Branch with a colossal fine. I told you it was unlikely that deutsch bank would go under. Still we were bombarded by calls that this was the next lehman brothers, wall street code for its the end of the world as we know it. So today when we learned that the Justice Department might be on the verge of settling with deutsch bank for a substantially less amount, for just 5. 4 billion, basically what the bank had already set aside to deal with its legal costs, that took the arm ageden scenario off the table and the market roared higher, dow rocketing 165 points, s p soaring 1. 8 , nasdaq pole vaulting 1. 8 . Thats as good a place to start our game plan as were going to find. On monday hopefully the Justice Department and deutsch bank will agree to a settlement that doesnt exceed the 5 billion to 6 billion that deutsch bank has set aside for it. If thats the case, we should come into mondays session with a nice wind at orbacks. More later about how things really work behind the scenes in these kinds of things. I think you should hang around. I think youll like it. For now lets just say a deal would be immensely positive giving the huge number of hedge funds that are short the bank stock even though it was up a lot today. You want data that matters . At 10 00 a. M. Monday, we get the ism manufacturers report and this number was very weak last time. Its a crucial cog in the feds decision to take a rate hike off the table at their last meeting. If we get a strong number this time, then the rate hike chatter will start up again and well hear that december is live. In fact, well hear it endlessly. Thats how important the number is. However, its not as important as fridays nonfarm payroll figure which was also disappointing last time around. If we get two strong numbers this time, well, were just going to have to sit there and be riveted as the hawks and the fed say, i told you so and the doves speak out to defend their position. Tuesday we get results from two important companies. First we hear from darden before the opening. The company owns cramer fave olive garden. Look at this. Where my vegetarian daughter and i love, love, love to go. Never ending pasta pass. Shes a vegetarian. They got a neverending salad bowl. That place rocks. I dont know if i like the new computers at the table. I like the oldfashioned thing. Heres the problem. The restaurant cohort is in a terrible funk. Anyone who has owned any of these stocks as of late, theyve been totally smoked. Can darden break the spell . Heres how i view it. The cash flow in the stock of darden is bountiful. A 3. 65 yield. Im tempted to buy some darden ahead of the quarter and then buy some more afterwards because when the restaurant spending story clears up and eventually it will, these stocks will all explode higher. In the interim, darden is paying you to wait with its outsized dividend. Its a good story. Tuesdays second major Earnings Report that im also excited about is from micron, symbol moo. Theres a huge amount of consolidation going on in the semiconductor space. More on that later as were hearing about that qualcomm perhaps in talks with nxp. Other chip makers are doing better simply because theres a shortage of the products even though these products are commodities. Micron is the best example as they make pro seic chips for flash memory and basic storage. D rams. Now, demand happens to be outstripping supply for those, according to intel and hp ink, that also makes printers. Both of these companies, hp and intel, mentioned on their Conference Call that theres tightness that tightness in the industry part that moo plays in, and i think thats very significant. To me it means the stock can go higher. Wednesday we hear from a company that keeps delivering again and again. Constellation brands, the maker of the best selling beers at san miguel, as well as craft brew ballast point, and casa nobody lay, which has long been my favorite tequila of choice. The beer stocks have been on fire because of consolidation, and constellation is the Fastest Growing major Liquor Company on earth. I think its stock remains a buy. Id own some before and after. Monsanto reports wednesday too. This is a nutty one. This stock is selling well below where it was when we learned the buyer, which is the bayer kind was in talks to acquire it. We need to find out if the discount is because people fear that the many governments involved will block the deal as anticompetitive and what the company is going to do about it. The stock was at 108 when they announced the deal. 102 now. What is that about . Another one to watch in the morning, an Earnings Report from rpm, maker of rust ole yam, dap, a bunch of chemicals related to housing. I think the housing thesis is alive and well, so i expect good things from this company that has increased the dividend for 42 straight years and nearly tripled in the last decade. Compare that to a 62 increase for the s p during that same period. Another one i like, yum. Yum brands. Restaurant chain weve long championed. This will be the last time we hear from the combined company that represents all of kfc, taco bell and pizza hut. As yum will soon split into its Chinese Business and then a rest of the world business. Why does this matter . Because yum is giving investors exactly what they want. Some investors want a super Growth Company based in china. Bingo, theyll give it tao. Other investors might like a slower Growth Company thats dividend rich. I like them both right now. Stay long, yum. Heres one thats been down on its luck lately, helen troy. The Hair Care Company that had been a major part of the selfie generation story. The company clobbered the earnings per share estimate when it reported in july, but it failed to impress on the top line. Thats an issue with this market where Fund Managers really crave sales growth and they come