some online presence and look at tj maxx. 5 52-week highs. >> the moment was the death of the retailer and there was no way they were quoing to compete with online. that's not true. we've talked about it in the last month that a lot of these guys, their online business, whatever you want to call it, is working out. having said that, the trade end, they've turned around. i think it's name specific. you talk about macy's, nordstrom. >> i don't think you want to chase any of them. they're structurally, they have the wrong business model. you may have incremental improvement off the bottom. at the end of the day, yeah, just said it. it's up 12%. still down 120%. and a lot of those names coming back to life, buy into it, better trade. i think you stick with the things that work. home depot. costco for a breakout. target has come back to life and then walmart has been consolidating, so if you want to play the retail trade, stick with what's working. >> is there a macro theme here because let's get in the hot tub time machine and go back about two years. got some bubbly right there. drink it.