Cramer on Infrastructure Stocks

I am once again aghast at the reaction to Fluor (FLR) earnings - either we are heading for the type of global recession no one can fathom or the hedge fund liquidations are continuing hot and heavy. And if its the former, trust me, buying anything in the US just because "we'll be the first to recover" is simply a fool's game. I continue to ask where the next leadership group will be if we are going to bludgeon these names with true earnings power and a global growth bent - sorry a market led up by retailers, financials, and airlines in an economy that is just now really beginning to face a recession is not an arguement I am buying for any period of time (other than an oversold bounce). I'll take responsibility for being "wrong" the past 7 weeks but we've seen similar rallies last fall and early spring on "hopes for a US recovery" before the bottom fell out. I c...