Are the markets jumping the gun by buying into the heavy industrial stocks? Jim Cramer told the viewers of his "Mad Money" TV show, "they are," and "that's not a bad thing!" Cramer told viewers that almost a year after the fateful collapse of Lehman Brothers, when everything looked as if the world would end, stocks are now poised to "lap" those abysmal earnings. Now faced with the easy compares from last year, it's right for investors to leap, then look, in order to get ahead of the other guys. Cramer said there is no recovery happening in stocks like Freeport McMoran ( FCX), U.S. Steel ( X) or BHP Billiton ( BHP), but, he said, six months from now things will look brighter for these companies than they do now.