"Short iron ore/long Air Jordans," writes Joe Weisenthal, noting miners and equipment makers are...

|By:, SA News Editor

"Short iron ore/long Air Jordans," writes Joe Weisenthal, noting miners and equipment makers are getting hit after the BHP warning on Chinese demand, but companies leveraged to the consumer are cruising. CAT -2.2%, DE -1%, JOY -4.9%, TIF +6.6%, NKE +0.4%, YUM +0.9%.