"Retail's a different animal when things get bad," said Jim Cramer on Tuesday's "Stop Trading!" segment on CNBC. "When we get double-digit unemployment, everything goes."

He said the dollar stores, such as

Family Dollar

(FDO)

, are the only thing that might be safe. Not even

Sears

(SHLD)

, which he said is not over-leveraged and has a "really good" balance sheet, can avoid the fate of retailers such as

Saks

(SKS)

.

"Why should Sears be immune from this?" he said.

"Eddie's my friend," said Cramer, referring to Sears Chariman Eddie Lampert, but "he's got

Home Depot

(HD) - Get Report

going against him and

Lowe's

(LOW) - Get Report

going against him."

Addressing big oil, Cramer said that

Exxon Mobil

(XOM) - Get Report

is his tell. Cramer said that when oil was at $80 to $100, stocks such as Exxon "telegraphed a dramatic decrease in oil" to $60.

Exxon "predicted everything that happened, and it was six months ahead of everything," he said. "And that stock's done going down."

If Exxon was right before, Cramer said, it might be right again. Now he sees a bottom for oil in the $50s and a $2 bottom in gasoline. "You have to believe that oil might be bottoming, because that's what the stocks told you before," he said. He also mentioned that

Anadarko

(APC) - Get Report

"has moved up lately."

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

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

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