(https://www.marketwatch.com/story/consumer-sentiment-sinks-to-an-all-time-low-is-it-just-because-of-democrats-anger-at-trump-91efde1d?mod=mw_rss_topstories) on the sentiment crater, but I'm more worried about what comes next in staples than the headline itself. Sentiment swings are noise; margin deterioration is signal.

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