Is There Anything In Retail That Can’t Be Amazonified?
This week we discuss the disastrous department store results, where the bright spots in retail are, and why everything in the space can’t be “amazonified”. Other topics include a dissection of disappointing numbers from Snap, why Nvidia saw a pullback despite stellar Q2 results and how to think about the low VIX.
Audio Length: 00:47:20
Disclosure: There can be no assurance that the information we considered is accurate or complete, nor can there be any assurance that our assumptions are correct.
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