Revisiting Our Basket of Amazon Related Shorts in the Korean Retail Sector
In this report, we revisit our basket of Amazon related shorts in the Korean retail sector. On July 7th, we recommended going negative on a basket...
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A Few FWIW Insights (FX … Stocks … Performance Drivers)
The simple stupid catalyst for change in performance this summer is the decline in the US dollar.Against the Euro the USD has essentially gone from...
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Whole Foods: What's Happening Right Now Before AMZN Deal (And if in US, Get over to a Store Now)
Whole Foods is going through massive changes right now. You can save hundreds of dollars now. But there is a big downside coming for some...
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A Map for the Future of Personal Mobility, Part 1 of 2: United States
Rising urbanization and the broad adoption of mobile internet are encouraging dramatic changes in the way Americans use personal automobiles...
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The Implications of Amazon's Acquisition of Whole Foods
Amazon announced that it will buy grocery retailer Whole Foods in a US$13.7 billion deal--Amazon's largest acquisition to date. What will this...
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