Thats right. It turns out the Federal Reserve is pretty darn worried about faltering Global Growth and its impact on the u. S. When it met last month. It wasnt about to pull the trigger on a higher fed fund rate. And when we found out about how pragmatic the fed was about whether to raise rates or not, the september minutes were released after 2 00 today, you could almost here the collective sigh of relief. And then the rush to buy stocks dow gaining 138 points. S p jumping 0. 88 . Nasdaq is also climbing. For weeks now we have labored under the impression that the fed was ready to tighten on a moments notice because it was sanguine about the economy. We thought they were happy about things. They were hardly sang wing. Thats what they tell us theyre about to tighten and the Federal Reserve is worried as most Business People and investors were about a china led slowdown could bring down what little strength our economy has. Given that last months unemployment number wasnt so hot you can only conclude that the fed is prescient than the incessant fed bashers. These people are embarrassing. That clarity, the knowledge that the fed has the back and is about to shoot us in the head with the rate hike pretty much buy whatever merchandise was down. Even as their major focus remained the new darlings of the Fourth Quarter. The heavy industry stocks, transports. The oils. The retailers and the package good stocks. Yep, buyers are taking up value. And theyre eschewing the much loved growth stocks. It was an amazing session for a host of reasons. The worst performers in the Third Quarter remain by far the best performers of this new quarter. Its a remarkable winning streak. First of all, oil wont quit. Were getting word that there wont be a restart in production in any amount until Oil Goes Back to 65 bucks. Only at 50 right now, so the oil bulls have plenty of room to run. Given this new roof. At 30 prediction from goldman sachs, maybe not. Anyway, that plus the possibility that the saudis may relent and stop pumping like mad because theyre running a big budget deficit, caused one more wave of buying in what has been the single most hated group just ten days ago. Hated. Thats incredible. I dont think i have ever seen a sector go from most hated to most loved in a short period of time. We might see more declines in the rate counts. In other words the bear market in oil has went up into thin air. That resulted in the massive redemptions and they ended the moment the Third Quarter closed. Well talk to the ceo of enbridge about this. A stock thats now springing back, springing back with alacrity. Still, this is one weird market. I mean, because you know what else is heading higher . Companies that benefit from lower not higher Commodity Prices. The consumer Package Goods were on fire today and theyre gigantic consumers of commodities like paper or plastic or fuel to get them to the stores. With the fed on hold, the 3 yields on average look darn good versus the bond market competition. Retailers were word aried too because consumers were spending more at restaurants. Now, not many retailers still report monthly numbers but the ones that did, wow. With the exception of one, gap. Elle brands, nine increases. And it looks like allegedly not so hot back to School Season might have been better than we thought. I know there are plenty who believe that a rate hike would be good for the stock market, but today showed the fallacy of that kind of thinking. Thats because the auto and the housing complex were under a ton of pressure from those worried about higher rates. I reiterate that if the fed were to tighten their earnings estimates would be cut almost immediately. Instantly. No wonder those stocks took off. And you want to know whats the most mystifying aspect of the advance . The market is in love with anything industrial. We are seeing huge gains in 3m and honeywell and boeing. You couldnt find a buyer of those stocks three weeks ago. The most underperforming in the group. Get this, General Electric hasnt looked back since pelts took a big stake in the company and reignite it with a gigantic buy back. Now that they have gone back to being one of the biggest manufacturers. And then old tech, the Slower Growth economies, intel, cisco, hewlettpackard, that i keep ti tiptoeing higher. Ibm too. Dell was going to buy emc. Further strengthening the case that theres just too much value in this old tech cohort to ignore. Now you have to ask yourself, where the heck is all the money coming from to fuel this value rally . And the answer is its still streaming out of the high growth stocks. They cant get out of their own way. You would have expected them to be led by the usual gang of growth. Not at all. Today, we got a perfect picture recommendation, one of the best i have seen for the stock of google. With my Charitable Trust owns. It was a major firm tracing out the reasons why it was so darn cheap. The results sell sell sell. Google went down. Two separate analysts told you that apple would be on the upside and the stock went down, sold to you. High growth semiconductors like skyworks avago, no, untouchable. Gopro i wanted it to go up and watch the ongoing crash. Im sure people who like to run mobile eye, it keeps smacking into the retaining walls every time it goes higher. And tesla cant get any traction. Meanwhile, amazon cant get out its own way and facebook is having trouble rallying. The only men of f. A. N. G. , facebook, amazon, netflix and google is working is netflix. It was wallowing in its own tears until the company was broke theyd put through a dollar a month pricing increase and that turned the stock around in a flash. He gained 12 points, 12 points from the low of the day. But it was a lonely rally. Not surrounded by the high growth generals. Almost of which are under