An Update On Amazon And An Outsider's Perspective On The US Markets | Summary and Q&A

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February 20, 2019
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An Update On Amazon And An Outsider's Perspective On The US Markets

TL;DR

Recent changes in US politics, including Amazon's decision not to build its headquarters in Queens and the rising influence of politicians like Alexandria Ocasio-Cortez, have caught European investors by surprise and raised questions about the use of taxpayer dollars and the direction of US policies.

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Key Insights

  • ๐Ÿคจ The cancellation of Amazon's headquarters project in Queens raises questions about the allocation of taxpayer dollars and the potential displacement of local retailers.
  • ๐ŸŒ The intensifying political agenda in the US, focused on issues like income inequality and healthcare, is capturing the attention of international investors.
  • ๐Ÿ’‡ While the potential candidacy of US socialists may concern markets, the tax cuts implemented under Donald Trump have boosted the economy.
  • ๐Ÿ˜˜ Income disparity remains a significant concern, with the wealthiest owning more while lower classes struggle financially.
  • ๐Ÿ‘จโ€๐Ÿ’ผ The rebuilding of US infrastructure is seen as a necessary step to create a more efficient business platform and benefit both companies and the working population.
  • ๐Ÿคฉ The rise in news stories about US politics suggests that leaders and politicians are actively considering key areas that need addressing, including infrastructure, taxation, healthcare, and education.
  • ๐Ÿซต The discussions and potential policy changes happening in US politics can be viewed as positive indicators for considering investments in the USA.

Transcript

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Questions & Answers

Q: Why did Amazon decide not to continue with the building of its headquarters in Queens, New York?

Amazon's decision was influenced by concerns about the use of taxpayer dollars and the potential negative impact on local retailers. Previous negotiations and experiences in Seattle raised doubts about the wise use of public funds in attracting the company to the city.

Q: What issues have gained prominence in US politics recently?

US politics has increasingly focused on addressing problems such as income inequality, poverty, homelessness, and healthcare, prompting discussions and potential policy changes.

Q: How have the tax cuts implemented by Donald Trump affected the US economy?

The tax cuts have had a positive impact on the US economy, stimulating growth and leading to high employment rates. The labor market has seen increased participation by minorities and women.

Q: What is the relationship between US politics and investments?

The current political landscape in the US, particularly the discussions surrounding infrastructure, taxation, healthcare, and education, has attracted the attention of international investors. It presents opportunities for considering investments in the USA.

Summary & Key Takeaways

  • Amazon's decision to cancel plans for a new headquarters in Queens, New York, and the role of protests led by Alexandria Ocasio-Cortez, have raised concerns about the allocation of taxpayer dollars and the impact on local retailers.

  • The intensifying political landscape in the US, with a focus on addressing issues like income inequality, poverty, homelessness, and healthcare, has attracted the attention of international investors.

  • While some view the potential candidacy of US socialists like Bernie Sanders as worrisome for markets, the tax cuts implemented by Donald Trump have helped boost the economy, particularly in terms of employment and women's participation in the labor market.

  • However, income disparity remains a significant concern, with the wealthy accumulating increasing amounts of wealth while the lower classes struggle to meet basic needs.

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