God I want to believe it's on (but I know it ain't time yet). Just show me some cracks.

Been shorting internet retailers. AMZN obv & Boston's own Wayfair among others.

I am trying real hard to just trade what I see. My head knows this is just inflated multiples taking a haircut but my heart can't shake the stories I am hearing about deceptive sales practices lawsuits coming in this industry.

Advertising things as "on sale" when they are not.
Click a "sale item" and it ain't on sale in your cart.
Sale item is just list price.
Etc etc

Lotta the stuff is innocent old incompetence but there is deception too.

I am told Zappos is renting out their Vegas parking lot on weekends. They know the hangman is comin too.

Fundamentally I know there is too much retail. Physical stores got hammered and same goes for online IMO. But opinions are like assholes and it's a great way to go broke. Gotta fight that shit. But I am pumped. Just gotta let it come to me.

Sleep deprivation makes me emotional. Thanks Druff.

The Wells Fargo thing reminds me of the unintended consequences of badly managed incentives.

Oh, and the chipmakers. Die.

So many great stories for a guy filled with so much hate.