What Trends Are In, What's Out, to Year-End

Starting to get startling disparities between the haves and the have-nots.

Can we have a day where Syngenta (SYT - commentary - Cramer's Take) and Monsanto (MON - commentary - Cramer's Take) don't go up, let alone Deere (DE - commentary - Cramer's Take) and Bunge (BG - commentary - Cramer's Take)?

Can we have a breather in which Fluor (FLR - commentary - Cramer's Take) and Shaw Group (SGR - commentary - Cramer's Take) don't run higher, or Foster Wheeler (FWLT - commentary - Cramer's Take) and McDermott (MDR - commentary - Cramer's Take)?

And can we have a two-day period when a Masco (MAS - commentary - Cramer's Take) or a JPMorgan (JPM - commentary - Cramer's Take) can go higher?

Can we have more than a short-squeeze streak by a retailer?

Or even in tech, there are Google (GOOG - commentary - Cramer's Take) and Research In Motion (RIMM - commentary - Cramer's Take) and Garmin (GRMN - commentary - Cramer's Take) -- back from the Navteq (NVT - commentary - Cramer's Take)-declared dead -- Apple (AAPL - commentary - Cramer's Take) and Amazon (AMZN - commentary - Cramer's Take).

And then there are companies like AMD (AMD - commentary - Cramer's Take) and Intel (INTC - commentary - Cramer's Take) and Dell (DELL - commentary - Cramer's Take) and Texas Instruments (TXN - commentary - Cramer's Take) that are being left in the dust.

To come in and buy the winners feels a lot like coming and buying Qualcomm (QCOM - commentary - Cramer's Take) or Cisco (CSCO - commentary - Cramer's Take) at the end of 1999. There has not been a serious correction to Monsanto in ages and ages. Foster Wheeler and Shaw just seem to have no gravity restraining them. But Motorola (MOT - commentary - Cramer's Take) and Time Warner (TWX - commentary - Cramer's Take) and Comcast (CMCSA - commentary - Cramer's Take) just are dead in the water.

I don't know what to say about this disparity. I tend to want to buy stocks like the oils because at least they have an occasional selloff that let you in. I find buying ag daunting at this point.

But these trends are some of these mutual funds' endless friends, and they don't let up. What has happened in the past when you get these runs is that right around November, we get people who want to ring the register, and that presents the next opportunity. Other than that, I think the only remotely safe thing to do is buy deeper calls out until January and trade common against them, hoping for a decline.

Or you can find the anomalies. Or wait for them: Some health care stock may get dinged momentarily or some defense stock could come under some pressure because of political fears.

Otherwise, gains are really very hard to come by.

Maybe it's nuts, but I don't find the disparity bearish. There are sectors that are out and sectors that are in. That's always been the case. Live with it, or underperform as always.

At the time of publication, Cramer had no positions in any of the stocks mentioned in this post.

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Jim Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for Action Alerts PLUS. Watch Cramer on "Mad Money" weeknights on CNBC. Click here to order Cramer's latest book, "Mad Money: Watch TV, Get Rich," click here to order his book, "Real Money: Sane Investing in an Insane World," click here to get his second book, "You Got Screwed!" and click here to order Cramer's autobiography, "Confessions of a Street Addict." While he cannot provide personalized investment advice or recommendations, he invites you to send comments on his column by clicking here.

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