What’s Going on in Trucking and Rail? by Wolf Richter • Jul 19, 2018 • 54 Comments “Many modes are reporting limited capacity or no capacity at any price that shippers are willing to pay.”
“That’s a Super Dangerous Place to Be”: CEO of JPMorgan Asset Management by Wolf Richter • Jul 18, 2018 • 61 Comments When central banks distort the markets, risk disappears from view.
Under Fire, Biggest Brick & Mortar Retailers in Europe Seek Refuge in Cartel Economics by Don Quijones • Jul 18, 2018 • 23 Comments It’s a brutal environment.
Google Bitten by 2nd Antitrust Fine in the EU, $5 billion, Hugest Ever Anywhere. Third Waiting in the Wings by Wolf Richter • Jul 18, 2018 • 84 Comments Android is “a vehicle to cement the dominance of its search engine.”
Russia Dumped Most of its US Treasury Holdings, Disappeared from List by Wolf Richter • Jul 17, 2018 • 67 Comments Good thing Russia never held as many Treasuries as China and Japan. The scenario would have been different.
“Yield-Curve Inversion” Consensus Rouses Contrarian in Me by Wolf Richter • Jul 17, 2018 • 65 Comments Markets have a way of blowing this type of consensus out of the water.
Multiyear, Job-Creating, Mass-Tourist Boom in Spain Runs Out of Steam by Don Quijones • Jul 17, 2018 • 26 Comments Tourism accounted for a quarter of the jobs created since 2013 — but mass-tourism of this type brings its own problems.
As Risks Balloon, Yield Chasers Blow Off the Fed by Wolf Richter • Jul 16, 2018 • 29 Comments “This emerging trend highlights just how much risk some investors are willing to take in the current environment.”
This “Trade War is a Different Ballgame” by Wolf Richter • Jul 16, 2018 • 84 Comments How the US Trade War with China over autos stacks up against the Trade War the US Lost against Japan.
San Francisco’s Housing Market, Incomes & Disconnects, According to the Planning Commission by Wolf Richter • Jul 15, 2018 • 75 Comments It’s called “Housing Crisis” for a reason.