to expect it from this company. Theyve been spoiled by amazon. Down almost 9 for the year. If youre looking for a beauty play also overdone, i think its ulta salon. Its been shelled and it has more consistent growth. I dont believe the helen of troy story is over but i cant get behind it if theres another revenue miss. Friday is data day. Were getting the labor departments nonfarm, and the expectations have been ratcheted down a bit. We had paychex on the show earlier this week. Remember the countrys number two payroll processor. It sure didnt sound like wed get a barn burner after speaking with the ceo. But a weak jobs number would actually at this point be a good thing for the rest of the market. Anything keeps the fed on hold through the end of the year will cause a yearend rally. Any pickup in wages will be viewed as a cause for concern. Two other sets of important numbers. First is german industrial production. Many are concerned theres a new slow down in europe because of the well known banking problem. I think that a weak number from germany coupled with the morass of deutsch bank could actually start the drum roll at last for needed fiscal stimulus. Start printing some money there. I cant understand what the germans are afraid of. They need it. The second number is the chinese pmi and i am betting it will be stronger than expected because of the story we told yesterday about how chinas economy, both the industrial and the service side, picking up steam. Thats a major reason why my Charitable Trust owns starbucks and why i stand behind the stock of caterpillar, which has a huge business in china. If the peoples republic starts growing rapidly again, it can give the whole world a boost. That would be incredibly positive. Heres the bottom line. We start october, a month known for its crashes even as it should statistically be known for its strength coming in with a nice head of steam. I expect to hear good things from the companies that report next week and i think peopling up some micron or darden and constellation and rpm could all be good moves ahead of their quarters. Lets go to by the way, just so you know, we are headed out west after this. Maybe even right after the show, some of us. Were investing in america, defining the future. We go out to california. We like to go back there all the time. Its the fountain of all innovation and therefore we must go. We have no choice. How about we speak to julie in florida, julie. Caller booyah, jim. Booyah, julie. Caller jim, id like your beep onoli. I started a long play, but with all the new Stores Opening this month, is this a good time to stock up on more . I was looking at it today, trading at 26 and being kept back by all these other retailers that didnt new nearly as well. I think ollies is a byebye buy, and i Hope Management comes backen. This one goes lower and then you got to this one, back up the truck. Thats how good they are. You know what, we need kieran in florida. Kieran. Caller booyah, jim cramer. Booyah. Booyah, kieran. Caller jim, my question is about alcoa. I own alcoa. Should i hold it . Should i sell it . And if i sell it, which of the two companies would be the better of the two . Well, alcoas story has got to be told. When alcoa reports, i think it could be an interesting story and were going to have to talk about alcoa. Alcoa is interesting because it is splitting into two different companies. I ha p to like the proprietary part of alcoa. I dont like as much the commodity report but really got to dig down and get that story known by people. Spend some quality time on it and let everybody in on it because my trust owns it, and i think alcoa is the kind of stock that the company has to come on mad money to really get the story told. All right. Lets go to dennis in the virgin islands. Dennis. Caller hey, jim cramer. Id love to extend you a big caribbean rum booyah from st. John. I have to tell you, you know whose rum is great . Will ford Frost Brothers rum. Im not kidding. I had it last week. It was killer. Go ahead. Caller yeah, its killer. Actually on this island, we make our own rum. You can come here and buy it and its duty free to get it out of here. Okay. Its called dummy rum or something. Caller you want to hear my question . No. Im busy talking about rum. No, lets take the question. Caller lets take the time and have a shot of rum. My question is vie com cbs. What an interesting story this is. This is my question, jim. Is it a merger to revitalize the stock of both companies because i believe one is stagnant, and one is trying to help the other in one way. And i believe its a gogo situation. I believe that theres one so international has everything going for it, but its in debt. You prosecuare so riethsd. Viacom has a huge amount of debt. I dont know why leslie moon ves has to be saddled with it. It does have controlling shareholders. I like a stand alone cbs a lot more than i like one that combines with viacom. Dont get spooked out when we start october. Take a look at micron, at darden, constellation, and rpm ahead of the quarters with some opportunities next week. On mad money tonight, you know i say theres always a bull market somewhere, but sometimes it can take you by surprise as it did with me. The one business no one is watching thats in serious rally mode. Then our deutsch banks fears overblown after hitting 30 years lows shares of the bank recovered today. And the biggest name in Health Care Calling on the cloud to treat their data needs. And beavis systems, a hot one, is on the front lines. But is the Company Strong after support surge in patient . Ive got the ceo, so 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. Its peyton on sunday mornings eman hey whats up, peyt . You know ive got directv nfl sunday ticket i get every game, every sunday. All in hd. Yeah. I know that. So you want to come