The Wild Ride of the Giant 5 Stocks (APPL, MSFT, AMZN, GOOG, FB) v. the Rest of the Market by Wolf Richter • Sep 5, 2020 • 171 Comments Suddenly, a whiff of “Don’t fight the Fed?”
Tesla Not Added to S&P 500 Index, Shares Plunge After-Hours: Triple-WTF Chart of the Year Turns into Sharp Spike by Wolf Richter • Sep 4, 2020 • 148 Comments Four Days of Free-Fall Mania. Dream goes up in smoke. Passed over by Etsy, Teradyne, and Catalent.
Wall Street’s New Meme: Selloff is “Good News for Tech Stocks” after Robinhood Call-Options Traders Are Properly Wiped Out by Wolf Richter • Sep 4, 2020 • 108 Comments If stocks made a sudden connection to the worst economy in a lifetime, after having been disconnected for months, that would be a disaster, however.
Work from Home Gets Entrenched: Embraced by Workers & Businesses in the UK, it’s Upending Real Estate, Retail, Restaurants, Bars, Cafés by Nick Corbishley • Sep 3, 2020 • 99 Comments “The contract between society and business has changed forever.”
Tesla, the Triple-WTF Chart of the Year: Just Put Your Brain on Tesla Autopilot and Believe in It by Wolf Richter • Aug 31, 2020 • 233 Comments I’m in awe of how a tiny automaker with less than 1% global market share is a Supernatural Phenomenon and the 7th most valuable US stock.
The Zombie Companies Are Coming by Wolf Richter • Aug 26, 2020 • 84 Comments Easy money is a curse for capitalism (transcript of my podcast).
Airlines, Trying to Dodge Bankruptcy with Air Travel Still Down 70%, Threaten Oct. Jobs Massacre Unless they Get 2nd Bailout by Wolf Richter • Aug 26, 2020 • 130 Comments “Unfortunately, we see few catalysts over the next six months to meaningfully change this trajectory”: Delta.
Jingle Mail for Malls: Even Biggest Landlords Walk from Malls as Stores Go Bankrupt, Refuse to Pay Rent, Mall Values Slashed Brutally. But those Shorting Mall CMBS Made a Killing by Wolf Richter • Aug 24, 2020 • 158 Comments Mall meltdown gets messier. But someone’s making money. Here’s how they shorted malls.
Used Car & Truck Market Turmoil Mauls Freshly IPO-ed Unicorn Online Car Dealer Vroom. Shares -20% by Wolf Richter • Aug 12, 2020 • 65 Comments And how did the pros at CarMax do in the Crisis?
Corporate Bond & Junk Bond Markets Driven into Foaming-at-the-Mouth Exuberance by Fed Jawboning about Huge Purchases. But it Actually Bought Just Tiny Amounts by Wolf Richter • Aug 11, 2020 • 74 Comments Here are the details on its purchases and holdings in July.