tremendous pressure and are sources of funds. Off the netflix pin action, no. How is it happening . I think its simple. The feds on hold while investors are getting bullish about the state of the world. Europe getting better. Even some improvement in china. It could be happening. With that combination, who needs the high growth names . Why risk it . Why not just buy cheap stocks that have the possibility of exceeding the estimates because they have been beaten down so long. They may not have all that much fluff in them. Which means they can be owned without fear of the huge spiral lower like we got from the skyworks or a gopro. Geez. Hey, these low stocks have already been there. So let me give you the bottom line, a fed on hold all over the Global Economy that might be improving and Commodity Prices that are rising, hey, thats a recipe to do some serious buying for all the companies that dont need a healthier world whyd economy to beat the numbers and yesterday, high growth remains in its own bear market. Fortunately for the bulls, theres a heck of a lot more value than high growth in the indices which is how we now have an extraordinary five day win streak. The best of 2015. Peter in new hampshire. Peter . Caller hi, jim. How are you . Im doing. Im fired up. How about you . Caller im going through the holdings and im wondering about olin corps. Well, you know olin corps is a very inexpensive stock. I think its in good shape. This is a great level to own it. Lets go to mitch in texas. Mitch . Mitch . Caller yes. Youre up, mitch. Caller hey, booyah from the lone star state, how are you . Man, im good. How about you . Caller pretty good. Hey, listen, i want to get your take on gopro. The stock has been annihilated recently that Conference Call was terrible. And you wouldnt touch it. Thats why no one is touching it. Lets go to cory in massachusetts. Cory . Caller jim, i want to say one thing. You know whats getting me through this whole market and biotech head wind . The mets playing caller shots together. Hey, you know what im buying. Well not for everybody. Maybe for you. Could really wipe out my profits. Caller ill take you up on that. My question is on emc. I think its funny to point out that pure storage around this happened like davis farber said earlier, dell would have to do 40 billion in debt financing. Whats your take on that . I dont know. Its going to happen because hes got great sources. I would sell emc right here. I would shift that money to cisco all right. We have the magic recipe. Time to do some buying for all but the companies that dont need international love. On mad money oil has come off the lows but still been a crude couple of months for the commodity. I have the exclusive with the key pipeline player. Have you noticed more money in your pocket . The savings from cheap gasoline are working back into the economy. Who is profiting . Ill tell you. And dominos ceo took over, but is it time to ring the register, lets get the story from the man himself. Stick with cramer. 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. Some neighbors are Energy Saving superstars. How do you become a superstar . With pg es free Online Home Energy checkup. In just under 5 minutes you can see how you use energy and get quick and easy tips on how to keep your monthly bill down and your Energy Savings up. Dont let your neighbor enjoy all the savings. Take the Free Home Energy checkup. Honey, we need a new refrigerator. Visit pge. Com checkup and get started today. With the price of crude gradually rebounding, including todays rally up to nearly 50 a barrel is it finally time to circle back to the beat up down pipeline stocks even if they dont have anything to do with the price of crude. This has been crushed courtesy of Lower Energy Prices and the possibility that the fed will raise Interest Rates making the high yield less act tracktive. Take enbridge, running through canada and the united states. And a natural Gas Gathering network. It plunged back from 54 to 35 and change last tuesday. But i guess in the recent days rationalization came back, its roaring back. It sports a generous 3. 3 yield. Enbridge is much less exposed to the price of oil and gas than most people. It makes the money based on volume. Last month, it dropped down a bunch of the assets to the Master Limited partnership and enbridge income fund, something that allows a lower cost of capital as it spends tens of billions to build the pipe. It raises the dividend and the company has some of the best Dividend Growth in the industry, with the payout to increase from 2016 to 2018, double what most of the companies i follow will do. As it finished going lower, well speak to al monaco, hell e plain it to you. Good to be back. There are some companies that have built a lot of pipe that are levered to oil. Theres less oil being pumped right now. There are others that built a huge north american pipe line system that is the way to play the cheap natural gas in the country. Thats you. Absolutely, jim. In fact, thats exactly what we have been telling investors over the last two days in toronto, new york. The headline for us is the resiliency of the Business Model. Thats driven by a few things. Certainly the fact that we have low cost structure is a big one. Were connected to the right base ups and importantly we deliver basins and importantly we deliver to the best markets. We have lost cost infrastructure there that really provides a tremendous advantage. But i think the Biggest Issue is the commercial underpinning of our assets and the fact that we have a low cost structure allows us to really gain in this kind of environment. In fact, in the environment were in today, were extremely well positioned. Well, i mean, natural gas was at a 15 year low. People say thats horrible, but you want people to