CNBC's Jim Cramer on Thursday recommended that investors not base portfolio decisions solely off macroeconomic trends, like new employment data or interest rates."I don't want to be bound by the four walls of the PMIs, the PPIs, the PCDEs, the GDPs. We don't want ETFs where we buy the bad along with the good, and we certainly don't want to worry about every tick in interest rates," he said. "You know why? One, because that's a sucker's game. You're letting the macro control your thinking...Two is Eli Lilly. ...