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NEW YORK ( TheStreet) --

"There's been a definite momentum shift in the markets," an upbeat Jim Cramer told the viewers of his "Mad Money" TV show Monday.

He said after a delayed reaction to the good earnings news of last week, stocks are once again on the move.

Cramer said when he reviewed all of the news and results of last week he saw a lot of positive things, including tremendous earnings. He said despite the doom and gloom of the headlines, 65% of the companies reporting managed to beat the already heightened expectations.

Cramer also said that despite the naysayers proclaiming that the great earnings were nothing more than continued cost cutting, companies reported spectacular sales growth based on an actual uptick in demand.

He said the good news was not all related to China either, as many has speculated. Rather he saw a lot of chatter about the U.S. economy from companies like Union Pacific ( UNP) and Alcoa ( AA), a stock which he owns for his charitable trust, Action Alerts PLUS .

Also in the plus column, companies like PPG ( PPG), which noted that while input costs are indeed rising, they're manageable and not profit killers.

Cramer said he was also encouraged by Apple ( AAPL) and Intel ( INTC), two more Action Alerts PLUS names that rallied after initially getting hit on their earnings news. Cramer said he'd be a buyer of Skyworks Solutions ( SWKS) as that company also fits this pattern.

Finally, Cramer said he's bullish because General Electric ( GE), a company with its hands in everything from oil service to health care, also reported strength in all of its business units, further evidence that the rally is for real and the bears need to readjust their thinking.

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