How to Play the Rotation By Jim Cramer About this article: There's a palpable rotation going on. We haven't liked the Pepsis and the Krafts and the General Mills in this market, but now we hate them because the Federal Reserve is pouring lighter fluid on the fire -- heck, make that gasoline -- meaning that you are fighting a Fed-induced economic explosion. It's amazing. Ben Bernanke so gets it. At the same time, some think that people are trading down, they are buying Ralcorp cereal and they aren't even paying up for expensive snacks or cereals. Sometimes rotations come subtly, but this is one that is screaming, screaming, but in two forces, in forked tongues, which makes it all so vicious. The first people who are selling these stocks are from the Red Lobster/Olive Garden school, they are saying, "We are spending again," and the Fed will only increase that. In Ben... Or, call us at 1-866-321-TSCM (8726) Monday-Friday, 8 a.m.-6 p.m. ET. Outside the U.S. and in Canada, call 1-212-321-5200.

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