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Keep the TARP Money Until Things Get Better

By Jim Cramer

 About this article:
 Breather day? Or does this monster ever breathe? We are seeing stress levels coming down: the magic VIX going under 40?, money coming in, industrials bouncing -- I watch International Paper , Du Pont , Packaging Corp. and Ingersoll Rand for true industrial bounces. We are seeing the rails and the fertilizers -- two 2008 sectors -- regaining life and lifetime moves in a session. But it was and is and always will be about the banks, and no matter what we do it will come back to them. They are the reason we got in trouble, and they are the reason we got out of trouble. I know the meeting with the president is significant, and I believe the tone will be less populist and more of a "no footrace to give back TARP until we are a little stronger." But if we are going to...

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