Benchmark Investments' Kevin Kelly discusses the recent volatility in markets and his strategy for Equinix Inc. He speaks with Bloomberg's Abigail Doolittle on "Bloomberg Markets: The Close." (Source: Bloomberg)
Benchmark Investments' Kevin Kelly discusses the performance of financial markets and his strategy for 5G by positioning with Crown Castle. He joins Luke Kawa on Bloomberg TV.
On this edition of "Options Insight," Benchmark Investments' Kevin Kelly discusses his options strategy with Bloomberg's Abigail Doolittle on "Bloomberg Markets: The Close." (Source: Bloomberg)
Kevin Kelly, is back with his new Amazon.com (AMZN) options strategy with Bloomberg's Julie Hyman on "Bloomberg Markets," after his two previous Amazon trades worked in his favor.
Kevin Kelly, Benchmark Investments managing partner, discusses his previous options strategy on Netflix (NFLX) after their earnings release and his new options trade on Equinix (EQIX) with Bloomberg's Julie Hyman on "Bloomberg Markets."
Pacer ETFs President Sean O'Hara joined Kevin Kelly from Benchmark and Maria Bartiromo on the "Mornings with Maria" panel to discuss the opportunities in retail and data center real estate. The discussion focuses on how retail real estate (RTL) and data centers (SRVR) will benefit from 16% year over year growth in e-Commerce and the recent Supreme Court ruling on how states can mandate taxation of e-commerce sales.
Kevin Kelly, managing partner at Benchmark, discusses markets and his options trade for Alibaba (BABA) with Julie Hyman on Bloomberg TV. Alibaba held its Cloud Computing Conference in Shanghai. Like Amazon, Alibaba is primarily an e-commerce company. Its cloud computing business grew out of the IT infrastructure it built to support its online retailing business. AliCloud will come to represent a bigger portion of the company's overall revenue.
Barron's focuses on how data center real estate is providing one of the most compelling investment opportunities, not only in real estate, but also in technology. Data centers are experiencing tremendous rent and demand growth, have high barriers to entry, and are defensive in nature. Data Centers are at the heart of the Benchmark Data & Infrastructure Real Estate SCTR Index (SRVRSCTR). Just last week, the SRVR exchange traded fund launched on the NYSE Arca.
Kevin Kelly, managing partner at Benchmark, discusses markets and his options trade for Equinix with Julie Hyman on "Bloomberg Markets" TV. He believes the ongoing adoption of hybrid-cloud network architectures and shift to digital services will continue to drive market expansion and higher revenue for Equinix. EQIX has brought on Amazon.com, Microsoft, Google, SoftLayer and other infrastructure providers, as well as Software-as-a-Service companies.