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Wolf Street

China Is the Biggest Short…Ever

Inescapable consequences.

And yet, China’s debt goes parabolic.

Greed and scheming dominated the five deals: SHO, the spinoffs of Orchard, Sears Canada, Lands’ End, and the putrid Seritage deal.

Despite “the lowest interest rates in more than a year.”

Largest US Trucking Company: “Volume, or lack thereof, is obviously the main story.” The inventory pile-up hurts. And the driver shortage is ending.

There was strong appetite. Only the Fed shed them. Here’s who bought.

There are now 486 EV manufacturers in China, triple from two years ago. Most will disappear.

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