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Strategies & Market Trends
The New Economy and its Winners
An SI Board Since May 2000
Posts SubjectMarks Bans
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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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57684Ford-owned Spin shakes up scooter business with new CEO, e-bikes and city strateGlenn Petersen-6/4/2021
57683It is definitely 1999 again and will not end well for some (many?).sjemmeri-12/9/2020
57682I’m reading DoorDash had an IPO today. Up 80%? And a $80 billion valuation. DElroy-12/9/2020
57681A new board devoted to the Airbnb IPO: Airbnb, Inc. | Stock Discussion Forums (Glenn Petersen-12/9/2020
57680Bad guy, great idea: Uber Founder Turns Real-Estate Mogul for Ghost Kitchen StaGlenn Petersen-10/24/2020
57679What's behind the fight over direct listings? Shakeel Hashim Protocol SepteGlenn Petersen-9/25/2020
57678Snowflake more than doubles in market debut, largest ever software IPO PUBLISHEGlenn Petersen-9/16/2020
57677About time: Unity is seizing control of IPO pricing from bankers, a rare move tGlenn Petersen-9/14/2020
57676Inevitably, everything gets sliced and diced.Glenn Petersen-9/12/2020
57675Can it be that there will soon be an ETF for said shares :)Cogito Ergo Sum-9/11/2020
57674JPMorgan creates new team to trade shares of pre-IPO giants including SpaceX, RoGlenn Petersen-9/11/2020
57673Zoom is now among the 20 most valuable U.S. tech companies, with a market cap hiGlenn Petersen19/1/2020
57672ByteDance investors value TikTok at $50 billion in takeover bid, sources say PUGlenn Petersen-7/29/2020
57671The Next Phase of the Retail Apocalypse: Stores Reborn as E-Commerce Warehouses Glenn Petersen17/19/2020
57670My experience with MS Teams is its a resource hog on most PCs, especially at staThe Ox-6/19/2020
57669Microsoft Takes On Zoom and Slack in a Battle for Your Work Computer The tech Glenn Petersen-6/7/2020
57668ZoomInfo rockets over 60% in first tech IPO of Covid-19 era Published Thu, Jun Glenn Petersen-6/5/2020
57667Zoom had a small competitive advantage when the pandemic hit. They were able to Glenn Petersen16/2/2020
57666at least it would be more secure and not be in china. we have no idea what zoom John Carragher-5/30/2020
57665What is Zoom's sustainable competitive advantage? Surely MSFT can just put Elroy-5/29/2020
57664Zoom aims to be the next big platform for start-ups to build billion-dollar busiGlenn Petersen-5/29/2020
57663Debating Whether Big Tech is Taking Over the Stock Market ofdollarsanddata.comJulius Wong-1/23/2020
57662Monopoly Power and the Malfunctioning American Economy institutionalinvestor.coJulius Wong-1/22/2020
57661Thanks for the link.Julius Wong-1/20/2020
57660Just use DuckDuckgo.com By passes Google, all the crap, ads, spying etc.Bocor-1/20/2020
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