E-commerce

October 13, 2016

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Global e-Commerce Adoption Isn’t Slowing — It’s Accelerating, and Has Massive Tailwinds U.S. e-Commerce Share Gains (vs Retail) Source:  Bank of America/Merrill Lynch Most investors probably have the impression that e-commerce has moved beyond its initial stages of rapid growth...
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September 15, 2016

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Step Aside, Boomers: “Gen Y” and “Gen Z” Will Soon Be Driving the Global Economy With apologies to the Baby Boomers, they like to talk about themselves.  We’ve read a lot about the influence Boomers have had on U.S. culture...
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May 19, 2016

Executive Summary 1.  Market summary.  The movement of the U.S. dollar will be the key determinant of the direction of U.S. stocks, gold, and oil — and a great deal about the direction of the U.S. currency and market depends...
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July 24, 2015

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“Winner Take All” in E-commerce… and Who’s Protected On June 11, the European Union opened a probe of e-book pricing by Amazon (NASDAQ: AMZN), continuing the rumbles that have surrounded allegedly anti-competitive practices by the online giant. Last year, AMZN...
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