Yeah the current whipping boy seems to be medical and retail. In early 2016 all energy was terrible, now fine, and now, retail terrible. I think many will die but some will thrive and adapt. But there is overbuild. So everyone will have to hash it out. Branded apparel, shipping companies, REITs... Amazon itself is paying an enormous amount just on its leases and rent. Whole foods revenues dropped q/o/q since acquisition. AWS obviously doing phenomenal.
Cool, thank you for that. The best lessons learned are the tough ones, for sure. I been through some of those myself...quite the roller coaster, right? Riding $ETE down to 4 last January/February was an....experience :)