12-13-2018, 12:07 AM
I like logistics mid and long-term because online retail is still only about 10% of total. That will continue to grow. I see no other outcome. Entire Dow Transport index getting beaten up like they will all miss earnings. The market is "lazy" in the short-term and just throws the entire sector to the curb during a rotation. Meanwhile utilities that can't get out of their own way rise 3-4 days per week along with the good ones.