“Market is on Edge”: US Commercial Real Estate Bubble Pops, San Francisco Braces for Brutal Dive by Wolf Richter • May 6, 2016 • 51 Comments “All it takes is a couple of big tech companies folding and the floodgates open, causing the sublease market to blow up, rents to drop, and new construction to grind to a halt.”
“Bank Failures and Systemic Breakdowns”: Regulator Warns on Autos, Subprime, Commercial Real-Estate… by Wolf Richter • Oct 21, 2015 • 32 Comments “Reminds me of what happened in mortgage-backed securities in the run up to the crisis.”