NEW YORK ( TheStreet) -- In the ongoing battle between Wall Street and President Obama, Jim Cramer told viewers of his "Mad Money" TV show Monday that silence is a thing of beauty. Investors who want to know why the market rallied today after an abysmal week last week need only look toward Washington, said Cramer, where there was an eery silence amid a backdrop of almost relentless attacks. "A president who's angry with Wall Street is bad news for your 401k," he told viewers. He said the markets just cannot rally without participation from the financial stocks, and today, they got their chance.
Promise of Natural GasIn the "Executive Decision" segment, Cramer spoke with Murry Gerber, chairman and CEO of independent natural gas producer EQT ( EQT), for another read on the state of the natural gas industry in America. Gerber parroted the sentiments of the entire natural gas industry by saying that America's 120-year supply of natural gas is cheap, abundant and available now. He dismissed rumors that natural gas can only fuel homes and large trucks, saying that natural gas could fuel every car in America. Gerber said that if a serious effort were taken, America could convert its cars to natural gas in just five years, creating two to three million new jobs in the process. He said that "if you're not for natural gas, then you're for foreign oil," and that doesn't make any sense. When asked about environmental concerns, Gerber said that the issue is a red herring, and that no study has ever found anything wrong with the new drilling techniques that are available today. He said that innovation happens quickly, and that's what's been happening in the natural gas industry. Cramer said he liked the EQT story, and the fact that Gerber is sticking to the company plan of remaining an independent producer of natural gas. He said the stock could triple as EQT continues to grow.
Selling Coal StocksIs the outlook for the coal industry bullish or bearish given the government mandated slowdown in China? Cramer examined the issue by comparing the conference call of two coal giants to discover the hard truth. Cramer looked into the earnings calls of Peabody Energy ( BTU) and rival Arch Coal ( ACI) to find a striking dichotomy. While Peabody gave a bullish outlook, citing strength in China, Arch Coal painted a muted picture and lowered its guidance for all of 2010. According to Peabody, the import trends in China are sustainable, and the company is betting on China for continued growth. Arch Coal, however, cited concerns domestically, adding there was not a single new coal plant built in the U.S. in 2009, given that it's the dirtiest form of energy. So which company is correct? Cramer said he's siding with Arch Coal, and would be a seller of all of the coal stocks. He said while President Obama is a big supporter of "clean" coal technology, the truth is that China is controlling coal's future. And with that country in a slowdown, he thinks coal use will be flat to down for 2010. Despite the president's efforts to the contrary, Cramer said he's siding with natural gas, and with utilities with a sizable exposure to nuclear power.
Mad MailCramer told a viewer that Trinity Industries ( TRN) is not a stock that he likes anymore given that the demand for windmills has fallen with the price of oil. Cramer told another viewer that he thinks Vale ( VALE) is cheap, but given its exposure to China, he would not recommend owning it.
Lightning RoundCramer was bullish on Cisco Systems ( CSCO), Diana Shipping ( DSX), Southern Peru Copper ( PCU), Apple ( AAPL), Burlington Northern Santa Fe ( BNI) and Honeywell ( HON). Cramer was bearish on Brocade Communications ( BRCD), Dryships ( DRYS), Freeport-McMoRan ( FCX) and Boston Scientific ( BSX). -- Written by Scott Rutt in Washington D.C. To watch replays of Cramer's video segments, visit the Mad Money page on CNBC.