Tech's the Answer

Stipulations: Commercial real estate is bad and getting worse. Unemployment is bad and getting worse. Taxes are bad and getting worse. Bankruptcies are bad and getting worse. Foreclosures are bad and getting worse.

So what do you do?

Buy tech.

Why?

1. Because the tech demand is coming from Asia, not the United States -- the coupon program from China, where people had to spend, the boom in the Pacific rim.
2. The mobile Internet tsunami cycle is in the early innings and you have to play it (Qualcomm (QCOM - commentary - Trade Now) and Apple (AAPL - commentary - Trade Now) are best).
3. Intel's (INTC - commentary - Trade Now) at the beginning of a gross margin ramp.
4. Samsung and Texas Instruments (TXN - commentary - Trade Now) are telling you that business is exceptionally strong, even if no one is listening.
5. Enterprise spending, which had been hellacious is now coming back (EMC (EMC - commentary - Trade Now), Hewlett-Packard (HPQ - commentary - Trade Now), Cisco (CSCO - commentary - Trade Now)).
6. Financial services, huge consumers of tech, are making a comeback after tremendous turmoil.

I could go on and on, but you need to know that this sector has nothing to do with what's bad ... nothing.

And therefore, while not immune, it will be able to shine and the money will go in this direction.

Big.

At the time of publication, Cramer was long Cisco, Hewlett-Packard and Qualcomm.

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Jim Cramer is co-founder and chairman 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. To order Cramer's newest book -- "Jim Cramer's Stay Mad for Life: Get Rich, Stay Rich (Make Your Kids Even Richer)," click here. Click here to order "Mad Money: Watch TV, Get Rich," click here to order "Real Money: Sane Investing in an Insane World," click here to get "You Got Screwed!" and click here for Cramer's autobiography, "Confessions of a Street Addict." While he cannot provide personalized investment advice or recommendations, he appreciates your feedback and invites you to send comments by clicking here.

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