S p declining 0. 08 and the nasdaq advancing 0. 02 , we had them all. We need to do an autopsy to make sure we have the right cause of both the advances and the selloffs. So lets examine the cross currents. You know ive been saying that there will be some days where some Republican Leaders try to slow the trump agenda. Take apart the tripod that this rally rests on, a speedy end to regulation, fast repatriation of foreign money and Corporate Tax reform. In the last 24 hours, the gop Alliance Trump needs to move fast on the tripod of reforms, the ones that have helped stocks immensely, is showing some signs of fracturing. First the heavy focus on repealing obamacare is shoving the tax reform out of the picture, scrapping the Affordable Care act could make the economy grow faster. Not denying that. But its not really part of the stock propulsion program. And, yes, i am being a little facetious, but this is mad money. Its never going to be mad politics. Second, the Senate Hearings today about Cyber Espionage also showed that some senators are not afraid of defying trump. When you hold big haergz that seem to question the bona fides of what some are calling trumps real politic position on moscow, you now there are some like john mccain who want to show independence from the new president , the president elect. Trump isnt going to pick up any democratic help by calling minority leader chuck sumer the head clown of the senate. When Ronald Reagan wanted the other side of the aisle on board, that meant he wanted to share a beer with head democrat tip oneill. Get something done. Reagan had a huge electoral mandate. Trump won an incredibly close nail biter. Chuck schumer could potentially be an ally on repatriation, so maybe calling him a clown isnt the most effective way to get things done. The result, if trumps own party is going to make trouble for that agenda, the one that brought us oh so close to dow 20,000, then were going to have a downturn like today for any company that, lets say is trump stock. A trump stock. Third, i always tell you you have to take a cue from the bond market. Bond yields went down today. Interest rates down. This stock market rally has been helped immensely by a belief that the economy is actually getting stronger, a judgment backed up by the recent rise in Interest Rates. But we had a weaker than expected adp payroll number this morning, and thats causing people to wonder whether maybe theres a bit of a slowdown going on, something thats out of sync with whats supposed to be happening as companies anticipate trumps incredibly probusiness agenda. Could there be a pause going here . Could there be a pause before the growth starts . The bank stocks need Interest Rates higher. Theyve been leaders. When Interest Rates naturally fall as they did today, the banks get sold off. Sell, sell, sell. Theyre a powerful component of the trump rally. You cant lose the banks and expect upward momentum. Maybe this rebound in bond prices, which pushes these yields lower, maybe its an outlier. Dont know yet. Lets complicate things even more negatively. If trump loses key republican legislators and we have a slower economy, maybe that means less deregulation and less lending. That is suboptimal. Plus this turned out to be how do i put it a bad trump tweet day. The president elect blasted toyota for wanting to build a plant in baja, mexico, that could export cars to the u. S. Trump tweeted that toyota is courting a border tax. Thats not what you want to hear if your consteplation brands which imports beer from mexico. After reporting a fine quarter, the stock plummeted 11 points. Ill have to speak to mr. Sands, ceo of constellation, later in the show. Lets throw in a real round house. The collapse of earnings from brick and mortar retailers, macys and kohls, both of which just gave up the ghost and revealed a shocking decline in sales. Ma macys stock dropped. Kohls cole, down 19 . When you include negative numbers victorias secret down 4, there are only two conclusions. Either the consumer has no appetite for spending at all or no appetite for traditional mallbased retailers. Heres an amazing wrinkle that ties everything up. When the news about the downfall of macys and kohls came out, all retailers initially got crushed. But as the smoke cleared, we saw a grudging recognition that perhaps its not the consumer thats taking a breather from spending. After all, just yesterday we had huge auto sales. That puts the lie to that thesis. Its just that the consumer has simply had it with the mall. So amazon, which was unsteady at the beginning of the day, started really galloping by 9 45 and ultimately closed up more than 23 bucks. Hallelujah. Now, i want you to think about something that mark z zuckerberg has taught us. He emphasizes it again and again on the conference calls. He says that younger facebook users hate idol time. They like to do as many things as possible at once, yes, multi tasking. So now extrapolate. If these kids are shopping online instead of going to the mall, then they arent just shopping. Theyre Comparison Shopping and reviewing on google as they check their facebook and instagram feeds or watch movies on netflix. In short, the add generation is fanging. It gets better. When the economy is slowing and its not a trump day, you can go back to buying the stocks of companies that do well in a slowdown, the ones that dont need trumps help. You know what im talking about. Yes, facebook, amazon, netflix, and alphabet, nee google. Hence the nasdaqs all time high. The trump rally may have taken a breather. But the fang rally, its back on. It was so powerful, it went all the way down the food chain to the actual device people use to connect to the internet. Thats right, the pin action boosted the stock of apple, which revealed that its App Store Developers raked in 20 billion in 2016. Thats up 40 yearoveryear. That means the stream of revenue im most excited about for