2015–2016
1,370 posts
2016 681
December 2016
- Is the “Trump Trade” Already Unwinding?
- Who Exactly Benefits from Italy’s Ballooning Bank Bailout?
- “A Warning for Property Investors in Australia”
- Is the 2nd Half of 2017 when Sears Finally Kicks the Bucket?
- Scandal & Cover-Up Plagued Toshiba Re-Implodes
- Home Buyers Sapped by Soaring (but Still Low) Mortgage Rates, Sky-High Home Prices
- Deflating Manhattan Housing Bubble Hits Amy Schumer
- Bank Bailout Balloons, Tab for Italian Banking Crisis Soars
- Minimum Wages Jump on Jan. 1 in Cities & States. Here’s what I Think about it.
- New Census Data Shows Why the Job Market is Still “Terrible” (as Trump said), but the Numbers Get Hushed up
- Bundesbank Hauls its Gold back from New York & Paris Faster than Planned
- A New Crisis Is Brewing in Spain
- Canada’s Goods Producing Sector Caves
- World Trade Falls to 2014 Level, just in Time for a “Trade War”
- France Comes up with a Real Jewel to Prop up its 4 TBTF Banks
- Red Flag on Recession Crops up in NY Fed’s Coincident Economic Index
- Even Single-Family Rentals Sink in Once Hottest Markets
- Nightmare Before Christmas for Spanish Banks
- IPOs Have Worst Year since 2003, and the Dow is at 20,000?
- What the Heck’s Happening to Our Share Buyback Boom?
- “Car Recession” Bites GM: Inventory Glut, Layoffs, Plant Shutdowns
- TiSA: The Transatlantic Corporatocracy’s Last Straw
- How Will Homebuyers Swallow these Mortgage Rates?
- Italy Banking Crisis is Also a Huge Crime Scene
- Trump Talked, the Fed Listened: Let’s Shrink the Balance Sheet, Bullard Says
- No Demand, No Problem: Inflation Pressures Surge
- “This Indecisiveness We’re Seeing? It’s Fear”
- Foreigners are Dumping US Treasurys as Never Before
- Here Are the Multinationals whose Bonds the ECB is Discreetly Buying
- Currency Armageddon? A Word about the Hated Dollar
- Yellen Speaks, Yields Spike, Mortgage Rates Jump, Oil Plunges: But Why?
- Trump Tweets about China, US Businesses Freak out
- Treasuries Melt Down, Junk Bonds Boom, Yield Spreads Collapse
- So Who Gets to Pay for Italy’s Banking Crisis?
- Is it Just Trump Tower? Or is the Entire New York City Housing Bubble Unwinding?
- How Inflation Bites Much More than the Official Hoax
- Why the Peso Crisis Won’t be “Contained” to Mexico
- Government Bond & Mortgage “Carnage” Enters Sixth Week
- If Everything is so Bullish, Why Are Bank Insiders Dumping Their Shares at Record Pace?
- Who the Heck are these Households that are Worth $90 Trillion?
- Job Market Nearing Full “Recovery?” Here’s a Dose of Reality
- US Shale Set To Kill Oil-Price Rally
- Texans Close their Wallets, Houston’s Economy Gets Crushed
- Foreclosure Crisis Comes Full Circle? Biggest Buy-to-Rent Landlord Plans IPO (Despite Red Ink Everywhere)
- This is how the Fed Has Been Sneak-Tightening Notch by Notch
- Get Used to Lousy Growth AND Rising Rates: Fed Dove Dudley
- Italians Vote “No,” Renzi to Resign, Banking Crisis Now Looking for Taxpayers
- Why No One Will Even Try to Tame the US Healthcare Monster
- The Fix Is Already In, as Italy’s Moment of Truth Beckons
- Vancouver Housing Market Freezes Up, Sales Crash, Prices Sag, For-Sale Signs Proliferate
- Government Bond & Mortgage “Meltdown” Crushes NIRP
- The Great Unwind Unravels Hottest Rental Markets in the US
- Subprime Auto-Loan Delinquencies Surge to NY Fed’s Attention
November 2016
- Crunch Time for “Zombie Bank… on Brink of Collapse”
- Debt & Deficit Outlooks for France, Italy, Spain, & Portugal
- OK, I get it: Companies Clamor for Cheap Labor, Fed Delivers
- Sudden, Infectious Enthusiasm for “Current Economic Conditions” after Trump Called them “Terrible” for Months?
- Things Are Getting Serious in Mexico’s Corporate Debt Crisis
- What Happens “If the Boom Ends with a Bang?”
- Black-Friday-Weekend Woes End “Trump Effect”
- China Inc. & Billionaires Dodge Capital Controls via Global Buyout Binge. Government Not Amused
- Hit by Global Turmoil, Banks in Spain Get Jittery (Again)
- Black-Friday Woes: The Death of the Department Store
- Profits over People: How Big Pharma’s Money Affects Our Health and Wallets
- Shipbuilding in Japan, Korea, China Collapses in Death Spiral of Orders
- How (Slightly) Higher Mortgage Rates Maul Housing Bubble 2, Affordability, and the Rest of the Universe
- Strongest Pillar of Shaky US Economy has Cracked
- The Trump Effect on Americans’ Perception of the Economy
- Will Trump’s New Financial-Engineering Loophole Make Stocks Rally and Bonds Crash?
