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NEW YORK ( TheStreet) -- The economy stumbled last month, Jim Cramer said on "Mad Money" Friday about the day's disappointing jobs number. But that's now behind us, which means the markets will be looking forward to earnings and the latest macroeconomic data.

That's why on Monday Cramer said he'll be watching a host of economic data from China, Germany and Japan, as well as the latest words from our own Federal Reserve chairman, Ben Bernanke. Beyond the macro news will be earnings from Alcoa ( AA - Get Report), which Cramer expects will be horrible.

Tuesday brings more macro data and also an analyst meeting from First Solar ( FSLR - Get Report). Cramer said he's looking right past those into Wednesday, when CarMax ( KMX - Get Report) and Bed Bath & Beyond ( BBBY - Get Report) report earnings. Cramer will be looking for resilience from both companies.

On Thursday it's more bad news, with the latest unemployment claims, this time including the opening wave of government layoffs from the sequester. One bright spot: Pier1 Imports ( PIR - Get Report), a company likely to report good numbers that will be swallowed up by the jobless rate, Cramer said.

Finally, on Friday it's bank day, with JPMorgan Chase ( JPM - Get Report) and Wells Fargo ( WFC - Get Report) reporting. Cramer said he'd stay away from both stocks going into earnings and consider them again after a 2% to 4% pullback. There will once again be a single bright spot on Friday, and that's ImmunoGen's ( IMGN - Get Report) investor day.

Executive Decision: Nick Schorsch

In the "Executive Decision" segment, Cramer sat down with Nick Schorsch, chairman and CEO of American Realty Capital Properties ( ARCP), a real estate investment trust that's up 13% so far this year and currently yields 6.1%.

ARC has been in a battle to acquire the privately held REIT of Cole Capital Properties III. Schorsch said the deal would be 10% accretive to ARC shareholders and would be a good deal for Cole's shareholders because they would have a publicly traded vehicle for their investment. He said ARC has the capital and credit available to complete the deal and he hopes that the mudslinging comes to an end so the companies can seriously consider the merger.

When asked about the company's dividend, Schorsch said that ARC is committed to raising its dividend along with its growth prospects. As such, ARC plans to grow earnings by 16% this year, not including a deal with Cole. He said that either with or without a deal, ARC is poised to have a great 2013.

Cramer said ARC remains one of the many REITs that are a great investment for those looking for yield.

Speculation Friday

For "Speculation Friday," Cramer offered up the final installment in his series on speculative biotech stocks, highlighting diagnostics players Opko Health ( OPK - Get Report) and Exact Sciences ( EXAS - Get Report).

Cramer noted Opko has already risen 62% since he last featured the company on Nov. 7, but the stock still has room to run given Opko's pipeline of products. Opko's leading test, one to detect prostate cancer, could result in 60% fewer biopsies. Meanwhile, Opko also has a thriving drug development business with drugs in the works for anti-nausea as well as two others in Phase III testing. Opko also has solid management.

Exact Sciences is the most speculative, admitted Cramer, but the company's new colon cancer test could replace the need for invasive colonoscopies and be worth up to $1 billion in sales if the company gets Food and Drug Administration approval as expected in 2014.

Lightning Round

In the Lightning Round, Cramer was bullish on Bank of America ( BAC - Get Report), ADT ( ADT - Get Report), Google ( GOOG - Get Report), LinkedIn ( LNKD) and Coca-Cola ( KO - Get Report).

Am I Diversified?

In the "Am I Diversified?" segment, Cramer spoke with callers and responded to tweets sent via Twitter to @JimCramer to see if investors' portfolios have what it takes for today's markets.

The first portfolio included: Chevron ( CVX - Get Report), CSX ( CSX - Get Report), Annaly Capital ( NLY - Get Report), Sprint Nextel ( S - Get Report) and Bristol-Myers Squibb ( BMY - Get Report).

Cramer said this portfolio was perfectly diversified.

The second portfolio's top holdings included: McDonald's ( MCD - Get Report), US Airways ( LCC), Medical Properties Trust ( MPW - Get Report), Yahoo! ( YHOO) and Constellation Brands ( STZ - Get Report).

Cramer also blessed this portfolio as diversified.

The third portfolio had: Visa ( V - Get Report), Main Street Capital ( MAIN - Get Report), Pfizer ( PFE - Get Report),CSX and Green Mountain Coffee Roasters ( GMCR) as its top five stocks.

Cramer said "good job" for choosing this portfolio.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer once again praised Ben Bernanke for not listening to the economists and academics and keeping his eye on the prize -- creating jobs and not repeating the mistakes of history.

Cramer reminded viewers that after the Great Depression in 1937, Congress and the president sought to balance the federal budget, a move that sent the economy right back into recession. But Bernanke is committed to not repeating those mistakes and continues to flood the market with money to help spur growth and jobs.

Cramer said the economists and those in Washington should stop worrying about when Bernanke will raise rates and instead focus on how to help him in his efforts.

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-- Written by Scott Rutt in Washington, D.C.

To email Scott about this article, click here: Scott Rutt

Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDC

At the time of publication, Cramer's Action Alerts PLUS had a position in ADT and BMY.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for, Inc., and CNBC, and a director and co-founder of All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of or its affiliates, or CNBC, NBC Universal or their parent company or affiliates. Mr. Cramer's opinions are based upon information he considers to be reliable, but neither, nor CNBC, nor either of their affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Mr. Cramer's statements are based on his opinions at the time statements are made, and are subject to change without notice. No part of Mr. Cramer's compensation from CNBC or is related to the specific opinions expressed by him on "Mad Money."

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