This column was originally published on RealMoney on Aug. 14 at 11:39 a.m. EDT. It's being republished as a bonus for TheStreet.com readers.

If you want to see the power of a cycle, look at

Pepsi

(PEP) - Get Report

. Here's a company that had a CEO who really drove the company, Steve Reinemund, and today he announces his retirement. It is a shock; I thought he would work another four or five years, as he has only been CEO for five years. Given that time, he has been unparalleled in his performance among the soft-goods companies.

Normally you could expect a guy like that to matter to the stock. But not today. Not with all of the recession stocks ramping on the idea that the

Fed

must do more to kill the economy to stop inflation. Not when the pharmaceutical index (DRG) is breaking out. Not when the

Procter & Gambles

(PG) - Get Report

are on fire.

At this point we are going into overdrive on these stocks, as we head into the fourth month of outperformance. They just simply can't be stopped right now.

Of course, you could see some sort of options decline -- the PG and the

Altria

(MO) - Get Report

seem bound to finish at their strikes and not above them.

Yet, it is important to see the tug and recognize the power of it, as it is stronger than gravity right now.

At the time of publication, Cramer was long Altria.

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