Cramer's 'Stop Trading!': A Joy Global World

"This is a Joy Global(JOYG Quote) world," said Jim Cramer on Tuesday's "Stop Trading!" segment on CNBC. "Everybody's going to be paving roads."

Cramer added that with mortgage rates plunging, "housing really will bottom in June." As for homebuilders, he said: "If you believe that housing is going to bottom in six months like I do, and you believe that they're going to get the tax break that was in the papers today, you can actually buy these stocks." But Cramer said he doesn't "necessarily like them."

Cramer prefers Home Depot(HD Quote) and Lowe's(LOW Quote). "But I believe in the rally," he said. "I think housing's clearly going to bottom, at lower prices, six months from now."