- Now it Begins to Unravel
- Why Billionaire “Philanthropist” Bill Gates Loves India’s Demonetization Program
- Italy’s Crisis Turns into a Multi-Headed Hydra
- Bond Carnage hits Mortgage Rates. But This Time, it’s Real
- Bank of England Trips over London House-Price Bubble, Hilarity Ensues
- It Gets Ugly in Houston
- US Pension Crisis: This is How Families Get Squeezed to Bail Out Pension Funds in Chicago
- What’ll Happen to Housing Bubble 2 as Mortgage Rates Jump?
- Who’ll Get Hit by Fallout from the $11-Trillion Commercial Property Bubble in the US?
- India Launches War on Corruption, Hits Cash, Chaos Ensues
- Why this Oil-Price Bust will Drag Out a Lot Longer than the US Oil Industry Claims
- Whiff of Panic in Miami’s Condo Market
- Here’s My Experience with Healthcare in Mexico
- Is Microsoft Purposefully Degrading/Crashing Internet Explorer to Bully Users into Upgrading to Windows 10 & Edge?
- The Global “Populist” Doom Tour Swings to Italy
- The Amazing Collapse of Russia’s Auto Market
- Will the “Rout” in Government Bonds Turn into Carnage?
- Financial “Hurricane” Trump Is Approaching Mexico
- What the Heck’s going on with Foreclosures? Why this Spike?
- This is What Happened to the “Trump Crash”
- The Chilling Thing Hertz Just Said about the US Auto Boom
- Trump Surges, Canada’s Immigration Website Crashes
- France Just Set a Very Scary Precedent
- This is How Consumers Turn into Debt Slaves
- This is “Unusual Outside a Recession Period”: New York Fed Grapples with Weak Demand
- Boone Pickens on Natural Gas: It’s the Way to Defeat OPEC
- Bitter Irony: San Francisco, Los Angeles, San Jose have the Worst Roads in America, Worse even than Detroit
- Despite what Everyone Thinks, Biggest Threat to Mexico’s Economy isn’t Trump but Pemex
- Come on Moody’s, Spare us these Falsehoods: That $1.3 Trillion “Overseas Cash” is Already in the US
- What the Heck’s Wrong with This Market? Biggest IPO of the Year Sags to New Low
- “More than a Dozen” Drugmakers under Criminal Investigation for Price-Fixing, Shares Plunge, after Getting Crushed All Year
- How PE Firms Are Flipping Drugs in Price-Gouging Scheme that Cannibalizes the Entire US Economy
- Another European Bank Becomes a Penny Stock
- It’s Not a “Housing Crisis” for Everyone
- How “Risk-Free” Bonds Will Trigger Bloodletting in Bonds, Stocks, other Assets
- Is Merger-Mania-October the Classic Paroxysm before it All Comes Unglued?
- Done in by Overcapacity, Stagnant World Trade, and China, Korean Shipbuilders Collapse on Top of Taxpayers
- What the Heck is Going on with Rents?
October 2016
- Yuan Devaluation Triggers Exodus of Wealthy Chinese, US West Coast Primary Target
- Worrying Signs in the Oil Markets
- Here’s What’s Booming: $6.6 Billion Plowed into 2016 Election
- Italy’s Banking System on Verge of Nervous Breakdown
- EVs will Crush Jobs in Auto Manufacturing, VW Warns
- Next Step in “Irreversible Decline”? Exxon Books 38% Lower Earnings, Blames Refining Margins
- What’s Really Different this Time: Business Investment Drops to Lowest September since 2010
- Next “Bad Bank” to IPO in Spain, after 2 Prior IPOs Imploded
- Google Fiber Lays Off 9%, “Pauses” Expansion, as Alphabet Cracks Down on Costs, Division CEOs Quit
- Herd Behavior: Why Lack Of Patience Could Spark Argentina’s Next Crisis
- Bubble Mentality Collapses in San Francisco Office Market
- Why the Jobs Aren’t Coming Back
- Housing Bust 2? Low- and No-Down-Payment Mortgages Surge, “Shadow Banks” Dominate
- Venezuela Escapes Bankruptcy for Now… But Oil Production Continues To Plunge
- Smartwatch is Dead, Market Implodes, Apple Watch Shipments Collapse
- How the Ballooning “Pension Crisis” Will Impact the Economy
- Italy’s Banking Crisis Gets Addressed: How to Conceal a Problem that Threatens to Engulf the Entire Eurozone
- I Went to a Wells Fargo Branch, this is What Happened Next
- Tiny Region of Wallonia in Small Country of Belgium Trips up Global Corporatocracy
- China House Price Bubble Soars Most Ever, Government Freaks out, Preannounces Plunge
- Is Chicago’s Housing Market Next?
- To Some, it “Feels More Like a Crash”
- Who Benefits from the Wind-Power Boom in the US?
- Who’s Powering the War on Cash?
