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Kenneth Rogoff on the Dollar, Stocks Laugh at Tariffs, Starbucks and Amazon Earnings

The Compound and Friends

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Amazon's Tariff Transparency and Market Dynamics

This chapter discusses Amazon's announcement regarding the display of pricing impacts from Trump's tariffs, raising concerns about corporate motivations and consumer awareness. The conversation encompasses the challenges of corporate transparency, the influence of political environments, and strategic corporate narratives. Additionally, it highlights Amazon's ambitious satellite project and the significant role of third-party sellers in its business model amid rising operational costs.

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