Of Oil Bears & WalMart (Mayweather) vs. Amazon (McGregor)
Summary
Discussion, critique and analysis of the potential impacts on equity, bond, commodity, capital and asset markets regarding the following:
Hush...Hush, Sweet Charlotte?
This classic 1964 American psychological thriller directed and produced by Robert Aldrich, received seven Academy Award nominations.
Starring Bette Davis, Olivia de Havilland, Joseph Cotten, Agnes Moorehead and Mary Astor (in her final film role) with notable appearances by Victor Buono, Bruce Dern and George Kennedy.
Faded Southern belle Charlotte Hollis lives in depression and loneliness in her family's Louisiana plantation house, still distraught over the unsolved axe murder of her married lover 40 years earlier, a bloody killing that she was accused of.
When the state condemns her home to put in a new highway, she defiantly refuses to leave, with a shotgun. When her long-lost Yankee cousin Miriam arrives to help, heads start to roll, literally.
All those decades ago, was Sweet Charlotte really her lovers killer, has she been insane all these years, or are things not really as they seem and is their more than meets the eye?
Speaking of similar situations, soothing words and following up on the vulture culture Of Amazon, Wal-Mart And Millennials?
Amazon vs Walmart?
If Amazon's intent is to cross over (retail grocery vs online retail) and fight in a "heavier" weight class (growing lower income space), then this may be a gross miscalculation, as that battle might be a complete mismatch.
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Discussion, critique and analysis of the potential impacts on equity, bond, commodity, capital and asset markets regarding the following:
- Last Time Out; Hush, Hush; Whole Foods
- Walmart vs Amazon; WTI Bear Rally; Options Unwind
- Retail and Reits; Consumer and Oil Short Squeeze
Hope is always high, but at the end of the day, what is the Beast of Bentonville more worried about? Amazonian Whole Foods? Smelling the potential of another rooster or two in the hen house, Walmart recently ran a “stealth price comparison test” in nearly 1,200 of its U.S. stores in the hopes of closing the pricing gap between itself and competitors, including Aldi.
Does this sound like Mega-lomart is worried about upscale grocers?
Where's your sign? Closing the pricing gap means the obvious answer is the Germans are coming and it's time to bunker down, in more ways than one. The continuance of economic contraction coupled with stagnant wages and increasing inflation, viz. stagflation and economic strangulation resulting from tight monetary policy, will not help matters for many, including Millennials.
Reality check on tap? Big Trouble in Little China? Commodities, Eurodollar and Bonds Hinting? History Repeating?
Vulture Culture - A workplace or organization that seems to feed on itself, picking over the bones of failure and blaming everyone else, rather than itself. Vulture Cultures are particularly damaging because the enemy is within, and not always easy to pinpoint.Some might say Amazon or Walmart have it all under control, and on either side of that fence, one might hear this infamous utterance...
Hush...Hush, Sweet Charlotte?
This classic 1964 American psychological thriller directed and produced by Robert Aldrich, received seven Academy Award nominations.
Starring Bette Davis, Olivia de Havilland, Joseph Cotten, Agnes Moorehead and Mary Astor (in her final film role) with notable appearances by Victor Buono, Bruce Dern and George Kennedy.
Faded Southern belle Charlotte Hollis lives in depression and loneliness in her family's Louisiana plantation house, still distraught over the unsolved axe murder of her married lover 40 years earlier, a bloody killing that she was accused of.
When the state condemns her home to put in a new highway, she defiantly refuses to leave, with a shotgun. When her long-lost Yankee cousin Miriam arrives to help, heads start to roll, literally.
All those decades ago, was Sweet Charlotte really her lovers killer, has she been insane all these years, or are things not really as they seem and is their more than meets the eye?
Speaking of similar situations, soothing words and following up on the vulture culture Of Amazon, Wal-Mart And Millennials?
Amazon vs Walmart?
"Shopping for food while hungry makes grocery stores squeal with delight" - Alan Robert RossOne of the two biggest mistakes one can make. Of course shopping for new venues, yield or margin while hungry for revenue, can lead management astray as well.
"Part of the interesting article [our last Nattering's] is about whether your type of consumer will proliferate and have the disposable cash to maintain that lifestyle.
There is another, large group... perhaps the majority... who can't afford to buy much of anything that is not the least expensive alternative. That market seems up for grabs."That segment is growing and will be a knock down drag out between Walmart (WMT), Lidl, Aldi, Kroger (KR) and anyone left standing.
"AMZN is going to squeeze producers to try to capture that market."Amazon (AMZN) must feel the Whole Foods (WFM) demographic and spending capacity is either going to grow or an increase in that market share can be achieved. Or does AMZN intend to change WFM into something it is not? Which would be very ill advised.
I think a better description is that AMZN is just the Sears Catalog online. Look at the pictures, find what you want, order and have it delivered. It's not a new business model, and like Sears, it made AMZN the worlds most successful retailer. - Kertch
If Amazon's intent is to cross over (retail grocery vs online retail) and fight in a "heavier" weight class (growing lower income space), then this may be a gross miscalculation, as that battle might be a complete mismatch.
This missive was published as an exclusive to Seeking Alpha. To access the ENTIRE text for FREE on Seeking Alpha, please click here. The Nattering One does not receive remuneration if you register, only satisfaction.
There is no cost involved and it has been our experience that if you exert control (by unchecking a box of two) over your communications settings in your Seeking Alpha profile, your email inbox will not be polluted with one bit of Spam (not even the cured pork shoulder variety. Tasty even.)
As we are now a "contributor" at Seeking Alpha, our published articles, instablog and comments can be found here. Please continue to follow The Nattering Naybob here and at Seeking Alpha. We thank you for your support.
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