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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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ReplyMessage PreviewFromRecsPosted
57588TICKER ALERT: GOOGL Alphabet A (GOOGL) reinstated with Buy and $1220 tgt, AmazoBill Harmond-August 7
57587Impinj: Color on Quarter (47.92) RBC Capital Mkts lowers their PI tgt to $Bill Harmond-August 4
57586 03-Aug-17 16:07 ET In Play Impinj - - Earnings Mover sinks -22% down near its 2Bill Harmond-August 3
57585 24-Jul-17 10:04 ET In Play Floor & Decor upgrade details -- to Bill Harmond-July 25
57584Consumer confidence today second-highest in seventeen years. Ulta....Bill Harmond-July 25
57583investors.comBill Harmond-July 24
57582Bill - You have been preaching about the value of subscription models for years:Glenn Petersen-July 23
57581Impressive how FND shook of the secondary. 14% SSS helps…Bill Harmond-July 19
57580Nvidia primer on AI/machine learning/deep learning blogs.nvidia.comBill Harmond-July 11
57579$300MM Micro-cap MRAM keeps climbing. Fastest nonvolatile memory. Not sure of Bill Harmond-July 10
57578 07:24 NVDANVIDIA target raised to $200 at Needham -- Toyota deal alone could geBill Harmond-July 10
57577This ULTA sell-off has become irrational IMO. Probably has been caught up in thBill Harmond1July 10
57576CAUTIONARY COMMENTS REGARDING BITCOIN FROM RONNIE MOAS: My cryptocurrency headw0z-July 9
57575Interesting article. I tell folks that I help individually or that ask for adKirk ©1July 8
57574Agree about NVDA...AMD and MU as well.w0z-July 8
57573Nvidia promises to be the big winner in cryptocurrency mining (besides establishBill Harmond-July 8
57572This recent comment on Reddit is interesting because of the credibility of Ronniw0z-July 8
57571Yeah, Bitcoin transaction costs are very high now, They're supposed to do sElroy-July 7
57570I think Bitcoin was invented in about 2010 or so. There is a bticoin forum onElroy-July 7
57569Transaction costs are quite high. Will they come down?? wsj.comBill Harmond-July 7
57568Do you have any recommended forums here on SI for this topic? Bitcoin today is sKirk ©-July 7
57567I think I remember this thread back when the Internet was sort of "new"Elroy1July 7
57566breitbart.comBill Harmond-June 28
57565PI decline today attributable to Pacific Crest downgrading from overweight to seBill Harmond-June 27
57564https://blogs.wsj.com/moneybeat/2017/06/19/meet-the-death-by-amazon-index/?emailBill Harmond-June 19
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