In short: "The McDonald's, the Home Depots, the Harley-Davidsons are all off 20%, in some cases more" — the consumer flush that killed the steepener trade.
25:04You can see that all the money came into it 24 when Trump was elected, 25 and now we've had a real flush as people are concerned about longer term growth with the consumer and like I said the McDonald's, the Home Depots, the Harley-Davidsons are all off 20% in some case there's more and so — and if you look at the Home Depot suppliers I went through on Bloomberg there's probably 50% of Home Depot suppliers are down 20, 30, 40%.
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