Down with the retail real estate holders like Walmart ( WMT ), Kohls ( KSS ), Whole Foods ( WFM ), Michael Kors (KORS), Coach ( COH ), and Target ( TGT ) and UP WITH Amazon ( AMZN ), Priceline ( PCLN ), GOOG ( Alphabet ), Nike ( NKE )... and those that don't directly deal with the consumer using retail commercial real estate.
This is the story the stock market is telling us, should we choose to listen.
Don't count on the "market" to carry you to safety financially. Rather, you need to pick the right trends in the economy and be invested in the right sectors.
If you look back to 2014, you will see that I scoffed at the valuation that Priceline had and pointed out some very low risk shorting opportunities. However, since then, PCLN has regained its footing and has ramped back up again.
Let's take a closer look at the fundamentals next.
3:24PM EST Monday, October 26, 2015