The market is so erratic and irrational, Cramer on Thursday recommended investors consider four bull market themes happening now.
Given the global food shortage, for example, Cramer said there is an agricultural bull market. With food in short supply, farmers are feeling the pressure to get more crops out of the same amount on land. For that reason, Cramer likes farming machinery maker Deere . He also likes seed company DuPont , as well as fertilizer maker Potash .
The next bull market is by way of the "mobile Internet tsunami," Cramer said. This bull market is brought about, as wireless communications companies switch from 3G to 4G networks and as the demand for mobile Web grows. To play it, Cramer likes Cypress Semiconductor, Apple and Qualcomm .
Meanwhile, the need for cleaner and more sustainable energy that's used more efficiently is creating another bull market. In this space, Cramer is going with Chesapeake Energy , Honeywell International , Eaton and Kinder Morgan Energy Partners .
The fourth and final bull market is also an unfortunate one, Cramer said. With two-thirds of Americans overweight and one-third obese, the obesity epidemic is creating a bull market, as people become more concerned about getting and staying in shape. In becoming more health conscious, people want to eat good food that's also good for you, like what Whole Foods Market , Chipotle Mexican Grill , Weight Watchers International , Panera Bread and The Hain Celestial Group provides.
When this story was published, Cramer's charitable trust owned Apple and Deere.
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