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Just Not Enough Negativity -- Yet

By Jim Cramer

About this article:
We are seeing some weird sorting today. The good quarters from the soft-goods and recession plays are moving up, the good quarters from finance are being ignored, and the good quarters from the industrials are all over the place. The Pepsi and Abbott moves -- good quarters that are being circled back to -- seem bizarre. We are getting some really strong macro numbers from the Federal Reserve area reports that would indicate that this move is not a sustainable one. It's not consistent or fitting with the real economy. That Johnson & Johnson , for example, is hanging in after that bad report, making no sense to me at all. The only move I see that makes sense is Gilead because of a Tamiflu number increase off the Roche guidance. I don't get the McDonald's rally at all, save the weak dollar....

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