Call me at 1800743cnbc. Dow instead declining just eight little points, s p rising. 23 . What an affront, right . Nasdaq climbing. 44 . The answer as i always try to tell you is the very notion of the market has become totally passe. We have whole groups of stocks that go higher on slow growth. Literally scads of them. Because Slower Growth means lower Interest Rates. And they were pushed down so hard today that, you know what, i can see Mortgage Rates thats right the posted Mortgage Rates actually dropping next week for you. That caused the utilities, the Real Estate Investment trust to soar. Seems like i should start my game plan with a simple admonition. Go house hunting this weekend. Im not kidding. So many of you have complained to me that you missed the bottom in Interest Rates. Right now youre getting a momentous and unexpected uturn, from the jobs number. And that means a better rate. No wonder the other Home Builders including pulte went higher. This jobs number is a Home Builders dream come true. Such as the way of wall street that there are always some stocks that weed in any bond scenario. These kinds of signs make me cautious for other portions of the market. And ive been abject to the notion that a Slower Economy coupled with the down tick in chinese growth could cause a recalibration away from the more industrial related stocks ive liked to much. Only the fact that the transports a key index from me hit an alltime high today, keeps us from growing more cautious about cyclical exposure. You know what other stocks go up traditionally in a slowdown squall like we had today . The biotechs. How fitting that most influential biotech conference starts on this week. Okay. Weve got the jpm health care conference. This is a mover in san francisco. This is the best of the best, theyre going to strut their stuff. Now, the big bio techs have stalled of late. The big biotechs not going up, not going down. But the Empirical Data ive seen shows conclusively that these biotechs tend to run after this conference. You know my four faves, right, the four horse men i write about in get rich carefully, which i urge you to buy after goldman took to a sell earlier this week and so far, lets say i seem to be on the righter side of the page. After the rise of intercept, a biotech until this week when a test was running for a Liver Disease showed conclusive results that the studies were stopped so people could switch from the placebo. Intercepts drug, im going to pay close attention to the companies ive never heard of hopefully finding the next intercept. Who wouldnt when this one stock could travel to 445 in one week. Can your paycheck do that . Its now exhibit a in speculating in one security, not only to keep you interested in your own money but also for the potential for a true home run. Its a grand slam. Remember thats how regeneron started out, 5 stock went to 274. And i cant tell you how many people at my book signing last night in new jersey thanked me for sirius, sprint, rite aid. And, hey, try to find your way to the costco tomorrow at noon, get a signed copy of get rich carefully. Can intercept still be bought . I said last night you should take half your capital out of it if you own it, play with the houses money. I can understand how a growth strapped company mick merck or ely lilly might make a tender offer for intercept. Just like pharma cpt. Back when they had no earnings or sales to speak of. These growth challenge dinosaurs could do worse than paying 11 billion for the 8 billion company if the drug turns out as miraculous as it sounds. Gileads stock went up. These stocks, im telling you, lille and merck, if their ceos picked up a phone and bought intercept this weekend, their stocks would go up, too. Not down, but up. Lots of people think the official kickoff for earnings season is not alcoa. Its reported yesterday. But actually with the banks. I think it really does start when jpmorgan and wells fargo Start Talking next tuesday. These two banks pretty much define the financial universe with jpm being the quintessential investment house. Wells fargo is a mortgage machine. And in truth, they all do a little bit of everything. But they do one thing really well. They make a ton of money which is why i like them so much. That will be obscured in the case of jpmorgan and Charitable Trust name by the myriad of lawsuits its involved in. But these days the stock seems to go up. Memo to jamie dimon ceo, settle more lawsuits, write more checks a bit more money out of the shareholders pockets, and make it so one day, please, in the year 2014, all we care about is your quarter. Dont wait until the year 2525, which seems like you are. Wednesday, we hear from my new favorite in the group. We hear from bank of america. And they should be crowing because they had the foresight to settle with the government long ago or otherwise they would be in jpmorgans considerably beat up shoes. I expect to hear something about how the year 2014 will be the dividend of the buyback. The company is now brimming with cash. Thursday, we got a bunch more financials and two im focused on are citigroup and goldman sachs. They seem to be ready for real breakout moves. Both of the stocks have been roaring lately. You know i think 2014 will be the year of the banks. They have to start catching up with the rest of the averages. I believe well get good news from the vast preponderance of them, including capital one, the Credit Card Company that reports later that day after the close. Admittedly, we might have bank fatigue by thursday. Im looking forward to hearing from dow Component Health group United Health group, uhn. Which i believe will declare itself a winner when it reports and people will accept it with acclimation. We also get results from