. >> that was alan wielali on "squawk box" saying that the car business is looking good.ing in the charts. let's go back to the charts with carter werth and find out what the warning is. >> sure. a lot of consumer discretionary stocks are starting to faulter, apparel stocks, shoe stalks, home builders have started to roll and we think autos are next. here's a two-year chart of home builders and construction stocks. we have a well-defined trend and a well-defined break in trend. take a look at the next chart. what we have here is all auto manufacturers. this is mercedes-be benz, ford, peugot. we have started to violate the trend as home builders have done several weeks in a row. the next chart is a bit of a comparison. it is those two over the last year or so. auto manufacturers, big ticket items versus home builders. our thesis is that autos are going to get worse. in fact, almost as worse as home builders. take a look at this same chart with ford. first the trend, ford is nowhere near its trend. as a minimum we think it's going to go to trend and then ultimately perspect