stock market was up today...

#10,951
#10,951
Amazon has become a bullet proof brand and likely won’t be hurt by any competitor. Their biggest challenge will be the government. Most likely they will have a century long run if the law makers and Justice Department let them. Think Disney, Coke/Pepsi, AT&T, Exxon/Chevron/BP/Standard, the Big 4 and other financial/insurance institutions, and UPS. Ironically the first and last could face a challenge from Amazon if they are allowed to continue growing vertically and horizontally.
 
#10,952
#10,952
Thunder Good-Oil said:
Amazon has become a bullet proof brand and likely won’t be hurt by any competitor. Their biggest challenge will be the government. Most likely they will have a century long run if the law makers and Justice Department let them. Think Disney, Coke/Pepsi, AT&T, Exxon/Chevron/BP/Standard, the Big 4 and other financial/insurance institutions, and UPS. Ironically the first and last could face a challenge from Amazon if they are allowed to continue growing vertically and horizontally.
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I agree that Anti-Trust challenges could be in Amazon’s future. Will depend on which way the political winds are blowing.

I think Amazon is absolutely putting UPS & FedEx in its crosshairs. They’ve invested billions beefing up their fleet(s).
 
#10,953
#10,953
85SugarVol said:
I agree that Anti-Trust challenges could be in Amazon’s future. Will depend on which way the political winds are blowing.

I think Amazon is absolutely putting UPS & FedEx in its crosshairs. They’ve invested billions beefing up their fleet(s).
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I live in Podunk Tennessee and a couple of days ago a delivery truck with a big ole Amazon logo on it delivered something to my neighbor. They are taking over the delivery business and have gotten so large that I'm afraid that there are few things they couldn't dominate if they decide too. I think they need to be broken up.
 
#10,954
#10,954
VolStrom said:
I live in Podunk Tennessee and a couple of days ago a delivery truck with a big ole Amazon logo on it delivered something to my neighbor. They are taking over the delivery business and have gotten so large that I'm afraid that there are few things they couldn't dominate if they decide too. I think they need to be broken up.
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Nah....
Amazon has worked long and hard, and invested wisely to get to this point. Let em ride the wave.
 
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#10,956
#10,956
Thunder Good-Oil said:
Amazon has become a bullet proof brand and likely won’t be hurt by any competitor. Their biggest challenge will be the government. Most likely they will have a century long run if the law makers and Justice Department let them.
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A century is a long time. Predicting even 10 years into the future is difficult.
 
#10,957
#10,957
Velo Vol said:
A century is a long time. Predicting even 10 years into the future is difficult.
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They have that kind of momentum to be in the early stages of a century long run. But I’ll add that the Dems and their friends, the Chinese Communist Party, could hamper their success in addition to the current anti-trust laws. Even if Bezos were to step down tomorrow, IMO they still have a long run left.

Bad acquisitions could also be something they’d stumble on. But it would take several, huge mistakes to hurt them very much.
 
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#10,960
#10,960
85SugarVol said:
They make it 10 more years with their eyes closed, based on nothing more than the investment and infrastructure already in place. Easy.
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Sure, it will be a large corporation in 2030. But will it remain intact then? What will its growth rate be? Any growing competitors? It's hard to say.
 
#10,962
#10,962
05_never_again said:
I said that John Doe can't redeem his 100 shares of GLD for physical gold. That is true.
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I give you credit for that... you modified you reply from what you originally said. But my question to you and to John Doe is this...

What happens to the value of you GLD shares when someone actually does want to redeem their shares for gold and they can't deliver? That has been all I have ben trying to get an answer to, and why I made the comment that the GLD doesn't have enough gold (originally I exaggerated and said no gold) to cover the number outstanding shares. While your azz is sitting there fat and happy watching the gold price go to $3k or above, the big time GLD holders are going to at some point want to cash in. Some may settle with cash. But what about those that don't want to settle with cash? As soon as news of an event reaches the market that one or more big time holders are standing for delivery and are not able to get their gold, the value of GLD will drop faster than you will be able to sell out of it.
 
#10,963
#10,963
Rasputin_Vol said:
I give you credit for that... you modified you reply from what you originally said. But my question to you and to John Doe is this...

