All is fair in love and recession.

Jim Cramer said the U.S. is a magnet for money despite the situations in Hong Kong and Germany. But he conceded, "Is it possible that we can be a magnet for money and still go down? Yes."

So what does an investor do now?

In a recent column on Real Money, Jim Cramer said that Dollar Tree (DLTR - Get Report) and Darden (DRI - Get Report) are stocks to own in your portfolio come a global slowdown.

But that doesn't mean the stocks are buys today, Cramer wrote, adding "I think you can own these two stocks if the coast clears, but why add now if you know that prices are coming down -- even if they shouldn't?"

Watch what Cramer had to say during TheStreet's daily Cramer Live show in the clip above.

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