our traders are dan, josh john mike guy, and mike. first, worried about what may kill this rally? it may not be the fed or the looming government shut down. it may actually be you the consumer. one retail name grabbing headlines after a report claimed that walmart is cutting u.s. ordered dure to inventory backlog. is this proof that the consumer is tapped out? >> one more metric. i love the way it traded that day. obviously this news took a lot of wind out of the saleils. they may be getting into the same bad habits. my best trade will continue to be mastercard and visa. i think that's a name that if you believe the tape is going to bounce, which i don't really believe is going to happen here. i think you can trade gap stores on the long side. >> we saw pressure across the board on this news. is it a walmart specific problem? is walmart dead money or is the retail sector dead pressure? >> first of all, walmart refuted the report and we have seen the false alarms about walmart this year. and more importantly we are not getting confirmation who continue to raise guidance. i can't te

our traders are dan, josh, john, mike, guy, and mike. first, worried about what may kill this