- US Freight Volume Drops to Lowest Level since 2009, “Industrial Recession” Hits Full Stride, Overcapacity Crushes Rates
- EVs May Send Big Oil into “Investor Death Spiral”: Fitch
- Shadow Banks, No-Down-Payment Subprime Mortgages in Canada’s House Price Bubble
- The Economy is Cracking under Too Much Debt
- It Starts: Shutdowns, Production Cuts, Layoffs at Auto Plants
- Is this Why US Industrial Companies Don’t Invest?
- Rattled German CEOs Seek “Revival of Germany Inc.” as “Protective Wall” against US and China
- Why Italy’s Banking Crisis is Spiraling to Heck
- Biggest Nuclear Boondoggle Ever: Taxpayers, Pull out Your Wallet, Costs Exploded Again
- Layoffs Hit Craft Brewer, as Big Beer, Big Money, Overcapacity Rattle American Craft Beer Market
- The Amazing Down Spiral of Atlanta Fed’s Q3 GDPNow Forecast
- “Worst Labor Market” on Earth: Spain’s Jobs “Recovery” Could Hit the Rocks
- There’s No Plateau in a Housing Bubble, Not Even in Canada
- Rail Freight Gets Clocked from all Sides in this Economy
- Apple Mac Shipments Plunge, even as PC Shipments Rise from the Dead
- What the Heck’s Going on with the New Global Reserve Currency, the Chinese Yuan?
- Hard-Brexit Fears Begin to Rattle the “City of London”
- These Debt & Rent Slaves Get Blamed for the Lousy Economy
- “Credit Squeeze” Planned in China to Deflate Housing Bubble?
- Reek of Desperation Surrounds EU Banks, Regulators Prepare for “Derivatives Clearing Crisis”
- Texans Are Cutting Back, Wheels Come off Houston Economy
- I Need Your Feedback about WOLF STREET Email Updates
- Fed Vice Chair Fischer Admits Fed is Waiting for Godot
- UBS: Liar Loans Surge in Australia’s Housing Bubble, Pose Risk to Big Four Banks, “Financial Stability”
- How Big Pharma Censors the Internet
- The Great Debt Unwind: Business Bankruptcies Soar 38%
- Kicking Cans Down Long, Empty Roads, Spanish Style
- Vancouver Housing Bubble Bursts, Hot Money Flees to Toronto
- Heavy Truck Orders Plunge, Worst September since 2009
- Could the Bottom Fall out of this Oil Rally?
- Rescue of Italy’s Monte dei Paschi Gets ‘Dark’ & ‘Complicated’
- Owners at “Leaning Tower of San Francisco” Knock Condo Values to Zero
- Subprime Auto-Loan Backed Securities Turn Toxic
- App-Maker Unicorn Tries to “Disrupt” Residential Real Estate
- Restaurant Industry, Leading Indicator of US Economy Sours, Bankruptcies Pile up
- This is Why US Gov. Deficit Numbers are a BIG Lie
- Stealth Bailout of 2 Franken-Banks Now Happening in Spain
September 2016
- Rents Sink in San Francisco, New York. “Mixed” Nationally
- I’m in Awe of How Fast Deutsche Bank is Falling Apart
- The Loophole for Deutsche Bank’s Bailout: Game almost Over?
- Wells Fargo Getting Clocked by California: What, No Perp-Walk?
- Sinkhole City Chicago in Worse Fiscal Shape than Detroit?
- EU Banking Mayhem, One Bank at a Time, then All at Once
- The Endpoint of Automation
- “Negative Growth” of Real Wages is Normal for Much of the Workforce, and Getting Worse: New York Fed
- Small Banks Must Go: Megabank-Meister Draghi
- Deutsche Bank in Free Fall. Shares, CoCo Bonds Plunge. Merkel Gives Cold Shoulder on Bailout. Bank Denies Everything
- In Miami Condo Glut, Preconstruction Resale Market Freezes up
- The Secrets of Commenters & Comment Readers on WOLF STREET (and the Entire Financial Media)
- As Default Looms, Venezuela Pushes Highly Dubious Oil Deals
- No-Exit Policies: Central Banks Make Mess, Can’t Get Out
- Canadian Housing Bubble, Debt Stir Financial Crisis Fears
- World Trade Grinds Lower, Hits 2014 Levels
- Time to “Be Alarmed” about Emerging Market Debt: UN
- OECD Warns Fed, BOJ, ECB of Asset Bubbles, “Risks to Financial Stability,” Pinpoints US Stocks & Real Estate
- This is Why the Job Market Stinks, but No One is Talking about it
- Mexican Peso Plunges against Dollar, in Toxic Cocktail of Forces
- Recession Watch: US Freight Drops to Worst Level since 2010, “Excess of Capacity” Crushes Rates
- “Or We’ll Lose the Whole Middle Class”: Gallup CEO
- How Italy’s Banking Woes Could Crush Already Faltering Domestic Demand
- Chinese Consider Home Prices “High and Hard to Accept,” but Buying Frenzy Surges
- Amazon Algorithm Makes Decision about WOLF STREET, Hilarity Ensues
- Why Hanjin’s Zombie Collapse Won’t Be the Last One
- Italian Banking Crisis Turns into Mission Impossible
- “We had a lot of Drama in the Markets this Week,” Thanks to the Bank of Japan
- Dear Reader, Are You Missing Out on Our Comments?
