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NEW YORK ( TheStreet) -- Geography is driving the stock market, Jim Cramer said on "Mad Money" Thursday, offering viewers a quick lesson.
Cramer pointed to the U.S. on a map, noted that we have 310 million people, then to Europe, which has 739 million people, and finally to China, with 1.3 billion people.
Why does any of that matter to the markets? Because many companies made big bets on both Europe and China, and those bets aren't paying off. Meanwhile, those companies that bet on the U.S. are profiting handsomely as the U.S. continues to recover and grow while the rest of the world remains stagnant at best.
Cramer took a few minutes to praise some of the companies that exemplify this trend, including Verizon (VZ), a stock he called one of the best domestic stocks out there. He also called out Union Pacific (UNP), which is benefitting from the Bakken shale and saw its shares up 4% today. Also on the list, Kinder Morgan Energy Partners (KMP), our country's largest pipeline operator.Cramer said earnings at Sherwin-Williams (SHW) were nothing less than "stunning," while tech companies in the oil patch, like Core Laboratories (CLB) saw its shares rocket by $10 today. Finally, Cramer praised Pepsico (PEP - Get Report) and PPG (PPG) two stocks that have what it takes to make money even overseas. It's all about execution, Cramer concluded, and all these companies have it.