Im curious as to what the response will be from regulators when these loans start to mature. I'm assuming none of these companies are 'too big to fail', and will be allowed to fall apart. That's the big difference between 2008 and now I think. Will anyone want the assets of Macy's, Kohl's, etc. once commercial retail collapses? It's going to be a real disaster I think, and unfortunately the hardest hit will be the poorest Americans once again. Big winner? Amazon...