“Just Shut Up and Buy”: But Hype-Stocks & Cryptos Crashed by Wolf Richter • May 26, 2021 • 121 Comments It works until it doesn’t. Now all eyes are on housing (transcript).
THE WOLF STREET REPORT: “Just Shut Up and Buy,” But Now Hype-Stocks & Cryptos Crashed by Wolf Richter • May 23, 2021 • 259 Comments It works until it doesn’t. Now all eyes are on housing.
Airbnb Shows How San Francisco’s Office Shortage Is Suddenly a Historic Glut: Hogging Vacant Space for a Future that Never Came by Wolf Richter • May 19, 2021 • 142 Comments They all did it, from Salesforce, Uber, and Twitter on down. It was pure magic, a show produced with enormous hype. Now they’re all trying to get out at the same time.
Known Stock Market Leverage Hits WTF High. Out the Other Side of its Mouth, the Fed Warns about Hidden Leverage that Blew up Archegos by Wolf Richter • May 18, 2021 • 220 Comments Margin debt is just the visible tip of the iceberg of leverage, and it reached the zoo-has-gone-nuts level.
Slowly But Not Surely: Airline Leisure Travelers Coming Back, But Not Business Travelers. International Still Crushed by Wolf Richter • May 17, 2021 • 76 Comments Enormous uncertainty about the structural change in the lucrative business travel segment.
The Most Hyped Corners of the Stock Market Come Unglued by Wolf Richter • May 11, 2021 • 206 Comments SPACs, EV SPACs in particular, IPOs, stocks in the ARK ETF, such as Tesla…
Now Even Google Caves under Demand for Permanent Work from Home, Another Blow to Bay Area Office Market by Wolf Richter • May 5, 2021 • 139 Comments “The future of work is flexibility,” CEO Pichai told employees today.
The Dynamics Behind the Ugly Amount of Empty Office Space by Wolf Richter • May 4, 2021 • 127 Comments This sort of sudden structural collapse in demand for office space raises some existential questions for landlords.
Intel & TSMC on Chip Shortage: After Blowing $84 Billion on Share Buybacks since 2011 and Now Woefully Behind, Intel Clamors for $50 Billion in Subsidies for US Chip Industry by Wolf Richter • May 3, 2021 • 292 Comments “We will not be anywhere near as focused on buybacks going forward as we have in the past”: Intel’s new CEO.
The WTF Charts of the EV SPAC Hype Boom Are Imploding Spectacularly by Wolf Richter • Apr 20, 2021 • 159 Comments Getting massacred on the edge of the stock market.
