WOLF STREET Meetup in San Francisco Etched in Stone: April 30 by Wolf Richter • Apr 17, 2019 • 68 Comments Nearly 100 readers have already said they’re planning to join us. It’s free. It’ll be a blast. There is room for more. Here are the details.
More Airlines Collapse: Jet Airways India, Alitalia, WOW Air by MC01 • Apr 17, 2019 • 44 Comments And the 217 planes that Jet Airways ordered from Boeing?
House Prices in 12 of California’s Most Expensive Coastal Counties Fell in March from a Year Ago. Here are the Charts by Wolf Richter • Apr 17, 2019 • 67 Comments Despite “the lowest interest rates in more than a year.”
What J.B. Hunt Just Said About the U-Turn in Trucking by Wolf Richter • Apr 16, 2019 • 73 Comments Largest US Trucking Company: “Volume, or lack thereof, is obviously the main story.” The inventory pile-up hurts. And the driver shortage is ending.
Who Bought the Huge $1.26 Trillion of New US Government Debt over the Past 12 Months? by Wolf Richter • Apr 15, 2019 • 66 Comments There was strong appetite. Only the Fed shed them. Here’s who bought.
China EV Manufacturing Bubble Faces Getting Bludgeoned by Wolf Richter • Apr 15, 2019 • 52 Comments There are now 486 EV manufacturers in China, triple from two years ago. Most will disappear.
Pemex, World’s Most Indebted Oil Company, Gets Government Bailout as Suppliers Gripe About Unpaid Bills by Don Quijones • Apr 15, 2019 • 19 Comments “Once. Only this year. Later on, that’s their problem”: Finance Minister. It doesn’t help that $3.4 billion in fuel was stolen in 2018, including by insiders. Crackdown now underway.
THE WOLF STREET REPORT by Wolf Richter • Apr 14, 2019 • 73 Comments The Biggest Risk for Stocks: The moment share buybacks get slashed.
What’ll Happen to Home Prices in Silicon Valley & San Francisco after IPOs Shake Loose All These Startup Millionaires? Last Two Times, We Got a Housing Bust by Wolf Richter • Apr 14, 2019 • 84 Comments Here’s how it works. Meanwhile, the media is busy publishing real-estate industry hype.
The Most Splendid Housing Bubbles in Canada Deflate by Wolf Richter • Apr 12, 2019 • 109 Comments How do they measure up against the most splendid housing bubbles in the USA? Oops!