A Trigger of Industrial Proportion By Jim Cramer About this article: What a mass of contradictions! The industrial production number this morning was huge and should give people thinking of buying big cyclical a reason to pull the trigger. Caterpillar and Parker-Hannifin report next week, and they are growing more interesting, even though they are up a lot. Confidence was not so hot, but median weekly earnings were $738 a week, 2.5% higher than last year. That could be why retail sales are stronger than we expected. And yet, we are totally being colored by Bank of America and General Electric . And on their heels, we are now discounting bad news for the regional banks that report next week, including Fifth Third -- now below $10! -- and Huntington Bancshares , not to mention Wells Fargo . The market's reacting in a strange way: taking up General Mills , Procter & Gamble... Or, call us at 1-866-321-TSCM (8726) Monday-Friday, 8 a.m.-6 p.m. ET. Outside the U.S. and in Canada, call 1-212-321-5200.

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