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Hey, I'm Kramer. Welcome Bad Money. Welcome to Kramerica friends. I'm just trying to make a little money. My job is not just to entertain, but to put it in context. Do some teaching here, so call me 1-800-743-CBC. Tweet me. Jim Cramer the fourth year of the bull market begins just as the third ends with skepticism, with disbelief and contempt for the bulls. Of course, that's been the hallmark of the entire run, hasn't it? The conventional wisdom says that the true believers are either frauds or mount bunks or morons. People embarrass themselves every time they do some buying into the dips. Never mind that buying the dips has made investors a lot of money over this run and so many others in the last 45 years. Now if you bought my new book, how to Make Money in Any Market, you know that I think contempt is a two way street. And the real losers in this market are the skeptics who keep missing these phenomenal moves. By the way, that includes today where The Dow gained 238 points, Sesame advanced 0.53%, Nasdaq climbed 0.52%. Why is that? Why does it mean that you missed something? Because look, this morning the market at around 6am it seemed like it was going to be down 1% from the get go because of worries about bad loans at banks. But by the time we open, we heard from a series of banks that we're doing fine and we got a spectacular quarter from American Express that fueled still one more rally as the anticipated decline predicated on bad bank loans didn't surface. Why do the Bears keep being betrayed by the market? I think it's because the pessimists and their buddies in the media tend to lose track of what they're investing in. Not the S&P 500, the index itself, but the companies in it. If you only put your money in index funds, it's hard to see. But once you get your hands dirty with individual stocks, you find that those companies are simply doing way too well just by such a high level of negativity as you hear about and read about in making money. Which brings me to the game plan for the next week. Chock full of earnings reports that I believe will be much better than expected. Almighty, we are from Cleveland Cliffs and we need this dealmaker to tell us if the real economy is still holding up. This may be one that is a little too weak. Remember, there are three economies. The data center economy, the speculative economy, where I see lots of insider selling coming, and the real economy, which is heavily dependent on the Fed cutting rates. Let's see what Cliffs has to say after the close. Speak of the devil. We get results from Zions Bancorp, the regional bank that confirmed JP Morgan CEO Jamie Dimon's cockroach theory of bad loans made last month, last week. There's never just one. I want to know how Zions got defrauded, bad but not related to the broader economy. Good. And if we need to find out if they're seeing more weakness, why widespread weakness and they could. I've never really felt they were that good a bank. Tuesday Coca Cola GE Aerospace Report I think Coca Cola will put up its usual excellent numbers because it is the most consistent of the packaged goods stocks. While GE Aerospace, primary supplier to both Airbus and Boeing, will deliver another upside surprise from all the maintenance it does for these Air Air aircraft sleeper Dell stock 3M is expected to have a strong but unheralded story and Charitable Trust Club named Danaher, one of our biggest laggards, may report the first of many good shocking multiple year dry spell for this once incredibly well run company. After the close, we get results from another investing club number. Oh boy, is this a controversial one. It's called Capital One and I have to tell you I feel emboldened on this one. After that, terrific Americans press Quarter Remember this is another credit card company. Could be a good one the first quarter. That should take into account the acquisition of Discover. Boy do I want to be on that call. Wednesday we've got two data center stories. Vertiv, which cools the red hot data centers and G Vernova which makes the turbines that power so many of them. Gas turbines I should add. I believe vertical once again deliver an excellent number. Someone put out a sell this week on G for Nova and I thought that was absurd. But then again I wouldn't have bought this one for the Trust if I didn't believe it was capable not of a quarter or a year run, but a multi year move. Wednesday night Tesla reports and there's so much that Elon Musk has to say about self driving and robots that I barely care about car sales. Let's hope Wall street feels the same. Musk knows the drill. He will dazzle the faithful and explain why the biggest run of any major stock is justified on top of what's already happened. IBM reports too. I expect them to explain why the bears who don't think that the growth rate is up the stuff last quarter will have to crow. Hey, by the way, CEO Arvin Krishna has the best quantum computing campaign on earth. It puts all the speculative operators to shame and unlike something say like Ionq where insiders dumped 6.6 million shares, take advantage of a colossal run based on retail buying. With IBM, you really don't have to worry about a wave of insiders ringing the register. That doesn't happen. Thursday we find out if the awesome gold rally stole its legs when Freeport McMurray reports this company has the world's largest gold mine with the world's largest set of gold mine problems, including recent horrendous flooding in Indonesia. But if they talk a good game, Precious Metal could have still another rally. Next the streets get behind T Mobile again, which may mean that their Apple initiative they're the most gung ho about offering a low price for each iPhone iteration is coming in above the estimates. Be prepared for both stocks to run. Apple look good today, Honeywell reports. Doing this stock feels totally snake bit. Honeywell's break into three viable companies, including a Pure play aerospace business that I think is woefully undervalued versus competitors. I'm not saying don't worry about the numbers, I'm saying look through them because the breakup is coming and the stock's been hammered. We also get results from Blackstone and I feel this I find the Aspersions being cast against private equity to be ridiculous at this point, given how well most these firms are run. I think we'll see a particularly strong quarter this time, including from Blackstone, sizable data center business after the close. Ford reports. I want. Look, we got to find out how much damage this gigantic fire key aluminum plant will do to their numbers. If the numbers do come down, by the way, I think the stock could slip below 11. We've lacked big picture data of late, of course, because of the shutdown. The government and the whole exercise of dividing the market's fortunes is a little bit more fraught than usual because of lack of empirical evidence. But we're able to get some data on the consumer when the Bureau of Labor Statistics wakes up and gives us the CPI report on Friday. If we see a number below 3%, it's going to be huge for the market. Fully justify the remarkable decline in treasury yields to Finally, Procter and Gamble reports on Friday. This stock has been a real house of pain until the last two days when I started saying the proctor has bottomed and how to make money in any market. I spend a lot of time dissecting conference calls, especially the Procter and Gamble conference call because they're such fabulous explainers. I think they'll give you a terrific one this time and you'll want to own the stock ahead of time. Here's the bottom line. The bears will hold their nose and hide their eyes and disengage their brains once again as next week progresses because it should be another good one for earnings. And earnings, not anything else, are what really drive stocks lower, or in this case, higher. Leslie in California. Leslie Jim, I'm buying the book for all my friends this Christmas. Jim, a lot of people do that, but it's commercial enterprise on my part. How can I help? Okay, question. Airbnb buy seller, hold. Oh, I like Airbnb is chronically being denigrated because people don't feel that the app does well. Therefore, I think it is time to put your money where your mouth is. Air B and B. Remember, earnings are what matter most in the direction of stocks, not the index itself. Keep that in mind next week when the reliable names keep putting up some excellent numbers. Oh, man. Tonight we sat down with the CEO of ELF while we were in San Francisco, and I learned a lot about how this company is still in growth mode. Spike tariff headwinds you don't want to miss out on. Then Salesforce issued guidance at Dreamforce earlier this week that brought the bulls back into the fold. I'M detailing what the company announced and giving you my take on the multiple bear rates against it. And PG and E has rebounded from its lowest suit. Could the movie sustained. Don't miss my exclusion with the company's top brass. We'll also talk data centers, so stay with Cray Price. Don't miss a second of Mad Money. Follow imKramer on X. Have a question? Tweet Kramer Madmentions. Send Jim an email to madmoneycnbc.com or give us a call at 1-800-743-CNBC. Missed something? Head to madmoney.cnbc.com Fox News is now streaming live on Fox One. The voices you trust, the stories you won't find anywhere else. This is the story breaking right now. FOX one. We live for lives.