Big Exporters are Losing It: US Manufacturing Gains. Germany, Japan, China not so Lucky by Wolf Richter • Jan 24, 2019 • 66 Comments Central-Bank Stimulus Fail: The longer it drags on, the worse it gets?
Trucking Boom Ends, Next Phase in Cycle Starts by Wolf Richter • Jan 5, 2019 • 28 Comments This is a very cyclical business.
How US Oil Booms & Busts Hit Industrial Production by Wolf Richter • Nov 16, 2018 • 17 Comments Fueled by cheap money and by dashed hopes of high oil prices.
Apple Gets Re-Crushed: New iPhone Prices Too Damn High? by Wolf Richter • Nov 5, 2018 • 106 Comments Time for some hefty share buybacks.
What General Electric Is Doing to Dodge the Question: “When Will GE File for Bankruptcy?” by Leonard Hyman and Willian Tilles • Nov 2, 2018 • 68 Comments The hail of two-notch downgrades doesn’t help.
What I Think about Tesla’s Financials by Wolf Richter • Oct 24, 2018 • 84 Comments The chart that makes me scratch my head.
What’s Going on in the Used Passenger-Plane Market? by MC01 • Oct 13, 2018 • 56 Comments Converting them to freighters is a booming business, but overcapacity looms.
What Truckers & Railroads Said About the Economy: Blistering Demand is Backing Off, Cyclicality Lives by Wolf Richter • Sep 13, 2018 • 15 Comments But the cost of shipping surges, no holds barred.
Fully Autonomous Cargo Ships Face Enormous Challenges by MC01 • Sep 1, 2018 • 82 Comments As with all “bleeding edge” technologies, the challenges are huge, and it’s possible they may end up derailing the whole venture.
7 Things that Did Not Happen to Tesla after the Friday-Night Deal-Massacre by Wolf Richter • Aug 27, 2018 • 71 Comments You’ve got to hand it to Musk.