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This column was originally published on RealMoney on Oct. 12 at 10:31 a.m. EDT. It's being republished as a bonus for readers.

The market has spoken. It is sending down


(PEP) - Get PepsiCo, Inc. Report

and sending up


(YUM) - Get Yum! Brands, Inc. (YUM) Report



(MCD) - Get McDonald's Corporation (MCD) Report

. That means you are going to continue to see the strength in


(LOW) - Get Lowe's Companies, Inc. (LOW) Report

, which is really ramping, and



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. You are going to continue to see the weakness in the

Procter & Gambles

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and the


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. This is going to happen. You are going to see a continual shift out of


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You need to know this change. You need to recognize that the money is going to pour out of this area and is going to go to everything consumer-related, from autos and housing to retail and the materials sold there.

And it will go into tech. There is a reason

Best Buy

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AU Optronics




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are going up. There is a reason


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stock reacts positively to Ericsson's news and Pepsi reacts negatively to Pepsi's news. This shift will happen as quickly as the one in May did. That was the lesson of 2000, when the shift anticipated the


moves. (Telco couldn't because of the inventory overhang.)

Use weakness in the semiconductor index, the SOX, to buy. Use any strength in the CMR, Morgan Stanley's consumer index, and the

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to sell.

The only question marks are finance and drugs. Biotech seems to be peaking here; I would be wary. Drugs are case by case. You need a special situation to buck the coming tide.

I think financials still work, but slowly, with the wealth managers and e-brokers not working.

Deep cyclicals that work? Ones that have their own cycles: farm equipment and aerospace.

Not much else except for

Phelps Dodge

( PD) at this point.

At the time of publication, Cramer was long Sears Holdings and Anheuser Busch.

Jim Cramer is a director and co-founder of He contributes daily market commentary for's sites and serves as an adviser to the company's CEO. Outside contributing columnists for and, 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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