we are back with alan knuckman, nomi prins and catherine.ssume this would hit retailers just as price of gas is coming down so they were hoping to get more business. >> retail is really hard anyway. retail is very much hit-and-miss. i'm looking at it from another angle. look what happened with alibaba in singles' day, they were too big to mail. so many sales it shut down their mailing infrastructure. so that is the play. look at ups and fedex. it doesn't matter where you buy it, the stuff has to be shipped. they will gain from this holiday season more so than anything regardless of the weather. david: well, nomi, i guess what you do, you go long on amazons and alibabas and go short on shopping mall reits, right? >> i don't think it is that easy. david: go ahead, nomi. >> well, no, i mean the reit, the physical shopping locations are places people aren't going to want to go to in as much abundance if snowing and sleeting and very cold. i emphasize with all of that living in los angeles. i'm sorry about that for everybody. i do think online re