I have always loved Jonathan Clements' writing. I always read his articles when he had a column in The Wall Street Journal. Thanks for the great education you have provided to me Jonathan!
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?!
