Young Research & Publishing Inc.

Investment Research Since 1978

  • Breaking News
    • Dick Young’s Research Key: Anecdotal Evidence Gathering
    • You’ve Read The Last Issue of Intelligence Report, Now What?
    • The Final Richard C. Young’s Intelligence Report
  • Home
  • About Us
    • Contributors
    • Archives
  • Investing Analysis
    • Bonds
    • Commodities
    • Currencies and Gold
    • Dividend Investing
    • Economy
    • ETFs & Funds
    • Investment Strategy
    • Real Estate
    • Retirement Investing
    • Stocks
    • Taxes
  • Money Management
  • Crisis at Vanguard
  • Free Email Signup
  • Retirement CompoundersSM
  • Dynamic MaximizersSM
  • Facebook

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.

The following two tabs change content below.
  • Bio
  • Latest Posts

E.J. Smith

Editor-in-Chief
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. 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 Zilldjians. He grew-up worshiping Neil Peart 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.

Latest posts by E.J. Smith (see all)

  • Your Pre-Retirement Years: A Straightforward Way to Earn Over 9% with Vanguard Wellesley - April 19, 2018
  • Facebook: “A Giant Blood-Engorged Tick Hanging off Your Frontal Lobe” - April 18, 2018
  • Meet a Long-Time Friend and Advisor: The Stissing, Mountain Man - April 17, 2018

Related Posts

Our Most Popular Posts

  • Vanguard GNMA and Your Retirement Years
  • Yes, Vanguard is too Big: Part II
  • This Chart Has a Concerning Look
  • Wellington Management Company
  • War Tensions Driving up LNG Prices
  • Yes, Vanguard is too Big
  • Amazon Establishes Foothold in Big Box Retail with Best Buy Partnership
  • Facebook: “A Giant Blood-Engorged Tick Hanging off Your Frontal Lobe”
  • Bitcoin Diehards are HODL
  • This Book is a Fixture in My Office
Fidelity: #1 Online Broker

The Economy Hasn’t Done this in Over a Decade

Household Net Worth Hits a Record High: Is that a Good Thing?

Is the GOP Tax Plan as bad as You’ve Heard?

Warehousing Employments Soars to Support E-Commerce Explosion

How Expensive is the Stock Market?

Search Young Research

RSS The Latest at Richardcyoung.com

  • Central Asia: Russia in Worse Shape than is America
  • The Poetic Outing of Sean Hannity Politically Motivated
  • Blackout: The Lights are Out in Puerto Rico
  • Everyone Has Stopped Talking about Bolton. Now It Gets Dangerous.
  • Facebook: “A Giant Blood-Engorged Tick Hanging off Your Frontal Lobe”
  • FiveThirtyEight: I Guess This Makes Sense to Someone
  • Lawn Signs Predicted Astounding Trump Presidential Victory
  • Trump vs. Clinton—5 State Presidential Lawn Sign Shocker
  • The F-35C is about to Extend its Deadly Reach
  • Meet a Long-Time Friend and Advisor: The Stissing, Mountain Man

About Us

  • About Young Research
  • Archives
  • Contributors

Our Partners

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

Social Media

  • Facebook
  • Twitter
  • Youtube
  • Pinterest

Copyright © 2018 | Terms & Conditions