Vornado, Regency Centers and kimco down 40 this year on growing concerns about their tenants ability to pay rent as most nonessential retail remains shuttered across the United States back to carl eric, thank you very much good morning welcome to squawk alley. Im Carl Quintanilla with Morgan Brennan and jon fortt is back after a week off coming to you live from separate location. Major averages off of the morning lows dow was down 500, now down half of that. A big week of earnings, ibm tonight, netflix and others in the days to come and then, jon, oil is a major story as the front month contract does expire tomorrow. It is thats had a big impact on the markets overall. Im looking at all kinds of retail and ecommerce as well, making some strong moves in the past when i was off and over the past month as well, guys that is where well start this morning. Lets bring in heath terry, Goldman Sachs internet analyst good to see you. Yeah, good to see you too, thanks, jon. So as i was just sayi