{"id":101958,"date":"2017-02-10T11:42:27","date_gmt":"2017-02-10T16:42:27","guid":{"rendered":"http:\/\/countingpips.com\/?p=101958"},"modified":"2017-02-10T06:42:59","modified_gmt":"2017-02-10T11:42:59","slug":"amazon-online-bookseller-turned-retail-monster","status":"publish","type":"post","link":"https:\/\/www.investmacro.com\/forex\/2017\/02\/amazon-online-bookseller-turned-retail-monster\/","title":{"rendered":"Amazon, Online Bookseller Turned Retail Monster"},"content":{"rendered":"
February 10, 2017<\/div>
\r\n<\/div><\/div>

By WallStreetDaily.com<\/u><\/a> \"Amazon,<\/p>\n

It\u2019s Friday in the Wall Street Daily <\/em>nation!<\/p>\n

For the newbies in the group, once a week, I embrace the adage that a picture is worth a thousand words. And I select a handful of graphics to convey important economic or investment insights.<\/p>\n

This week, I\u2019m dishing on a trio of \u201cevers\u201d \u2014 the biggest technological trend ever\u2026 the most epic pairs trade ever and the worst IPO trend ever.<\/p>\n

Before you dismiss me as a melodramatic analyst prone to extreme hyperbole, check out the charts!<\/p>\n

Mobile Is (Still) Eating the World<\/h2>\n

For nearly a decade, I\u2019ve been saying, \u201cThe exploding use of mobile devices<\/strong><\/a> promises to be the fastest-growing \u2014 and possibly biggest \u2014 technological trend ever.\u201d<\/p>

\r\n
\r\n

Free Reports:<\/p><\/div>\r\n

\r\n

<\/a>\r\n\t Get Our Free Metatrader 4 Indicators<\/u><\/b><\/a> - Put Our Free MetaTrader 4 Custom Indicators on your charts when you join our Weekly Newsletter<\/p>

\r\n
\r\n
\r\n

<\/a>\r\n\t Get our Weekly Commitment of Traders Reports<\/u><\/b><\/a> - See where the biggest traders (Hedge Funds and Commercial Hedgers) are positioned in the futures markets on a weekly basis.<\/p>

\r\n<\/div>\r\n

\r\n
<\/div>\n

Certainly, by now, there must be signs of it letting up, right? Wrong!<\/p>\n

\"Global<\/p>\n

The data in the 2016 Cisco Mobile Visual Networking Index Forecast reveal mobile data consumption is expected to increase sevenfold by 2021.<\/p>\n

At that point, mobile data traffic will account for 20% of all internet traffic. So while the trend might be getting long in the tooth, there\u2019s still a long<\/em> way to go.<\/p>\n

If there ever was an area of the market to overweight in our investment portfolios, this is it!<\/p>\n

Amazon Eating Everything<\/h2>\n

If mobile is eating the world now, Amazon\u2019s going to eat everything<\/em> next.<\/p>\n

The online book-seller-turned-retail-dominator\u00a0keeps gobbling up more and more markets and market share.<\/p>\n

Case in point: A recent analysis by Slice Intelligence reveals Amazon accounts for a whopping 43% of all online retail sales in 2016. That\u2019s up from 33% in 2015 and 25% in 2012.<\/p>\n

There\u2019s no sign of this trend letting up, either. Going long Amazon has done \u2014 and should continue to do \u2014 a portfolio good.<\/p>\n

Of course, Amazon\u2019s ever-widening dominance is coming at the expense of other retailers. There\u2019s probably no better poster child for this than Sears Holdings Corp. (SHLD)<\/strong>.<\/p>\n

Although the stock\u2019s down over 90% since 2007, there\u2019s still a long way to go. It\u2019s destined for the courthouse steps, in my opinion.<\/p>\n

In other words, go long Amazon and short Sears. It already ranks as a \u201cHall of Fame\u201d pairs trade. By the time Sears finally crumbles, it\u2019ll rank as the most epic (and profitable) pairs trade ever.<\/p>\n

\"Stock<\/p>\n

Oh, Snap!<\/h2>\n

Finally! The company formerly known as Snapchat filed plans for an IPO.<\/p>\n

And right on cue, the IPO hype machine is in full effect.<\/p>\n

But don\u2019t fall for it. Even before the S-1 filing was made, I was urging caution. (Check out my appearance on Cheddar<\/strong><\/a> on Dec. 27.)<\/p>\n

And now I have the data to prove it!<\/p>\n

\"Historical<\/p>\n

When we invest in IPOs, we\u2019re investing in the future growth and profits of a company. However, the only thing Snap seems to do well is burn money.<\/p>\n

The trend is not<\/em><\/strong> your friend here. It\u2019s accelerating in the wrong direction. Caveat emptor!<\/p>\n

Ahead of the tape,<\/p>\n

Louis Basenese
\nInvestment Director, Wall Street Daily<\/em><\/p>\n

The post Amazon, Online Bookseller Turned Retail Monster<\/a> appeared first on Wall Street Daily<\/a>.<\/p>\n

 <\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

By WallStreetDaily.com It\u2019s Friday in the Wall Street Daily nation! For the newbies in the group, once a week, I embrace the adage that a picture is worth a thousand words. And I select a handful of graphics to convey important economic or investment insights. This week, I\u2019m dishing on a trio of \u201cevers\u201d \u2014 […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-101958","post","type-post","status-publish","format-standard","hentry","no-post-thumbnail"],"_links":{"self":[{"href":"https:\/\/www.investmacro.com\/forex\/wp-json\/wp\/v2\/posts\/101958","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investmacro.com\/forex\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investmacro.com\/forex\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investmacro.com\/forex\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investmacro.com\/forex\/wp-json\/wp\/v2\/comments?post=101958"}],"version-history":[{"count":2,"href":"https:\/\/www.investmacro.com\/forex\/wp-json\/wp\/v2\/posts\/101958\/revisions"}],"predecessor-version":[{"id":101966,"href":"https:\/\/www.investmacro.com\/forex\/wp-json\/wp\/v2\/posts\/101958\/revisions\/101966"}],"wp:attachment":[{"href":"https:\/\/www.investmacro.com\/forex\/wp-json\/wp\/v2\/media?parent=101958"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investmacro.com\/forex\/wp-json\/wp\/v2\/categories?post=101958"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investmacro.com\/forex\/wp-json\/wp\/v2\/tags?post=101958"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}