The winners in this COVID-19 pandemic are the giant publicly traded companies. The losers are small businesses.
Big box retailers are winning big time by grabbing market share from smaller companies that have gone out of business.
You need to understand the trend of money and power to big corporations has only increased during the COVID-19 pandemic. There’s no way that smaller businesses are going to be saved. In fact, they are already being allowed to fail at incredibly high numbers as Democrats have blocked stimulus to most non-union smaller businesses.
No stimulus is fantastic for big-box retailers and large corporations. It is great for most big tech companies and stay-at-home stocks.
If you’re big tech, you want Google to have scary news articles at the top of its News search that talk about how the country needs to be shut down again. The longer the country stays shut down, the more big corporations thrive as small local businesses fail.
CNBC’s Jim Cramer and David Faber discuss how a lack of stimulus may impact the market and retailers of different sizes.