- Deutsche Bank’s CoCo Bonds Speak of Fear of the Worst
- “Pension Crisis”: This is How You’ll Bail out Municipal Pension Funds
- “Where’s the Money Gone?” Rescue of Spain’s Biggest-Ever Corporate Bankruptcy Stumbles in Mexico
- That 5.2% Jump in Household Income? Nope, People Aren’t Suddenly Getting Big-Fat Paychecks
- “Crazy Things” Happen with Bond Math at ZIRP & NIRP
- Self-Driving Vehicle Revolution to Wipe Out 4 Million Jobs
- The Chilling Thing CEOs of Corporate America Said about Jobs
- After Donating 4 Times to Hillary’s Campaign, Fed Governor Tries to Prop up the “Financial Markets”
- Another Big Central Bank Warns on Housing Bubble, Frets about Risks to Banks, Blows Whistle on Stimulus
- Barcelona just Declared War on Airbnb (and its Hosts)
- Fed Dove Frets about Asset Bubbles, Wall Street Freaks out
- German Exports Plunge 10% Overall, 14% to Non-EU Countries
- Dell-EMC to Lay Off 2,000 – 3,000 US Workers after Requesting 5,000 H-1B Visas & Green Cards to Import Foreign Workers
- Goldman Sachs Just Launched Project Fear in Italy
- “Tech” Paid $5 Billion in Fees to Wall Street in 2016, and Look What it Got for it
- The Great Debt Unwind Beneath the Surface: US Commercial Bankruptcies Soar
- Crude Oil Freight Rates Plunge to Record Lows
- EU Launches New Power Grab, to Roaring Public Approval
- Household Discretionary Spending Stuck in 4-Year Quagmire
- “Zombie Apocalypse”: The Hanjin Bailout that Didn’t Happen
- Canadian Auto Industry is in for a Rough Ride
- The 11 Ghastly Things I Got out of NSO Group’s iPhone Hack
- How a Small-ish Stock Market Swoon Might Unleash the Next Credit Nightmare
- It Starts: Rents Drop in 10 of the Top 12 US Markets
- No “Free Money for All,” only for Corporations & Governments; Consumers Need Not Apply: ECB’s Nowotny
August 2016
- Sinkhole City Chicago: Taxpayers Sensing Greater Slice of Flesh Being Stripped off their Bones?
- Worst Plunge in Canada’s GDP since 2009
- “If You Own a Home in Palo Alto, CA, Sell it Now”
- What Rail Freight Volume just Said about China
- Fear Spreads of a Housing Crash in Canada
- QE, End of the Private Sector? Japanese Government Now Largest Shareholder of 474 Big Companies
- New Leak Confirms: Brussels Has Learnt Nothing from Brexit
- The 11 Bone-Chilling Things I Gleaned from Yellen’s Chart
- Japan Mega-Pension Fund Dives into Stocks, Foreign Assets, Loses Shirt. People Not Amused
- Pemex Collapse Threatens Biggest Banks in Mexico
- Bank of Japan Prepares for Crash Triggered by Fed Tightening
- Did Moody’s Just Sever Energy Giant’s Last Life Line?
- Toxic Mix in Fed’s Asset Bubble Nirvana: Hedge Funds on Track this Year for Second-Highest Redemptions in History!
- This is What’s Wrong with US Oil
- World Trade Falls for Second Quarter in a Row
- Suddenly Scared of Vancouver’s Commercial Property Bubble?
- What the Heck Happened to Pokémon Go?
- “Mother of all Shorts” when Stocks Cave to Reality?
- Revealed: ECB Secretly Hands Cash to Select Corporations
- New SEC Money-Market Fund Rules Forcing a Liquidity Squeeze?
- ‘A Good Reason Not to Panic’ about July’s Plunging Home Sales
- We’ve Entered the Twilight Zone in Oil
- The Impossible Italian Job
- The Biggest American Layoff Queens in 2016 “So Far”
- Business Loan Delinquencies Rock Past Lehman Moment Level
- Canadian Debt Slaves Pile it on, Millennials Fall Behind
- Why China’s Multi-Decade Manufacturing Miracle is Over
- With Windows 10, Microsoft Blatantly Disregards User Choice and Privacy
- Cisco to Lay Off 14,000. No Growth, No Problem: Stock at 9-Year High
- Are Big Health Insurers Screwing with Consumers, Businesses?
- The “Housing Crisis” in San Francisco Strangles Demand
- How Can Stock Market Jockeys Be This Stupid?
- The Pooh-Poohed Doom-and-Gloom Scenario for Miami’s Condo Bubble and its Lenders Has Arrived
- UK’s Nuclear Future Threatened by Chinese Espionage, Brexit
- Goldman Sachs, Morgan Stanley, JPMorgan, “Other Banks” Ask Fed to Let them Dodge the Volcker Rule till 2022
- Get Ready for More OPEC Rumors this Month
- Nightmare at the Mall: Brick-and-Mortar Retail Totally Loses it
- Saudi Arabia about to Buckle in Oil Price War?
- Big Unwind Begins in San Francisco, Miami, New York, Houston: Rents in “Primary Markets” Sunk by Apartment & Condo Glut
- Profits Plunge, Sales Drop at Macy’s. Slashes Jobs, Closes Stores. Stock Jumps 18%
- Wendy’s CEO Blames Rising Inflation, Falling Wages, Election Mayhem for Restaurant Sector “Slowdown”
- When Will the Record Corporate “Debt Binge” Collapse?
