THE WOLF STREET REPORT: Market Manias Galore, But Long-Term Interest Rates Smell a Rat by Wolf Richter • Mar 14, 2021 • 185 Comments These manias and the rising long-term yields are on collision course.
Long Way to “Normalcy”: When Will Americans Return to Flying for Vacation and Business? by Wolf Richter • Mar 12, 2021 • 147 Comments Airlines, meanwhile, face pent-up demand of the wrong kind.
Google, Ad Tech, and the Gutting of the News Publishers by Wolf Richter • Mar 10, 2021 • 241 Comments So now we have another gutting, this time at the HuffPost, and omertà reigns.
Yellen Coddles Up to Powell on Rising Long-Term Yields as a Welcome Sign of Recovery. Wall Street Crybabies Not Amused by Wolf Richter • Mar 6, 2021 • 206 Comments To let some hot air out of the markets? As long as it isn’t “disorderly.”
SoftBank Fintech Unicorn Greensill on Verge of Collapse by Nick Corbishley • Mar 4, 2021 • 77 Comments A massive murky mess of supply-chain finance, amid criminal allegations against the management of its German bank subsidiary, with wide repercussions.
Was That the IPO Stocks Bubble that Just Popped? by Wolf Richter • Mar 3, 2021 • 147 Comments When there are suddenly second thoughts in this market powered by so much blind and crazy exuberance, the entire foundation begins to wobble.
Movie Theater Business Isn’t Going Back to Normal: Disney CEO by Wolf Richter • Mar 2, 2021 • 162 Comments Are multiplex theaters even viable in the era of streaming and affordable big screen TVs, if studios crush the “theatrical window?”
Looking on the Bright Side of Brexit, 60 Days In by Nick Corbishley • Mar 1, 2021 • 84 Comments The hard Brexit has compounded pressures on many UK industries, but some key positives have started to emerge.
Global Green Energy Zombie Abengoa, Caught Cooking its Books in 2015 & Bailed Out Twice, Finally Runs Out of Bailouts, Files for Bankruptcy, 2nd Largest in Spanish History by Nick Corbishley • Feb 25, 2021 • 43 Comments Biggest beneficiaries of the now scuttled rescue plan would have been private equity firm KKR and Banco Santander.
Macy’s Brick & Mortar Sales -35%, Digital +21%. Walmart Online +69%, US Ecommerce +32%. Online Furniture, Grocery, Clothing Sales Explode as Brick & Mortar Melts Down by Wolf Richter • Feb 23, 2021 • 135 Comments Mall landlords, even the biggest, are turning malls over to their lenders.