"Weren't we supposed to be having a slowdown, one that normally would be cutting into our companies' liquidity?" asked Cramer.
Instead companies have rarely been in better shape – they're leaner and meaner than any time in recent memory.
"In all my 32 years of analyzing companies I have never seen them in more amazing shape," said Cramer.
Yet another thing that went right.
Conventional wisdom suggested that Europe was facing a financial malaise that would last years and potentially threatened the euro-zone.
But that didn't happen.
"You see while the Europeans were kicking the can down the road, they gave themselves time to develop a very thoughtful plan to allow governments and banks to raise capital and fix their respective balance sheets at lower levels than anyone thought possible," said Cramer.
"The Europeans recognized that if they stopped the game cold, a la the way we did with Lehman Brothers, they would go into severe depression. They gave themselves time and it worked."
Again, it went right.
Although China's slowing growth spooked investors, new results suggest that those fears were unfounded.
"That economy, after pausing because the government was busy whipping inflation, is now coming on strong," said Cramer.
Cramer has said many times that he's convinced the recovery in housing should endure.
"The story of 2013? I think it will be the looming housing shortage. So many homebuilders disappeared during the downturn that the remaining ones, the big public companies can barely keep up with the demand. Prices are going higher everywhere and the best investment bet might be to buy a house before the affordability goes away," said Cramer.
Even housing – starting to go right.
Cramer's Plays on Housing Rebound
What's the bottom line?
Instead of focusing on all that could go wrong in the future, take a lesson from the past.
"Instead look at all the things that went right when they were supposed to be catastrophic and respect the fact that those who panicked lost out big."
If you're looking to put money to work, Cramer has a few words of advice. "Buy European stocks. While their markets are higher I think there is much more to come."
And if you're interested in China, "I think growth is accelerating and the stock market there might be the most undervalued in the world."