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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57645Opera browser raises $115 million in initial public offering The stock rises abGlenn Petersen-July 28
57644Briefing July 12 MDB (58.29 +9.49%): Ramps up a recent moderate upward trend; cBill Harmond-July 18
57643Mary Meeker's comprehensive annual Internet Trends Report kpcbweb2.s3.amazoBill Harmond2May 31
57642marketwatch.comBill Harmond-May 11
57641GLD and SLV looking good. Precious metals have been in a multi-year base.Bill Harmond1April 11
57640Very excited by NTNX. Leading (50%+) share of datacenter hypervisor market. ReBill Harmond-March 12
57639CTRP chart looks interesting here...Slumdog-March 8
57638TTD knocked it out of the park last night. Programmatic media-buying leader.Bill Harmond1February 23
57637 The WeWork Manifesto: First, Office Space. Next, the World. The brash, ambitioGlenn Petersen-February 18
57636 Well, here's an interesting stock that I've followed for years, but stElroy-February 2
57635Some good quotes I added to my list of famous quotes. Here is another favorite Kirk ©-January 21
57634globenewswire.comBill Harmond-January 18
57633 16-Jan-18 03:44 On The Wires Impinj (PI) announced it shipped its 25 billionth Bill Harmond-January 16
57632This will probably be the big tech IPO of the first quarter: Exclusive: SpotifyGlenn Petersen-January 3
57631A new board devoted to the topic of blockchains:Subject 59919Glenn Petersen-12/25/2017
57630Bill, yes, it is time to worry. I've posted this on a few threads today. I fmindmeld-11/22/2017
57629Deutsche Bank: Albemarle (ALB): Downgrade to Hold, Lithium Prices Poised to MoveBill Harmond-11/15/2017
57628 17:13 ALBAlbemarle beats by $0.01, beats on revs; raises FY17 guidance above coBill Harmond-11/8/2017
57627Any opinion on Global X LIT fund - Ticker LIT ? cnbc.commicrohoogle!-11/2/2017
5762602-Nov-17 14:59 ET TICKER ALERT: PI Impinj target lowered to $42 at Dougherty Bill Harmond-11/2/2017
57625cnbc.comBill Harmond-11/1/2017
57624QQQ Chart. QQQ relative to the S&P 500 (blue plot) not looking so good. stBill Harmond-10/23/2017
57623How the Frightful Five Put Start-Ups in a Lose-Lose Situation Farhad Manjoo NewGlenn Petersen-10/22/2017
57622Not a good sign seeing stocks like Netflix and Lam Research spiking then reversiBill Harmond-10/18/2017
57621economist.comBill Harmond-10/5/2017
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