Consumer related stocks. Check out shares of ford and gm, both sinking. Plus check ott the retailers like nordstrom and macys getting crushed today. Is the stock market telling us the consumer may be tapped out . I dont think so. I think first of all, retailers have all bounced since may, so maybe the sell off, its often oversold condition. We had a nice bounce, but the auto stocks have been lousy for three years. Think about it. You have in my opinion, the best vir environment in the last maybe 50 years. The stock market is basically tripped. If these stocks have gone sideways to lower over that period of time, you have to ask yourself when is the right time the own these stocks. Weve had this conerer sags for a while, so i think the autos tell one story. The reteailers tell a story, bu i dont think you can say the consumer is dead. Well, ill tell you, the auto sector is the most concerning. I look at auto nation. Mike jackson was on cnbc back in january. Said 2016s not going to be a