Hey, I'm Kramer.

Welcome to Mad Money.

Welcome to Kramer.

Other people make friends.

I'm just trying to make you some money.

My job is not just to entertain but to educate teach you.

So call me 1007 for 3.

Simpsey tweet me at Jim Kramer.

Sometimes you get these days where it feels like the market has returned to some settlements of what you're used to when things get shaky.

I mean, these are the days when J&J will reign Supreme where Merck makes a comeback

or Procter and Gamble has a big run.

Or, with crypto taking a little bit of breather, you get a gigantic moving gold.

Now, the averages don't show up. Dow gaining 179 points. It has to be advancing 0.06% NASDAQ

declining. 39%. But this was a day of turmoil because the stocks that have been beaten up

endlessly, mainly the foods and the drugs and their fellow travelers in the restaurants base, all rally.

While the speculative stocks and anything involving the data center, it's been so hot, they get blown out of the water.

It's a day with App Lovin, the company that helps mobile video games grow their reach and monetize their games through advertising gets crushed down 4.4%.

A day when Coinbase gets hobbled, Robin Hood looks weak. And get this. I know this could have come as a shock. Even mighty Palantir hits a speed bump. Palantir saying ain't so, you can go down too.

All right, this is what we call rotation. The stocks have been hit so hard to deserve it.

Give them a couple days or even three in the sun. You know, so many of them now have high yields

they're perceived as having something to fall back on. Plus, when a good country with a good balance sheet gets that low, it's at the least time to cover your short positions, and I saw that all over the place. I'm not going to go against the market that's signaling the interest rates are coming down. That's what today did. And the high flyers have flown too high. While the companies with good dividends have gotten too low, this is just temporary. So what are you supposed to do then? First, note the rotations are not investable, but at best they're tradable. Sell, sell, sell, sell, sell, sell, sell, sell, sell, take Campbell's and General Mills. Both yield almost 5%. Both are good companies, just not as good, maybe not as good as PepsiCo, but they're in the same league. Especially as PepsiCo is now up almost 20 points from its low. Why? It's important to remember

that PepsiCo reported a terrific quarter with sugar, water, and free to lay. Two categories that

...