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Sometimes, Good News Is Actually Good News

By Jim Cramer

 About this article:
 Odd, isn't it, that you don't get any good news, even when the good news is, well, good news? Odd but important, because some of the good news we got is being colored as bad news, most notably the retail sales data. It is true that the manufacturing data was terrible and the skyrocketing bonds -- declines in yields -- are breathtaking, as is the collapse of minerals. But with the collapse in minerals is a collapse in gasoline, and I think that's one reason people shopped so heavily this weekend. And they did shop heavily this weekend, yet it is universally heralded as a gigantic barrel of sales bathed in red ink. We had to read over and over again that even though Friday was big, Saturday was terrible. Wide-open aisles at Wal-Mart with no one in them. Until we read that a lot...

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