apple, the Service Stream that can help the company diversify might be growing faster than expected. Why else would they release this number . I like it. So did the market. I think the bears on apple, i think theyre starting to lose patience. The stock could be breaking out. What else makes for good internet presentation . You need adobe to get the job done. We own adobe for the Charitable Trust. Telling actionalertsplus. Com club members, buy it aggressively. Its finally beginning to take off after that beautiful quarter. Now, back to the concept of whether today is an outlier or not. Is this a oneoff rotation, or are we about to revert to the days when only a handful of High Growth Companies can do well . Two observations. If trump signals that its time to start cutting deals fast to bring back the progrowth tripod, then the money flows back to the group. Second, the fact is the money is mostly staying in the market. Its actually bullish in and of itself. We dont want the same stocks going up over and over and over again on no new news like we have recently with the airlines. They moved up endlessly on the same pieces of data, and thats whats known as multiple expansion. Thats the kind of advance i dont like. See, i want to pay more for higher earning streams, not for the same earnings streams. So im not as perturbed by todays rotation as i otherwise would be. Lets put it all together in one package. When you have a bad trump day combined with a series of weaker data points from brick and mortar details that cause rates to fall, you see money quickly flow out of the new winners and back into the old winners, the companies that make your life easier, the ones that the millennials love. Put another way, in a bear market, when the central thesis wavers, in this case, the trump tri pod of deregulation, repatriation and lower taxes, everything goes down. But in a good market like this, the money just rolls on over into neglected sectors that are hungry for recognition. The bottom line of this coroners inquest, this is the pause that ive been expecting. I cant run away from it. Its just rather than unleashing a tsunami of selling, its merely caused money to flow from trump stock. To not a trump stock. The jury is still out on how long we go trump. But at least we arent going no stock. Remegio in missouri. Caller yes, jim, booyah. Booyah. Caller thank you very much for taking my call. Ive got a question. My question is on mobileye. What do you think about this stock in 2017 . Well, you know, mobileye is kind of one of these players in this autonomous drive, and i think when you think about those, you might want to start looking again at the stock thats been pulling back and pulling back hard for the last ten days. Yes, talk about nvidia. I feel more comfortable with that one or nxpi, which is being bought by qualcomm. Those are better plays. Peter in texas, peter. Caller hi, cramer. Happy new year from texas. Oh, thank you so much. We got the super bowl coming down there. Caller yep, right here in tus ton. I want to know what youre currently thinking about black stone. I got three specific questions. I love the leadership. I love the dividend, and i like what theyre doing in commercial real estate. I was watching it. Suddenly theyre up 12 just this week. Is it too expensive now . No, no. Its finally getting the nushl support it deserves, peter. I felt like that this is a situation where if you had a better stock market, then people would realize that black stone can do more things and liquify some of its assets. Its a very good market. I have stood by Steven Schwartzman not just because hes from the tone just over from me in philadelphia, but because the company is run by a lot of smart people. Some days are confusing but im here to help you figure them out. I think its a pause, a transition to not trump stocks. At least were not in a nostock zone like we would have been before trump was elected. On mad money tonight, with the inauguration a little over two weeks away, im sitting down with the ceo of box to see what technological changes hes anticipating. Then talk about a retail wreck. Macys and kohls crushed. Gap surprised with good ones. Now im going to tell you why its pointing to a bigger issue in the industry. And Constellation Brands reported earnings today, and the report looked festive with better than expected numbers. But the stock still has a hangover. Ill get to the bottom of the decline with 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. Did you know slow internet can actually hold your business back . Say goodbye to slow downloads, slow backups, slow everything. Comcast business offers blazing fast and reliable internet thats over 6 times faster than slow internet from the phone company. Say hello to internet speeds up to 250 mbps. And add phone and tv for only 34. 90 more a month. Call today. Comcast business. Built for business. Since the election, investors have been so excited about the companies that do better in an accelerated economy that aside from a few very high profile examples, they pretty much ignored the good things happening at the kind of secular Growth Companies that get less of a boost from faster gdp growth, which is exactly what this market is expecting from trumps agenda. Let me give you an example, a Company Called box. Its a storage provider slash mobile business collaborative platform. They reported a terrific quarter at the end of november. Raised its full year guidance for 2017. Looks pretty close to profitability. Its got a giant Customer Base with 31 million users, growing sales at a 31 clip. While its still not profitable, thats because they prefer to invest. Doesnt that sound salesforce. Com . Since box reported that Strong Quarter a little more than a month ago, its stock has actually come down more than 4 even as the Broader Market rocketed higher. Box is now trading at 14 and change, only a few nickels and dimes from where