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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
57512 11-Jan-17 13:13 ET Workday confirms that Wal-mart Stores (WMT) has purchasedBill Harmond-January 11
57511 11-Jan-17 07:52 ACIAAcacia Communications defended at Needham after firm's Bill Harmond-January 11
57510yea, true enough, but I am almost in the distribution phase. I have built a niceBocor1January 9
57509I had that same feeling about Microsoft in 1994! So much of this is about abiliBill Harmond-January 9
57508 09-Jan-17 08:05 EDITEditas Medicine outlines 2017 goals ahead of JP Morgan ConfBill Harmond-January 9
57507Dropbox Could Have One of 2017’s Most Interesting IPOs The company became a valGlenn Petersen-January 6
57506Yea, I have followed ULTA all the way up, afraid to dip in, just like AMZN. I coBocor-January 5
57505Do you follow ULTA? Threatening a breakout. They’re really the one killing depaBill Harmond-January 5
57504cnbc.comBill Harmond-12/23/2016
57503Been holding this for a while.....HUGE short interest. If lockup doesn't matBocor-12/21/2016
57502 11:03 TWLOTwilio shares ticking higher in recent trade; Hearing speculation of Bill Harmond-12/21/2016
57501EDIT Editas Medicine has exclusively licensed intellectual property related to Bill Harmond-12/20/2016
57500reuters.comBill Harmond-12/18/2016
57499wsj.comBill Harmond-12/16/2016
57498At the risk of being short-sighted, I sold my China internet positions (CTRP, JDBill Harmond-12/15/2016
57497I live in the Philippines. We use Lazada all the time... -- Alibaba’s Lazada Elroy-12/15/2016
57496Facebook looks to be back on track. Good sign.Bill Harmond-12/13/2016
57495Creative destruction... Sears was the Amazon of it's day. Started by a raiBill Harmond-12/12/2016
57494Sears Transformed America. It Deserves to Die With Dignity. Dec 9, 2016 11:35 AGlenn Petersen-12/12/2016
57493sciencemag.orgBill Harmond-12/8/2016
57492Workday: Color on Quarter (81.60) Stifel cuts tgt to $68 from 81. WorBill Harmond-12/2/2016
57491Workday beats by $0.08, beats on revs; raises FY17 rev (81.60 -2.72) RepBill Harmond-12/1/2016
57490Ulta Salon beats by $0.03, beats on revs; guides Q4 EPS above consensus, revs abBill Harmond-12/1/2016
57489Ulta Salon & Workday beat and raiseBill Harmond-12/1/2016
57488wsj.comBill Harmond-12/1/2016
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