Is This What Our Bond Bear Market Already Looks Like? by Wolf Richter • Jun 20, 2015 • 3 Comments “It’s time to get off the train and stay off the train.”
China Containerized Freight Index Collapses by Wolf Richter • Jun 5, 2015 • 25 Comments An ugly reflection of reality.
Last Two Times This Happened, Stocks Crashed by Wolf Richter • Jun 2, 2015 • 9 Comments Sense of desperation among CEOs?
Today’s ‘Liquidity Regime’ Is ‘Far More Dangerous for Investors’ by Wolf Richter • Jun 1, 2015 • 13 Comments Investment bank pulls rug out from under self-satisfied complacent markets.
Former Fed Governor Predicts “Wrenching” Market Adjustment by Wolf Richter • May 20, 2015 • 17 Comments Fed Has “No Credibility” About “Staying on Top of Ticking Monetary Bomb.”
Why Bonds Are No Longer a “Safe Haven” by Bill Bonner • May 18, 2015 • 1 Comment We’ve been waiting for a crash of stock prices. And waiting. And waiting. It still hasn’t come. The S&P 500 hit another all-time high. But the real action is in the bond market.
Afraid of Losing Trillions, Wall Street Fights Fed Rate Hikes by Wolf Richter • May 14, 2015 • 25 Comments Stocks, bonds, art, housing, VC portfolios of billion-dollar startups… everything’s on the line.
How Soaring Housing Costs Impoverish a Whole Generation and Maul the Real Economy by Wolf Richter • May 11, 2015 • 27 Comments How many years does it take to save up for a down payment in these US cities? Are you sitting down?
How the Liquidity “Delusion” Leads to a Crash by Wolf Richter • May 7, 2015 • 8 Comments Mohamed El-Erian has second thoughts.
Dollar Hits Air Pocket, Euro in Epic Short Squeeze by Wolf Richter • May 7, 2015 • 4 Comments “I wonder whether we’re not living in a new world in which governments no longer control as much as they think they control.”