- This is When the Jobs “Recovery” Goes KABOOM
- China Furious, French Energy Giant Desperate, as UK Stalls $24bn Nuclear Deal
- Chilling Thing Twitter Said about San Francisco’s Office Bubble
- It’s Getting Uglier in Spain
- City of London Office Values Plunge 6% in One Month
- LEAKED: Who Profits the Most from Italy’s Banking Crisis?
- Why this Job Market is Still Terrible: The Politically Incorrect Numbers Everyone is Hushing up
- Big European Banks Try to Block Contagion from Italian Banking Crisis (Before it Sinks them)
- Whiff of Panic among Australia’s Biggest Banks?
- “Shockingly, Boards of Directors Encourage this”: Gallup CEO
- Vancouver Housing Bubble, Meet Pin
- Is the “Leaning Tower of San Francisco” the Only One?
- This is a Warning Sign for Stocks
- Despite Shady Accounting, Construction Giant Suffers Rout
- Junk Bond Issuance Collapses in the US and Europe
- “We’re Not Dangerous”: Deutsche Bank’s Chief Risk Officer
July 2016
- “Stock Markets Should be Down Massively,” but Investors “Hypnotized that Nothing Can Go Wrong”
- Did Germany Just Blink?
- The Massive Prop Barely Holding up the US Economy Cracks
- Another Retailer Leveraged Buyout Bites the Dust
- The American Dream Plunges to Record Low
- US Government Mucks up Money-Laundering in Real Estate, Puts Luxury Housing Bubbles at Risk
- In this Market, Short Sellers who Cannot CAUSE a Stock to Crash are Cannon Fodder
- Contagion from Italy’s Bank Meltdown Spreads
- Stocks Were Already Crashing the Last Two Times this Happened. So What Gives?
- Crude Oil Markets Smell a Rat
- Why this Spike Will Perforate Yield Chasers
- Is the ECB out of Control?
- Whither Texas: Boom or Bust or Both?
- It Starts: First Mega-Foreclosure Hits Houston Office Market
- Global Trade Meets Ugly Reality
- Look Who’s Frantically Demanding that Taxpayers Stop Italy’s Bank Meltdown
- How the Oil Bust is Crushing a Downtown of Office Towers
- Here’s What’s so Crazy about this Stock Market
- US Credit Conditions Drop to Worst Level since Q3 2009, Markets Soar
- Americans’ Economic Gloom Festers as Stocks Hit New High: Gallup Stumped
- Russia Cracks Down on Internet Freedom
- Which European Bank is Most Exposed to Fallout in Turkey?
- Nightmare on Wall Street: Republicans & Democrats Agree on Reinstating Glass-Steagall Act
- London Housing Bubble Melts Down
- LEAKED: UBS, other Banks “Scrutinized” by Singapore over Money Laundering in 1MDB Scandal
- Why this Won’t Work out for Spain
- How & by How Much Big Pharma Fools Investors
- This is What’s Cannibalizing the US Economy
- Wealthy US Consumers Hit by Brexit & Global “Uncertainty”
- The Global Oil Glut Gets Uglier
- Stocks Will Crash – and Crush (California’s) Pension Funds & Taxpayers: Report
- Spain’s Banks are Suddenly “Too Broke To Fine”
- The “Mass Psychosis” in Bonds Takes a New Twist
- Race to Displace “City of London” Turns into Feeding Frenzy
- Great American Oil Bust Rages on; Defaults, Bankruptcies Soar
- Why this Won’t Work out: Rampant Rent Inflation Collides with Stagnant Incomes
- Congress: “Too Big to Jail: Inside the Obama Justice Department’s Decision Not to Hold Wall Street Accountable”
- Global Investment to Plunge, Trade to Languish, on “Depressed” Demand: G-20 Trade Ministers
- Who’s Most Afraid of Contagion from Italy’s Bank Meltdown?
- Keep an Eye on the Dollar: It’s More Important than Ever
- Fear, Loathing & Record Money-Making in Government Bonds
- Brexit Plows into British Consumers, Economy to Spiral Down
- Is this What Hit Housing in San Francisco, Manhattan, and Miami? Suddenly, Foreign Investors Pull Back…
- Did the EU just Kill Trade Pacts CETA and TTIP with Canada & the US? Or is it a Perfect Trap?
- I’m in Awe at How Fast Deutsche Bank is Coming Unglued
- The Big Unravel: US Commercial Bankruptcies Skyrocket
- This Company Is Stealing Value From Its Shareholders
- Teardowns and Shadow-Flipping: Living Inside the Insane Vancouver Housing Bubble
- These 2 Forces Will Crush the San Francisco Housing Bubble
- Investor Fears Spike as Italy (and the EU) Inch Closer to Doomsday Scenario
- So What’s Going on with Inflation in Argentina?
- Do Oil Markets Signal A Global Downturn?
- LEAKED: Japan’s Mega-Pension Fund Plows into Stocks, Eats $50Bn Loss, Tries to Hide it till after Election
- Desperately Trying to Salvage Canada-EU Trade Pact after Brexit, EU Escalates Assault on Democracy
- What the Heck is Happening to Junk Bonds?
