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.
Another Chinese Mega-Construction Project in California Is Halted, this one in San Francisco. List of Troubled or Scuttled Chinese Projects in California Grows by Wolf Richter • Oct 18, 2019 • 81 Comments How China’s crackdown on debt and capital flight pulls the rug out from under mega-real-estate projects.
There Are a Couple of Things Not Coming Together Here by Wolf Richter • Oct 17, 2019 • 131 Comments I Get it: Stock-Market Shorts Sit on Sideline, Fearing Rally. Investors Deleverage, Fearing Sell-Off. VIX Falls Asleep, Fearing Nothing.
Why Banks Didn’t Lend to the Repo Market When Rates Blew Out: JPMorgan CEO Dimon by Wolf Richter • Oct 15, 2019 • 89 Comments “Does that mean that we have bad markets?”
10-Year Yield Jumps, Yield Curve Steepens, on Fed’s Plan to Buy $60 Billion a Month, But Only Short-Term Treasury Bills by Wolf Richter • Oct 11, 2019 • 95 Comments Ending the repo market blowout and un-inverting the yield curve.
How the Crybabies on Wall Street Try to Force the Fed into QE-4 by Wolf Richter • Oct 10, 2019 • 70 Comments The repo blow-out — whoever instigated it — comes in real handy.
