This is one little bit of opinion from cramer you just have to read, he is so upbeat about the entire market, just 2 months ago he declared selling every stock and that the depression was here, fast forward 2 months and everything is peaches and cream, buying the dips and especially the banks in this market he now calls a bull market. SAD SAD SAD Can someone tell him were only in the beginning stages of this severe recession and that the depression he declared 2 months ago that to him has ended so quickly, will begin sometime over the next 12-18 months. Cramer: Stay Bullish on Tech, Oils & Banks Posted By:Tom Brennan Donât despair just because the Dow, Nasdaq and S&P 500 pulled back on Thursday, Cramer said. Donât let short sellers, bears and other otherwise negative Wall Street analyst tell you that this is the beginning of a long trip back down to Dow 6,500 â or worse. It is not. Todayâs action was merely a natural pullback after a two-month rally in stocks. So bide your time, look for discounts and get ready for the bullsâ return. Big advances followed by sharp pullbacks â thatâs how bull markets work, Cramer said. A 5% to 10% decline is to be expected after the major moves we saw in JPMorgan Chase [JPM 35.24 -1.98 (-5.32%) ] and Goldman Sachs [GS 133.73 -5.49 (-3.94%) ]. And the same goes for tech. The Nasdaq has jumped 11% since its recent bottom. Would you expect that to continue uninterrupted? Of course not. And donât be surprised by the dip in oil, either, especially when a barrel of crude has risen $20 in a straight line. Cramer was adamant today that investors not sell bank stocks, not when they are just about to move higher. Nationalization is no longer an issue, balance sheets are looking better, net interest margins are on the rise, and the Treasury Departmentâs stress tests have actually done more to help the sector than harm it. The banks are buys right now, whether they need to raise capital or not. Goldman Sachs? Buy. New equity offerings from Morgan Stanley [MS 27.14 -1.37 (-4.81%) ] and Wells Fargo [WFC 24.76 -2.08 (-7.75%) ]? Both are buys. Cramer did offer one cautionary note, though. Wait for a pullback of 5% to 10% on any stocks with big gains. But again, that kind of decline is typical of a bull market. A couple of other points worth mentioning as well: The first phase of the bull run is over, and the next group of companies to move higher will be, not just those that survived the depression that ended in March, but also those that thrive during the recession weâre in right now. Also, there are more money managers and retail investors who want in this market than out, particularly the bank stocks. So buy those equity offerings â everyone else will. Cramer thinks the pullback will play out with short sellers adding to their positions just as the market approaches his predicted 5% to 10% decline level. As we said, they will think this is the beginning of another downturn. But at the same time, the bulls will be looking to get back in at that level. And the wave of buying â in tech, the oils and banks â should turn the market right back up.