This note might be one of my more bearish, worst case scenario notes in a long while. If you want to just move on to your holiday, please do so now. And it's long. Opioid addiction kills about 150+ people on average in the US each day. Drugs that were developed for short term acute pain is now one of the leading causes of death in the US. I live near the Sackler family who owns Purdue Pharma which owns the rights to Oxy and other drugs. I don't know them (good thing since I'd probably kick someone's ass) but I know people who have been addicted and a couple people who nearly lost their life. This is a runaway societal problem that was at one time a 'cure' for pain. There are two ways addiction ends. Death and a long difficult rehab process. How many times have we seen the 'cure' turn into a bigger problem? Many times.