And the good news is that the railroad stocks, truckers, freight forwarders and airlines are all leading the way, which means the rally is backed by an increase in commerce.
"It is the numbers themselves that are driving things, not the hoped-for-prospect of tax relief," Cramer said.
Warren Buffett's Berkshire Hathaway disclosed a significant $8 billion commitment to the U.S. airline industry on Tuesday. It was clear to Cramer that Buffett is a buyer because he thinks there is value in the airlines. They are inexpensive stocks relative to the rest of the market, and because of structure changes in the industry they are now also profitable.
Cramer isn't about to bet on Buffett as some yahoo that doesn't know what he's doing.
The leaders of the stock market were also evidence to Cramer that the rally is the real deal. The best acting group thus far has been the financials, which act as gasoline to the entire market.
If bank stocks rise, it is a sign that they are taking in more money form customers and either lending it out at good rates or buying Treasurys, buying back stock and paying higher dividends than they currently do. Or both.
Even better, the Federal Reserve is expected to raise rates multiple times this year, and this is fantastic news for the banks.
"I can tell you that when the bank stocks roar higher and are good investments, then commercial lending and economic expansion aren't far behind," Cramer said.
Even the technology and biotech stocks that have sat on the sidelines for years and are now undervalued on earnings are leading the way, too. Stocks like Amgen, Celgene and Gilead all reported strong quarters.
Housing stocks are also gaining strength, which wouldn't occur if higher interest rates were about to negatively impact the industry.
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