### Comment:
I have GE and BKS. Not large positions but it’s just annoying that these bastards refuse to follow everyone else. Who the fuck goes into a Barnes and Noble?

### REPLY:
Well people like books... and most people prefer physical copies of books to digital copies. And GE has been making plays to cut fat so I'm not too confident in them dropping long term and they will probably lose less % than others during a recession just because they've already shrunk so much. I'd short retail, airlines, tech, cloud.

### END.