Cramer's 'Mad Money' Recap: The New Reality

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NEW YORK (TheStreet) -- Don't get used to today, Jim Cramer warned his "Mad Money" viewers Tuesday as he opined on the first up day the markets have seen in a while.

Cramer said the bulls won't come out in force until they see that good news isn't sending interest rates up sharply, and that isn't happening quite yet.

Cramer explained that for years the markets have grown accustomed to a Federal Reserve that was determined to keep interest rates low so our economy could recover. But with so many data points like new home sales and consumer confidence picking up steam, the Fed can no longer afford to keep rates near zero.

But investors aren't prepared for this new reality, said Cramer, as many are still invested in the wrong types of stocks and are simply waiting for any strength as an opportunity to sell. This trend will continue until good news doesn't immediately send interest rates sharply higher, as they did today.

So while the markets may have looked strong at today's close, there were still several times throughout the day that they were on the cusp of breaking down, Cramer cautioned. That's why investors need to remain vigilant and keep one eye on interest rates and the other looking for bargains in stocks.

Invest in America: DuPont

Continuing with his "Invest in America" series, Cramer spoke with Ellen Kullman, chair and CEO of DuPont , the chemical producer that's transforming itself from a commodity player to a specialized solutions provider.

Kullman said she was visiting DuPont's latest global innovation center, the company's twelfth such location that is committed to connecting DuPont's 10,000 engineers directly to their customers. She said DuPont continues to invest heavily in research and development and their focus on the customer is the engine that continues to drive growth.

With so many lofty goals including energy, safety and health, Kullman said that DuPont's approach to integrated science helps the company stay diversified. For example, she said DuPont's research in enzymes has allowed it to develop everything from stain removers to ethanol to bio-plastics. One area of research has a wide range of end markets, she said, which is why enzymes alone will account for $1 billion in revenue for DuPont.