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Game’s The Same, Just Got More Fierce

RiskReversal Pod

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Lulu: A North American-Focused Company With Broader Issues

Nike has been selling off with Foot Locker and some of this other stuff. I'm just curious, like, what that might tell you about a consumer that might be weakening at this point. The TLT looks really interesting to me; if we do have a debt ceiling deal that gets through the president, I think it could abate some of the upward pressure on the 10-year treasury. If you want to express that view, then you would buy the TLT in December.

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