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As the markets ushered in a new quarter, the bulls snatched victory from the jaws of defeat, Jim Cramer told his Mad Money viewers Monday. Here are just a few of the things that went right.

First was the surprise announcement of a trade deal with Canada. Just days ago, it looked like President Trump was willing to slap our nation's biggest trading partner with tariffs. But today, we have a new trade deal that's a big win for the auto and dairy industry.

Even shares of Boeing (BA) - Get Boeing Company Report rallied 2.7% on the news, despite the fact that there are no signs of progress on trade with China. But investors didn't see any signs with the Canadian deal, either -- and hope springs eternal.

Next, there's Tesla (TSLA) - Get Tesla Inc Report , which rallied 17.3% on the news that CEO Elon Musk accepted a deal with the Securities and Exchange Commission in connection with his now-infamous "funding secured" tweet. On Friday, shared plunged on reports Musk had rejected a deal. Today, we received what equates to a happy ending to the saga, along with rumors the company met its production goals and may have even achieved profitability.

Finally, General Electric (GE) - Get General Electric Company Report , the Achilles heel of the industrials, announced the unexpected departure of CEO John Flannery for moving too slowly to turn the company around. He's being replaced by new CEO Larry Culp, and shares rose 7%.

Cramer and the AAP team say cyclicals with exposure to industries like autos, agriculture, and manufacturing should be encouraged by the NAFTA news. Find out what they're telling their investment club members and get in on the conversation with a free trial subscription to Action Alerts PLUS.

The Amazon Survivors 

Amazon (AMZN) - Get, Inc. Report is often seen as a super weapon with the power to destroy any industry. But in reality, the "Death Star" is a lot less terrifying than it seems. In fact, Cramer's compiled a list of Amazon survivors that are actually thriving.

In the time since Amazon acquired Whole Foods Markets, many of the grocery stocks have rallied 20% to 40% from their lows. Cramer noted that Costco (COST) - Get Costco Wholesale Corporation Report is up 53% since the acquisition, and he's still a fan of the company and its membership model. Kroger (KR) - Get Kroger Co. Report has been tougher to own, as it's a wild trader, but it is up 46% from its lows.

In the auto parts space, Cramer said he'd buy Advanced Auto Parts (AAP) - Get Advance Auto Parts, Inc. Report , which fell 52% on Amazon fears, only to rebound 70%. O'Reilly Automotive (ORLY) - Get O'Reilly Automotive, Inc. Report is another big winner in the group.

Online marketplace Etsy (ETSY) - Get Etsy, Inc. Report has also been an Amazon survivor, up 144% since the initial challenge to its handmade dominance. He also gave the nod to CVS Health (CVS) - Get CVS Health Corporation Report , the strongest of the drugstore stocks. 

Profits Are What Dreams Are Made of

In a world where personalization is king and consumers demand products and services tailored specifically to them, does that make services like Survey Monkey (SVMK) - Get SVMK, Inc. Report , which help companies gather more data about their customers, more valuable? When the company went public last week, shares were offered at $12 a share, above the initial estimate of $9 to $11. After the open, shares spiked as high as $18, but have since retreated to $15.70.

Cramer said in theory, Survey Monkey should be a hot property, as it's a software as a service that's growing revenues at 14%. But in reality, 14% is not what dreams are made of, Cramer admitted, and Survey Monkey is still losing money, despite just turning 20 years old.

Investors are willing to pay up for money-losing startups, but not for companies that are old enough to vote. The company has plans to supercharge its growth with more upselling, corporate penetration and international expansion, but that's not good enough in a world where Cramer's cloud kings and cloud princes are shooting the lights out quarter after quarter.

In the end, Cramer called Survey Monkey a dinosaur from the dot-com era, and not one that has earned a spot in your portfolio.

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TheStreet Recommends

Over on Real Money, Cramer talks more about stocks that are poised to benefit from the Canada deal. Get more of his insights with a free trial subscription to Real Money.

Cramer Does His Homework

In his "Homework" segment, Cramer followed up on a few stocks that had him stumped during earlier shows. He said that data center operator Switch (SWCH) - Get Switch, Inc. Class A Report may have some of the best designed data centers around, but with slowing sales and a valuation of 51 times earnings, he'll take a pass.

Cramer said that Grand Canyon Education (LOPE) - Get Grand Canyon Education, Inc. Report is an interesting story now that the company split off its university as a non-profit entity. Shares are up 26% for 2018 but still sell at 22 times earnings. Cramer endorsed starting a small position, as education stocks do have some election risk come November.

Finally, Cramer said he was intrigued by another speculative stock, this time Green Sky (GSKY) - Get GreenSky, Inc. Class A Report , the fintech company with shares that are off 20% from their sprint IPO. He again endorsed starting a small position.

What Could Possibly Go Wrong? 

In his "No-Huddle Offense" segment, Cramer said on big up days like today, he likes to take a moment to review the list of what could go wrong. On the list today: the Federal Reserve.

Make no mistake, the Fed has done a terrific job getting us back to full employment with little inflation. But when it announced one additional rate hike this year and three next year, it appeared a lot less "data dependent" than previously stated.

Long-term interest rates are still not moving, causing the banks to continue to struggle, which will curtail loan growth. Housing also remains a worry, as everyone except the home builders themselves is worried that a recession is near.

Then there's the auto sector, where Ford's (F) - Get Ford Motor Company Report dividend may be called into question and AutoNation (AN) - Get AutoNation, Inc. Report trades at 52-week lows.

Finally, Cramer said, he's concerned that economic growth in China may be slowing amid trade tensions. That, he concluded, would also not be a good thing for our connected global economy. That's why Friday's jobs number is looking increasingly more important. 

Lightning Round

In the Lightning Round, Cramer was bullish on The Blackstone Group (BX) - Get Blackstone Inc. Report , NovoCure (NVCR) - Get NovoCure Ltd. Report , Lululemon Athletica (LULU) - Get Lululemon Athletica Inc Report , Ollie's Bargain Outlet (OLLI) - Get Ollie's Bargain Outlet Holdings Inc Report , Burlington Stores (BURL) - Get Burlington Stores, Inc. Report , Consolidated Edison (ED) - Get Consolidated Edison, Inc. Report , Under Armour (UAA) - Get Under Armour, Inc. Class A Report , Nucor (NUE) - Get Nucor Corporation Report and IBM (IBM) - Get International Business Machines Corporation Report .

Cramer was bearish on Snap (SNAP) - Get Snap, Inc. Class A Report , Granite Construction (GVA) - Get Granite Construction Incorporated Report , Starbucks (SBUX) - Get Starbucks Corporation Report , Weight Watchers (WTW) - Get Willis Towers Watson Public Limited Company Report and AK Steel Holding (AKS) - Get AK Steel Holding Corporation Report .

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At the time of publication, Cramer's Action Alerts PLUS had a position in AMZN, NUE.