What happens to the value of you GLD shares when someone actually does want to redeem their shares for gold and they can't deliver? That has been all I have ben trying to get an answer to, and why I made the comment that the GLD doesn't have enough gold (originally I exaggerated and said no gold) to cover the number outstanding shares. While your azz is sitting there fat and happy watching the gold price go to $3k or above, the big time GLD holders are going to at some point want to cash in. Some may settle with cash. But what about those that don't want to settle with cash? As soon as news of an event reaches the market that one or more big time holders are standing for delivery and are not able to get their gold, the value of GLD will drop faster than you will be able to sell out of it.
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Simple. If you want to settle with physical, don’t buy GLD. That’s what I’ve said this whole time but you like to argue. If you want physical gold, you should buy it from a buillion dealer and not fool with GLD, because that isn’t the point of GLD.
 
#10,964
#10,964
Rasputin_Vol said:
I give you credit for that... you modified you reply from what you originally said. But my question to you and to John Doe is this...

What happens to the value of you GLD shares when someone actually does want to redeem their shares for gold and they can't deliver? That has been all I have ben trying to get an answer to, and why I made the comment that the GLD doesn't have enough gold (originally I exaggerated and said no gold) to cover the number outstanding shares. While your azz is sitting there fat and happy watching the gold price go to $3k or above, the big time GLD holders are going to at some point want to cash in. Some may settle with cash. But what about those that don't want to settle with cash? As soon as news of an event reaches the market that one or more big time holders are standing for delivery and are not able to get their gold, the value of GLD will drop faster than you will be able to sell out of it.
Click to expand...


I am in and out of SLV and IAU. Buy on the pullbacks. Also have some physical silver. But not doing it as major investing. Too volatile, imo.
 
#10,965
#10,965
05_never_again said:
Simple. If you want to settle with physical, don’t buy GLD. That’s what I’ve said this whole time but you like to argue. If you want physical gold, you should buy it from a buillion dealer and not fool with GLD, because that isn’t the point of GLD.
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What you are saying is true, but has nothing to do with the question I asked you. Whether you like it or not, or whether you think it is a good idea or not, the fact remains that there are people or entities that do buy GLD with the possibility of wanting to settle. Again, one last try... what happens to the value of your GLD ETF if an entity goes to redeem their shares for gold and the word gets out that the ETF was not able to settle?
 
#10,967
#10,967
Rasputin_Vol said:
What you are saying is true, but has nothing to do with the question I asked you. Whether you like it or not, or whether you think it is a good idea or not, the fact remains that there are people or entities that do buy GLD with the possibility of wanting to settle. Again, one last try... what happens to the value of your GLD ETF if an entity goes to redeem their shares for gold and the word gets out that the ETF was not able to settle?
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If the amount of physical gold GLD has is the amount you say it is, then shouldn't the value of GLD be zero already, or some amount much lower than it is today? Do you know something the market doesn't? You should short GLD then.
 
#10,968
#10,968
05_never_again said:
If the amount of physical gold GLD has is the amount you say it is, then shouldn't the value of GLD be zero already, or some amount much lower than it is today? Do you know something the market doesn't? You should short GLD then.
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Maybe he's bearish on gold?

GLD is the first to market to invest directly in physical gold. The product structure reduced the difficulties of buying, storing and insuring physical gold bullion for investors. NAV for the fund is determined using the LBMA PM Gold Price (formerly the London PM Gold Fix), so GLD has an extremely close relationship with spot prices. Its structure as a grantor trust protects investors; trustees cannot lend the gold bars. However, taxes on long-term gains can be steep, as GLD is deemed a collectible by the IRS. Also, GLD's NAV has a larger handle, which corresponds to more gold exposure per share.
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#10,969
#10,969
Seems reasonable. #TSLA

Egwh16oXsAkf2vb
 
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#10,971
#10,971
85SugarVol said:
I agree that Anti-Trust challenges could be in Amazon’s future. Will depend on which way the political winds are blowing.

I think Amazon is absolutely putting UPS & FedEx in its crosshairs. They’ve invested billions beefing up their fleet(s).
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Antitrust issues are almost certainly in their future, as they are for other big tech companies too (GOOGL and FB in particular). At the moment, it seems like both political parties have their reasons for wanting to nail FB.

However, just because they run into those issues doesn't mean they get knocked off. MSFT dealt with them too as they were coming of age, and look at them today.
 
#10,972
#10,972
Velo Vol said:
So when indexes get shuffled ETFs have to sell all the droppee stock immediately?
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85SugarVol said:
Don’t know what kind of timeline they are held to. But not just ETFs, any Mutual Fund that tracks a Dow index as well. They all have to re-balance.

I checked the Diamonds, Exxon and the others are still listed as of today.
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The Diamonds updated today. Exxon is out. Salesforce and the others are in.
 
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