TheStreet's Jim Cramer says investors should beware of a strong employment report because it's the reason the market has rallied. Investors are mystified the markets are not up 200 points from the get-go, but the S&P 500 was already anticipating a good jobs number in its recent rally, says Cramer. Cramer says the financial sector will rally as the 10-year trades to 3-percent, but growth stocks will sell off first because their performance was based on a poor economy.

At the time of publication, Cramer was long ___.

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