Freeport-McMoRan [FCX 57.00 --- UNCH (0) ], US Steel [X 39.48 --- UNCH (0) ], BHP Billiton [BHP 59.40 --- UNCH (0) ], Eaton [ETN 48.94 --- UNCH (0) ], Caterpillar [CAT 36.65 --- UNCH (0) ] and the like will all run now because Wall Street knows that these cyclical stocks are too cheap given the coming turn, Cramer said. Stimulus spending will continue, and that will help companies beat last year's numbers handily. Remember, it's been almost a year since the doldrums of September 2008, when Lehman Brothers collapsed, credit was scarce and consumers refused to spend money. That will make for some "incredibly easy compares," and 2009's second-half numbers should come in much higher. This fact alone is enough to raise investors' spirits.