Now Even a Fed Dove Homes in on the “Everything Bubble” by Wolf Richter • Apr 19, 2018 Bonds, junk bonds, spreads, commercial real estate, leveraged loans, over-leveraged companies… all get named as risks to the banks. This is why “gradual” tightening will continue for a long time.
Another Big Retailer Gets Liquidated by Wolf Richter • Apr 18, 2018 Retailers in bankruptcy are notoriously hard to restructure.
As Malls Get Crushed, Commercial Real Estate Prices Fall to Lowest in Nearly Two Years by Wolf Richter • Apr 13, 2018 Leverage is why the Fed has been worried about the price bubble in CRE.
Google Saves Manhattan Office Market. Chinese Buyers Vanish by Wolf Richter • Apr 12, 2018 One mega-deal at a mega price. The rest was dreary.
Defaults of Retailers Hit “All-Time High” in Q1: Moody’s by Wolf Richter • Apr 10, 2018 Brick-and-Mortar Meltdown sets record. And Q2 starts out on the right foot.
Brick & Mortar Retail Meltdown, March Update by Wolf Richter • Apr 2, 2018 And private equity firms are at the helm.
The Peculiar Phenomenon in the Rental Market Implodes by Wolf Richter • Mar 29, 2018 Update on the 100 most expensive cities. A story of deep-red and big surges.
What Are Zombie Retail Stores Really Worth: Answers Emerge by Wolf Richter • Mar 22, 2018 “Little or nothing.” Toys “R” Us and its commercial mortgage backed securities.
Sears is Dead Meat Walking, after Horrid Holiday Quarter by Wolf Richter • Mar 14, 2018 Why is Sears’ CEO still touting “progress,” even in SEC filings? Why not tell investors the truth, for once?
