Record Short Bets against 10-Year Treasury Promise Turmoil by Wolf Richter • Feb 13, 2018 • 38 Comments A very crowded trade goes begging for a contrarian reaction.
Wholesale Power Generators to Get Hurt by Grid Batteries by Leonard Hyman and Willian Tilles • Feb 13, 2018 • 46 Comments A utility in Texas takes first steps. Incumbents not amused.
What Crushed Stocks? by Wolf Richter • Feb 11, 2018 • 89 Comments Treasury yields don’t matter – until they do. Mortgage rates jump.
Bridgewater Bets Big against Largest Banks in Spain & Italy by Don Quijones • Feb 10, 2018 • 21 Comments World’s largest hedge fund puts down $13 Bn to profit from trouble in the EU
What the Headlines about Tesla, Snap, and Twitter “Earnings” Should Have Said by Wolf Richter • Feb 9, 2018 • 146 Comments How can the media be so gullible – and pliable? I don’t know either.
When Will Credit Markets React? by Leonard Hyman and Willian Tilles • Feb 9, 2018 • 58 Comments All kinds of factors are coming together beautifully.
Stocks Get Messy, Dip-Buyers Get Crushed Again by Wolf Richter • Feb 8, 2018 • 108 Comments What would the Fed do?
Who Was Selling Stocks Last Week Before the Monday Rout? by Wolf Richter • Feb 7, 2018 • 68 Comments And who was buying? Answers emerge.
So What Do I Think about the “Crash” in Stocks? by Wolf Richter • Feb 5, 2018 • 128 Comments With all this wailing in the media, you’d think there’s at least some blood in the streets. But no. Not a drop.
What’s the Chance of Iconic GE Going Bankrupt? by Leonard Hyman and Willian Tilles • Feb 5, 2018 • 74 Comments When all is said and sold off, GE’s debt burden – much of it attributable to GE Capital – looks enormous versus the size of remaining assets and cash flow.