The pessimism, its palpable, especially for me over the weekend. When the bears always seem to come out of the woodwork and start attacking me, makes you wonder how the market can hang in there with the dow gaining 61 points today, another alltime high, the s p closing down, the has dak ncaa declining the linkage between a dysfunctional washington they know nothing and what amounts to a roaring, rotating bull market. This weekend i found myself in a complicated position after the Senates Health care debacle, ive been bearish on washington all that scaramucci, the mooch drama, it hasnt helped. Friday was the last straw for me we interviewed the manager of the office of manage and budget. Given this administrations track record when it comes to passing legislation, im skeptical that anything can get done i found myself begging him to go for an easy win and focus on repatriation of capital overseas, which would be easy to pass at first, i think mulvaney misunderstood me and thought i was against the entire package no, i said, i just think youve got to get something done, anything and repatriation is more straightforward and easier to do than wholesale tax reform. I am so exacerbated with washington oh, come on, you are, too. Like everyone who speaks for trump, he said something will get done, no problem dont worry about it well, i am plenty worried about it, frankie. Im worried that this republicans cant even pass a debt ceiling bill. I cant imagine so comprehensive, so huge in its ambitions as the president s tax plan has any chance of getting through, any hope. Im not even talking about 2017, im starting to think 20 ever. So when the negatives bore down on washington this weekend, i surrendered. I didnt argue but i did say that given the strong earnings weve seen so far this quarter, which nobody pays attention to, and the lower Interest Rates, i have no choice but to overlook the shenanigans of the white house and congress. Next, theres north korea. Its a tough one what do i tell someone who asks how can you own stocks with north korean missiles pointed at us we did it during the world war, but the soviets were rational. I struggled to answer. I get the sense that President Trump will have to take action, although the endless attempts to make china solve the problem for us seemed kind of pointless to me if the chinese wanted to north korea to behave itself, we wouldnt have this issue in the first place. Its worth having some cash on hand here, based on a world is a dangerous place scenario that makes sense to me however, i dont want to leave the market because of north korea, i just want a little cash if the unthinkable happens and they launch first, money will be the least of our problems. What else . Theres a pervasive sense that the market has gotten overpriced i hear that endlessly. Like you can give the market a speeding ticket on the jersey turnpike here. This ones a constant some of the people who follow me on twitter, they chide me for renaming my rescued dog, nvidia, they really this is one they dont like at all. People dont get so glib about dog names at the bottom. But when you start naming your dog after real hot stocks like nvidia, to many people that seems like a top the flaw in their thinking ive been naming pets after stocks since 1986. It doesnt signal anything other than im obsessed with stocks. So heres one i plead guilty, i acknowledge that some stocks, the f. A. N. G. Stocks can be considered overvalued at these levels its true that the stocks of amazon and alphabet are well below they were when they reported, and facebook threatens to take out the prices stood at before that magnificent quarter. The key to this bull is its rotational nature. Today, we got a bull market thanks to the chatter about softbank buying charter. We got money being poured into drugs. We got cash flowing to texas instruments, intel, microsoft and qualcomm after a total annihilation, we have money rushing towards Retail Stocks since amazons quarter. The subtle reasoning here . What do i get when i ask questions . Amazon failed to wipe out the brick and mortar competition like that was supposed to happen and some are questioning whether amazon has the firepower to pressure the group more than it has, and thats why walmart stock could be closing in from its yearly high and costco is breaking out home depot stock seems to be on the rebound. The suppliers and the nikes, they broke out a long time ago what else makes he sanguine despite these bigpicture worries . I think we underestimate the power of some of the people who run some of these countries. I need you to go on the boeing conference call. Youll be flabbergasted to hear analysts point blank ask if the fabulous results were real and spectacular. It was almost like a seinfeld episode. And theres still cheap stocks here like citigroup, dow chemical, proctor and gamble as far as the aging and allegedly senile nature of the bull, i think thats the top down talking i analyze the actual stocks from the bottom up and things look okay yet all these arguments fall on deaf ears. Peoples minds are made up just to be sure, its an all walks of life view, not just the people from the john haren novels i hang out with let me give you one more tidbit of evidence. Every book about the great crash of 1929 mentions how the shoe shine boys around the New York Stock Exchange were playing stocks with borrowed money until the crash, margin to