Stock & Bond Markets in Denial about QE Unwind, but Banks, Treasury Dept Get Antsy by Wolf Richter • Aug 21, 2017 • 49 Comments “Let markets clear.” It’ll be just “a financial engineering shock.”
US Asset Bubbles Crack as Frantic China “Restricts” Outbound Investments by Wolf Richter • Aug 20, 2017 • 120 Comments What happens to prices when the biggest, reckless buyer walks away?
Cashing Out of Unicorns Gets Hard by Wolf Richter • Aug 18, 2017 • 50 Comments Until shares can be sold, “valuations” remain fake wealth.
What the Heck’s Going On with Vintage Automobiles? by Wolf Richter • Aug 15, 2017 • 84 Comments Asset class of Beautiful Machines deflates: fate of bubbles under the new regime.
Stock Market Warning Siren is Blaring by Wolf Richter • Aug 12, 2017 • 114 Comments Are we blinded yet by the brilliance of corporate earnings?
This Hits the Wheezing Commercial Real Estate Bubble at Worst Possible Time by Wolf Richter • Aug 8, 2017 • 48 Comments The last big enthusiastic buyer, China, is leaving the party.
Euro Junk Bonds and “Reverse Yankees” Go Nuts by Wolf Richter • Aug 4, 2017 • 52 Comments Draghi’s twisted bailiwick produces a WTF chart.
Mega-Banks Blow 100% of Earnings on Share-Buybacks & Dividends, Crimp Lending, Constrain Economy by Wolf Richter • Aug 2, 2017 • 94 Comments “Real economy has little to gain, and much to lose”: FDIC’s Hoenig to Senate.
Brick & Mortar Retail Meltdown Fueled by Asset Stripping. Details Emerge in Bankruptcy Courts by Wolf Richter • Jul 31, 2017 • 59 Comments PE firms win again. Stiffed creditors not amused in bankruptcy court.
Markets Relax Merrily on a Powerful Time Bomb by Wolf Richter • Jul 27, 2017 • 59 Comments Magnitude is unknown but huge. Brokerages push it to new heights.