"The market's should've been down today," Jim Cramer told the viewers of his "Mad Money" TV show Friday. After predicting a selloff and telling viewers to take profits on Thursday, Cramer told viewers there's a good reason why the markets rallied so unexpectedly. Cramer said the markets should've been down today after Microsoft ( MSFT), Amazon.com ( AMZN) and American Express ( AXP) all reported disappointing earnings after a huge runup over the past two weeks. Where did the strength come from? Are companies doing better than we thought? Cramer said absolutely not. The earnings at Microsoft, Amazon and American Express were horrible, he said. Companies are not healthy, he said, adding they just fire a lot of people in order to make their numbers. He said the market's resilience came from professional money managers.