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NEW YORK ( TheStreet) -- Is the U.S. economy strong enough to prop up the rest of the world, or will it get sucked into the abyss? That was the question Jim Cramer pondered on Mad Money Friday. Cramer said today's verdict was clear: The U.S. is stronger than we thought, as the stronger than expected non-farm payroll numbers proved. But come Monday that topic will once again be open for debate.
That's why on Monday, Cramer said, he'll be listening to the Container Store (TCS - Get Report) conference call to see if this niche retailer can get its mojo back. If so, that would be good news for all of retail. Then there's Adobe (ADBE - Get Report) , which will be hosting an analyst day Monday. Cramer said good news from Adobe could lift up the cloud computing stocks, which would also be welcome news.
Next, on Tuesday, it's Yum! Brands (YUM) reporting. Cramer said investors need to hear reassurances about China before they consider buying this stock.
Turning to Thursday, Cramer said he still thinks Family Dollar (FDO) is worth owning, as that segment of retail continues to shine.
Finally, on Friday, Cramer said investors will get a read on the U.S. industrial sector from Fastenal (FAST - Get Report) . All of these companies should help investors determine the state of the U.S. economy and how that compares to the woes of the rest of the globe.
Executive Decision: Gary Evans
For his "Executive Decision" segment, Cramer spoke with Gary Evans, chairman and CEO of Magnum Hunter (MHR) , a stock that's fallen over 36% over the past three months as the price of oil has declined.
Evans said that Magnum's recent natural gas finds are not only the largest find in the Utica shale, but the largest finds in any U.S. shale field to date. That's why Magnum is poised to increase its production from 17,000 to over 30,000 barrels a day over the next 90 days alone.
When asked about the volatility of oil prices, Evans noted that OPEC will have to cut production soon in order to stem the price declines, so the oil market will find a bottom. In the meantime, he said the decline in oil stocks is just "crazy" given the great returns they're affording investors.
Cramer said the oil patch has been a hard sector to figure out as of late but it's clear that companies like Magnum Hunter have had an amazing few weeks of terrific news.
Blame the Hedge Funds
"I'm not being cynical when I play 'pin the tail of the hedge funds,'" Cramer told viewers. In fact, hedge funds do play a large role in whether stocks go up or down on any given day.
Stocks adhere to the laws of supply and demand after all, Cramer continued. So when a big fund is caught on the wrong side of a trade and must liquidate, things can get awfully messy in a hurry.
Cramer recalled that he first learned this lesson in 1998 when then-hedge fund Long Term Capital Management collapsed, taking Cramer's hedge fund investments along for the ride. Cramer said he never forgot that lesson of taking big losses even though the fundamentals remained just fine.
In today's markets, the oil and energy stocks have been the ones on the roller coaster as funds find themselves force to sell their positions amid a slowing global economy. With so few buyers out there, these stocks are taking huge, undeserved hits while in the real world demand for oil and gas are just fine.
Off the Tape
In his "Off The Tape" segment, Cramer sat down with Hector Hoyos, CEO of the privately held Hoyos Labs, a company working to combat today's rash of cyber crimes with smarter payment solutions.
Hoyos demonstrated how his company's technology works by withdrawing money from an ATM machine using just his smartphone with facial recognition. The system, which does not require swipes or PIN numbers, is fast and secure because there's nothing to hack, he said.
Best of all, the Hoyos system can be implemented with just a software update, so banks and financial institutions don't have to upgrade their ATM hardware or have technicians make service calls. The Hoyos system acts as an additional layer of security while at the same time not interfering with the existing technology.
Hoyos said his company's smartphone app can also allow users to eliminate usernames and passwords by replacing them with similar technology.
Cramer said that while Hoyos may not yet be public, this is exactly the kind of company and innovation investors should be looking for.
In the Lightning Round, Cramer was bullish on Kohlberg Kravis Roberts (KKR - Get Report) , McKesson (MCK - Get Report) , Apple (AAPL - Get Report) , Alibaba (BABA - Get Report) and VipShop (VIPS - 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.
Cramer said it's too risky to have both biotech names and suggested selling Isis. He also said that Cheniere is too speculative for this portfolio. He suggested adding United Technologies and a utility like American Electric Power (AEP) .
To watch replays of Cramer's video segments, visit the Mad Money page on CNBC.
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-- Written by Scott Rutt in Washington, D.C.
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