rainbows today. >> i went long unicorns. >> in the container board industry, you like that or some other names there beakers was on that story for a while. i think to me, the most interesting thing out of everything is the japanese. the dollar-yen is headed to 120, 125. >> four-year low today. >> it's going to keep on chugging. toyota motors, which you everylay a chart of the two, trades exactly the same. i think that continues to go up. so to me, as much as people want to say the yen is a crowded trade, i don't think it's going to stop anytime soon. >> chain store sales out tomorrow. higher gas prices and an increase in the payroll tax. will retailers be feeling the pinch? joining us now with her retail read is gabriella. great to have you with us. >> thank you. >> we've heard retailers talk about rising gas prices and the impact of the payroll taxes, we heard family dollar and delta talking about the sequester and the impact of consumers' willingness to spend. what are you seeing across your space? >> i think there's definitely less to spend and march is not cooperative from a weather perspective,