Imploded Stocks of the Day: Carvana, Twilio, Atlassian, Cloudflare by Wolf Richter • Nov 6, 2022 • 203 Comments The free-money virus turned investors’ brains to mush. But the healing has started, interest rates are recovering, QT is here, and look what we got.
Advertise on a Competitor’s Social Media Platform? Um, that Would Be a Hoot… GM “Paused” Ads on Musk’s Twitter by Wolf Richter • Oct 28, 2022 • 120 Comments Automakers are huge advertisers. Social media platforms are huge data collectors. And now Tesla’s Musk owns this data.
Amazon Makes Big Mess Afterhours. Intel Reports Fiasco but Mass-Layoffs Boost Battered Stock. Apple Hangs on Amid “Challenging and Volatile Macroeconomic Backdrop” by Wolf Richter • Oct 27, 2022 • 112 Comments One heck of an earnings season for tech and social media companies so far.
Meta Makes Huge Mess Afterhours, Enters my “Imploded Stocks,” after Tech & Social-Media Already Messed up the Day by Wolf Richter • Oct 26, 2022 • 191 Comments Meta shares plunge 19% after hours, for a total plunge of 24% for the day: metaverse woes, online advertising, expenses.
Mortgage Bankers Predict Mortgage Rates to Drop to 5.4% by End of 2023. A Year Ago, They Forecast 4% by Now, but Now We’re at 7%. Wishful Thinking by Crushed Mortgage Lenders? by Wolf Richter • Oct 24, 2022 • 172 Comments This raging inflation will keep dishing up a lot more surprises.
New-Vehicle Inventory Improves, Still Woefully Low. But Full-size Trucks Pile up. Many Fuel-Efficient Models out of Stock by Wolf Richter • Oct 23, 2022 • 117 Comments By brand & segment: Big incentives or interest-rate buydowns for pickups. But many Kia, Toyota, and Honda models essentially out of stock.
Margin Debt Is Still Far from Calling a Bottom for Stocks by Wolf Richter • Oct 21, 2022 • 139 Comments It nailed the top last November and it nailed the tops and bottoms going back at least to the 1990s.
Snap Makes Mess Afterhours, Splatters Again on Meta, Pinterest, Alphabet: Online Advertising in the Holiday Quarter, Oh Deary by Wolf Richter • Oct 20, 2022 • 105 Comments Snap is a paragon of my Imploded Stocks. Meta, after tonight’s drop, is just a hair away.
The 5x Spike & Now Implosion of Generac’s Stock Shows What Went Horribly Wrong in the Markets since Feb. 2020 by Wolf Richter • Oct 19, 2022 • 71 Comments This chart is a warning for dip-buyers that think the bottom is in after each plunge. But the bottom isn’t in until the last dip-buyers get crushed.
As Autonomous-Driving SPACs Implode, Intel Slashes Mobileye IPO Valuation Target by 60% by Wolf Richter • Oct 17, 2022 • 67 Comments Wait a minute… Why would anyone buy the shares at any price given that, after 23 years, Mobileye still loses a ton of money?