ppg. Now, ppg is Something Special around here because its run by chuck bunch from get rich carefully, the list of ceos whom you want to invest with and weve stuck with bunch forever and it has been right. He has made us money for ages. And i dont think thursday when this chemical Company Reports will be any different. For you sports addicts out there, bunch is to ppg as belichick is to the patriots. Hows that for alliteration . Finally General Electric and morgan stanley, two companies in our news letter that goes with the Charitable Trust, actionsalertplus. Com. These could be terrific quarters for both. I expect outlooks raised. After both earnings reports. We also hear from schlumberger, the oil service king. And here im less certain what the company will have to say. Because oils been coming down. Im going to listen for the outlook and less for the quarter as this companys the best predictor of all things oil out there. Heres the bottom line. We need to see if the weaker jobs report changes the landscape next week. Or whether individual earnings from individual Companies Like these can trump everything, including an economy that suddenly seems to run out of jobs to create. How about jim in michigan, please. Jim . Caller hi, jim, booyah from mt. Pleasant, michigan. Wish i was there right now. Whats going on . Caller my question is, what do you think will be the impact of all the weatherrelated Flight Cancellations weve had recently on Airline Stocks such as jetblue . Well, i have to tell you, we heard some really good news from continental, United Airline remember, im recommending every airline stock. Every single one im recommending. And im not that concerned. Boy, i tell you, i would buy some aal, its lagging the group, deltas had a big move. And honestly, i would double down on american air if it did Say Something bad about the weather. Because, wow, the airplane companies are printing money. Can i go to paul in virginia. Paul . Greetings from the historic Northern Neck of virginia, jim. Yes. It is. Like jefferson, you know. Caller actually George Washington was born here. Oh, yeah. Definitely, im all over that. Whats up . Caller i inherited some texaco stock which is now chevron, and i held on to it through the bankruptcy after pennzoil, and i just think its a good stock to hold on to even though theyre having some problems right now, maybe, or concerns about their quarter. I just wanted to ask you about longterm holding. Paul, i think youre exactly right. I was discussing chevron this morning with someone who works on this show and helps with get rich carefully. We both said the same thing. Chevron is pretty darn good. Not great, not going to shoot the lights out, but its going to deliver quarter after quarter and you have to say, listen, it has these little moves, but overall its pretty darn good. Lousy jobs report. No way around it. Could it change the landscape next week . Or will we start hearing from individual companies that will be in control . You know what, i think earnings are going to triumph. Mad money will be right back. Coming up power of innovation. Sure, there will be bumps in the road, but cramers here to help you win over the long haul. Innovation is coming from the most unlikely of places. Dont miss cramers take on how it could spark a whole new future for your portfolio. And later cracking the code, 2013 was the hottest year for ipos in more than a decade. So whos next to take the public plunge in the new year . From rising players to rising stars, crammer is scanning through the potentials with the president of buzzfeed, all coming up on mad money. 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. In the wake of a seriously disappointing jobs report. The house of pain. I think its worth going over what you can fall back on the moments where the economy may not be as strong as we thought. We were spared a real broadside today. But if the data continues to be weak, were going to have a couple percentage point decline. Its not in sync with the Stronger Economic picture many were operating under coming into this number. And the next time the market gets hit, not if, mind you, but when, i want you to remember that this pullbacks can be terrific buying back opportunities for the big picture long themes i often talk about. The ones that longterm, many years, not many quarters and many days in my new book get rich carefully, i highlight seven different longterm themes that i think are built to last. You can keep going back to the well with these trends every time we get hit because theyre not going away any time soon. Tonight i want to single out one of those themes. The domestic oil and gas renaissance or the holy trinity tech of social, mobile and cloud. If you want to know the rest, you have to pick up a copy of the book. For tonight, let talk lets talk about Stealth Technology stocks. These days everyone believes in the power of technology, but as i tell you, i think we often look for tech in the wrong places. We want to find it in service, cell phone, tablet. These days, the real innovation, innovation is the heart and soul of technology. Its happening where youd least expect it. Hence the idea of stealth Tech Companies that are inventing new products to serve needs that old retro tech simply doesnt hold a candle to. Whats the difference between the tech stocks and stealth tech stocks . Easy. The market has no trouble spotting innovations at traditional Tech Companies, but it does have a lot of trouble recognizing the innovation for more humdrum areas. Areas like apparel, restaurants, consumer packaged goods, and because the market doesnt recognize this innovation creates an unjustified discount in these stocks. They have real innovation fueling their growth. And its why i think you can keep