What’s Behind the Fed’s Bailout of the Repo Market? by Wolf Richter • Nov 6, 2019 • 60 Comments Whose Bets are Getting Bailed Out by the Fed’s Repos & T-Bill Purchases?
Yield Curve Un-Inverts, 10-Year Yield Spikes, Middle-Age Sag Disappears by Wolf Richter • Nov 5, 2019 • 103 Comments It happened. Hallelujah. Or maybe better: Watch Out! Yield Curve Spaghetti.
Leveraged-Loan Downgrades Spike, Collateralized Loan Obligations Get Cold Feet, Selloff in B-Rated Loans Ensues by Wolf Richter • Nov 4, 2019 • 61 Comments “Sell first, ask questions later.”
Uber Loses Another $1.2 billion, Stock Dives Again by Wolf Richter • Nov 4, 2019 • 82 Comments Burning cash is easy; It’s quite flammable and just goes up in smoke.
What Will Stocks Do When “Consensual Hallucination” Ends? by Wolf Richter • Oct 30, 2019 • 147 Comments The phenomenon works – until it doesn’t. What’s astonishing is how long it works.
THE WOLF STREET REPORT: What Will Stocks Do When “Consensual Hallucination” Ends by Wolf Richter • Oct 27, 2019 • 118 Comments What’s astonishing is how long it lasts.
“It’s Different This Time” Takes Root in the Junk-Bond Market Amid Parallels to Post-Lehman 2008 by Wolf Richter • Oct 23, 2019 • 88 Comments And so far, so good.
Here’s What I’m Worried About with the Everything Bubble by Wolf Richter • Oct 23, 2019 • 136 Comments How cash-burn machines power the real economy, and what happens to the economy when investors refuse to have more of their cash burned.
Cash-Flow Zombie Netflix Extracts Another $2 Billion from Befuddled Investors. Here’s How it Tricks Up its Earnings by Wolf Richter • Oct 21, 2019 • 154 Comments Having burned cash for 22 years and counting.
THE WOLF STREET REPORT: Here’s What I’m Worried About with the Everything Bubble by Wolf Richter • Oct 20, 2019 • 153 Comments How cash-burn machines power the real economy, and what happens to that economy when investors refuse to have more of their cash burned.