the hilt. That kind of thing is the sure sign of a top. So today i was getting my shoes shined, rockports, 109 from amazon i worn them into my beloved garden on saturday, and it was wet. So what does the shoe shine man want to talk about with me how he sold almost all of his stocks ages ago, because they were too risky after a big run he left a ton on the table what does he own now gm, ford, verizon. Why . Dividends. Did he care that theres no real upside not one bit. In 29, it was safety last now its safety first. Are they going to write about that guy because of a top, the shoe shine man who sold his stocks because it seemed dangerous ons ago look, nobody ever got hurt taking a profit, but its stunning how too people believe in this rally. And maybe in the end, maybe thats what is really keeping stocks up. Maybe thatspelling us higher. The skepticism has been so thick that until we get people naming their stocks after cloud plays, im going to remain constructive on the future. The future of the best performing asset class, the future of equities bill in alabama, bill. Caller booyah, jimbo im just trying to make some money. So what is your take on the defense and Security Solutions we nailed this one after getting a lot of heat. Hey, jim, its not going up. And then it went up big and now its come down again i am so tired taking heat with kratos but i didnt care for the General Dynamics quarter i think Northrup Grum monld was good lets do to shannon in virginia. Shannon . Caller hi. Im interested in wayfair stock and whether its good buy. Wayfair is what i call a genuine, homespun short squeeze. Theres 20 of that stock sold short. The bears and bulls go at that one every single day i avoid battle grounds i look for clean stores. Every day is a challenge every day we hear the naysayers. But you know what . Im constructive the bull continues to rage on. On mad money tonight, the president has been fond of referring to a certain paper as failing. So how has the stock of the New York Times done lately . Plus, dominos has been hot since it cooked up a new recipe for pizza and digital delivery this is an opportunity to grab a slice. And Health Care May be taking a large amount of congressional attention, but i have three stocks in this base that you need to Pay Attention to im going to fill you in and tell you about the killer bs so stick with cramer dont miss a second of mad money. Follow jimcramer at twitter have a question . Tweet cramer at madtweets send jim an email to madmoney cnbc. Com or give us a call at 1800743cnbc miss something head to madmoney. Cnbc. Com. The governor has declared a Winter Weather emergency. Extreme risk of burst pipes and water damage. Soon, Insurance Companies wont pay for damages. 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And a new culture built around customer service. It all adds up to our most Reliable Network ever. One that keeps you connected to what matters most. How many times have we heard President Trump talk about the failing New York Times more than 50 if you go by twitter alone. And look, with this phrase being hammered into our collective psyche by the commander in chief, you could be forgiven for assuming the 166yearold newspaper is in fact failing print is supposed to be a dying industry after all but heres the thing, the New York Times suspect just the paper of record, its also a publicly traded company, which means we can actually track its progress and see for ourselves how its doing away from the president. And bizarrely enough, when you look at the New York Times as a company and as a stock, its not failing. Its thriving. In fact, just last week the company delivered a terrific quarter, even as no one is talking about it perhaps because people think the big earnings beat is fake news but the biggest irony is trump is a major reason the times is doing so well. Since the election, the stock is up 70 so what is driving the strength at the not so failing New York Times and can it continue we need to put the gray ladys resurgence in context. For years, the stock has been getting slammed. Its hard to sell subscriptions when news has become a commodity that anyone can consume for free over the internet. The stock of the New York Times company went into freefall, tumbling from nearly 50 in 2002 down to the lows of 3. 44 during the great recession. Back then, near the height of the financial crisis in 2009, the times seemed to be in genuine peril. Thats when the Company Received a sixyear, 250 million loan with an astronomical 14 Interest Rate from carlos slim they mansiaged to pay back that loan in 2011 they made that happen by selling a bunch of assets. Over time, the stock bounced back from the recession year lows and did its best to fend off webbased competition, and better monetizing their content. However, in the last in the five years after they introduced the payroll, the companys revenue was flat they could stop the digital bleeding but couldnt get healthy again. You know how much we love growth newspapers make their ways from circulation fees and from selling advertising. Believe it or not, contrary to President Trumps take on the New York Times, the companys circulation revenue has been growing steadily year after year its the advertising where theyve been getting killed. In 2011, they wracked up in 720 million in ad revenue. What advertiser wants to pay for print when theres so many other effective ways to target consumers . Even online, the New York Times just doesnt have the appeal of a google or a facebook as an ad medium. Look at last year, in 2016, the companys circulation revenue grew by 3. 