Relative strength in several "recession-related" stocks means the market believes the

Federal Reserve

will take interest rates to 6.5%, Jim Cramer said on

CNBC's

"Stop Trading!" segment Friday.

"It's not the kind of strength I like because it means a lot of other stuff is too weak," Cramer said, pointing to

Altria

(MO) - Get Report

,

Anheuser-Busch

(BUD) - Get Report

and

Colgate

(CL) - Get Report

.

In technology, Cramer warned against

Juniper

(JNPR) - Get Report

and

F5

(FFIV) - Get Report

,

citing reports about suspicious-looking options-pricing patterns. Instead, Cramer pointed to

Broadcom

and

Marvell

(MRVL) - Get Report

.

"If Marvell can have that kind of quarter, the people that are continually shorting Broadcom have to bring in their horns," Cramer said. "I don't want to touch F5. It's been a great stock, but enough is enough."

Looking at the commodities markets, Cramer said copper, silver and gold all have "further to go" to the downside, and said more pain is in store for owners of related shares, who are "worried that when they come in Monday all the analysts will be coming down" to reflect depreciation in the metals.

Among other sectors, Cramer said tech is bottoming, machinery is "trying to bottom" despite continued weakness in

Caterpillar

(CAT) - Get Report

, while "finance trades great."

At the time of publication, Cramer had no positions in the 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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