Oops, this Isn’t Supposed to Happen in a Rosy Credit Scenario by Wolf Richter • Feb 27, 2017 • 32 Comments For the first time in the US since the Financial Crisis.
S&P 500 Earnings Stuck at 2011 Levels, Stocks up 87% Since by Wolf Richter • Feb 19, 2017 • 80 Comments Grounded in some sort of new reality? LOL
“Seriously Delinquent” Auto Loans Surge by Wolf Richter • Feb 16, 2017 • 69 Comments Bank regulators have been warning, now it’s happening.
Fed Frets about Commercial Real Estate Bubble & its $2 Trillion in Loans Mostly at “Smaller Banks” by Wolf Richter • Feb 15, 2017 • 35 Comments Fear of “waiting too long” or of “having already waited too long?”
Why a NYMEX Veteran is Getting Nervous about Oil by Wolf Richter • Feb 12, 2017 • 46 Comments Being long oil is a very “crowded trade,” but who’s on the other side of that trade, and what do they know that speculators don’t?
Foreign Governments Dump US Treasuries as Never Before, But Who the Heck is Buying Them? by Wolf Richter • Feb 9, 2017 • 44 Comments There’s now a special math for NIRP refugees in Europe.
The Growth Industry in 2017? Debt Restructuring & Bankruptcy! by Wolf Richter • Feb 6, 2017 • 32 Comments What the experts of the “restructuring industry” see.
Desperation Invades Vancouver Housing Bubble, as Hot Money Still Pumps up Toronto, Hype Overflows by Wolf Richter • Feb 5, 2017 • 43 Comments In Toronto, “home ownership continues to be a great investment,” which is what they said about Vancouver a year ago.
Consumer Bankruptcies Rise for the First Time since 2010 by Wolf Richter • Feb 5, 2017 • 46 Comments A red flag that’ll be highlighted only afterwards as a turning point.
Italy’s “Bad Banks,” Created to Save the Financial System, Are Themselves on Verge of Collapse by Don Quijones • Feb 4, 2017 • 33 Comments “The €20 billion the government set aside is starting to look like small beer.”
