I have been screaming it from the rooftops: This is the year of the deal. It is happening. Huge, huge deals, like Dell ( DELL), like Heinz. Gigantic ones. Big fees for bankers. Not one-off any more. Amazing -- and almost no one believes. Random musings: Pepsico ( PEP) is just doing much better than Coca-Cola (KO) is. Plain and simple. Kraft ( KRFT) looks more like Heinz than the others, but you can't chase.