Enough. Ever since weve been going down the hill. Dow only closing up 13 points. Nasdaq advancing 1. 0 . It was not a nice day. This minirevolt is a strat city. How the heck is the economy going to get stronger . How do we protect investments that three officials are able to upend. This is the offensive coordinator calling for a pass after the held coach dialed up a run play. This newt my to me is inexplicable. You simply cant confuse people like this. I had grown more positive because of her wonds. She gave you the directive meant that the dollar might be due for rest, stop being so superfreaking strong. These fed officials are so at odds, who wants to take any risk whatsoever . Im not against free speech. Im simply against anarchy. Thats exactly what these recent discordant statements provoke. So theres nothing more selfdefeating than when different factions in the fed are sending mixed signals. I cant stress how important this is, because next week we get the labor departments nonfarm payroll report and if its strong, we will get hammered. Thats the takeaway. Thats why im starting this plan with this fridays labor report. If we gets lots of jobs created, more than were looking for, the dollar will soar. If the dollar soars, this market will give up much of the gains that have been generated since the bottom in the week of february when the dollar started getting softer. Will give up what meager gains they have made this year. Hencewise, i cant be simply as positive. If you into is your views in large part on Federal Reserve policy, which is perhaps the most important input and change from week to week, then all hopes of calculated risk can vanish. That make we want to pull my horns a tad from the long return from when our checklist said things are good enough, and not sell the rips. Were close enough to the highs for the year that im more concerned about the direction of this market than i have been for some time because of the noisy fed. Fortunately next week is a quiet week. When you come in on monday youll hear more about this challenge to the yahoo board, the activist board with a darn good record. It wants to replace its own people to unlock the hidden worth. I dont know whether theyll win the proxy ballots. But i do know yahoo would do well to put rick hill on the board immediately. Close followers of mad money recognize that hill maid fortens to viewers, first at the kreismt off of lamb rvrn and they got a takeover bid on top of that for almost a 30 premium, then joined the board of tesla as a and got a triple there. He can do the same with yahoo . I urge them to welcome rick hill with open arms and empower him the len gnarl, one of the biggest Home Builders reports on tuesday. Judging but the Market Reaction it may not matter if the len gnarl is lights out. You know, i want to be constructive, but geez, look what happens, it could happen len gnarl. Rest rae hard way caused the stock to remain in a free fall. Now its at 37. Maybe management can say something, anything to reverse the direction of a stock that quood to be among the hottest. We need to be sharper execution to get this one going again. Final tuesday event, talk about shark excuse of the 3m Analyst Meeting. This is a company you want to own. The ceo is truly a real deal. Having accelerated the companys earnings and revenues while boosting the dividend and buys back stock with alacrity. I think the story will be great. You might have seen ceo tirico last night, even as we no, apparel has soft. Thats how a stock goes up 7 in a single session. Pvh, amazing. So will be replicated. Lululemon reports next wednesday, and im fretting. I love the longterm outlook, but it seems to be of more of an apparel outliar for a moment its hard to tell. After the close wednesday micron, woe is me. And expect this company to post a terrible number. And theyre more personal computers than oil. If you get bei dont want the pc, its n xmt pi. You know what i mean. Thursday the company with one of the best acting stocks in this entire market, nasdaq, holds an Analyst Meeting. I have to tell you they Exchange Stocks are smoking hot. And good demonstration worth of the software, somehow i know theres value in that company, because its so hated. Its its so bad that its good, so to speak . Any the end lets accept that blackberrys products have been crushed by the smartphone. I wonder at what point theres so much cash that someone will just buy the company for that the stash of cash, and for the intellectual property. Which brings us back to the fridays number, an even vent that controls everything from the actual maimstream businesses. Never forget that all rates go up when the fed raises Interest Rates, so heres the bottom line. It is very tough to make money in a week when you know it can all by washed away by a couple unelected fed heads disagreeing with the position of the board, a illustrate thatted position that was so good for shareholders. Its pretty simple. My optimism will be strong if the fed stops talking, but if these mutenous officials keep straying off the reservation and going rogue, lets say its more difficult to be positive. Francis in new york, france . Caller hello, mr. Cramer. Thank you for your unending help and knowledge. Youve educated me a lot to make a lot of stock buys that made my finances in retirement much, much better. Thank you so much. My dilemma is this. Its a good dilemma. I have a large sum of at t shares and my gain is 16. 