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Strategies & Market Trends
The New Economy and its Winners
An SI Board Since May 2000
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Emcee:  Bill Harmond Type:  Moderated
The old rules seemingly don't apply; time is compressed. Bull and bear markets take months not years. Everything seems too expensive, but looking back some were very cheap. There are failures everywhere, but the winners are awesome. It's the "New Economy". Change like never before.

But the time is May, 2000. The Fed has been tightening interest rates for quite a while, long rates have backed up, and there is widespread fear and disillusionment among technology investors who have seen their favorite New Economy names halved or worse. Was it all a mania that has "ended badly"? or is this just another chilling, spectacular correction in the group similar to those that have come before? Who are the survivors, the true athletes that will lead from here?

Notes: This is a moderated spin-off by some contributors to the popular Amazon thread, where we have discussed seemingly everything (sometimes including Amazon!) for years. I hope discussion here, if it develops, will be as freewheeling and entertaining as ever. This thread is for collaborating and brainstorming.

The rules here are fairly strict: Adhere to SI's TOS and then think Golden Rule. Tastelessness or thoughtlessness not welcome here. Those are things like repeated swearing, or lying, name-calling, posting "I told you so" more than a couple times a year, harassment, personal attacks, detraction, misrepresentation of others' positions, sniping, irresponsible agendas, vendettas, reckless ranting, undefended extremism or conspiracy theory, self-promotion, etc.

Everyone is heartily welcom...thoughtful holders, folders, traders, and fence sitters alike, but three thumbs down by the (pretty tolerant, level-headed) judges and you?ll be shown the hook. The names of the little junta are secret, and may change with time.
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57564https://blogs.wsj.com/moneybeat/2017/06/19/meet-the-death-by-amazon-index/?emailBill Harmond-Monday
57563IMO, a well-balanced Impinj backgrounder with quality links seekingalpha.comBill Harmond-last Saturday
57562barrons.comBill Harmond1last Saturday
57561 09:30 PIImpinj shares trading higher by 6% following news that Amazon (AMZN) wiBill Harmond2last Friday
57560Meant $30 billion!Bill Harmond1June 7
57559I think CTRP will be a giant. ...many times larger than 20 billion.Bill Harmond-June 7
57558Mary Meeker's annual Internet trends report kpcb.comBill Harmond1May 31
57557The Barbarians Are at Etsy’s Hand-Hewn, Responsibly Sourced Gates The ur-BrooklGlenn Petersen-May 23
57556Good backgrounder on how the the biggest spender companies are commoditizing IT Bill Harmond-May 21
57555U.S. Startups Fail to Attract Expected Crowd of Small Investors by Lizette ChapGlenn Petersen-May 19
57554A few notes about the Spotify stock-market listing Felix Salmon May 14, 2017 Glenn Petersen-May 15
57553Looks like RFID technology is finally gaining a foothold. Impinj (PI) volumes hBill Harmond-May 15
57552The $99 Billion Idea How Uber and Airbnb Fought City Hall, Won Over the People,Glenn Petersen-May 10
57551When Giants Fail What business has learned from Clayton Christensen. By LaGlenn Petersen1May 8
57550businessinsider.comBill Harmond-April 29
57549How Juicero's Story Set the Company Up for Humiliation A boring juice produGlenn Petersen-April 24
57548vanityfair.comBill Harmond-April 13
57547TICKER ALERT: WDAY Workday announces that Target (TGT) has chosen Workday HumanBill Harmond-April 12
57546TWOU turning out to be a real gem. New highs even today. Web courses Harvard,Bill Harmond-April 11
57545reuters.comBill Harmond-April 10
57544<i>The rise of super-voting shares in Silicon Valley has given founders thElroy-April 9
57543Why Uber Won’t Fire Its CEO The rise of super-voting shares in Silicon Valley hGlenn Petersen-April 9
57542 A Dearth of I.P.O.s, but It’s Not the Fault of Red Tape By Glenn Petersen-April 3
57541businessinsider.comBill Harmond-March 27
57540 The High-Speed Trading Behind Your Amazon Purchase Beneath the placid surface Glenn Petersen-March 26
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