it came public a few years ago at 14 bucks even. So is this a buyable pullback or do we need to be concerned that the wall street fashion show may have turned its back on this kind of stock . Lets take a closer look with aaron levy. Hes the cofounder, chairman, and ceo of box, to learn more about how his company is doing and where its headed. Aaron, welcome back to the show. Thanks for having me. It was a breakout quarter. You did more than 100 million in revenues. Thats a praj etrajectory we wa. Youve got a lot of customers. We know the market seems to like these companies that benefit from a trump agenda. What does box do to be able to participate in that, or does it just keep doing its own thing and hope one day people recognize it . Well, i think, you know, irrespective of a trump agenda for a second, if you think about how complex is the world is getting for businesses, there is an increase in cybersecurity threats. Theres a tremendous amount of regulation that businesses have to deal with. Theres global collaboration issues. So when you think about all of that complexity, we provide a platform that simplifies how companies can work, share, and collaborate on their information in a very secure way. So weve seen growth under, you know, lots of different types of administrations, and we believe that were on a trajectory to continue to grow rapidly in the future. Ive read through a lot of interviews that people have had with you. The one thing that weve lacked is an example of why box has a customer, what the customer wants from box, how box got it, and why that customer is not anxious to shift to a competitor. Could you walk me through an example . Sure. So we have 69,000 customers globally. Were definitely the biggest platform in this space serving enterprises. Were in 63 of the fortune 500. So Companies Like pfizer, general electric, and many others use box. One great example is a company like as tra zen ca. So a global pharmaceutical company. When you think about how much data they have to manage and share across everything from r, and d teams to Marketing Teams to sales and finance. They have tremendous amounts of data across their tens of thousands of employees, and they ref language back to be able to securely manage that information and allow their employees to be able to collaborate with vendors all across the world. Were the only company that can do that in a very secure fashion while assuring end users get a great experience at the same time. So were going after a 30 to 40 billion market that is moving from legacy systems to the cloud, just like salesforce. Com took over legacy crm companies. Were doing the same thing in content management and collaboration. So lets say youve got google partnership, ibm as a partnership. Lets take oracle. They decide, you know what, were going to turn off the oxygen. How do we know that they dont look at box and say, you know what, we came after workday. Weve been winning. We are going to own boxs space. What makes it so Larry Ellison cant just say box is done . Well, you know, weve been in this space now over 11 years. We built the only platform that can scale to meet the Worlds Largest organizations as well as the end user use cases that we go after. Thats not necessarily the strong suit of traditional Enterprise Software companies. Further, we actually partner with most of the traditional incumbents in this market. We have an incredible partnership with ibm, with microsoft. We partner with google. So we would hope to do the same thing with oracle, to be able to integrate across their erp system and some of their other modern applications. We would actually see oracle over time as more of a complementary platform that we can integrate with as opposed to a competitor. Sometimes i worry when you show profitability, which could be only a quarter or two away, or at least Free Cash Flow positive in a way that could be explosive, if i were ibm, if i were google, the stock stays 12, 13, 14, i bid 16. I say aaron, nice to meet you, and youve got a sell. We believe were going after a pretty massive industry, and we would think that 16 as an example would dramatically underrepresent the opportunity that we have in front of us. So were certainly, you know, really shooting for the stars on this one, and this is our mission is to dominate this industry by building the only platform that can serve every enterprise on the planet. So we have a large amount of growth ahead of us that were very, very confident were going to be able to achieve. All right. In the last minute i have, you have a very active blogger, and you did Say Something in your postelection memo to employers. Im hopeful over the coming weeks and months, well start to see a very different style from the president elect. Some of the ideas that were pros in the Campaign Cycle would be disastrous and im confident they will not come to pass. So far this president elect has been pretty true to the campaign president. Should we be more concerned if we work in hightech, if we work at box, if were Business People . What do you say . Well, that was especially that note was especially specifically referring to many of the social issues that we care about as a company and really being able to drive a community that can create innovation, you know, going forward. I think that so far we havent seen anything at a policy level that would be challenging to innovation and innovative companies. Obviously trump welcomed in a number of tech leaders that i think they had a Good Exchange around what the future could look like. But we are paying very close attention to certainly the situation. We do want to find constructive ways to work with the new administration. But in general theres no stopping the amount of progress and the amount of innovation thats happening in the future, and our job at box is to make sure that we build a platform that can really serve every enterprise on the planet going