FANGMAN Stocks Plunge 4.4% Today, Down $905 Billion, or 20%, since Aug. 31 by Wolf Richter • Nov 19, 2018 • 131 Comments It gets costly when the entire market depends on a handful of over-hyped mega-caps.
Mall Retailers Melt Down in Four Charts by Wolf Richter • Nov 19, 2018 • 75 Comments But e-commerce is piping hot.
My Note on Macy’s Undisclosed Brick-and-Mortar Swoon by Wolf Richter • Nov 14, 2018 • 54 Comments The dirty secret Macy’s is hiding.
THE WOLF STREET REPORT by Wolf Richter • Nov 4, 2018 • 46 Comments Will this Scheduled Bloodbath in Corporate Debt Deter the Fed?
Fed’s Medicine “Gradually” Pricking the Commercial Real Estate Bubble? by Wolf Richter • Oct 25, 2018 • 40 Comments “Everyone is worried where things are headed.”
“High End” Apartment Construction Totally Dominates, Creates Mismatch of Supply & Demand by Wolf Richter • Oct 3, 2018 • 73 Comments Because that’s where the money is, on paper. But it’s not where the market is.
The Rental Markets in America, from Hot to Cold by Wolf Richter • Sep 28, 2018 • 48 Comments By city, down to the neighborhood.
Seattle’s Rental Bubble Meets its Inflection Point by Wolf Richter • Sep 21, 2018 • 41 Comments Construction boom, flood of new high-end apartments, not enough demand, rising vacancy rates, and the biggest concessions since the Great Recession.
How Millennials Are Shifting the Housing Market by Wolf Richter • Sep 17, 2018 • 102 Comments They’re settling in urban centers. In many ZIP codes, they’re already the majority. And they spend their money on rent.
Dead Meat Walking: Sears Revenue & Store Count to Hit Zero by 2020 by Wolf Richter • Sep 13, 2018 • 54 Comments Defying my dictum that nothing goes to hell in a straight line.