coming back to these stocks even if the market takes a dramatic turn for the worst because i believe they will bounce back first. When i talk about stealth tech, im referring to Companies Using proprietary Technology Used to invent new markets and dominate these markets give them faster growth, expanding margins and higher priced to earnings multiple and higher stock prices. So who falls into this stealth tech category . Whos innovating like crazy but not getting credit for it . How about colgate. This consumer staple play is not a hot bed of innovation, but youd be wrong. It trades at a premium. Why . It uses technology to create products that are generally better than the other guys. Theyre all on a war, its winning it with tech. Thats why despite intense competition, colgate is gaining share in many markets around the globe. The thing about colgate, its innovation is driven by insights the customer gleans from you. Let me just rattle off a few of them. Colgates been winning the toothpaste wars giving people whiter teeth in just a week. Theyve got a new dish washing liquid that cleans not only dishes but the dirtiest instrument in the house, the sponge. Washing away any sort of lingering residue. In colgates pet food division, they sell science diet, thats a wellness food exclusively available from investigatenarve. Different regions have different tastes, different preferences. Which is why they have nine locations around the globe tailored to specific countries. Thats how they manage to grab a 69 share of the brazilian toothpaste market. Whoa who else falls into the stealth tech category . These days perhaps the most Fertile Ground can be found in clothes. The apparel space. Yep, in recent years, the apparel segment has become a hot bed of innovation with new Technology Moving the needle for a number of these companies. And the most aggressive innovator in the category, how about long time cramer fave under armour. Ua. Remember, ua first became a household name by inventing an entirely new category of sportswear. Moisture wicking, thats the first time id ever heard that word with under armour, compression fit apparel made from advanced synthetics that keeps your body ate healthy and comfortable temperature while drying out faster than traditional athletic wear. Underarmour didnt stop there. The chairman and ceo doesnt just mouth platitudes, he devotes a huge amount of time on his quarterly Conference Calls to explaining the companys scientific breakthroughs. Highly unusual behavior for any consumer goods company, you have to admit. Most Conference Calls go through the numbers, but they know the numbers are driven by innovation and wants the shareholders to know it, too. In 2011, under armour launched charged cotton. Its an alternative to Synthetic Fibers used in sports apparel. But this wasnt regular cotton, charged cotton dries five times faster and has the kind of durability you typically associate with itchy polyester. Plank believes this one invention could quadrupled the initial investment and thats huge. How about storm, the water resistant hoodies. Theyve even got a shirt that tracks the motion. On top of Everything Else, theyve got a lightweight running shoe that uses technology to keep your feet dry while also allowing them to flex naturally. Ive tried them. Theyre kind of cool. I wear them at home internally in the gym. And lately, moved into the fitness monitoring space with the product that measures athletic activity. Remember fitbit . We saw them at salesforce. Com. These are the kind of innovations that give this little 9 billion under armour a fighting chance against the colossal 68 billion nike. Without this innovation, i dont think they could take on an entrenched player like that or be featured in so many Sporting Goods stores. Under armour can charge premium prices for the goods and stock can trade at 49 times this years earnings estimates. I bet its also a major reason why notre dame is poised to switch from adidas to underarmor, a big deal because the fighting irish are on tv every football weekend. But even up here, growth stock investors have only just started catching on to the real story that its basically a technology company, they just never expected there could be anything so different about sweat pants, hoodies and sneakers that would move the needle. Its had a vicious bounceback after the most recent quarter dubbed disappointing by people who arent in the know, who didnt realize this is a Technology Franchise thats spending to stay ahead of the competition. You need to consider the stock of rpm, which we just had on yesterday. Besides rustoleum, which we all know. Its developing revolutionary plastic fibers that could be as strong as the steel and rebar, a remarkable accomplishment because its lighter and cheaper. Rpm also has a special tech spray formula. Last but not least, i want you to consider the incredible success of dominos pizza, rallied from 10 and change to over 70 in four years. Thats given you a magnificent over 600 return. Dominos under the leadership of one of my bankable ceos from get rich carefully recognized that the system of ordering pizzas could be replaced by social and cloud applications. The company switched from a verbal telephone based system to a terrific webbased system, to the point where you can actually order from dominos on your facebook page. Me, the girls, we do it constantly. Thats how dominos has been able to pressure their little competitors, which simply dont have the scale to compete technologically. Thats why i believe the stock keeps roaring. Heres the bottom line. If youre worried the market could be about to take a turn for the worst, remember what i tell you in get rich carefully, you can fall back on in moments of weakness, youll have to pi