5 . My conflict is to take the Large Capital gain or keep holding the shares, because i get a very good dividend every three months, which is part of my income in retirement. Well, francis, ive got to tell you thank you for the kind words. I would definitely state the course with at t. I think its a fine stock. I think youre right to want that income. I wouldnt do the thing. I care where stock is going, not where its coming from. I think youre in good shape. Al in massachusetts, al . Caller hey, jim, thank you for your program, but i had some questions about solar city, about the volatility in the market right now is bouncing back, or signs of it bouncing back . Which one . Solar city . Thats sup a complicated story, sir. It really has nothing to do with anything other than the fact lets put it this way its not levered to nix. It seems no matter what the company does people say if its the right solar play, and they all should be gravitating toward first solar. Gary, youre up. Caller thank you. My question, jim, quickly is dells buyout of emc is starting to smell like fish remains to me. I dont understand why savvy investors like george soros and Warren Buffett are buying the stock in a 26 or 27 range and then are facing a settlement option of 24. 05 a share. They cost customarily buy into losses. There has to be more on this story, and im hoping you will give me your take on this . I just know youre going to get basically what you have here. And the actual terms of the deal i dont have in front of me, but no, thats just doing an arbitrage. We want to find the next emc, mean the company that might get a bid. I like the meg whitman hp, hp enterprise, i think thats a decent analogous situation. Yeah, we got to a bit of curb your enthusiasm. Some of the fed members have strayed off the reservation. So youve got the game plan, a lot more mad money ahead, including the one document i hope the fed doesnt get its hands on. Im completing my bracket of the elite eight ceos. Ive got pretty good picks for you on twitter. Did you make the right call . A company on a mission to take over the snack aisle, one of the fasters growing brands inside the Grocery Store is just ahead. Stick with cramer. Coming up, weve come a lop way since the wii. The virtual immerses the player into a 360degree Virtual World. Seasonal the beginning of a new era in gaming . Cramer enters a new dimension just ahead. Dont miss a second of mad money. Follow j. P. Cramer on twitter. Have a question . Tweet cramer madtweets. Send jim an email or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. Were always looking for ways to speed up your Car Insurance search. Heres the latest. Problem is, we havent figured out how to reverse it. For now, just log on to compare. Com. Plug in some simple info and get up to 50 free quotes. Choose the lowest and hit purchase. Now. If youll excuse me, im late for an important function. Compare. Com. Saving humanity from high insurance rates. Memo to the more restive members of the Federal Reserve who now want to raise Interest Rates immediately after the fed toll us rates would be on hold for some time just last week. [ booing ] please dont read the kb home call, because youll want to tighten four times thissee. Theyre a national home, metro did nevada and texas and other states. Those of us who follow this industry know that its this home builder is perhaps the most notorious of the west coast bottom bust builders. To a peak of 84 in 2005, and then plunging as low as 5 to the depths of the Great Recession in 2009. They keptly rallied to 25 in 2013 as the Housing Market rebounded, but the stock has pulled back and cut in half, down to 14. Yep, this is the coiled and flattened spring of the group right now because of the heavy emphasis in the bay area, the coil is spripging strong her and better than expected quarter yesterday was a downright astonishing bring the house down number. Not only did kb homes see 23 growth in deliveries, sizable year, but it gave a rosy forecast. He said in the Conference Call, and i quote while its still early, we are encouraged by the steady demand we are seeing and optimistic as we continue to build backlog. What is worrisome . What am i fearful of . This is only a 1. 4 billion company. It doesnt have the reach of other, but they have seen labor constraints and rising costs from framing to concareer, as metzger told the analysts, and i quote theres definitely a shortage of labor and it rather around the system. The bay area seems particularly stretched and worrisome. Metzger told us i dont think youre anywhere near a bubble price, certainly not at the price points were playing at, but then he quickly added, sad to say, but 1. 5 million is an affordable how in the bay area right now. Ouch. Hopefully a thoughtful fed member would listen to the entire call and discover a softs in in the entire part of the country, namely houston. The rest of the country seems pretty much in control, so its not like were seeing a nationwide spiral, plus dread remains consistent, which means consistently tight, with money not being lent as nearly as freely as in the old days. You have to have good Credit Scores to get the money, about you with Profit Margins up, a shortage of labor varying, kb homes could be the poster child for the need to raise Interest Rates in order to cool off californias overheating economy. Even if that would definitely would impede the rest of the company, or a National Rate hike would be a mistake, but a mistake that several of the fed president s seem eager to make. Its tough to cotton up to a homebuilder when the fed is tightening. As we were always admonished dont bite the vet. Though it did back bike 9 of the shares this quarter, because the price of around 14 is so well below its 19. 