Traders Embrace the Rally's Wrong Stocks By Jim Cramer About this article: Didn't come in, except for the defensive stocks that are now being jettisoned like they have terminal diseases. People don't even want to hear about the past. They only know that the staples, whether they be Wal-Mart or Coke or Johnson & Johnson, aren't going to deliver coming out of a recession, and Whirlpool, Home Depot and VF Corp. will. Irrational? Nah, just what happens when big money is caught leaning the wrong way, and are people ever leaning the wrong way. I can't believe that this market is willing to embrace companies that are quite simply doing horribly, like the natural gas companies or retailers that are simply not going to do as horribly as we thought. But that's what happens at the bottom. The toughest thing to do, the most disciplined thing to do, is to suspend current fundamental discipline and think what a turn... 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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