WOLF STREET Meetup in San Francisco Etched in Stone: April 30 by Wolf Richter • Apr 17, 2019 • 68 Comments Nearly 100 readers have already said they’re planning to join us. It’s free. It’ll be a blast. There is room for more. Here are the details.
House Prices in 12 of California’s Most Expensive Coastal Counties Fell in March from a Year Ago. Here are the Charts by Wolf Richter • Apr 17, 2019 • 67 Comments Despite “the lowest interest rates in more than a year.”
What J.B. Hunt Just Said About the U-Turn in Trucking by Wolf Richter • Apr 16, 2019 • 73 Comments Largest US Trucking Company: “Volume, or lack thereof, is obviously the main story.” The inventory pile-up hurts. And the driver shortage is ending.
Who Bought the Huge $1.26 Trillion of New US Government Debt over the Past 12 Months? by Wolf Richter • Apr 15, 2019 • 66 Comments There was strong appetite. Only the Fed shed them. Here’s who bought.
China EV Manufacturing Bubble Faces Getting Bludgeoned by Wolf Richter • Apr 15, 2019 • 52 Comments There are now 486 EV manufacturers in China, triple from two years ago. Most will disappear.
THE WOLF STREET REPORT by Wolf Richter • Apr 14, 2019 • 73 Comments The Biggest Risk for Stocks: The moment share buybacks get slashed.
What’ll Happen to Home Prices in Silicon Valley & San Francisco after IPOs Shake Loose All These Startup Millionaires? Last Two Times, We Got a Housing Bust by Wolf Richter • Apr 14, 2019 • 84 Comments Here’s how it works. Meanwhile, the media is busy publishing real-estate industry hype.
The Most Splendid Housing Bubbles in Canada Deflate by Wolf Richter • Apr 12, 2019 • 109 Comments How do they measure up against the most splendid housing bubbles in the USA? Oops!
Uber Discloses 3-Yr $10-Billion Loss from Operations, Stalling Rideshare Revenue & 50 Pages of “Risk Factors” that Are Not for the Squeamish by Wolf Richter • Apr 11, 2019 • 89 Comments But it had big tax benefits & one-time gains. And Uber Eats is hot, so to speak.
Carmageddon at Tesla-Panasonic Gigafactory in Nevada and Shanghai by Wolf Richter • Apr 11, 2019 • 118 Comments Expansion & investment plans frozen, after deliveries of Teslas plunged in Q1