First was oil, which had another good day on the books. It managed to rally out of its $40 grave and ended 2.68 percent higher. Stocks like Schlumberger, Exxon and Chevron all led the way. Crude might not want to soar forever, but it seems like oil stocks want to.
"This oil and gas group, which has been written off for ages, just won't quit. That's an obvious sign that the big institutional money managers are afraid, afraid they don't own enough oil stocks. They fear a lack of exposure," Cramer said.
Restaurants and retail were also rallying ahead of Black Friday. With consumer confidence down, Cramer said he would have expected these groups to get hammered. Instead, Nordstrom, Dollar Tree and Tiffany managed to go higher as well.