Housing Bubble Pops in Sydney & Melbourne, Australia by Wolf Richter • Sep 3, 2018 • 59 Comments And with impeccable timing, an immense flood of new construction.
Mexico’s Central Bank Just Broke with the War on Cash by Don Quijones • Sep 2, 2018 • 24 Comments Motivated by inflation?
Automakers Take Note: Americans Are Changing How They Commute to Work by Wolf Richter • Sep 2, 2018 • 117 Comments A structural shift with some significance for the auto industry.
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.
No Other Banks Are This Exposed to Turkey, Argentina, Brazil…. Emerging Markets Haunt Spanish Banks by Don Quijones • Aug 31, 2018 • 69 Comments To diversify from the euro debt-crisis, the biggest Spanish banks pushed deeply into Emerging Markets. Now, six years later, they’re in a new crisis.
Update on Rental Bubbles & Crashes in US Cities by Wolf Richter • Aug 31, 2018 • 34 Comments Rents plunge in Chicago & Honolulu, spiral down in New York, Washington DC, & others, but surge in many markets.
Turkey’s Debt & Currency Crisis Morphs into Financial Crisis as Banks Face Funding Squeeze by Don Quijones • Aug 30, 2018 • 27 Comments “Substantial Increase in the Risk of a Downside Scenario”: Moody’s
What the Heck Just Happened in Argentina? by Wolf Richter • Aug 30, 2018 • 66 Comments Central Bank Hikes to 60%, Peso Collapses 24% in 2 Days, Macri Begs IMF for Faster Bailout
Supply of Homes Surges 20% to 90% in Many Markets Just as Pending Home Sales Drop by Wolf Richter • Aug 29, 2018 • 116 Comments This is not good.
The “Call”… Alibaba and the 8 Analysts by Deep Throat IPO • Aug 29, 2018 • 33 Comments OMG! Another laugh-out-loud, gut-buster of an investor call. Come on guys, you’ve gotta stop it.