A bull market in agriculture seems to be taking off, Cramer said, and he likes Deere as a trade on it. The company reports Wednesday. He recommended buying half a position on Tuesday, just in case there’s a glitch in the quarter, and then adding on the other half after the release.

There's universal loathing of the Deere (DE) quarter yet a nice move in the stock. I think it is inventories.

Also, Deere (DE) and Monsanto (MON) could go higher, as could dry-bulk carriers like Diana Shipping (DSX) and tanker companies like Nordic American (NAT).

07:00 am ET. EPS Estimate*: 0.03

No agriculture rally would be complete without John Deere (DE), said Cramer. He said Deere no longer suffers from a strong dollar, and with 12 analysts rating the company a "hold," there's plenty of room for upgrades. Deere reports in just five days, and Cramer said he'd be a buyer of the stock ahead of any positive news the company is likely to report.

Deere's the most controversial of all, as it was a darling that has repeatedly failed to execute its own pullback, making Caterpillar (CAT) management look like geniuses. But that's helped create a low bar for Deere even at the 52-week high we got yesterday, and that should help immensely when it reports next week.

Every industrial that is in a competitive situation -- companies like Deere (DE), Bucyrus (BUCY), Joy Global (JOYG) and Caterpillar (CAT) -- are just huge winners here.

I am aghast that people here do not even seem to recognize what bull market behavior is. Pure, oxygenated bull market patterns abound every day here. Look at Potash (POT) on takeover talk from Bank of America about BHP Billiton (BHP)! Total ether! And yet it takes Deere (DE) up with it. All aboard Monsanto (MON)?

I grew up on a farm and always felt anything John Deere made was the best

You see that throughout this market, not just in tech. Deere's (DE - commentary - Trade Now) moved up because it had lagged machinery.

food lumber

Too tough to figure out general correlation to commodities

I had to pick a third stock to register.

Yeah, Yeah, Yeah, I know but the farm market can go south in a hurry if ethanol doesn't develop as thought.

ALREADY HAD A HUGE RUN ON THE ETHONAL CRAZE