My Conversation with MarketWatch About my Hair-Raising Contrarian Short Positions Taken Out (and Published) on Dec 30 During Peak Market Euphoria by Wolf Richter • Mar 11, 2020 • 81 Comments “I’m a little worried that this could cascade.”
The Collapse of Pot Stocks: Refreshingly, Not COVID-19’s Fault by Wolf Richter • Mar 10, 2020 • 136 Comments Hard to feel sorry for the victims of these hilariously obvious pump-and-dump schemes, but they sure got their pockets cleaned out.
The Great American Shale-Oil Bust Turns into Massacre by Wolf Richter • Mar 9, 2020 • 175 Comments Shares of shale oil drillers collapsed by 25%-50% today. Their bonds got massacred. Saudi-Russia price-war strategy appears successful in wiping out investors in the US shale-oil sector.
We Anticipate a Period of Severe Market Turbulence that Will Create New Opportunities for Patient Investors by Karen Parker Feld • Mar 9, 2020 • 164 Comments It’s the combination of disease attributes and systemic fragility that makes the situation so dangerous, yet difficult for most people to comprehend.
Good Morning America, All Heck Broke Loose in the Markets Overnight by Wolf Richter • Mar 8, 2020 • 219 Comments Crude Oil Collapses 32%, US Stock Futures Plunge nearly 5%, 10-year Treasury Yield Gets Closer to 0%, Gold Jumps to $1,700, Asian Stocks Plunge, Nikkei -6%.
It’s Crazy in the Treasury Market, But the Corporate Bond Market is Starting to Dial in the Coronavirus by Wolf Richter • Mar 8, 2020 • 80 Comments Airline bonds, holy moly.
Stock Market Volatility Jangles Nerves. Something’s Afoot by Wolf Richter • Mar 6, 2020 • 202 Comments Since the shock-and-awe surprise rate cut, the S&P 500 has dropped 3.8%.
What Sequoia Capital’s “Black Swan” Memo Means for Unicorn-Hotspots Like San Francisco, Silicon Valley & Others by Wolf Richter • Mar 6, 2020 • 183 Comments “False optimism can easily lead you astray and prevent you from making contingency plans or taking bold action.”
Yield Curve Gets Ugly, 10-Year Treasury Yield Falls Below 1% for First Time Ever, 30-Year at Record Low, on Rising Inflation by Wolf Richter • Mar 3, 2020 • 137 Comments Ready for another shock-and-awe panic-cut by the Fed? Last time the Fed panic-cut was in 2007/2008, and look what happened to stocks.
Stocks Sag as Fed Cures Coronavirus by Cutting Rates ½ Percentage Point by Wolf Richter • Mar 3, 2020 • 226 Comments Disappointed the Fed didn’t print antibodies?
