In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche
Therefore Lending Club looks like a successful company but not a value investment. Its platform is achieving a lot of growth, but it is not making money the way PayPal is. This indicates that its business model could be flawed or at least seriously limited, so you should stay away from it for now
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It looks as if there is no tech bubble; instead, there seems to be individual bubbles surrounding specific stocks. That situation does not look as dangerous as an across the board bubble, but it does indicate a far higher level of market volatility than is being reported.
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This could make Walmart an excellent value play in online retail because its stock was trading at $73.87 (€66.93) a share on July 13, 2015. Walmart has been investing heavily in online retail for some time.
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It looks like Greeks are following the lead of Argentines, who already use Bitcoin to get around their nation’s cumbersome banking restrictions. If the drachma returns, it won’t be long before black money launderers that specialize in converting cash into Bitcoin start flourishing in Greece.
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One problem facing both FedEx and UPS is that future growth in online retail is going to come in areas outside their normal business.
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Other organizations that could benefit could be Netflix, Etsy (NASDAQ: ETSY), Sears (NYSE: SHLD), Staples (NASDAQ: SPLS), Best Buy (NYSE: BB) and Walmart (NYSE: WMT). All of these retailers could get access to the $404 billion Chinese market through alliances with Alibaba and stores on Tmall. Walmart, which already has a presence in China and a working relationship with Alibaba, could be in a great position here.
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Another possibility is that BOFI’s growth is not from stealing customers from brick and mortar banks as its cheerleaders claim but from swiping depositors from other online banks.
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No company seems to exemplify the central problem facing digital entertainment media better than Pandora Media (NYSE: P). The music service attracts vast numbers of followers (250 million registered users and 81.5 million active listeners in 2014, according to Expanded Ramblings), yet the charts show that it cannot seem to make money.
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One reason why Lending Club’s business is so good could be that large numbers of Americans simply lack the money or the good credit records necessary to borrow from traditional banks.
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It looks as if bitcoin could have a future in the real world, and that could be the most disruptive development yet. We may need to completely rethink our concept of money and our ideas of economics because of it.
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