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Cramer's 'Mad Money' Recap: Preparing for the Hard Patch (Final)

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NEW YORK ( TheStreet) -- "Our soft patch is morphing into a hard patch," Jim Cramer warned the viewers of his "Mad Money" TV show Thursday.

He said not only is the wrangling in Washington taking its toll, but interest-rate tightening at central banks in emerging markets is now cooling the only safe haven we've had for months.

Cramer said investors can no longer hide in stocks with big international exposure, as the rest of he world is following the U.S. lead into the morass. Instead, he said, investors need to look for stocks that are part of larger, long-term secular trends.

Trends like the need for more fuel efficient airplanes. Cramer said the bull market in aerospace rages on, and that's great news for Boeing (BA) and Precision Castparts (PCP).

Other secular trends include the need to find more oil and gas. Cramer said that will protect stocks like Baker Hughes (BHI), Schlumberger (SLB) and Weatherford (WFT).

There is also a bull market in trucks, said Cramer, which plays right into the hands of Cummins (CMI), a stock which he owns for his charitable trust, Action Alerts PLUS . Plastics is another bull market, which will boost the shares of Dow Chemical (DOW) and PPG (PPG), he said.

Finally, there are bull markets in high-end retail, think Tiffany (TIF) and Coach (COH), agriculture, Potash (POT) and John Deere (DE) and anything in technology that has to do with the cloud, social media or mobile, ala (AMZN) and Apple (AAPL), another Action Alerts PLUS stock.

Cramer said he'd put on a quarter of a position starting tomorrow, then buy in stages as the markets fall.
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