What Smells in the Fridge?

All of this old economy vs. new economy garbage has me thinking that it would be ironic if, just when these mutual fund managers abandon their tech for the stuff in the fridge, maybe we are about to get some stinker numbers from the fridge companies.

Take a look at Coke (KO Quote). Will you look at that? I mean is that awful? Giant rollover.

Now I worry that this whole group could be too extended and we just tried to by some puts on the consumer index. Couldn't get them. Moving too fast. ...