RealMoney Radio Recap: Industrial Strength

"Today, out of nowhere, industrial stocks are going crazy," when these companies are supposed to be performing poorly, Jim Cramer said on his "RealMoney" radio show Monday.

As a result of doing his homework, Cramer said one of the things he knows "is that there is a boom going on in the commercial-construction sector."

Three examples of strength in this area are JLG Industries (JLG Quote), which just got a bid today; W.W. Grainger (GWW Quote) and Eaton (ETN Quote), he said.

Upon further homework, Cramer said people will discover that these companies are not housing-related, but are big industrials, which is a strong area right now.

These companies are "taking off, even though pieces of their businesses are connected with autos." Industrials are a way to make money in the market, he said.

"I do expect a down day this week because it's options expiration," Cramer added. He said he wants people to be aware because the economy is very strong -- so strong in fact, that he is worried interest rates might go up.

"The recession camp's been dealt such a severe blow in the last few weeks that you have to wonder whether we can actually go back to the May highs in the industrials," Cramer said.

For the last three months, people have been on "recession watch" as they thought gasoline was going higher and higher. But then oil and gasoline peaked and the economy was "off to the races," he said.