10-Year US Treasury Yield Flipflops, Spikes by 14 Basis Points to 4.07%, after Plunging to 3.93%, amid Massive Volatility by Wolf Richter • Mar 2, 2026 • 61 Comments It undid more than the entire haven trade that had started on Thursday and blew through the hot PPI inflation on Friday.
AI, the Immigration Crackdown, and Mind-Blowing Overhiring in 2020-2022 Are Now Rattling the Labor Market by Wolf Richter • Feb 26, 2026 • 70 Comments Despite only tepid job creation by the private sector, unemployment remains historically low.
Biggest Single-Family Rental Landlords, Mom & Pop Landlords, and Trump’s Push to Block Big Guys from Buying More Homes by Wolf Richter • Feb 23, 2026 • 95 Comments It might not make much difference now, but it would during a housing crash.
Orders for Durable Goods at US Manufacturers Jump 7.8% in 2025 to Record on AI Infrastructure & Civilian Aircraft by Wolf Richter • Feb 18, 2026 • 22 Comments Machinery, fabricated metals, electrical equipment, motor vehicles, and nondefense aircraft all hit records.
Serious Delinquency Rates for Subprime & Prime Auto Loans, Balances, and Debt-to-Income Ratio in Q4 2025 by Wolf Richter • Feb 17, 2026 • 50 Comments The high-risk, high-profit ecosystem of subprime auto loans is not for the squeamish.
Despite 4 Years of Mass-Layoffs at Alphabet & Amazon, Headcount Rose in 2025, Nearly Flat with Peak, as Hiring Continued by Wolf Richter • Feb 9, 2026 • 37 Comments After biggest hiring binge ever in 2020-2021, it was clear there’d be a lot of sorting out & cleaning up afterwards.
Software Company monday.com Plunges 22% today, -82% from High, -50% from IPO Price, into our Imploded Stocks by Wolf Richter • Feb 9, 2026 • 43 Comments Is it finally time to bottom-fish this stock? Or is it a falling knife?
AMZN, GOOG, MSFT, META, ORCL Plan $700 Billion in Largely AI-Related Capex in 2026. Where the Cash Comes From by Wolf Richter • Feb 7, 2026 • 131 Comments Big Tech is finally plowing their cash & their investors’ cash into the economy.
Bitcoin Treasury Company Strategy [MSTR] Plunged 77% from its High, Joins our Imploded Stocks. Bitcoin Plunged only 50% by Wolf Richter • Feb 5, 2026 • 105 Comments The miracle of valuing the company’s stock far higher than its bitcoin holdings came unglued. Then bitcoin plunged.
PayPal Shares Plunged 86% from the 2021 Goofball High and Right into our Imploded Stocks by Wolf Richter • Feb 3, 2026 • 104 Comments The sudden CEO switcheroo was just the latest spooky thing.