- Bullish Sheen on Oil Markets Wears off
- It Gets Real: Manhattan Apartment Sales Plunge
- As Fears of “Bank Run” Escalate, Italian Banks Get €150 Billion Bailout of Empty Promises
June 2016
- Cryptocurrency Crash
- NIRP Absurdity Soars after Brexit, Hits $11.7 Trillion
- Who Really Holds the Cards in the EU-Brexit Stand-off?
- When Markets Sour, Stuff Suddenly Oozes from the Woodwork
- How Vulnerable is the Shaky US Economy to Brexit Fallout and European Bank Meltdown?
- European Banks Get Crushed, Worst 2-Day Plunge Ever, Italian Banks to Get Taxpayer Bailout, Contagion Hits US Banks
- ECB Blows €400bn on “Brexit Black Friday” Bank Bailouts
- Brexit Blowback Hits Italian and Spanish Banks
- Not a Plunge but a Long, Slow Grind Lower
- UK Pound Collapses, Nikkei, European Futures Crash, Oil Dives, Gold & Bonds Soar as Brits Choose “Leave”
- Here’s What Fueled the Rally in Stocks since February
- Worst “Zombie States” in America “Deteriorate Faster, Further”
- Even if Brexit Vote Wins, there may be No Brexit: Daiwa
- Is the EU Preparing for Another Stealth Coup?
- From Investment-Grade to Bankruptcy in 4 Months: Why Ratings Agencies are Still a Joke
- NY Fed Warns about Booming Subprime Mortgages, now Insured by the Government
- US Freight Drops to Worst May since 2010
- End in Sight for Alaska’s Oil-Based Economy?
- Share-Buyback Announcements Plunge, Stocks Risk Getting Clocked
- What the Heck’s Going on in Global Stocks?
- Day of Reckoning for Banks in Italy, Spain, & Portugal Kicked Down the Road (Elegantly) for 18 Months
- Turns out, OPEC Isn’t Dead Yet
- Age Discrimination on LinkedIn Hitting ever Younger Ages?
- How the Government Hides Inflation, as Housing Costs Soar
- Dollar-Peso Woes Re-Hit Mexico, with a Vengeance
- OK, I Get it, the US is a Service Economy, but this Looks Terrible
- Why this Economy Feels Even Crummier than the Data
- Brexit Chaos to Serve as Cover for ECB Bank Bailouts
- NIRP Absurdity Sets Record, Euro Stocks Drown in Bear Market
- These Debt Slaves are the Government’s Largest Asset Class, and it will Haunt the Economy for Years
- Why US Coal Production Collapsed to Lowest Level since 1981
- Even Central Bankers Begin to Despair of the Draghi Effect
- What Dun & Bradstreet just Said about Business in America’s Relentlessly Tough Economy
- Why the Standard 60/40 Stock & Bond Portfolio Won’t Survive the Next Decade
- “Death of the Dollar” Not Yet
- Fearful of EU Disintegration and Mired in Crisis, France Wants Britain Punished for Brexit Revolt
- ECB Gets Clocked by the Two Biggest German Banks
- LinkedIn Job Postings Plunge, “by far the Worst Month since January 2009”
- Next Banking Scandal Explodes in Spain
- “Leveraged Loan” Backed Asset Stripping Resurges
- This is How Draghi Will Sock it to Investors that Weren’t Invited to the Secret Meetings
- Consumers in Texas Begin to React
- “San Francisco Housing Crisis” Hits Market Limit
- After the Lending Club Debacle, what’s Next for P2P Lending?
- This is how the Houston Office Market is Melting Down
- “The Specter of a Break-up Is Haunting Europe”
- Why the Oil Rally May Have Run out of Juice
- Should You Follow David Tepper’s Big Bet?
- What Makes this Jobs Report so Truly Ugly?
- Helicopter Money Drops on Europe, But Not for ‘Normal’ Folks
- US Commercial Bankruptcies Soar (despite Rosy Scenario)
- The Lie Behind Argentina’s “Growth” Model
- China Is the Biggest Short…Ever
- It Starts: Apartment Glut in San Francisco & New York City
- How We’ll Know When to Buy This Hated Commodity
- How the Fed Stopped the “Corporate Profit Recession” (and the Media Fell for it)
May 2016
- The Big Mac Peso-Dollar Blues in Mexico
- Tourism Threatens to Collapse in France
- Last Time this Happened in the Housing Market
- The Banking Crisis in Spain is Back
- US Dollar Begins to Re-Exert Real Stress
- Ultimate Market Timer Sam Zell: “Know What the Problem Is?”
- The NIRP Refugees Are Coming to America
- After Losing $11 Billion on $9.4-billion Nokia Buy & Axing 27,650 Jobs, Microsoft Dumps Consumer Smartphones
- Apple Is a Dead Money Stock
- Uber’s Partially “Undisclosed” Ton of Money
- What Will Sink the US Auto Boom?
