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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
57634globenewswire.comBill Harmond-yesterday
57633 16-Jan-18 03:44 On The Wires Impinj (PI) announced it shipped its 25 billionthBill Harmond-Tuesday
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-10/6/2017
57620 05-Oct-17 09:10 ET In Play The Trade Desk target raised to $66 at NBill Harmond-10/5/2017
57619 Goldman Sachs Explores a New World: Trading Bitcoin wsj.comBill Harmond-10/2/2017
57618This sounds like something that will be used by good and bad guys alike. ConsidFUBHO-10/2/2017
57617IMF Head Foresees the End of Banking and the Triumph of Cryptocurrency In a remw0z110/2/2017
57616Listened to the most-recent Albemarle conference call. Really impressed me. BoBill Harmond210/1/2017
57615Anyone here done work researching ALB?? Specialty chemical company involved in Bill Harmond-9/29/2017
57614marketwatch.comBill Harmond-9/27/2017
57613[tweet]Sultan-9/22/2017
57612streetwisereports.comSlumdog-9/21/2017
57611 (EDIT: BTC now back over $4000) Long but very good read about the recent Bitcw0z-9/18/2017
57610China Set to Widen Bitcoin Crackdown wsj.comBill Harmond-9/18/2017
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