CNBC's Jim Cramer is encouraged by the composition of the current rally, in which U.S. markets look to trade higher for a 10th-consecutive session. He said unlike past "bubble" rallies, the market is being led by companies representing real commerce, instead of "inflation stocks" that he called "a nightmare."
"[The market] is once again transport-driven," Cramer said in a nod to the Dow Theory in which strength in transports is a bullish sign for manufacturing. On "Squawk on the Street," Cramer said moves like this make older investors "feel better because it's such bedrock, it represents commerce. They've been a leader, and that makes a good impression on the rest of us."
(Read More: Cramer: After 9 Up Days, Now What?)