As disparate as all these developments may seem, they all require bankers.
And what they all have in common is fees. "Huge fees," said Cramer.
That is, by brokering these and similar deals in the recovering economy, Cramer thinks banks are about to benefit in a big way. And at the end of the day that bodes well for at least three of the big banks.
"I think JPMorgan, Morgan Stanley, and Goldman Sachs are going to see a sudden spurt in their traditional businesses," he said. And that could generate a tailwind for shares.
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Cramer believes the catalyst will endure despite any issues that Dodd Frank may present.
"We have all become conditioned that Dodd Frank wiped out the principal source of income for these firms," Cramer said, "but believe it or not, though, the real steady stream comes from aiding other companies as they raise, create, and use capital."
If Cramer's right, then the multiple at which many of these banks trade may be too low.
"If they are swinging around billions, which is exactly what's starting to happen right now, the multiples may be way too low," Cramer said.
