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NEW YORK (
) -- Sometimes the secrets behind stock market rallies aren't really secrets at all, Jim Cramer told
He said it's clear there are three sectors driving the markets higher: the industrials, technology and everything oil and gas.
Cramer said while some investors are focusing on the "as goes January, so goes the year" theorem, he'd rather focus on what's working.
Take the industrials. It's no secret the industrials had been lagging as the U.S. stagnated, Europe was thrown into recession and China took a pause. But now that the U.S. is growing again, Europe is on the rebound and China is once again gearing up, it's no wonder
is at a 52-week high. Housing is on fire, said Cramer, which is driving every stock that goes into a home as well as every diversified industrial company.
Then there's tech.
may be lagging, but new techs like
are picking up the slack, as are all of the cloud computing players.
Finally, there's oil and gas. The American oil and gas revolution cannot be stopped, said Cramer, as evidenced by the 8.9% jump in
. America is producing more oil than it has in 15 years, yet according to Core Labs, there still may be one or even two huge oil shale fields that we have yet to discover.
Cramer said that usually there is narrow leadership in January, but this year there are many big themes sending the markets higher. Investors only need to look around.
In the "Executive Decision" segment, Cramer sat down with Bill McDermott, co-CEO of
(SAP - Get Report)
, a stock that took a hit when it offered preliminary earnings on Jan. 15, only to come roaring back when the full earnings followed. Shares of SAP are up 64% since Cramer first got behind the stock and are now trading just off their 52-week high.
McDermott said his company's preliminary results didn't tell the whole story, which included two acquisitions and ended with the best year in SAP's 40-year history. He said once the company had a chance to explain the numbers, analysts and investors agreed that SAP continues to deliver for shareholders.