This Retailer Bankruptcy Will Lead to the Largest Liquidation by Store Count in the US. Liquidation Sales to Start Next Week by Wolf Richter • Feb 15, 2019 • 117 Comments Brick-and-Mortar Meltdown for its new shareholders: All of them PE firms.
Worried about Costs & Slowdown? Amazon Scuttles HQ2 Altogether, Plunges NY City Real Estate Industry “Into Despair” by Wolf Richter • Feb 14, 2019 • 142 Comments Prudent cost-cutting move artfully dressed up as response to local politicians that had railed against the $3-billion corporate welfare package.
Oops: Low Interest Rates a “Factor” in Slowdown of Economic & Productivity Growth: NBER by Wolf Richter • Feb 5, 2019 • 83 Comments Powell, Draghi, Kuroda, et al.: Did ya see this NBER study?
THE WOLF STREET REPORT by Wolf Richter • Feb 3, 2019 • 59 Comments Is this the Beginning of a Globalized Housing Downturn?
What the CEO of America’s Largest Mall REIT, Simon Property Group, Just Said about the Brick & Mortar Meltdown and How it’s Trying to Manage It by Wolf Richter • Feb 2, 2019 • 62 Comments “I prefer not to scare you at this point, okay. But it’s something that we’ve been able to withstand”: CEO David Simon.
I’m in Awe of How Fast the Housing Markets in Sydney & Melbourne Are Coming Unglued by Wolf Richter • Feb 1, 2019 • 77 Comments “Can we still describe this as an orderly slowdown in housing conditions?” CoreLogic
Who Bought the Gigantic $1.5 Trillion of New US Government Debt Issued over the Past 12 Months? by Wolf Richter • Jan 31, 2019 • 136 Comments China, Japan, other foreign entities dumped US Treasuries. But someone had to buy. Here’s who. So far, so good.
The Most Splendid Housing Bubbles in America Shrink by Wolf Richter • Jan 29, 2019 • 94 Comments Seattle prices drop 5.1% in five months, most since Housing Bust 1; San Francisco Bay Area, Los Angeles, San Diego, Denver, Portland all decline.
The Chilling Thing Nvidia Just Said about China & Tech by Wolf Richter • Jan 28, 2019 • 57 Comments China anguish is piling up.
THE WOLF STREET REPORT by Wolf Richter • Jan 27, 2019 • 68 Comments And then the Stock Selloff Starts All Over Again.