THE WOLF STREET REPORT: How the SoftBank Scheme Rips Open the Tech Bubble by Wolf Richter • Oct 6, 2019 • 71 Comments The biggest force behind the startup bubble in the US has been SoftBank. But the scheme has run into trouble, and a lot is at stake.
WeWork CMBS Cause Jitters, Bonds Hit Record Low by Wolf Richter • Oct 4, 2019 • 114 Comments It’s so big: Soul searching in the Commercial Mortgage Backed Securities market.
Treasury’s Weak Denial Acts as Confirmation: US Weighs Crackdown on Capital Flows to Chinese Companies, Stocks & Bonds, Listed in the US or China by Wolf Richter • Sep 28, 2019 • 115 Comments Stocks of Chinese companies listed in the US have turned into a fiasco.
Nearly out of Cash, WeWork Shifts into Shrink & Survive Mode by Wolf Richter • Sep 26, 2019 • 126 Comments The house cleaners come in, halt all new leases, dump side businesses, sell corporate jet, lay off thousands, purge “Adam’s posse” – in just two days.
Altria Rues the Day it Plowed $13 Billion into Super-Unicorn Juul by Wolf Richter • Sep 23, 2019 • 126 Comments Dark Side Comes to the Fore: Juul is the Second Highest Valued US Unicorn, Behind WeWork Which Crashed & Burned. Now it’s Juul’s Turn.
Unstoppable Negative Yields Suddenly Become Stoppable by Wolf Richter • Sep 20, 2019 • 45 Comments Snapback Bloodletting in the Overripe Bond Market.
THE WOLF STREET REPORT: Snapback Bloodletting in the Overripe Bond Market by Wolf Richter • Sep 15, 2019 • 65 Comments The 10-year Treasury yield rips. Unstoppable negative yields become stoppable.
WeWork IPO, the Straw that Breaks the Stock Market’s Back? Valuation Plunged by up to 79% by Wolf Richter • Sep 13, 2019 • 152 Comments “They’re Going to Screw Up the Market”: Jim Cramer, on the moment-of-truth effects of the WeWork IPO.
THE WOLF STREET REPORT: What to Do About the Student-Loan Fiasco? by Wolf Richter • Sep 8, 2019 • 218 Comments OK, I’m going to wade into this debate — but with my boots on.
Contagion from Liquidity Crunch at Junk-Bond Funds to Trigger “Material Second Round Effects”: EU Securities Regulator by Nick Corbishley • Sep 7, 2019 • 31 Comments The cost of dodging negative interest rates.
