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Strategies & Market Trends
The New Economy and its Winners
An SI Board Since May 2000
Posts SubjectMarks Bans
57657 452 0
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
57657Postmates’ new IPO delay says something bigger: Wall Street is turning against SGlenn Petersen-October 8
57656How to Profit in Space: A Visual Guide The cosmos, long ruled by governments, iJulius Wong-June 29
57655Slack shares surge 48% over reference price in market debut Published Thu, Jun Glenn Petersen-June 20
57654Facebook announces Libra cryptocurrency: All you need to know The use cases, teJulius Wong-June 18
57653U.S. regulators approve new Silicon Valley stock exchange Reuters May 10, 2019 Glenn Petersen-May 10
57652Uber has filed its registration statement: Message 32110590 A short summary froGlenn Petersen-April 14
57651Lyft goes public this week: Subject 60033 The Pinterest offering should generatGlenn Petersen-March 24
57650A new board devoted to the Uber and Lyft IPOs: Subject 60033Glenn Petersen-March 1
57649Pinterest files confidentially to go public Kate Clark@kateclarktweets TechCrunGlenn Petersen-February 22
57648Slack confidentially files to go public Slack has filed confidential forms to goGlenn Petersen-February 4
57647A month after raising $70M, Clearbanc raises $50M fund to front startups ad moneGlenn Petersen-12/20/2018
57646Airbnb and Slack are considering untraditional IPOs that box out bankers like SpGlenn Petersen-12/14/2018
57645Opera browser raises $115 million in initial public offering The stock rises abGlenn Petersen-7/28/2018
57644Briefing July 12 MDB (58.29 +9.49%): Ramps up a recent moderate upward trend; cBill Harmond-7/18/2018
57643Mary Meeker's comprehensive annual Internet Trends Report kpcbweb2.s3.amazoBill Harmond25/31/2018
57642marketwatch.comBill Harmond-5/11/2018
57641GLD and SLV looking good. Precious metals have been in a multi-year base.Bill Harmond14/11/2018
57640Very excited by NTNX. Leading (50%+) share of datacenter hypervisor market. ReBill Harmond-3/12/2018
57639CTRP chart looks interesting here...Slumdog-3/8/2018
57638TTD knocked it out of the park last night. Programmatic media-buying leader.Bill Harmond12/23/2018
57637 The WeWork Manifesto: First, Office Space. Next, the World. The brash, ambitioGlenn Petersen-2/18/2018
57636 Well, here's an interesting stock that I've followed for years, but stElroy-2/2/2018
57635Some good quotes I added to my list of famous quotes. Here is another favorite Kirk ©-1/21/2018
57634globenewswire.comBill Harmond-1/18/2018
57633 16-Jan-18 03:44 On The Wires Impinj (PI) announced it shipped its 25 billionth Bill Harmond-1/16/2018
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