My Independent Research Team (not to be confused with the conflicted and compromised investment banking and brokered "research" you get pushed all day long on Old Wall TV) has some big ideas for 2019.
One of them is Brian McGough and his US Retail team going bearish on Amazon (AMZN).
Per the intro his recent Institutional Research note:
"When all is said and done, I think that 2019 will go down as the year where Brick & Mortar pushes back against pure-play online – most notably Amazon – which will ultimately be to the detriment of margins across the board."
Oh, and AMZN is green today, tapping the top-end of the @Hedgeye Risk Range,
KM