Shipbuilding Industry Collapses, Hits China and South Korea by Wolf Richter • May 20, 2016 • 39 Comments Global overcapacity, plunging demand, and a price war.
Mall Owners Begin to Feel the Pain of Brick & Mortar Retailers by Wolf Richter • May 17, 2016 • 89 Comments Previously “pent-up” real-estate demand to “fizzle.”
Monsanto about to Be Given a Taste of its Own Medicine? by Don Quijones • May 17, 2016 • 31 Comments An oligopoly takes shape to corner the human food supply.
Blackstone Deal Hammers San Francisco Commercial Real Estate by Wolf Richter • May 15, 2016 • 35 Comments Signs of a bust pile up.
US Companies Stockpile the Profit “Overseas.” But where the Heck is the Money? by Wolf Richter • May 13, 2016 • 77 Comments The Stockpilers.
Silicon Valley Commercial Property Boom Ends, Totally Exposed to Big-5: Apple, Google, Facebook, Amazon, LinkedIn by Wolf Richter • May 12, 2016 • 25 Comments This could get very ugly!
Mergers Collapse, Bubble Deflates, Debris Hits Hedge Funds by Wolf Richter • May 12, 2016 • 70 Comments The “arbs” got caught on the wrong side of the M&A collapse.
China Inc. Tries to Buy the World, with Impeccable Timing by Wolf Richter • May 11, 2016 • 64 Comments New king of foreign M&A, at peak prices, funded by state-owned banks.
Another Asset Bubble Cracks: Art Sales Plunge by Wolf Richter • May 10, 2016 • 81 Comments “As far as I am concerned, this is a catastrophe.”
Creditors Stumble into New Black Hole at Energy Giant Abengoa by Don Quijones • May 10, 2016 • 32 Comments Accounting tricks come home to roost.