Jim Cramer is WATCHing these stocks. 

See what I did there?

Cramer broke down four reasons why investors should invest in U.S. stocks because of trade war rhetoric. 

Here's a sneak peek of Cramer's Real Money column from Wednesday morning.

I think the assault ends badly for the assaulters, but not for the reasons that you would expect. Here's why: I think the trade war long-game, siege rhetoric coming out of China only has gravitas if it can convince enough thought leaders that the American consumer will be hurt by the tariffs, the ones the mainstream media said weren't producing any money for the Treasury but are now on track to create $100 billion in transfer payments to the Treasury.

Cramer took a look at his newest acronym, WATCH, which includes Walmart (WMT - Get Report) , Amazon (AMZN - Get Report) , Target (TGT - Get Report) , Costco (COST - Get Report) , Home Depot (HD - Get Report) . 


"Walmart, Amazon, Target, Costco, Home Depot, and yeah, there's going to be a little bit of posturing and a little bit of price increase in order to make the numbers. But the reality is that the consumer is so strong because of the economics, because of the employment. They're gonna have great quarters. They're not gonna have down quarters. They'll have great quarters. And a lower rates just only makes things better," said Cramer. 

Inside the Stock Market: How Investors Can Approach Volatility, According to NYSE Trader

Premium Pick: 3 Tariff Questions That Must Wait for Answers

Ready to Retire: The Biggest Threat to Your Retirement? Check Your Basement

TheStreet Feature: Retail Companies That Have Gone Bankrupt in 2019

Dog Days of Summer: How Consumers Will be Impacted by the September Tariffs

More from Cramer Today

Full Replay: Market Madness? Jim Cramer on Market Volatility and What to Watch Next

Jim Cramer Reveals His Best Investing Advice for a Volatile Market

What a Soft Pretzel Taught Jim Cramer About Trading a Down Market

Jim Cramer: What Investors Can Learn From Caterpillar

Catch Up: Today's Top News Videos Below