- NIRP is “Killing Us,” Wheezes Spain’s Second Biggest Bank
- Manufacturing Recession Goes Global as Demand Withers
- Pemex-Peso-Dollar Crisis Takes its Toll in Mexico
- Hedge Funds Are Betting Record Amounts on Meltdown of Australian Banks and Housing Bubble
- Share Buybacks Now Bought Out, American Enterprise in Decline
- Despite Rally, Hype, and NIRP, Bear Markets Hound the Globe
- OK I Get it, Corporate Earnings are a Fairy Tale and Reality is Crummy, But Do They Have to Push it This Far?
- Shipbuilding Industry Collapses, Hits China and South Korea
- Business Loan Delinquencies Spike to Lehman Moment Level
- Russia Frets about Risk of “Recession” in China
- ECB Prepares to Expand its Racket, Markets Salivate
- Silicon Valley Housing Market Hit as Chinese Money “Dried up”
- European Natural Gas Prices Collapse, as US Exporters Try to Muscle in on Russia, Norway, Qatar
- Mall Owners Begin to Feel the Pain of Brick & Mortar Retailers
- Monsanto about to Be Given a Taste of its Own Medicine?
- These Charts Show the Truly Dismal State of Young People in Bailed-Out EU Countries
- US Treasury Quashes Saudi Threat of Dumping Treasuries
- Why the Gold and Silver Futures Market Is Like a Rigged Casino
- Blackstone Deal Hammers San Francisco Commercial Real Estate
- Recession Watch: Freight Volume Drops, Worst Level since 2010
- ECB Admits: “We’re the Magic People” in a Clown Show
- Chinese Government Now Fretting about Auto Industry
- US Companies Stockpile the Profit “Overseas.” But where the Heck is the Money?
- Silicon Valley Commercial Property Boom Ends, Totally Exposed to Big-5: Apple, Google, Facebook, Amazon, LinkedIn
- Mergers Collapse, Bubble Deflates, Debris Hits Hedge Funds
- Who’s Really Most Afraid of Brexit? And Why?
- China Inc. Tries to Buy the World, with Impeccable Timing
- Can Saudi Arabia Really Break Its Dependence On Oil?
- Another Asset Bubble Cracks: Art Sales Plunge
- Creditors Stumble into New Black Hole at Energy Giant Abengoa
- Chinese Government Warns World of “L-Shaped Path”: a Dive & No Recovery
- Official “Labor Market Conditions” Give off First Warning Signs
- How Wall-Street Hocus-Pocus Inflates S&P 500 Revenues
- Manhattan Luxury Condo Sales & Prices Fall
- Saudi Arabia’s Oil-Bust Cash-Flow Debacle Begins to Bite
- China’s Population Dooms the Transition to Consumer Economy
- “Market is on Edge”: US Commercial Real Estate Bubble Pops, San Francisco Braces for Brutal Dive
- US Commercial Bankruptcies Skyrocket
- Wrath of Draghi Hits Germans who Refuse to Blow their Savings
- Freight Rail Traffic Plunges: Haunting Pictures of Transportation Recession
- R.I.P. TTIP?
- This is Why No One Should Bail Out the “Smart Money” Stuck in Brick-and-Mortar Retailers: Let them Shed their Own Tears
- Google Growing on Fumes: Something Is Rotten in the State of Online Advertising
- Houston Office Market Melts Down
- US Manufacturing Sinks Deeper into Mire, Sep. 2009 evoked
- Why China Is Really Dictating the Oil Supply Glut
- China’s Furious Stimulus-and-Debt Binge Backfires
- What the Heck is Going on With the Dollar and “Fear?”
April 2016
- Spanish Banks Brace for Ultimate Showdown
- The Hong Kong Housing Market Fizzles
- Why this Economy Feels Even Lousier than the Lousy GDP Print
- This Chart Shows the Collapse of “King Coal” by State, and Why Miners Are Going Bankrupt
- A New Crisis Kicks off in Mexico
- Canary in the US Housing Market: Canadian Snowbirds Cash Out
- Why Saudi Arabia Will Not Win The Oil Price War
- Look Who’s Lying About Inflation Again
- Consumers, Small-Business Owners Souring on This Economy
- Apple’s iPhone-iPad-Mac Fiasco in Charts
- A Torrid Week for the Transatlantic Corporatocracy
- China’s “Lehman Moment?”
- US-Style Mortgage Fraud a ‘Nuclear Bomb’ to Australian Banks
- Perma-Bear Gets “Gored,” Buys Stocks. Contrarians Go Wild
- How the iPhone Will Maul Tech Sector Earnings
- With Impeccable Timing, ‘Economic Miracle’ in Spain Unravels
- How a $9-Billion Unicorn Imploded
- World’s Worst Sinkhole-Government Sports World’s Most Negative-Yielding Debt
- Retailer Bankruptcies Are Hailing Down on the US Economy
- Toxic Mix Eats into Hedge Funds
- Canada’s Financial Sector just Crapped on its Bondholders, Hoping They Don’t Care
- Who the Heck Is Buying the US Stocks that Chinese and other Foreign Investors Are Massively Dumping?
