You have to be hungry to stay at the top of golf. The big Nike money is somewhat counter to that. For golf they need to structure their contracts in golf more to performance based.
Been there since 2015
No room to move rates lower.....and the world debt is much larger now than in 08.
time for them to get a room already.....
No real growth prospects and the energy overhang is my guess....the portfolio hasn't started feeling the pain in Houston yet which is a big market for them.