What the US Heavy-Truck Market is Saying by Wolf Richter • Sep 7, 2018 • 33 Comments It’s cyclical: When will the biggest-ever boom end?
The Fed’s QE Unwind Hits $250 Billion by Wolf Richter • Sep 6, 2018 • 76 Comments Here’s my math when this “balance sheet normalization” will end.
As Musk Goes Nuts Publicly, Tesla Bondholders Get Antsy by Wolf Richter • Sep 5, 2018 • 139 Comments In terms of Tesla’s survival, this poses a problem.
These “Gradual” Rate Hikes Start to Add Up: US Treasury Yields up to Three Years Hit 10-Year Highs by Wolf Richter • Sep 5, 2018 • 53 Comments An entire generation on Wall Street has never seen Treasury yields this high.
My Theory about Gold and Silver for Long-Term Investors by Wolf Richter • Sep 4, 2018 • 179 Comments Why are these trends so long and so big — both, up and down?
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.
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.
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.
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 Most Splendid Housing Bubbles in America by Wolf Richter • Aug 28, 2018 • 62 Comments New York condo prices fell again. Historic spikes slow in Seattle and other metros.