4 , okay that was led by a 16 increase in digital only news subscriptions. Thats very solid growth, representing nice acceleration versus the year before unfortunately in 2016, the New York Times also saw its advertising revenue decline by 9. 1 and you consider the advertising made up half of the businesses five years ago, thats a real problem. If you want to know why President Trump bash times i side from the fact it likes to insult his buds there, its because the companys advertising revenue stream seemed to be drying up so how the heck has the stock managed to make such a remarkable comeback . Shares of the New York Times hit a fresh multiyear low just days before the election last november after the Company Reported a less than stellar quarter. However, when the guy who coined the failing New York Times moniker got elected for president , everything changed. The stock rallied nearly 10 after the vote its been off to the races since. The reason investors assume that for whatever reason, the Trump White House would send a lot of eyeballs to the New York Times, and they nailed it say what you will about the trump administration, it knows how to make headlines. Just in the seven days following the election, the times saw a net increase of 41,000 new subscriptions. That was the largest oneweek gain since the digital payroll in 2011. Since then, we have gotten three strong quarters in a low and advertising losses still offsets subscription gains, but the company is closing the gap in may, we to the another out and out beat but the subscriptions finally outpaced the losses from advertising. Circulation revenue increased by 11. 2 . Plus, circulation is a much larger piece of the pie, accounting for 61 of the companys sales, versus 33 for advertising. The times is actually growing again. And the Company Reported its latest quarter last week, and theres no two ways about it that quarter was a pure blowout. The times earned 18 cents a share, wall street was only looking for 14 cents circulation revenues surged up 13 13. 9 , and ad revenue increased for the first time in ages grant it, it was only 0. 8 , but thats a major mprovement. How did the times do it . One word digital. Digital advertising grew by 22. 5 . Whats really going on here . Last year, we had one of the most polarizing elections in modern american history. And for half of the country that feels like they lost, reading the New York Times is kind of a therapy. You can understand why many people night consider the New York Times essential reading these days so where do i come from . Sorry, mr. President , but the New York Times is thriving here, not failing. However, that doesnt mean the stock is alive i dont know how long they can sustain this momentum, but the voting power is in the hands of thesalesberger family. And while the Company Seems to be out of the woods for the moment, theres no denying that print is a troubled industry the not so failing New York Times is doing surprisingly well here. But while the company has made a remarkable turn around, it might be too late to buy the stock here easy money has been made but on a decline, it sure is tempting after all, how many of us went to the cite when it broke the mooch news if the times is failing, its failing upwards. Will in new jersey, will caller jim, a big booyah from jersey. Loving jersey whats going on . Caller i want to get your overall take on barns and noble, the 12 per share valuation letter has its against amazon i want to see if thats the debt orb heres the problem. I root for barnes and noble as a writer and a place to go, but i dont root for the stock, because i like to be in winning stocks and that hose not proven to be the case doug in maryland, doug caller a rocking, rockville, maryland booyah to ya, jim. Thats where a branch of the Cramer Family is whats going on . Caller good question about disney ive been a longtime investor i worked 30 years for the company that was bought out by disney in the mid 90s, one of the networks and its a big portion of my 401 k , and it was a great 401 k ride. Disney has been slowing down and not doing much over a year youve been advising people to hang in there, hang in there do we still hang in there . Yes, you do i like your longterm analysis, its right i do get concerned when i hear someone may have too much of one stock, any stock, no matter how good, including disney i know the stock has been a struggle here. But i also know the assets are Good Management is good and im encouraging people to hold it for the longterm, not for the quarter. Sorry, President Trump, the New York Times is not so failing. Its actually doing pretty well. But it might be a little late to buy the stock. Much more mad money ahead, including the stock of Dominos Pizza. And ill introducing you tothe killer bs. And the fate of these stocks rkat crush or catapult the maet im taking a look at the rough month for the transports so stay with cramer. Stay with me, mr. Parker. When a critical patient is far from the hospital, the hospital must come to the patient. Stay with me, mr. Parker. The at t network is helping First Responders connect with medical teams in near real time. Stay with me, mr. Parker. Saving time when it matters most. Stay with m