Cramer's 'Mad Money' Recap: Jumping the Gun (Final)

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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.

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Similarly, companies like Eaton ( ETN) and Caterpillar ( CAT), also will face easy compares from last year, along with stronger earnings from aggressive cost cutting.

The markets are looking ahead, said Cramer, and things can't be as bad as they are now. He agrees with the buyers of the smokestack stocks and the heavy equipment stocks. Cramer said investors sometimes can't wait for the starting pistol.

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