Young Research & Publishing Inc.

Investment Research Since 1978

Disclosure

  • About Us
    • Contributors
    • Archives
    • Dick Young’s Safe America
    • The Final Richard C. Young’s Intelligence Report
    • You’ve Read The Last Issue of Intelligence Report, Now What?
    • Dick Young’s Research Key: Anecdotal Evidence Gathering
    • Crisis at Vanguard
  • Investment Analysis
    • Bonds
    • Currencies and Gold
    • Dividend Investing
    • ETFs & Funds
    • Investment Strategy
    • Retirement Investing
    • Stocks
    • The Efficient Frontier
  • Investment Counsel
  • Retirement Compounders®
  • Free Email Signup

Is My Bezos Law About to Hit Healthcare?

February 1, 2018 By E.J. Smith

By Ewais @ Shutterstock.com

I’ve discussed my Bezos Law before. It’s my theory that any industry Jeff Bezos enters will see lower prices. Now, Bezos’ Amazon.com and consortium of investors including JPMorgan Chase and Berkshire Hathaway is about to enter the employee health care market. What does this mean for the future of health care? David Marino-Nachison writes in Barron’s Next:

When Amazon.com takes concrete, public steps into huge industries—which it did Tuesday, announcing a joint venture to tackle employee health care with JPMorgan Chase and Berkshire Hathaway—it should make investors blink.

But what else should they do? And when? (First, they should read Bill Alpert’s take for Barron’s about possible winners and losers.) Yesterday, our thoughts turned to last year’s news that Amazon was to buy fellow NEXT50 component Whole Foods.

Leading retail stocks were understandably shaken on that announcement. But looking back, somewhat subjectively, at the companies in The Wall Street Journal’s story on the announcement—namely, Costco, Kroger, Target and Walmart—it’s hard not to notice that they’ve all beaten the S&P 500 since.

So, it turns out, did the SPDR S&P Retail ETF.

The details of the latest Amazon news are still scarce. Analysts have noted that it’s far from the first sign of disruption in health care. (Or, of course, even the first from Amazon.) There are also a number of reasons stocks have risen since last summer.

But it’s hard not to notice that the “Amazon effect” can mean very different things in the moment—and over many moments.

Read more here.

Originally posted on Yoursurvivalguy.com.

Share this:

  • Email
  • Twitter
  • Facebook

You Might Also Like:

  • Is There a Defense Against My ‘Bezos Law’?
  • Hospitals Take a Step Back from Amazon’s Healthcare Push
  • Believe in My Bezos Law; Invest with Mr. Dividend
  • Author
  • Recent Posts
E.J. Smith
E.J. Smith is Founder of YourSurvivalGuy.com, Managing Director at Richard C. Young & Co., Ltd., a Managing Editor of Richardcyoung.com, and Editor-in-Chief of Youngresearch.com. His focus at all times is on preparing clients and readers for “Times Like These.” E.J. graduated from Babson College in Wellesley, Massachusetts, with a B.S. in finance and investments. In 1995, E.J. began his investment career at Fidelity Investments in Boston before joining Richard C. Young & Co., Ltd. in 1998. E.J. has trained at Sig Sauer Academy in Epping, NH. His first drum set was a 5-piece Slingerland with Zildjians. He grew-up worshiping Neil Peart (RIP) of the band Rush, and loves the song Tom Sawyer—the name of his family’s boat, a Grady-White Canyon 306. He grew up in Mattapoisett, MA, an idyllic small town on the water near Cape Cod. He spends time in Newport, RI and Bartlett, NH—both as far away from Wall Street as one could mentally get. The Newport office is on a quiet, tree lined street not far from the harbor and the log cabin in Bartlett, NH, the “Live Free or Die” state, sits on the edge of the White Mountain National Forest. He enjoys spending time in Key West and Paris.

Please get in touch with E.J. at ejsmith@youngresearch.com

Click here to sign up for my free monthly Survive & Thrive letter.
Latest posts by E.J. Smith (see all)
  • CATO: Global Freedom Is in Sharp Decline - January 27, 2023
  • Biden Administration Destroying Retiree Fiduciary Protections - January 27, 2023
  • 4 Life Changing Words for Your Survival Guy: “You Should Try This” - January 26, 2023

Search Young Research

Most Popular

  • Don't Let Your Lazy Cash Eat all Your Food
  • Markets Are Calling the Fed's Bluff
  • Welcome to Hotel California, Where You Can Never Leave
  • Anti-Carbon Crusaders in Davos Talk ESG and OPM
  • America's Super States and Stocks that Respect YOU
  • Is Passive Investing Already Passé?
  • Vanguard Wellesley (VWINX) vs. Wellington (VWELX): Which Fund is Best?
  • Can Banks Compete with Apple Pay and PayPal?
  • Your Survival Guy’s Guide to Your Lazy Cash
  • What You’re Telling Me Matters

Don’t Miss

Default Risk Among the Many Concerns with Annuities

Risk and Reward: An Efficient Frontier

How to be a Billionaire: Proven Strategies from the Titans of Wealth

Could this Be the Vanguard GNMA Winning Edge?

Cryptocosm and Life After Google

Warning: Avoid Mutual Fund Year End Distributions

Is Gold a Good Long-term Investment?

How to Invest in Gold

Vanguard Wellington (VWELX): The Original Balanced Fund

What is the Best Gold ETF for Investing and Trading?

Procter & Gamble (PG) Stock: The Only True Dividend King

The Dividend King of the North

You’ll Love This if You’re Dreaming of an Active Retirement Life

RSS The Latest at Richardcyoung.com

  • Don’t Believe ’em. They’re Coming for Your Gas Stove
  • NH Republicans Favor DeSantis Over Trump By a Big Margin
  • CATO: Global Freedom Is in Sharp Decline
  • The Telling Depth of Media Propaganda and Censorship
  • MEDIA BLACKOUT: No One Will Cover Pharma Exec’s Virus Confession
  • TIME FOR A GONDOLA? Little Cottonwood Canyon Jammed with Traffic
  • Biden Administration Destroying Retiree Fiduciary Protections
  • Will Western Tanks Be a Game Changer in Ukraine?
  • The Power of Words
  • 4 Life Changing Words for Your Survival Guy: “You Should Try This”

RSS The Latest at Yoursurvivalguy.com

  • CATO: Global Freedom Is in Sharp Decline
  • TIME FOR A GONDOLA? Little Cottonwood Canyon Jammed with Traffic
  • Biden Administration Destroying Retiree Fiduciary Protections
  • 4 Life Changing Words for Your Survival Guy: “You Should Try This”
  • Anti-Carbon Crusaders in Davos Talk ESG and OPM
  • Welcome to Hotel California, Where You Can Never Leave
  • What You’re Telling Me Matters
  • The Rich Seek More from Bank Accounts
  • California’s Wealth Tax Will Drive Out Remaining Rich Residents
  • Political Establishment Irate over Conservative Challenges to ESG

About Us

  • About Young Research
  • Archives
  • Contributors

Our Partners

  • Richard C. Young & Co.
  • Richardcyoung.com

Copyright © 2023 | Terms & Conditions

 

Loading Comments...
 

    loading Cancel
    Post was not sent - check your email addresses!
    Email check failed, please try again
    Sorry, your blog cannot share posts by email.