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Cramer: What Really Caused the Dow to Plummet

Credit ratings agency Standard & Poor's having downgraded U.S. debt on Friday isn't what caused stocks to have the worst day since the credit crisis, Cramer said Monday. The "Mad Money" host thinks the machines of the high-frequency traders are to blame.

"You have to believe that it's related to the machines because the sell off was in total lock step," Cramer said. "It's not acknowledging that gasoline prices are coming down and raw energy declines are good for many stocks. It's not even acknowledging the positives for gold stocks, and gold is off the charts."

The velocity of the selling on Friday was so great, Cramer said you couldn't get in front of it. The sellers were willing to sell below were you wanted to buy, he complained. Instead of rational investors making decisions about individual companies, the machines were pushing things around.

So how do we make the irrational move more rational?

"I think the stock of Johnson & Johnson is safer than U.S. Treasurys over the next 10 years and S&P seems to agree, at least when it comes to the balance sheet," Cramer said. "I like the risk reward, along with the favorable tax treatment and I want to get my price."

Cramer also likes Eaton , but would wait for a pullback that prompts the stock to yield between 4 and 5 percent.

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