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How Amazon’s Bottomless Appetite Became Corporate America’s Nightmare
The "Amazon effect" appears to be very dis-inflationary along with other new efficiencies and here comes the Fourth Industrial Revolution.
The old business model (promoted by the Fed) is a 2% inflation target. The new business model seems to be 2% or more dis-inflation along with many other disruptions.
I think the company is overextending itself, especially in the food space. I don't think the Whole Foods acquisition will be the game changer everyone is claiming. All of the things that are Amazon's advantages--warehouses instead of brick and mortar stores, disenfranchised oppressed workforce that's out of sight of the average consumer, cheap knockoffs, tax advantages--don't apply at local Wholefoods supermarkets.
Comments
The "Amazon effect" appears to be very dis-inflationary along with other new efficiencies and here comes the Fourth Industrial Revolution.
The old business model (promoted by the Fed) is a 2% inflation target. The new business model seems to be 2% or more dis-inflation along with many other disruptions.