over . Ill make nachos. I cant right now, man. Im playing. Alright. Ill pencil you in for tuesday. Get nfl sunday ticket only on directv. And watch Live Football anywhere. Switch today and get 100 reward card. Hiim here to tell homeowners that are sixtytwo and older about a great way to live a better retirement. Its called a reverse mortgage. Call right now to receive your free dvd and booklet with no obligation. It answers questions like. How a reverse mortgage works, how much you qualify for, the ways to receive your money. And more. Plus, when you call now, youll get this magnifier with led light absolutely free when you call the experts at one reverse mortgage today, youll learn the benefits of a governmentinsured reverse mortgage. It will eliminate your monthly mortgage payments and give you taxfree cash from the equity in your home and heres the best part. You still own your home. Take control of your retirement today by now you know my catch phrase. Theres always a bull market somewhere. And i come on here every night to help you find them although admittedly thats a lot easier after a fabulous day like today. Sometimes, though, youll stumble on a puzzling bull market that seems to come out of nowhere. Take the Exchange Stocks, and here im talking about cme group which owns chicago mer can teal exchange and nasdaq, which is selfexplanatory. In addition to operating these incredibly well known stock markets and futures markets, theyve also gotten into the business of providing data and Technology Services for deep pocketed Institutional Investors the world over. But heres the thing that really shocked me. The Exchange Stocks have really caught fire lately. Buy, buy, buy. Even as the group has pulled back from its highs the past couple weeks, which is why i finally feel safe highlighting them. We always prefer to do our buying into weakness. Remember, we never chase on mad money. Yep, the Exchange Operators are actually performing better than the stock markets that they run. Both cme and nasdaq are up 16 over the same period while isce has advanced for than 5 . If you zoom out a little, cme is up nearly 40 over the last two years. Nasdaq has rallied almost 60 , and interconnetinental. Thats some serious outperformance. All three of these exchanges gave some incredible moves over the summer. I got to tell you, when i saw the action in this group and studied them, i was surprised. I mean how the heck have these Exchange Stocks been able so consistently to outperform the broader averages . Let me give you a little background about the group before we dive into whats driving the stocks. First theres cme, which operates the chicago merc, the chicago board of trade, and the new york mercantile exchange. In other words, they are the premiere marketplace for commodities, foreign currencies and derivatives like options and futures contracts. Cme also has its own clearinghouse which lets them serve as the counterparty to every trade that happens on their exchanges, meaning they can ensure your trades will go through. Second weve got the one im most close to, Intercontinental Exchange, ice, which started as an prolitic trading platform. Has grown by leaps and bounds thanks to acquisitions. They operate 11 different exchanges as well as two over the counter markets and six clearinghouses. Nasdaq inc. , they run the nasdaq as well as nasdaq nordic. In addition to being a straight forward exchanging operator and clearinghouse, the Company Sells proprietary market data via a s subscription service. So what is driving the long term outpofrs of these Exchange Stocks . Not that long ago the consensus was it was being torn apart by rampant competition. Too many exchanges competing for the same volume. Just look at how these stocks have done over the past decade. They all got crushed during the financial crisis, no surprise there. Then for years while the broader averages were recovering, the exchanges traded sideways until the group picked up steam near the end of 2012. Since then, all three stocks have moved relentlessly higher. The cause . One word consolidation. About four years ago we saw a major wave of mergers and acquisitions. With all the new regulations, it became more 23ish9 for them to merge and then centralize their back Office Functions like their clearinghouse businesses. At the same time the larger Exchange Operators have been taking it on the chin thanks to the rise of electronic trading and a wave of electronic competitors. Look, if you cant beat them, join emapproach to the problem. In 2012, cme bought the kansas city board of trade and nasdaq snapped up index and maker of software for corporate governments. 2013, we got intercontinentals exchange of the huge take over of nyse youre oh next, while nasdaq got into the information game and Technology Business by being bgc partners. Last year ice meanwhile nasdaq snapped up kayax canada and dorsey wright. Finally earlier this year, nasdaq snapped up International Securities exchange. Look, this isnt even a complete list of all the deals. Its just a sampling. This wave of consolidation has made independent exchanges increasingly rare, which only adds to the groups scarcity value. Look at the scrum then we heard ice and cme were also interested. Just this week we learned the chicago board of Options Exchange is buying bats Global Market for 3. 2 billion in a deal that will make them one of the top five Global Exchange companies. The consolidation just keeps happening. So how do you play this blooming Exchange Business . Im inclined to prefer both intercontinental over cme. Cme is more hostage to trading volumes. Nasdaq inc. Is the most deversified of the bunk. La one of the reasons by the way that this bull market was eluding me. Thats what i thought mattered. No. Increasingly theyre making money from selling information as well as technology