The Costs of Surviving in Ecommerce by Wolf Richter • Dec 26, 2019 • 94 Comments Ecommerce Knocked it Out of the Ballpark this Holiday Shopping Season, But Investments by Retailers Are Huge & Will Get Huger.
How Amazon Gains Control & Domination by Wolf Richter • Dec 25, 2019 • 123 Comments Amazon takes over the last mile and everything else.
What Options Do Mall Landlords Have When Brick & Mortar Retail Melts Down on Them? by Wolf Richter • Dec 24, 2019 • 160 Comments Even in San Francisco: From a brand-new glitzy zombie mall to innumerable vacant storefronts.
Turmoil in the Heavy-Truck Market as Seen by a Truck Dealer by Wolf Richter • Dec 23, 2019 • 72 Comments “This, I think, was the Big One, where the fleet valuations fell out and took this company out.”
THE WOLF STREET REPORT: How Amazon Gains Control & Domination by Wolf Richter • Dec 22, 2019 • 123 Comments Amazon takes over the last mile and everything else.
Below-the-Surface Struggles in Manhattan Housing Bust Seep to the Surface by Wolf Richter • Dec 20, 2019 • 138 Comments “The market doesn’t care what you think.”
US Freight Shipments Fall Below 2014 Level. Answers Emerge by Wolf Richter • Dec 19, 2019 • 110 Comments It’s not the consumer.
First Central Bank Exits Negative Interest Rates by Wolf Richter • Dec 19, 2019 • 84 Comments Today’s rate hike by the central bank of Sweden ends an absurdity. ECB and other central banks with negative rates are getting ready to follow.
Four Banks & Three Tech Companies Blow $56 Billion in Q3 to Prop up Their Own Shares by Wolf Richter • Dec 18, 2019 • 124 Comments The Biggest Share-Buyback Queens: When Will They Run Out of Juice?
Here’s What Gets Me about the Fed’s Warnings of “Excesses and Imbalances that Are Hard to Deal with Later” by Wolf Richter • Dec 17, 2019 • 175 Comments We got another one today, warning about all the right things. And then they do the opposite.