Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener.
NEW YORK ( TheStreet) -- Today there was profit-taking because things are going too well, Jim Cramer said on "Mad Money" Wednesday. That logic may seem counter-intuitive but with so many parts of the economy heating up, it's almost time for interest rates to start heading higher. Cramer told investors not to take their cues from Caterpillar ( CAT), a company whose management has been doing all of the wrong things. Instead, look at all the sectors that are doing well -- such as housing, which is seeing new home sales at five-year highs. Or autos, where Ford Motor ( F) is leading the charge. Travel is also on fire, as US Airways ( LCC) and TripAdvisor ( TRIP) showed us today, said Cramer. Aerospace continues to roar, with Boeing ( BA) saying that it needs more workers. And the good news keeps coming, noted Cramer -- from more telecom spending to defense contractors hitting all-time highs. With Europe bottoming, these moves could become even more powerful. There may be some pockets of weakness as we've seen with some, but not all, restaurants as well as some, but not all, railroads. However, he said, overall it's clear the U.S. economy is hot enough that the Federal Reserve can't be far from needing to raise interest rates.