Trade War Effect: Video-Game Console Makers Microsoft, Sony & Nintendo Prepare to Move Production out of China by Adam Williams • Aug 7, 2019 • 63 Comments The bottom lines in a very competitive business are threatened.
Investor Sentiment Goes to Heck After Draghi’s Easing Promise by Nick Corbishley • Aug 6, 2019 • 27 Comments Bitter irony: As Draghi’s term is about to end, investor expectations plunge to where they’d been when he made his “whatever it takes” speech in 2012.
What Plunging Global Semiconductor Sales Just Said about Autos, IT & How the Economy Reacts to Uncertainties by Wolf Richter • Aug 5, 2019 • 65 Comments The deepest plunge since the Financial Crisis, but more persistent.
Oil Price Correction Triggers Shale Meltdown by Wolf Richter • Aug 5, 2019 • 38 Comments Second oil bust in five years – or phase 2 of the same oil bust – exacts its pound of flesh.
THE WOLF STREET REPORT: Is the Everything Bubble Ripe Yet? by Wolf Richter • Aug 4, 2019 • 205 Comments Suddenly – I mean the signs had been everywhere for a long time and “suddenly” doesn’t really apply – the whole house of cards came tumbling down.
Heavy-Truck Orders Collapse Stunning 81%. Lowest Since 2010 by Wolf Richter • Aug 3, 2019 • 57 Comments Order backlog still feeds truck makers, but they don’t disclose for how long.
The Companies with the Most Debt in America by Wolf Richter • Jul 26, 2019 • 129 Comments The concentration of corporate debt: The top 48.
I Got it, Nothing Matters. Tesla, Boeing, Other Stocks: It’s Like the Whole Market Has Gone Nuts by Wolf Richter • Jul 24, 2019 • 274 Comments Story stocks, momentum stocks, hyperventilation stocks, consensual hallucination stocks, financial engineering stocks: anything but reality.
Californians Sour on Tesla Model S and Model X by Wolf Richter • Jul 23, 2019 • 101 Comments In their most important US market, the plunge in registrations far outpaced their already stunning global decline. Which opens a whole new question.
Is Digital Bling Propping up China’s Stock Market? by Adam Williams • Jul 21, 2019 • 49 Comments Tencent is a giant. Its stock, after plunging 50% in 2018, was a big winner earlier this year. Now the uptrend is broken. Revenue is primarily from mobile video game microtransactions, and warning signs are emerging.