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There are plenty of themes in the market that Cramer believes are working quite nicely.
And whether the government gets it act together or not, he believes companies that benefit from these themes still warrant attention.
The first theme is aerospace. Cramer has been bullish aerospace for quite some time as airlines all over the world upgrade their fleets.
"If you want to play this multi-year cycle I'd play it with Boeing," Cramer said. Considering its new planes are lighter and more fuel efficient, Cramer believes orders will continue to pour in.
The second theme is energy renaissance. That is, new technology has made it possible to recovery deposits of oil and natural gas right here in the US, that would have otherwise been unattainable just a few years ago.
Cramer believes the best way to play the energy renaissance is to examine the deposits in various shales around the nation, and then determine which companies stand to benefit.
In the Utica shale Cramer is a fan of Gulfport while he likes Cabot Oil & Gas as a bet on the Marcellus shale. "Both are plays on natural gas," Cramer explained and parts of the nation are starved for nat gas.
As a bet on the Bakken, Cramer is bullish Continental Resources. "This stock is still cheap," Cramer said.
EOG is Cramer's favorite play on the Eagle Ford. "In some ways it has the best fields in the country," he said.
If you're looking to leverage the Niobrara near Denver, Cramer is bullish Noble.
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}Did you miss this bullish tell?
Because all the companies outlined above are tethered to the energy renaissance, Cramer believes the growth potential for every one of these stocks is significant.
"That's what matters here," Cramer said. "The independent oil companies have growth and portfolio managers want growth."
What more is there to say – except…. Booyah!
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