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Jim Cramer says, The markets are as "dumb as plywood." But that's a good thing, because it means that anyone paying attention can profit from it, he says. Case in point: A 271-word press release from truck engine maker Cummins (CMI), which, just after 1 p.m. ET Tuesday, single-handedly took down the entire DJIA. Cramer said the press release starts out simple enough, with yet another dividend boost, but then things turn ugly when the release announced lowered full-year revenue guidance. Cramer said for a growth stock like Cummins, the lowering of revenue forecasts is a "death blow". It signals that the world is either slowing or the company's best days are behind it. In the case of Cummins, the company continues to innovate and take market share from rivals like Navistar (NAV), so it's clearly not a company in decline -- which means that the world's economies are indeed slowing more than forecast. Cramer said investors could of seen this coming an avoided it if they were listening to the Alcoa (AA) conference call Monday night. The aluminum maker told investors that demand was slowing more than forecast. Cramer said opportunities like today's can easily be spotted if investors have their eyes open and are paying attention. OFF THE CHARTS: Cramer and colleague Scott Redler went over the chart of Facebook (FB), the IPO disaster from two months ago that might finally be worth owning. Redler felt that shares are now a buy between $30.50 and $32.50 and he expects strength to continue to an additional seven to eight points of upside. Cramer, however, remains bearish on Facebook, saying it's too dangerous to own before the company reports earnings on July 26. Too many questions remain about the Facebook's business, he said, and only the earnings call can answer them. HOME RUN DERBY: The results are in and "Mad Money" viewers have voted Arena Pharmaceuticals (ARNA) as their pick for the biggest winner in the 2H of 2012. While the markets are expecting Belviq to be a $1B-$3B opportunity for the company, it may not be able to live up to the hype, Cramer says. All things considered, Cramer said that Arena has a risk-reward that's too dicey. He prefers Onyx Pharmaceuticals (ONXX), another of his five candidates from Monday's show. He said Onyx's blood cancer drug is also awaiting FDA approval and would be the company's second drug on the market. EXECUTIVE DECISION: Cramer sat down with Jeff Bradley, CEO of Globe Specialty Metals (GSM), a high-quality producer of silicon-based specialty metals. Shares of Globe are just off their 52-week lows but sales were up 5% in the company's most recent quarter. Cramer said Globe tells a compelling story and doesn't deserve to trade alongside other, ailing cyclical companies. NO HUDDLE OFFENSE: Cramer said he's still reluctant to call a bottom in natural gas. While it's true that drillers are slowing production and moving assets into finding oil, and both the U.S. and Canada are progressing with plans to export natural gas to the rest of world, that's still not enough to move the needle. LIGHTNING ROUND: (Bullish) HON buy on weakness; DIS; LULU; CMG; SBUX; CELG. (Bearish) TSCO; GR ring the register and sell; SCSS.

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Jim Cramer's "Mad Money"