(Click for video linked to a searchable transcript of this Mad Money segment)
If you really dig down into the recent stock market sell-off, it doesn't make a whole lot of sense. Investors went running for the exits, spooked by higher interest rates, but, historically, higher rates are a sign of economic improvement.
In other words, the chief catalyst behind the sell-off, is really net bullish - at least over the long term.
And Cramer thinks the latest economic data confirms what the higher rates foretold; that the American economy is getting ready to roar.
"Today we got a raft of positive macro economic data; better than expected durable goods orders, higher home prices and improved consumer confidence; it hit a 5-year high," Cramer said.
Therefore, Cramer thinks now is the perfect time for the "Invest in America" series, in which Mad Money focuses on the stocks of great American companies that can do extremely well in an environment where the economy is improving.
---------------------------------------------------------------
Read More from Mad Money with Jim Cramer
Cramer Reveals Who's Selling & Why
Cramer: Don't Freak Out: Opportunity Lies Ahead
Could China Derail the US Recovery?
---------------------------------------------------------------
Of all the catalysts that could drive future prosperity, Cramer believes few are more powerful than the renaissance underway in domestic energy.
Speculation suggests new found deposits are so substantial, North America could become energy independent by 2020. And Cramer thinks the time to build positions in companies poised to benefit from the energy explosion is now.
"Earlier in the week, I told you about some of my favorite oil plays, and here I want to tell you about natural gas," Cramer said.