group in the market the joke is on who is trying to apply traditional techniques to the industry. You want jack you want a potential turn round, buy mcdonalds, you want a great burger, i say buy a great burger from shack and maybe youre not getting a bargain but just a dream. And should you hop aboard now or is there more trouble ahead and i promise to go tlooi as many stocks as humanely possible. Dont miswhat i find when i found some inthe radar bioscopes under the microscope. Stick with cramer. announcer you run a business. Could be any kind of business. And every day, youve got important decisions to make. Like hiring. Where are you gonna find those essential people you need . With ziprecruiter, its simple. We post your job to over a hundred job boards with just a single click. So you can reach millions of qualified candidates. Then well give you the tools to help you manage, screen and rank your applicants. All so you can find the right one. Try ziprecruiter for free today. When Kevin Jorgeson needs light, he trusts only duracell quantum because it lasts longer in 99 of devices. After todays rally in the airlines you may be getting the perfect fancchance to do a little trimming in the strength. And until today, this group has been in free falloff late. And if even if the cohort is capable of the occasional balance. Can you recall a group that was able to recover from sustained free fall in ages . Any sector that was able to bounce back from a real hammering and come out on the other side as good as new . Sure you could say the biotechs have but most are well below their highs from when they started crashing down. Some of the cloud stocks have worked their way back but they too havent got anywhere where they were a few months ago. Now, those two groups were slammed by excess