Notes From All Over, Part 1 -- January 30, 2020

Did you all catch this? AMZN up $216 after hours; up 12% after hours.

AMZN: earlier today there was an article suggesting AMZN was in trouble due to high shipping costs. Okay.

AMZN: holy mackerel -- AMZN beat expectations.

• revenue: $87.4 billion vs $86.17 billion (not trivial)
• EPS: $6.47/share vs $4.11/share
• let's repeat that: $6.47 vs $4.11
• holy mackerel 
• market cap now over $1 trillion
• record-breaking holiday shopping season
• sales for the quarter up a whopping 21% compared to 4Q18
• AWS: even though it lost a huge government contract, still doing incredibly well
• more Amazon Prime membership than ever; 150 million worldwide

Fox Business News:

• my favorites:
• Elizabeth McDonald
• Liz Peek
• Lisa Montgomery
• Lou Dobbs (I vacillate on this one) 
• Charlie Gasparino
• okay:
• Charles Payne 
• Stuart Varney
• Maria Bartiromo
• Neil Cavuto
• Melissa Francis
• least favorite:
• Liz Clamon 

Global economy:

• US-Canada
• US-Mexico
• US-UK
• US-EU
• if US Dow goes back above 29,000 before coronavirus story contained, this will speak volumes about the strength of bilateral trade agreements between the US and the other countries (regions) noted above and all the chatter about China

Trump focus:

• taxes
• regulations
• energy
• trade