Battle of the lame footwear! The Impervious and I turn to shoe sellers as the cloud sells off and the market trades sideways in a week where my eventful is Sean’s boring price action. We analyze Buffett’s move into $GOLD and the road ahead for $SPY, including whether the future for e-commerce stocks looks different than essential cloud names. We make another exciting wager - this time a pair of Sketchers versus a pair of Crocs - based on our fundamental analysis of $SKX and $CROX.