Sometimes it won’t go down because it shouldn't go down. Thursday I felt outgunned and undermanned with my rap about how you can probably get ready to buy Union Pacific (UNP) off of the Norfolk Southern (NSC) call and how you should look for retailers to buy off of Bed, Bath and Beyond's (BBBY) disappointment and how, as I said on Mad Money, I would probably want to initiate a position in BBBY on Friday morning.

Sure enough, you did have to move on retail, although the rails stayed heavy. What I didn't see immediately was that, once again, the J.C. Penney (JCP) trade was back on, meaning the Ross Stores (ROST) names, which were perceived to be hurt by a resurgent JCP, are back in play. Plus, the dollar stores started moving back into the green, too.

That makes sense. What's been the undercurrent these past four days? That the price at the pump is coming down. We know that when we see that we buy Ross, Dollar Tree (DLTR) and TJX (TJX), because it means that the people who spend a larger percentage of their money on gasoline can now spend it where they shop.

What bothered me is that I had to deal with a firestorm of "it's over" people because of the NSC-BBBY action.

So let me say it again: The hallmark of this positive action, the one we have had for months now, is that the money goes somewhere. We are done with the days when your screen is drenched with red and stays red. We are in the days when the screen is drenched red and you have to go find Dollar Tree and Ross and buy them.

That's because, as I said Thursday in my last piece on Real Money, this market is a solid market with great Fed underpinnings and as long as you don't fall into the trap of buying a secular decliner -- any company having to do with coal or personal computers -- or a serial disappointer, at least of late the case with BBBY, you will do well when the futures take everything down, because, alas, not everything deserves to stay down any longer when the futures pull that grim-reaper across-the-board action.

Jim Cramer is a co-founder of TheStreet and contributes daily market commentary to the financial news network's sites. Follow his trades for Action Alerts PLUS, which Cramer co-manages as a charitable trust and no positions in the stocks mentioned.

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