Jim Cramer's Best Blogs

NEW YORK (TheStreet) -- Jim Cramer fills his blog on RealMoney every day with his up-to-the-minute reactions to what's happening in the market and his legendary ahead-of-the-crowd ideas. This week he blogged on:

• Friday's selloff;
• why Home Depot may be primed to rise; and
• why Google's conference call was so unsatisfying.

Click here for information on RealMoney, where you can see all the blogs, including Jim Cramer's -- and reader comments -- in real time.

This Selloff Is Just Profit-Taking

Posted at 3:48 p.m. EDT on Friday, April 13.

The darlings of banking and tech, JPMorgan(JPM) , Wells Fargo(WFC) , Google(GOOG) and Apple(AAPL) , have done their best to join Spain in wrecking the day.

But there is so much power in this market, particularly the rotation to the high-growth stocks, that you have to be amazed at how we've been able to hold up.

You have to be blown away by the action in Starbucks(SBUX) , Lululemon Athletica(LULU) , Panera Bread(PNRA) , Chipotle Mexican Grill(CMG) -- up $8! -- and the other high-growth stocks, as we are simply getting one of the most powerful rotations I can recall.

Of course people are worried about Spain, so some can't resist dumping into the close, but the rotation held up through it.

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This market has become actually predictable, after years of unpredictable behavior. When there is a slow set of numbers like people think we have had in China, they buy the high-growth stocks that don't need economic tailwinds, although you have to be rocked by the action in Caterpillar(CAT) and the rails.

Previously, in 2011, everything would have been walloped.