Despite Tesla’s Sales Drop, Total EV Penetration in the US Rises to Record 9.8%: BY Model & USA-Made Content by Wolf Richter • Jun 10, 2025 • 37 Comments Tariffs don’t apply to USA-made content. Some EVs are mostly made in the USA, others are mostly made in foreign countries.
Collapse of the Once High-Flying Solar Stocks: Another Bankruptcy among our 8 Imploded Solar Stocks by Wolf Richter • Jun 9, 2025 • 56 Comments The stock market’s solar craziness gets cleaned out stock by stock, even as solar-power generation continues to soar.
Inventory of New Houses for Sale at 500,000, Most since 2007, Driven by the South & West. Prices Zigzag Lower, Sales Rise by Wolf Richter • May 23, 2025 • 34 Comments As homebuilders got aggressive with mortgage-rate buydowns, incentives & lower prices, sales held up, unlike sales of existing homes, which collapsed.
Housing Bubble & Bust #1 and #2 as Seen through Employment at Mortgage Lenders: They Shed Jobs Again, 38% Gone by Wolf Richter • May 12, 2025 • 69 Comments Nonbank mortgage lenders and loan brokers react quickly to demand, which has collapsed.
Tariffs Start Washing into the Government Checking Account by Wolf Richter • May 2, 2025 • 164 Comments The cashflow of Customs and Excise Taxes has nearly doubled in two months.
Despite Turmoil in Stocks: Financial Conditions, Financial Stress, Junk-Bond Spreads Still in La-La Land or Barely Exiting by Wolf Richter • Apr 21, 2025 • 128 Comments These are aspects the Fed is considering in its monetary policy; that type of discussion is part of its meeting minutes.
Oh Elon! Tesla Crushed Further in California in Q1, Non-Tesla EV Sales Soar. Cybertruck Joining Failed Models of Automotive History? by Wolf Richter • Apr 17, 2025 • 118 Comments Non-Tesla EV sales +36% YoY. Tesla sales plunge to lowest since Q3 2022. Cybertruck sales fall for 2nd quarter in a row.
Nvidia Makes Mess Afterhours, Discloses $5.5 Billion in Charges due to US Export Restrictions on its H20 Chip for China by Wolf Richter • Apr 15, 2025 • 112 Comments Stock down 6.5%, Nasdaq futures down 1.5%.
Trump Speaks and Stocks Spike, after Trump Spoke and Stocks Plunged (Makes You Wonder, Why even Own Stocks?) by Wolf Richter • Apr 9, 2025 • 271 Comments The huge spike, following the selloff, evokes further parallels with the Dotcom Bust and Financial Crisis crash, in the middle of which similar spikes occurred.
But this Kind of Dynamic Sprinkles Additional Cold Water on the Idea of a Looming Recession by Wolf Richter • Apr 8, 2025 • 128 Comments Inland Empire PMI spikes to highest since early 2021, New Orders spike to record: Private sector is dynamic. But not always in linear ways.
