iBankCoin

History Repeats!

Just like when FB came public, social media stocks are careening lower–post mega TWTR offering. It’s almost surreal to see history repeating itself like this. YELP, TWTR, TRLA, GRPN, Z, P are all mired in mud, as the market hits new highs. As much as I like the space, especially YELP, you can’t touch these stocks now, due to their extreme valuations and icy cold shareholder base.

A lot of people are underperforming now, due to the constricted nature of this rally. It isn’t broad-based. Certain industries are performing, while others languish, even tank lower.

It would be smart to cut losses on names that aren’t working in favor for those who might become recipients of window dressing funds.

I’ll share some candidates in the next post.

Until then…DEVELOPING…

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22 comments

  1. Juice

    Bitcoin being the new Tulipmania?

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  2. acehood

    angi is green, fwiw

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  3. og

    Sucks since I’ve been riding the momo train all year and now it’s off the rails. Reminds me of the crappy Polar Express movie I watched this weekend with the kids.

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  4. Brian

    What is Fly’s take on the Bitcoin?

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  5. Belzile

    ANGI looks good. Not a single soul left speculating in this name.

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  6. steel_man

    year end markup — look for big liquid names – GOOG – MU – C – YHOO

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  7. steel_man

    Fly what do you think of playing Softbank like the Whale Rock guys are doing for the Alibaba IPO?

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  8. xxxhuggiebearxxx

    They fucked me on those FXI covered calls….that really angers me deeply.

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  9. johnrotten

    “Bitcoin is the preferred currency for assholes, worldwide”

    CLASSIC

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    • tradercaddy

      Should be in the annual iBC dictionary under “bitcoin”.
      That is if Danny can be found to write same.

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  10. Don't let it pass you by
    Don't let it pass you by

    Fly, today is the day you’ve been waiting for to buy YELP. Execute!!!

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  11. matt_bear

    J. Rotten’s avatar inside the PPT is disturbing. rotten, if you will.

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  12. noCigar

    SAC reveals 5% stake in TTS. http://stks.co/ev3A

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  13. johnrotten

    Beatrice Arthur with a nice rack makes me laugh every time I look at it. I was at a trading seminar in Miami and flashed the pic at Guy Adami each time he walked by my table. That big goof couldn’t keep a straight face, either.

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