use more natural gas. Thats what they do when natural gas is cheap. The fact of the matter is, you look to the utilities a great example in toronto area, two plus million customers. It has a huge advantage over othefuels and that allows us to keep building that franchise larger and larger. The Unconventional Resources we have in north america are unparalleled and natural gas gives it a tremendous advantage relative other fuels. Well, theyre go oing to news a lot of theyre going to need a lot of natural gas and youll supply it. Well, cheniere is one of them, thats a great point, jim, because its amazing that in north america we dont have connectivity to the rest of the globe. Right. We have a tremendous Resource Base but we dont have connectivity, either for natural gas or certainly crude oil. So you have huge resource space but not connected to the rest of the globe. Its actually very frightening. Now, natural gas liquids, people dont understand what that is. Its a source that plastics are made out of. We have to be the lowest cost producer in the world, cheaper than saudi arabia. Very much second or third in some cases and number one in other cases, jim. Youre absolutely right. This feeds our costs at this point in the cycle, its extremely low. That puts another competitive advantage at play for north america, relative to the rest of the globe. Thats whats going to spur more natural Gas Production going forward. So then, al, we have to circle back. The stock went down as if it were a big producer of oil. And all it does is build pipe from bakken and from permian. How could there be such a misinformation and an imperfect security given how stocks are supposed to be relying on all the corrective information . I think theres been a reaction here for sure, simply because theres been mass selling. It has been indiscriminate. I think what we try and get across is this. Look, we may have the threat of higher Interest Rates. We may have low Commodity Prices right now. Weve got issues around chinas growth and all of that. Our point of view is this. Regardless of all of that, over the next five years theres a very high degree of predictability that our cash flow will grow and thats because of the cash model and the resiliency out there. Thats how we built the Business Model. Why dont people think you have a consistent record of boosting the distribution. Why are people questioning you can do it . I think as i said in this market, i dont think it matters that much. You have seen selling across the board. But thats why we have to continue to tell the story. And thats why im glad youre here. Good to hear somebody rationale talk about this. Thank you so much to al monaco, president and ceo of enbridge, the most reliable producer of entire distributions year after year. Stay with cramer. At ally bank no branches equals great rates. Its a fact. Kind of like shopping hungry equals overshopping. Is the Consumer Spending some of that gasoline pump windfall . Has that money at long last started to throw back into the economy rather than being stuck in Bank Accounts earning next to nothing in Bank Interest . Far lower than we thought, the savings from cheaper gasoline simply stayed in the pockets of the consumers. Visa came out with numbers that consumer hadnt responded to the lower pump prices or didnt think it could last. It just didnt matter. Then out of nowhere it took hold. This morning, it shows that the consumer are spending at restaurants and supermarkets. Jpmorgan looked at many accounts and it showed a big pickup in retail spending. This is spectacular news for one of the most ailing part of the stock market. As the restaurants have been in a built of a funk. Now, were seeing that empirical study rubbing off on and l brands reported. No wonder at jumped to the all time high. Nobody wanted to touch costco. Theyd rather shop there than buy the stock. The business is strong, buyers started to come back to the stock. I think its got a lot more room to run. What else . The spare change from the pump could be the root of the strength in the mcdonalds. I bet theyll get more of that money now that theyre starting to serve breakfast all day. I like gamestop. Consumers got more money to spend going there too. Kind of bottom at macys and jp penney breaking out. Given the new aggressive management. I like them. Lowes is taking off and home depot remains with one of the best performers in the dow. You can be encouraged by ralph lauren. Since the change of management. And pva around nike which is the best of the best. In this market, you can ask how long can this last . Guess what . Theres an assumption that every move is ephemeral, part of the rolling bear market, the pulling of individual sectors beyond all recognition and while other groups prosper it can be reaching the conclusion when it comes to retail. If you want a real boost to consumer, wait until you see the heating bill. With natural gas hovering at 15year lows, more savings are ahead. A lot more Discretionary Income that people can use to buy things. Oh, if your home is heated by propane, all youll be doing is shifting from mcdonalds to olive garden. Unless you own stocks in petrobras because it can buy you a six pack, the tale of the price at the pump is a feel good story. The gasolines decline is a statistic. Because it will allow you to make more money and save more money and spend more money at retail. I have to tell you, thats being to continue. Even though the price of crude has been rebounding, i think its only going to get better from here for the stocks of restaurants, Apparel Companies and retailers which hitherto have been one of the most challenged groups of 2015. Thats right. You can still buy them. Lets go to chris in virginia. Chris . Caller booyah, jim. Im a senior in the college. Shoutout to the lc hor