TheStreet.com RealMoney
I'm a Believer

By Jim Cramer

About this article:
It's time to talk about what did and what didn't happen when people came back from summer vacation. First, what didn't happen. We didn't get a lot of selling by firms that were up a lot. We didn't get a September lock-in of gains -- too many funds behind the market, I imagine, too many funds where it would be too costly to get out. They didn't go away in September like they were supposed to. Second, we didn't get the preannouncements that should have happened if the economy was already starting to wind down and nobody was buying anything. Housing didn't slow down after a California tax credit went away. All traffic numbers I received from major retailers indicated that September has been stronger and August finished above plan so there were no readjustments to the downside. A weak dollar is making it so many companies...

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