The US treasury has deployed $242b in stimulus cheques to 90 million people today.

Based off this piece of fundamental news I anticipate that we will see retail based businesses see a boost in earnings.

Companies such as Amazon, Costco, Best Buy with an ecommerce pressance or warehouse conversion are likley to be the main beneficieries.

Other areas of interest that i have are in US listed brokerages, who may very well see a bump in account deposits the likes of Robin hood, Think or swim/e*trade will potentially see their parent finacial insitutions increase revenue.

Amazon - Long

Mar 18 2021

1