One thing that really jumps out to Jim Cramer about the economy and stock market is there is just too much of everything! From his experience, he knows that means the stronger companies start to gobble up the weaker companies to eliminate overcapacity, leading the market higher like it did on Monday.

"That's why hardly a day goes by without a deal of some sort, because the CEOs in this country are well aware of the overcapacity," the "Mad Money" host said.