Good article and an example of how the market consensus can be full of crap. Last year many were talking about how Amazon was "taking over the world". Now, the tide is changing and they are talking about how brick and mortar retailers are back in. What are they smoking?!
This linked article discusses how the trucking industry is experiencing a huge shortage of drivers. Given the current trends in the economy, this shortage is likely will have a major, cascading effect on the economy and its health.
