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?
Tesla’s Mess at the Top: Moody’s Gets Nervous by Wolf Richter • Mar 15, 2019 • 91 Comments Decision-Making Chaos and Epic Strategy Flip-Flops.
Formerly Red-Hot Retail Sales Fizzle Back to Normal by Wolf Richter • Mar 11, 2019 • 55 Comments But back to “normal” hurts after a good run.
THE WOLF STREET REPORT by Wolf Richter • Feb 10, 2019 • 82 Comments The New Battle-to-the-Death in the Auto Industry.
German Industrial Production Falls the Most Since 2009. New Orders Plummet by Wolf Richter • Feb 7, 2019 • 45 Comments Q4 is falling apart before everyone’s astonished eyes, and a “technical recession” beckons.
Automakers Prepare for “No-Deal” Brexit by Don Quijones • Jan 12, 2019 • 57 Comments They’re already under pressure from the deteriorating market.
Trucking Boom Ends, Next Phase in Cycle Starts by Wolf Richter • Jan 5, 2019 • 28 Comments This is a very cyclical business.
China Auto Sales Plunge, Face First Annual Decline in 30 Years by Wolf Richter • Dec 11, 2018 • 60 Comments Industry panics, overcapacity spreads, but government brushes off the wailing and gnashing of teeth, looks to EVs.
Treacherous Times for Bond Funds Ahead by Wolf Richter • Nov 29, 2018 • 82 Comments They sound conservative in marketing materials, but they pack special risks & surprises in a downturn that can entail a catastrophic loss for investors.
What’s Going On in the Used Car & Truck Market? by Wolf Richter • Aug 9, 2018 • 72 Comments As “affordability challenges” hit new vehicles, consumers switch to used, prices spike to record, inflation psychology sets in.