On Friday morning, Cramer heard the disturbing news from Hershey that chocolate sales were down because of a change in shopping trends in China. This led him to wonder, what is going on over in China that people are cutting back on chocolate just to make ends meet?
This news followed a note from the Wells Fargo research department that indicated that Macau gambling is nearing a four-year low, with June numbers off as much as 20 percent from the average of the first five months of the year. Expect trouble forMGM, Wynn and Las Vegas Sands.
Cramer also learned that Diageo confirmed that its best liquor brands have not been doing well in China. Additionally, sales for expensive clothing and accessories are down as well.
What could chocolate, booze, gambling and expensive clothing all have in common? One word—the government.
It is clear to Cramer that the Communist Party is cutting down on conspicuous consumption. Thus, the big casino trips to Macau are now a thing of the past. In his perspective, that kind of a dropoff doesn't happen unless it is mandated.
The slide in jewelry, liquor and chocolate sales could all stem from the government in China, too, as Cramer thinks this could all be related to a crackdown on government corruption. For instance, if someone wanted to bribe an official, what better way to do so than with a nice bottle of Johnnie Walker Black or an expensive Richemont watch?
"This all seems government led to me, not consumer led," Cramer said. (Tweet This)
Read More Cramer: Chinese slowdown is a government crackdown
A move that caught Cramer's attention last week was Johnson Controls' move to finally break itself up. He has been advocating for this for ages, as it was clear that its divisions did not all belong under the same roof.
Johnson Controls is a conglomerate that makes a wide variety of products, from automobile seating and interiors to batteries for cars and trucks, as well as heating, ventilation and air conditioning systems.
"The benefits here could be enormous. The seating business is No. 1 everywhere in the world and really deserves to be its own company so that it can raise enough capital to maintain its market leading position," Cramer added.
After a spin-off or sale, Cramer anticipates that the company could use the money to make acquisitions in order to boost its battery or climate control business, or to roll out a gigantic buyback. This is one move that could get the stock moving again.
To find out more about where the company could be headed, Cramer spoke with Johnson Controls CEO Alex Molinari.
"We are the leading seating company in the world. What is most important is we are leading company in China. So if you look what is happening, we have been through the outsourcing wave in North America, Europe, and the real opportunity is in China. And our position in China is something to be coveted," Molinari said.