Cramer's 'Mad Money' Recap: A Matter of Geography

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NEW YORK (TheStreet) -- Geography is driving the stock market, Jim Cramer said on "Mad Money" Thursday, offering viewers a quick lesson.

Cramer pointed to the U.S. on a map, noted that we have 310 million people, then to Europe, which has 739 million people, and finally to China, with 1.3 billion people.

Why does any of that matter to the markets? Because many companies made big bets on both Europe and China, and those bets aren't paying off. Meanwhile, those companies that bet on the U.S. are profiting handsomely as the U.S. continues to recover and grow while the rest of the world remains stagnant at best.

Cramer took a few minutes to praise some of the companies that exemplify this trend, including Verizon , a stock he called one of the best domestic stocks out there. He also called out Union Pacific , which is benefitting from the Bakken shale and saw its shares up 4% today. Also on the list, Kinder Morgan Energy Partners , our country's largest pipeline operator.

Cramer said earnings at Sherwin-Williams were nothing less than "stunning," while tech companies in the oil patch, like Core Laboratories saw its shares rocket by $10 today.

Finally, Cramer praised Pepsico and PPG two stocks that have what it takes to make money even overseas. It's all about execution, Cramer concluded, and all these companies have it.

Executive Decision: Richard Kinder

In the "Executive Decision" segment, Cramer spoke with Richard Kinder, chairman and CEO of Kinder Morgan Energy Partners , a stock that's just off its all-time highs but still yields a hefty 5.7%. Cramer said Kinder is, hands down, the best-run company in the business.

Kinder said natural gas remains the "fuel of the future" thanks to it being cheap, abundant and, most important, domestic. He said with over a 100-year supply of natural gas, America will clearly be the leader in production, which is why Kinder Morgan already has 70,000 miles of natural gas pipelines.

But even with the nation's largest pipeline network, Kinder said America needs a significant investment in additional infrastructure. He said Kinder Morgan can't lay pipes fast enough, which is why it's also invested in other modes of transportation, including five pipe to rail facilities.