Walmart’s Desperate $3.3 Billion Acquisition of Jet.com Fails. But it Now Discloses its US Online Sales, and They’re Big by Wolf Richter • Jun 13, 2019 • 60 Comments Ecommerce is an existential threat to Walmart, and it’s furiously trying to get on top of it, whatever the cost may be.
The Fed Calls it “Collateral Stripping.” These PE Firms Took it to the Next Level and Just Got Away With It by Wolf Richter • Jun 12, 2019 • 56 Comments Neiman Marcus newest disclosures – and what the crazy-hot IPO market has to do with it.
Was this the Very Minute of Peak-Insanity in IPO Stocks? by Wolf Richter • Jun 10, 2019 • 184 Comments Those who bet on the most obvious short in the history of mankind got the heads handed to them.
Amazon Gets Booted by FedEx by Wolf Richter • Jun 7, 2019 • 124 Comments FedEx has had it with Amazon’s tactics. Ecommerce draws up new battle lines – in the transportation sector.
Another UK Outsourcing Giant Teeters, Collapsed Shares Add to Woes of Woodford Fund that Just Froze Withdrawals by Don Quijones • Jun 5, 2019 • 35 Comments Kier shares are one of the biggest holdings of Woodford Equity Income fund.
Global Semiconductor Sales Plunge 24% from Peak, Deepest % Plunge since Financial Crisis, Deepest $ Plunge Ever. Here’s Why by Wolf Richter • Jun 4, 2019 • 74 Comments A slew of reasons, the China debacle on top.
FANGMAN Stocks Crushed by Potential “Unprecedented, Wide-Ranging Probe” into Google, Apple, Facebook, Amazon by Wolf Richter • Jun 3, 2019 • 51 Comments My fancy-schmancy FANGMAN index dropped 4.3% today, the most since December 24.
The Engines of Large Airliners and the Costly Challenges Manufacturers Face by MC01 • Jun 1, 2019 • 57 Comments Rolls-Royce’s debacle for the Boeing 787 Dreamliner. And China is learning it the hard way.
Dow 25,000! Oops… by Wolf Richter • May 31, 2019 • 106 Comments Nasdaq down 8.7% in May. S&P 500 back to Jan 2018. Russell 2000 down 15.7% from peak, back to Sep 2017. FANGMAN except Microsoft get creamed.
OK, I Get it, Markets Have Gone Nuts: Junk-Bonds Are in Party Mood, Treasuries Clamor for Doom & Rate Cuts by Wolf Richter • May 30, 2019 • 103 Comments One of them is wrong. Watch out for it to snap in an ugly manner.
