Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

Amazon.com (NASDAQ: AMZN)

Thrift

Items You Should Buy From Amazon

Buy direct from merchants through Amazon. Many merchants sell directly through Amazon rather than the fulfillment centers. The big advantage to buying direct is that many of these sellers offer free shipping on all items. Office supplies in particular are far cheaper purchased this way.

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The Death Spiral

Office Depot: inside a Dying Retailer

$33 million in cash from operations, that’s right folks, Office Depot only generated $33 million from $14.15 billion in sales. This number is particularly frightening because Office Depot reported $184 million in cash from operations in March 2015. The company’s cash from operations decreased by $151 million in just a year.

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Crazy StocksStocks

Nordstrom Profits from Income Inequality and Bucks the Trend in the Department Store Business

The demographics indicate that Nordstrom’s customer base is growing and that those customers have more money. This retailer is in a very enviable position given America’s current state but is it a good investment?

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Good StocksLong IdeasStocksThrift

Is Costco Wholesale Really Worth the Share Price?

The factors driving Costco’s success in Canada also push it forward at home in the United States as well. The median U.S. household income has stagnated in recent years. According to U.S. Census Bureau data, it was $53,657 in 2014, just a few hundred dollars higher than $53,105 in 2013 and $52,970 in 2012. That gives most Americans, like most Canadians, a strong incentive to shop at deep discounters such as Costco.

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Market Commentary

Walmart and the Limits of Discounting

What this seems to indicate is not that Amazon is stealing business from Walmart but instead it is stealing revenue growth. Basically, the additional revenue in the economy that would have normally flowed to Walmart and other big box retailers seems to be flowing to Amazon.

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