You Heard It Here First... - mytrbroadcast.com

“Just what?” you ask. Great question, and here it is…

I fully expect, before year end, Amazon™ will be announcing it is selling or breaking apart different aspects of its current amalgamation in order to “Unlock share holder value, blah, blah, blah.”

“What does that mean in reality?” you ponder. Another great question, and it’s this…

It’s. Over. i.e., the underlying premise of growth for growth’s sake or, growth at any cost – is officially dead.

Yes, I just said that.

This was the entire underpinning of many as to why stocks were always “Going to the moon, so just BTFD (but the f’n dip) already! You can’t time the market, so just buy, buy, buy!!!” A bogus premise that was only possible and perpetuated via central bank largess, but I digress.

I believe we have now entered (since the Fed. has now broke everything, again, just as I said they would) the phase where the only way most public companies may be able to hold up their share prices going forward (and that’s a big maybe) will be via breaking up once heralded acquisition additions – and staff cuts. Along with what I also stated in prior missives to the howls and screams across the mainstream business/financial media: reductions in building space.

We’ve already seen the signals in office and warehouse space, now morphing into the inclusion of staff cuts. But the big signal to this trifecta of a completely changed business world and more will be, when you see a headline such as “Amazon to sell Whole Foods™ blah, blah, blah.” Or other such division, in the very near future.

At that point it will be known to everyone, but for today…

You heard it here first.

As always, we shall see.

Note: This is not trading or investing advice of any sort. This commentary is for “big picture” discussion purposes only. Please read, or re-read the “About This Site” page for any questions or clarifications.