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NEW YORK ( TheStreet) -- "Don't build it and the profits will come," Jim Cramer told his " "Mad Money" TV show viewers Tuesday as he explored one of the driving forces behind the market's new highs -- the law of supply and demand. Cramer explained that when demand is rising and supply is woefully behind the curve, that translates into higher prices and higher profits for the companies that are able to participate. That's exactly what's happening in the home market, he said. Our country simply isn't building enough homes to meet the growing demand. The result? Higher home prices across the country and rising profits for the home builders and for any company that makes things that go into a home. But there are also shortages in other sectors, Cramer said, such as the hotel sector. There haven't been any major hotels built since the financial crisis began, and that means more profits for all those that are currently standing. There are also shortages in the airlines, where there's rising demand for new planes, and in the rental car space, where the after-effects of Hurricane Sandy still strain supply. All of this translates into high stock prices, said Cramer, just as it has for the oil refiners. Our country hasn't seen a new refinery built in 40 years, he said, meanwhile the U.S. is now producing more oil and gas than it has in decades. Cramer said this non-growth does come at a cost, however, and that's with jobs. He said hiring wont't pick up until things get so good that companies are forced to hire again and are forced to begin building those new autos and planes and new hotels. But until then, it's "all systems go" for just about every stock in the aforementioned sectors.