The Bullish Paradox

We are seeing a mixed picture, which is leading to higher prices. Take American Express (AXP): The company said things slowed in July. So you should want to sell the companies you think are paying with American Express, right? But every company I use my American Express card for is on fire. The retailers I like are ridiculously strong.

China is doing horribly, so why not short Vale (VALE), instead of buying it, as we did in Action Alerts PLUS? Because we are in the perfect bullish paradox, as I heard it described by some nameless soul during some early morning TV watching. The worse it is in China, the more they have to stimulate, so buy. If it gets better, well, buy....237 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

Read the full story and get access to the Real Money Pro trading floor.

There’s no substitute for a trading floor to get great ideas, so Jim Cramer created a better one at Real Money and blogs there exclusively. We then added legendary hedge fund manager, Doug Kass, with his exclusive Daily Diary and best investing ideas. Staffed with more than 4 dozen investing pros, money managers, journalists and analysts, Real Money Pro gives you a flood of opinions, analysis and actionable trading advice found nowhere else, and allows you to interact directly with each expert.

Already a Subscriber? Please login.

Except as otherwise indicated, quotes are delayed. Quotes delayed at least 20 minutes for all exchanges. Market Data provided by Interactive Data. Company fundamental data provided by Morningstar. Earnings and ratings provided by Zacks. Mutual fund data provided by Valueline. ETF data provided by Lipper. Powered and implemented by Interactive Data Managed Solutions.

TheStreet Ratings updates stock ratings daily. However, if no rating change occurs, the data on this page does not update. The data does update after 90 days if no rating change occurs within that time period.

IDC calculates the Market Cap for the basic symbol to include common shares only. Year-to-date mutual fund returns are calculated on a monthly basis by Value Line and posted mid-month.