Cramer's 'Mad Money' Recap: Oct. 25

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U.S. markets are holding up fairly well compared to the rest of the world, Jim Cramer told viewers his "Mad Money" TV show Monday.

While the Dow Jones Industrial Average has lost 38.3% of its value so far this year, it pales in comparison to losses suffered by China, Russia and Brazil, which are down 70%, 75% and 52% respectively year to date.

Cramer said there are two good reasons for the discrepancy. First, the international markets simply have had further to fall. While the Dow is now essentially flat over the last five years, Brazil's market, for instance, is still up 72% over the past five years.

Second, the U.S. dollar, now "the strongest currency in the world," is making U.S. stocks more attractive to foreign investors.

Cramer said high-yielding dividend stocks have become the flight-to-quality play for foreign investors. He noted Altria (MO Quote) and Pepsi (PEP Quote), two stocks which he owns for his charitable trust Action Alerts PLUS, along with Verizon (VZ Quote) as the perfect safe haven.

Cramer said he's also warming up to the regional banks, now flush with cash thanks to Uncle Sam. He singled out BB&T (BBT Quote) as one of his favorites.

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