Hey, I'm Kramer.

Welcome to Mad Money. Welcome to Kramer.

Do you make friends? Look, I'm just trying to make you a little money.

My job. Not just to entertain, but to educate the teacher.

So call me at 1-800-743 CNBC.

Wait me at Jim Kramer.

You are witnessing, or I hope, participating in, one of the most equal-opportunity bull markets I have ever seen. After allowing the data center power

providers and the Palantiers to run free for the first half, this market has discovered

the likes of Home Depot, Builders First Source, Toll Brothers, and Lenar, and a host of other stocks that can keep going up for many a day and still be nowhere, because they've been such lagers.

It's the best kind of bull market, the kind that broadens to new sectors, which explains how this new group of winners could allow the Dow to gain

400 points as to me dip 0.11% in NASDAQ to climb 0.82%. A lot of the winners from the

first half of that NASDAQ. Now, I got to tell you, I'm Jones and on a dual track right now.

All the board? I kind of can quote your chapter and verse year analysis of the tape.

Some would say it's the two-year, the tenure, the chairman pal rate cut dilemma slash presidential rang.

There, that's the ticket for them.

Or I can say that we have an idea-generated market.

And today's idea stem from the Senate passing this budget bill that has some good things about housing in it.

So new or less jaded buyers say, okay, that sounds convincing.

So let's go buy anything housing.

Buy, buy, buy, buy, buy.

Yes, that's how these more novice buyers think.

And they've got the money, the money that used to be ours.

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