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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57541businessinsider.comBill Harmond-11 AM
57540 The High-Speed Trading Behind Your Amazon Purchase Beneath the placid surface Glenn Petersen-yesterday
57539cnet.comBill Harmond-March 16
57538TICKER ALERT: AGN Allergan and Editas Medicine (EDIT) enter into a strategic reBill Harmond-March 14
57537TICKER ALERT: ULTA Ulta Beauty target raised to $285 at RBC Capital Mkts -- ComBill Harmond-March 13
5753613-Mar-17 07:30 ET TICKER ALERT: MBLY Mobileye N.V. confirms it has agreed to Bill Harmond-March 13
57535By Nicole Friedman Feb 28, 2017 12:36 pm ET Warren Buffett told CNBC on MondaBill Harmond-March 12
57534 An interesting and contrarian take on the concept of creative destruction. AGlenn Petersen-March 12
57533An interesting new board devoted to" Investing in Exponential Growth."Glenn Petersen-March 12
57532BP...7% yield and growing cash flows. Now buyout speculation: Harmond-March 10
57531The Trouble with Silicon Valley’s I.P.O. Optimism By Om Malik The New YorkerGlenn Petersen1March 9
57530ir.editasmedicine.comBill Harmond-March 7
57529I hold a basket of homebuilders. It's a sector play for me: I'll bet a Paul Senior-March 4
57528 17:01 EDITEditas Medicine files for $350 mln mixed securities shelf offering anBill Harmond-March 4
57527Short term bond yields behind the market heaviness. IMO may last until the MarBill Harmond-March 2
57526 13:43 SNAPSnap initiated with a Hold at Aegis Capital; tgt $22 (25.80 +8.80) Bill Harmond-March 2
57525Homebuilders looking good, below book. The millennials have to buy sometime...Bill Harmond-March 1
57524What's interesting today with EDIT is that the biotech indexes are strong inBill Harmond-February 28
57523TICKER ALERT: BP BP provides strategy update; sees $13-14 billion in pre-tax upBill Harmond-February 28
57522Added 20% to Workday. I think this is a gift.Bill Harmond-February 28
57521 Harmond-February 27
57520 07:02 MBLYMobileye N.V. beats by $0.02, beats on revs (46.12 ) Reports Q4 (DeBill Harmond-February 22
57519 Harmond-February 16
57518wsj.comBill Harmond-February 15
57517news.berkeley.eduBill Harmond-February 15
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