Sometimes brands and management can triumph over pretty much everything. That's how I felt when listening to the Coca-Cola (KO) call last night. Here's a company that's dealing with economic and currency headwinds globally, a company that, given the circumstances, easily could have delivered a number that was merely fine.

It did just the opposite. Coca Cola exceeded pretty much everywhere, and it was almost a throwback to the old days -- because the areas that were most exciting, that had the best growth, were none other than Brazil, Russia, India and China.

Remember BRIC? Remember when BRIC used to save the day?

Plus, the traditionally tough markets, like Germany, Japan and the U.S. -- markets where there are competition and little growth -- were actually exceptionally good compared with expectations, with one believing it came at the expense of Pepsico (PEP). I don't know that for sure, and I know Pepsi isn't that big in Germany anyway. It would offer more of a challenge in Russia and China. Still, the aggressive nature of this old-line company in these mature markets took my breath away.

The most incredible aspect of this multinational company is how it deals with the fleeting, the currency and the commodity. For currencies, while Coca-Cola hedges, there is no doubt you are talking about severe, mid- to high-single-digit hits in the next six months. But even there, the company put a good face on it, saying it expects the big, bad compares to end by the second half.

As for the commodity issue, what about the price of corn? It's simply not important -- not when compared with last year's commodity line, which was bad on every single plane. We tend to forget that oil is the most important line item for most packaged-goods companies. We forget that the retreat of oil, simultaneous with the abatement of price cutting, turns into the kind of margins that surprise us, even for a predicable company like Coca-Cola.

Coca-Cola is a reminder that, if you focus only on fiscal cliffs and German intransigence and Chinese slowdowns, you miss what this market does best. You miss companies with superior management delivering better-than-expected​ quarters, which will then give you higher dividends and better capital appreciation.

Coke's brand, Coke's balance sheet and Coke's vision make a mockery of the brands and balance sheets and visions of the countries that interfere with our thinking every day. Management, pedigree, smarts -- they are all more powerful than taxes, budget deficits and even employment woes.

Sometimes I think that if we just talked stocks and didn't talk politics and its accoutrements, we would make you a lot more money.

Check that. We would almost always make you more money, and it would be a heck of a lot more interesting.

Hmm, it's something to think about.

Jim Cramer is a co-founder of TheStreet and contributes daily market commentary to the financial news network's sites. Follow his trades for Action Alerts PLUS, which Cramer co-manages as a charitable trust and has no positions in stocks mentioned.

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