I, Who Vowed to Never-Ever Short Stocks Again, Just Shorted the Entire Market by Wolf Richter • Dec 30, 2019 • 334 Comments The setup is just too juicy.
How Ratings Agencies Inflate Credit Ratings to Get Deals & Fees by Wolf Richter • Dec 30, 2019 • 57 Comments This time, a new thingy, “Commercial-Real-Estate CLOs.” But investors don’t care because they’re too busy chasing yield.
Dallas Fed Outlines Somber Oil & Gas Industry, “Flaring” of Natural Gas Comes into Focus by Wolf Richter • Dec 27, 2019 • 126 Comments “The capital markets for oil and gas remain extremely difficult.”
How Amazon Gains Control & Domination by Wolf Richter • Dec 25, 2019 • 123 Comments Amazon takes over the last mile and everything else.
What Options Do Mall Landlords Have When Brick & Mortar Retail Melts Down on Them? by Wolf Richter • Dec 24, 2019 • 160 Comments Even in San Francisco: From a brand-new glitzy zombie mall to innumerable vacant storefronts.
Turmoil in the Heavy-Truck Market as Seen by a Truck Dealer by Wolf Richter • Dec 23, 2019 • 72 Comments “This, I think, was the Big One, where the fleet valuations fell out and took this company out.”
THE WOLF STREET REPORT: How Amazon Gains Control & Domination by Wolf Richter • Dec 22, 2019 • 123 Comments Amazon takes over the last mile and everything else.
Four Banks & Three Tech Companies Blow $56 Billion in Q3 to Prop up Their Own Shares by Wolf Richter • Dec 18, 2019 • 124 Comments The Biggest Share-Buyback Queens: When Will They Run Out of Juice?
This is How the Biggest Sector of the US Economy Is Doing by Wolf Richter • Dec 12, 2019 • 133 Comments Financialization of everything, Insurance Rules, Tech & Software Red-Hot, Health Care Eats into Everything. We can just sue each other to boost GDP.
Is the Corporate-Debt Bubble Ripe Yet? by Wolf Richter • Dec 12, 2019 • 84 Comments What does it mean when the Fed and other central banks jointly bemoan the effects of their own policies? Worried about not being able to keep all the plates spinning?
