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.
THE WOLF STREET REPORT by Wolf Richter • Apr 14, 2019 • 73 Comments The Biggest Risk for Stocks: The moment share buybacks get slashed.
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!
Carmageddon at Tesla-Panasonic Gigafactory in Nevada and Shanghai by Wolf Richter • Apr 11, 2019 • 118 Comments Expansion & investment plans frozen, after deliveries of Teslas plunged in Q1
My Fancy-Schmancy “Fed Hawk-o-Meter” Jumps 18%, “Patient” Gets Slashed, “Moderated” Disappears by Wolf Richter • Apr 10, 2019 • 62 Comments What’s the Fed Trying to Say?
THE WOLF STREET REPORT: Why the Wave of Mega-IPOs Won’t Bail Out the San Francisco & Silicon Valley Housing Bubbles by Wolf Richter • Apr 7, 2019 • 48 Comments Why the Wave of Mega-IPOs Won’t Bail Out the San Francisco & Silicon Valley Housing Bubbles, Despite All the Hype.
Used-Car Market Profits from Carmageddon by Wolf Richter • Apr 5, 2019 • 91 Comments Many Americans are priced out of the new-car market.
Fed’s QE Unwind Reaches $535 Billion, Balance Sheet Drops to $3.94 Trillion, Old Autopilot Still Engaged by Wolf Richter • Apr 4, 2019 • 78 Comments Then there’s the sinkhole of $1.5 trillion in MBS and $617 billion in Treasuries that mature in over 10 years.
Next Phase in Trucking Boom-Bust Cycle Has Started by Wolf Richter • Apr 3, 2019 • 50 Comments From “capacity panic” to “overcapacity” in less than a year?
