On this edition of "Charting Futures," Benchmark Investments' Kevin Kelly examines industrial stocks and how he is playing the trade war. He speaks with Bloomberg's Abigail Doolittle on "Bloomberg Markets: The Close."
Kevin Kelly, managing partner at Benchmark Investments, joined RealVision on how he is utilizing optionality for a unique play on warehouse giant, Prologis (PLD). In this interview, Kevin says e-Commerce will drive greater demand for industrial real estate solutions offered by Prologis.
Kevin Kelly, Benchmark Investments managing partner, discusses equity markets, options markets and his JD.com options strategy with Bloomberg's Julie Hyman on "Bloomberg Markets." JD.com, traditionally known as a retail company, has invested heavily into industrial properties including logistics, distribution, and fulfillment facilities and it has lead to another leg of growth for the company. JD's retail prowess can be felt in China as they command about 20% of all retail sales.
Benchmark Investments managing partner Kevin Kelly and Tematica Research CIO Chris Versace on why the stock market is still experiencing volatility and what equities investors should watch. Kevin Kelly discusses how to play the eCommerce effect after Amazon's earnings last Thursday with Prologis.
You can't buy 2 x 4s at Amazon, so Home Depot deserves its higher multiples, Benchmark Investments' CEO tells Reuters' Fred Katayama. He's bullish on HD and real estate logistics firm, Prologis.