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Jim Cramer's 'Mad Money' Recap: A Winning Quarter

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NEW YORK (TheStreet) -- The last day of the second quarter gave investors lots of ways to win, Jim Cramer told his Mad Money viewers Monday, and the third quarter might not be all that different. While the bears may point to June being the slowest month of the year, in 2014 all the major averages managed to eek out gains, and there were many ways to profit.

Over on the Nasdaq, Cramer noted that many of the high-value stocks including Tesla Motors (TSLA), FireEye (FEYE) and Workday (WDAY) all showed strong results. Meanwhile, Monday morning merger news made stocks like PPG (PPG) pop a quick

Cramer said many of the major investing themes of 2014 remain intact, things like the natural and organic food movement continue to power Hain Celestial (HAIN) and its peers higher. Activist investors are also still all the rage, with Nelson Peltz' interest in Bank of New York Mellon (BK) sending those shares up 3.4%. Cramer said it's not too late to get in on that deal.

Analysts upgrades have also been working, Cramer noted, with Micron Technology (MU) and Norfolk Southern (NSC) among the winners there.

Finally, there's the red-hot initial public offering market, with stocks like GoPro (GPRO) raging higher on its debut last week. Add to this a red-hot biotech group with stocks such as Mannkind (MNKD) powering higher and it's easy to see why Cramer can't wait to see what the second half of the year brings.

What Inflation?

If Federal Reserve Chair Janet Yellen isn't worried about inflation, you shouldn't be either, Cramer told viewers. He said the scaremongers will tell you inflation is running rampant, with everything from home prices to oil and gas to food and commodities on the rise. But the only inflation metric that matters is wage inflation, and we just don't have any wage inflation.

That's because companies continue to run lean, using automation and technology to steadily fire a small percentage of their workforce every year and still be more and more productive.

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