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Tough Enough?

By Jim Cramer

 About this article:
 Sometimes it's worth thinking why it is so hard. Why does it seem at this level that things are so difficult? I think I know the answer: It's because the picture right now is very mixed. We have strong housing data and weak housing data. We have some banks needing more capital, as Huntington Bancshares needed recently, and we have other banks doing fabulously -- JPMorgan Chase is a good example. We have retailers with down comps (almost all of them), but they are making more money with fewer sales. We have equipment sales at a Caterpillar falling off a cliff, but the stock is reflecting future stimulus and China. We have International Paper coming on my show last week saying business isn't picking up, but we have paper sales data that are strong -- for instance, see my note just put out...

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