I wonder if amazon could use some of their major fulfillment centers for data storage as they expand their data centric business and e-commerce potentially slows. That said, data centers are usually secluded since security is a massive concern… thinking out loud here
Does anyone else feel like the e-commerce portion of $AMZN ‘s business peaked two years ago? The majority of the items you see on pages are just marked up Alibaba products, shipping time is routinely delayed 3 to 5+ days, and
either peaked or is in for a major restructuring as brands like Walmart and target have offered subscriptions shipping namebrand items in similar days with better quality and a brick and mortar customer base.
This is excellent. Kyle Bass breaks everything down in 5 minutes.
He thinks switching the Treasury auctions from long duration bonds to t-bills enabled the Treasury to throw another $2 trillion of liquidity into the market.
He then gets into the Yen/carry trade. 👇👇
@darkminer Am i missing something with this strategy? My thought it only buying these covered call ETF’s a day or two before their ex dividend date and selling right after the dividend is paid. Leaving me only exposed to the ETF’s volatility for ~5 days a month. Could this work?