"Look, this shouldn't be a surprise. Every election year, defense is always the one thing that the Democrats and Republicans agree on. No politician wants to be accused of being weak on defense," the "Mad Money" host said.
Every four years, Cramer knows he can anticipate candidates revealing plans of beefed-up defense spending. In fact, in every election year since 1992, the S&P Aerospace & Defense Index has outperformed the broader market in the fourth quarter.
Cramer expects this cycle to be no different. Trump plans to repeal the defense sequester, which would likely restore $500 billion in defense-related spending over 10 years. He also indicated he would increase the size of the Army by 90,000 soldiers, expand the Marine Corps by more than 55 percent and strengthen the nuclear, missile defense and cyberwar capabilities.