22 book value, its really that buying back shares is incredibly additive to the earnings. Heres the bottom line i think the most heavily constrainedi a logical takeover target for invite major Home Builders. Here as the issue in a nutshell. You want to reap the benefits of higher earnings, but on the other hand youve got the fed, which could hear how strong the business here is, and crushed the opportunity with three rate hikes between now and december, with this inconsistent Federal Reserve, all i can say is, darn it, this one is too close to call. Much more mad money ahead. The executives of mcdonald ales microsoft, ge and honeywell made the customer last night, who is is inclusive enough to make my list . Have you seen skinny pop . One of the fastersgrowing brands, the stock has struggled since the ipo. And a sneak peek at the technology transforming everything from gaming to real estate. Get a glimpse of the future, people and stay with cramer. Opportunities arent always obvious. Sometimes they just drop in. Cme group can help you navigate risks and capture opportunities. We enable you to reach Global Markets and drive forward with broader possibilities. Cme group how the world advances. Youre an at t Small Business expert . Sure am. My staff could use your help staying in touch with customers. At t can help you stay connected. Am i seeing double . No maam. Our at t buy one get one free makes it easier for your staff to send appointment reminders to your customers. And share promotions on social media . You know it now im seeing dollar signs. You should probably get your eyes checked. Good one babe. Optometry humor. Right now get up to 650 in credits to help you switch to at t. With march madness field being whittled down to the elite eight as of tomorrow, i think this is the perfect time to use the ncaa to help you learn about the stock market. You probably want to bet on terrific coaches, theres some incredibly equally good ceos, and i think they need to be acknowledged so you can buy their stocks into weakness, too. Last night, i got started with my first four elite eight picks. David cody from honeywell, jeff immelt, and seatya nadella. Indried nui has been the ceo of pepsico for almost ten years. He tenure at the helm is truly extraordinary. Since taken over. Aggressively moved into healthier snacks to be less salty and less fatty. Shes cut billions in costs, but most important lly indra nooyi s transformed from a lumbers Domestic Company to a fastgrowing powerhouse with focus on healthy snacks that the millennial cant get enough of. Thats owned by my charitable trust, trying to build a sizable position, and if it would just come down. The sixth member how about Howard Shultz, founder and ceo of starbucks. He ran the company, but after he stepped back, the Company Started to stumble, so he returned to the ceo job. Since he came back, the stock is up 535 , dramatically outperforming the s p 500, which is up just 44 . When shultz left the company, there was concern that starbucks had expanded too rapidly resulting in a samestore sales slowdown, but he put starbucks back into a growth mode, and delivering fabulous comparable samestore sales. Hes taking the brand to china, he got starbucks into the consumer packaged goods business acquired tea vana. Most important, though, shultz understands the importance of technology. Hey, most of them in the tech sector. Ill go so far to say a tech company that sells coffee, tea and food, consider the mobile platform which allows you to order and pay for phones and pick them up. Nowadays pretty much every chain has Something Like this, but shultz was the innovator here, still ahead of anybody. Oh, can i just add apropos of the starbucks ad in the newspapers today, that Howard Shultz does indeed represent the human face of capitalism . Now you may find it absurd that thats a starbucks on every major block in the city. Doesant it seem like it . Theres a reason. The the reason theres so many locations, because theres so much demand. Shultzs biggest problems his headache is throughput, and that is the kind of problem that any other ceo would kill for. Who else belongs in our elite eight . Someone young here. Mark zuckerberg, the visionary founder, best Conference Call of the year so far. He turned a company into a 239 billion entity in just a dozen years, though when you put it that way, its pretty impressive. Since becoming public in may of to 12, facebook has rallied 179. , and 56 gape in the s p over the same period. People were concerned about how facebook would actually made money, but hes made doubters look like morans. Facebook is perhaps the best mortgage started way for companies to advertise. Remember, facebook owns your online identity. That is huge, boy, to advertisers love that. Beyond that, hes shown real vision in making a series of acquisitions that were panned at the time that turned out to be brilliant. My kids dont like facebook anymore, but line instagram. Hello. You know what, whatsup, and theyre all going to seem like cheap deals. Hes been consistently focused on growing the user base. Thats when he starts to monetize it. Its a strategy that works very well. And despite being surprised initially by the rise of mobile, facebook has embraced mobile with gusto. 1. 44 billion monthly mobile users, and even when the guy is out on paternity leave, they continue to produce results. He has a keen understanding of content, mobile, social and how theyre all connected. Im proud that my charitable stock into ultimate this stock almost 100 ago. And our final member of the elite eight, the 3m ceo. Its an impressive move for a conglomerate. Lets not forget that its up 3 . When he took over in 2012, he orchestrated a massive turnaround and revamp at 3m. For example, he streamlined and combined businesses, as part of the process hes also made a period of acquisitions, selling off divisions that no longer made sense, all within the companys overall on portfolio, plus engaged in health nmgs division which could result in the sale or selloff of big Analyst Meeting next week. At the same time why you may think of 3m, its become an innovation factory. They come up with popular new products, and thats how they actually get their organic growth. The company i thought was unwieldy, and but thanks to his vision, 3m has become a leaner, meaner conglomerate thats been able to turn itself around. Clearly tulin graze, chess why they just authorized a 10 billion buyback last month, gobbling up 10 of the shares while the stock is only three points after the highs, you know hell be buying into any pugback. Every year march madness, some highquality teams gets bounced from the tournament early. By the same token, there are plenty of terrific ceos that didnt make the elite hate, but you have to g