PE Firm Cerberus Capital’s “Rollup” Collapses into Bankruptcy by Wolf Richter • Mar 26, 2018 • 67 Comments Bankruptcy becomes an increasingly common “exit.” And the pension obligations?
Trump Sends To-Do List to China on Trade by Wolf Richter • Mar 26, 2018 • 43 Comments Hot and heavy breathing behind the scenes, leaked to calm the markets.
Competition Eats the Profits of Big Shaky Banks in Euroland: So Consolidate by Don Quijones • Mar 25, 2018 • 15 Comments The plan: Take out mid-sized banks to create a “bipolar” industry of large and small banks, and a lot less competition.
So is the “Trade War” Crushing Stocks? by Wolf Richter • Mar 24, 2018 • 95 Comments It was an ugly week. Everyone blamed the “trade war.” But bull markets climb a wall of worry. In a bull market, stocks would have jumped on the news. So what the heck happened?
China’s Empty Threat of Dumping its US Treasuries by Wolf Richter • Mar 23, 2018 • 161 Comments “We are looking at all options.”
Freight Costs and Volumes Surge, Inflation Fears Heat Up by Wolf Richter • Mar 22, 2018 • 51 Comments “We are seeing an unprecedented rise in logistics costs,” General Mills CEO
What Are Zombie Retail Stores Really Worth: Answers Emerge by Wolf Richter • Mar 22, 2018 • 53 Comments “Little or nothing.” Toys “R” Us and its commercial mortgage backed securities.
What the Fed’s “Dot Plot” Said About 4 Rate Hikes in 2018 by Wolf Richter • Mar 21, 2018 • 37 Comments But one-third of voting slots are vacant: What will the “New Fed” do?
Was Carillion’s Collapse the Beginning of the End for UK’s Outsourcing Sector? by Don Quijones • Mar 21, 2018 • 23 Comments Two large British outsourcers are also on the verge of collapse, and the vultures are circling.
How Much Does it Really Cost to Buy a Luxury Condo in San Francisco, Not Live in it for 10 Years, Then Sell at a Loss? by Wolf Richter • Mar 21, 2018 • 47 Comments A lot, as the co-founder of YouTube is finding out.