Scott Wachner, you just heard the bells.

We're just getting started here from post 9 at the New York Stock Exchange,

Micron and Nike earnings.

They are imminent.

Two big reports giving us a good read on some pretty important parts of the economy.

The consumer, of course, and spending there, not to mention

China and what is happening there as well. We'll have the numbers, the stock moves, everything

else you need to know as we await all of that. We do begin though with our talk of the tape and is this ugly

market down again today and sharply after a one-day reprieve and now fresh

concerns about what lies ahead for your money. Let's ask Trivariats Adam

Parker he's the CEO and founder he's right here with me at Let's Adam Parker. Adam Parker.

He's right here with me at Post 9.

We figured yesterday may be that reprieve on the Bank of England over in the UK,

and here we go.

Back to the same old story text getting wrecked and

everything else is going down. The two things we've been writing about at Trivary at the

last two weeks I think they're coming together today one is

inventory this idea that inventory might be building we'll see what Mike Ron says but we know it's building in

D-RAM and and that's probably gonna last longer than people think and the second is

is the first half of next year really the trough?

Or could it be like a slower and longer trough?

And I think those two things are both kind of in people's minds

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