Is It Insanity?

Is it insanity? Are moves like the one that LinkedIn (LNKD) is having today -- or Yelp (YELP), Zillow (Z) and Trulia (TRLA) had yesterday -- totally ridiculous and signs of extreme froth?

You could easily argue yes when it comes to the last ones because if housing is weakening, then these names are potentially way overvalued and, at a minimum, they should merge. They are total creatures of the housing market, and a weakened housing market is dreadful for them. They are heavily shorted for the exact same reason, however, and that's driving the stocks higher as they are part of a social/mobile/cloud trilogy that has everyone excited....206 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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