The hit new highs on Monday, but Jim Cramer saw many investors still skeptical of the move.

"There are certain stocks that represent the fundament of a real bull market, and until we see those stocks begin to move higher, this market is going to have a hard time attracting believers," the "Mad Money" host said.

It was clear to Cramer that the Brexit rebound drove stocks higher. But he pointed to 10 stocks that must move higher for the rally to really be sustainable.

These bull market laggards were Alphabet, Apple, airlines, Starbucks, Nike, Visa, Target, Gilead, Allergan and Disney.

Gilead, which Cramer described as the "eyesore of the market," is down 14 percent for the year. He came to the conclusion that its Hepatitis C franchise has lost its luster, and the company has too much cash that it's doing nothing with. It must do a deal in order to accelerate growth, Cramer said.

Cramer now considers Disney to be the most troubling stock in the market. The cable bundle issue doesn't seem to go away, especially as it is clear that ESPN is slowing. The stock must bounce back to the $100s to display strength.

"These 10 stocks speak volumes about why so many people are skeptical of this move. Sure, we've had our post-Brexit rebound, but it won't really hit home until these 10 stocks get their groove back," Cramer said.

Cramer says the market got the news of a Brexit all wrong. What was once regarded as a catastrophe for stocks was actually just what would push the averages to new highs on Monday.

"What was widely hailed as a disaster, something that the alarmists explained to us was the end of the world, turned out to be the best thing that could have happened to our equity markets," Cramer said.

Britain's vote to leave the European Union was the big unforeseen event that many investors weren't ready for. It was also widely not understood. Therefore, hedge fund managers who did not understand the issue pulled out of stocks because they thought they were on the wrong side of the trade, which triggered a massive wave of selling.

It turns out the Brexit was actually a blessing. The event prompted interest rates to fall lower than otherwise expected, and it put the Federal Reserve on hold. That meant the bond market competition from stocks and demand for loans simply went away.

"Yes, Brexit was good, not bad for our markets," Cramer added.

There are also several themes on the market for the second half of 2016 that are staring investors right in the face, Cramer said. These themes are the concepts that investors can depend on when the market inevitably encounters another sell-off.

The five themes on his radar for the second half of the year were: bond market equivalents, takeovers, internet of things, retail and oil.

Now that the market has officially entered the second half of 2016 and earnings season is kicking into gear, Cramer took the time to highlight the best performing sectors of the year so far.

The first three best performing groups of the first half were utilities, telecommunications and energy stocks.

Utilities soared 21 percent from January to June. They are often considered the ultimate safety stocks with high dividend yields. The top five best performers were American Water Works, NiSource, Edison International, Exelon and CenterPoint Energy.

The five weakest utility stocks were FirstEnergy, PPL, Southern Company, Dominion Resources and Eversource Energy, though every utility stock in the S&P 500 was still up double digits.

"Yield, yield and saved by the bell, I mean recovery in oil. That pretty much explains them all," Cramer said.

Alcoa reported after the close on Monday to unofficially kick off earnings season. The company is on the verge of breaking itself into a commodity business and an engineered products company. It delivered better than expected results, which gave Cramer hope that the global economy may be in better shape than initially thought.

Cramer spoke with Alcoa's Chairman and CEO Klaus Kleinfeld, who shared his insight on the world based on the fact that Alcoa's commodity business was stronger last quarter.

"It's still a low-price environment, but it has gotten a little better in the last quarter and that's what you immediately see reflected in the results," Kleinfeld said.

In the Lightning Round, Cramer gave his take on a few caller favorite stocks:

Chegg: "The stock has moved up markedly since Dan [Rosensweig, CEO] was here last time. But I still think it's a wait-and-see situation given the fact that the last quarter was not all that hot."

Teladoc: "Teladoc is my problem. Too much competition in the Teladoc world! No, thank you."