TheStreet.com RealMoney

Without Financials, We're Stuck

By Jim Cramer

 About this article:
 Apple, Google, Exxon Mobil and Research In Motion usually can be the basis of a rally. These are the stocks that have led all rallies. Bank of America, JPMorgan Chase, Citigroup and Goldman Sachs -- these are the stocks that have led all declines. Today they duked it out, and as always, it made me very uncomfortable, because Apple, RIMM and Google stand for nothing other than themselves. They are zero-sum plays. Apple wins? Everyone else in the category loses. RIMM wins? Sell Motorola and Nokia. Google? The ultimate zero-sum play: As long as Google's winning, I don't want to touch anyone in the space. Exxon's the worst. I see people buying Exxon's stock and shorting all of the oil ETFs, as Exxon has become an S&P 500 name and not an oil name. I keep hoping that someone will come forward and admit that they are doing...

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