- “We Cannot Afford another Draghi”: Germany Attacks ECB
- Recession Watch: Inventory Glut, Iffy Consumer Demand Sink US Freight Volume
- This Also Happened the Last 2 Times before Stocks Crashed
- Mobs of Angry Investors Fight Market Rigging, Maul Deutsche Bank in Class-Action Lawsuit, other Banks Next
- China Ocean Freight Index Collapses to Record Low
- OK, I Get it, this Junk-Bond Miracle-Rally Is Doomed
- Big-Oil Sinkhole of Debt & Corruption Gets Taxpayer Bailout. Wall Street Thrilled
- The Revolt of the Debt Slaves Has Started
- Big Pharma Trips Over the Maxed-out American Consumer
- It’s Gotten So Bad in Europe, Even Eurocrats Begin to Worry
- Why This Economy Is Now Running Aground
- Peak Negative-Interest-Rate Absurdity? Hilarity Ensues
- What in the World’s Going on with Banks this Week? Emergency Meetings, Summits, Crashing EU Banks…
- Is China’s Economy in even Deeper Trouble than We Think?
- US Commercial Bankruptcies Suddenly Soar
- BP CEO Gets Huge Raise, after Record Loss, 5,000+ Layoffs
- BlackRock CEO Fink: Negative & Low Interest Rates Eat into Consumer Spending at Worst Possible Time
- Next Shoe to Drop on Spanish Banks
- China “Could Push Whole World into Fresh Economic Crisis”
- San Francisco’s Epic Condo Construction Boom
- GDPNow Forecast for First Quarter Falls to 0.1% Stagnation
- Helicopter Money “Not on the Table,” ECB Swears Furiously
- Colombia Pays the Steep Cost of So-Called “Free” Trade
- M&A Boom Implodes, US Deal Failures in 2016 Worst Ever
- KKR’s Chilling Message about the “End of the Credit Cycle”
- Google Tells Customers “Ownership” is now an Illusion
- Fretting over Mortgage Backed Securities, Fitch Warns about Home Prices in Texas
- Debt Spiral Grips Both, Pemex and Mexico
- BOJ’s Kuroda Threatens More Easing, Stocks Tank, Absurdity Reigns
- This Shows Why Consumers Are Bogged Down
- How the Ultimate “Smart Money” Got Stuck in the IPO Pipeline
- The EU Has Bigger Trouble than Brexit alone
- First-Quarter Earnings Are Now Expected to Really Suck
- Gas Pipeline Uses 160 Eminent Domain Suits To Get People’s Property In 3 States
- The Fretting Among Wall Street Gurus Has Begun
- Job Cuts Pile up
March 2016
- “Are We Prepared to Impose Temporary Debt Standstills?”
- If This Plays Out, Friday Will Get Ugly
- “Economy-Wide Misconduct” among Financial Advisers
- This Shows Financial Reality Has No Place in Today’s Markets
- Buy Gold & TIPS for Coming Volatility, Inflation: BlackRock
- Positions Hit “Bullish Extremes,” Risk Getting Undone
- First Ocean Freight Rates Collapse to “Zero,” China Freight Index Plunges to Record Low, Bailouts Loom
- Atlanta Fed’s 1st-Quarter GDPNow Forecast Plunges
- “Spike in Defaults”: Standard & Poor’s Gets Gloomy, Blames Fed
- Monsanto Losing Its Grip?
- High Deductible? As Doctor: Here’s what Doctors Can do to Save You Money. Hospitals, Health Insurers Hate it
- World Trade Collapses in Dollars, Languishes in Volume
- The Big Unwind Hits Investment Banking
- Brexit Meltdown at the Bank of England
- Desperate Chinese Investors Flood US, Canadian Housing Markets, But Real Numbers Are Taboo
- Three Reasons to Be Bearish Right Now
- Bank Earnings Get Mauled by “Leveraged Loan” Time Bomb
- This Oil Sector Hasn’t Crashed Yet… But It’s About to
- It Starts: San Francisco Office Boom Deflates, but Fitch Says It’s “Unlikely to Collapse” this Time
- Subprime Nightmare on Wall Street for TBTF Grupo Santander
- Share Buybacks Turn Toxic
- Why the “Stubborn Persistence of Optimism” by Stock Analysts?
- China Hard Landing Hits Electricity Consumption
- Catalonia Nears Default, Threatens Spain’s Debt
- What Happened to Nuclear Power in the US?
- Political Turmoil Rages in Brazil, Puts Oil Industry On Edge
- Super-Luxury Homes Hit by Reversing “Wealth Effect”
- The Terrible Oil News Nobody Noticed
- And this is When the Jobs “Recovery” Goes Kaboom
- Big-Oil Bailout Begins as Pemex’s Debt Spirals Down
- What’s in Store for the Real Economy
- Panicked Chinese Suddenly Buy US Assets in Monster Deals at Peak of Seven-Year Boom
- China Ocean Freight Indices Plunge to Record Lows
- For Stocks, a Reality Too Ugly to Behold?
- What Concerns Me about this Rally in Oil
- Economic Bubbles Are Leaking. Once They Pop, Game Over
- Saudi Arabia Turns to Nightmare for Spanish Consortium
- Bundesbank Fears “Doom Loop”
- What’s Uncle Sam’s Largest Asset? It’ll Haunt us for Years!
- The Vacant Condos in Vancouver
- Desperate “Dumb Money” from China Arrives in the US
- NIRP Kills Off All Money Market Funds in Japan
- The $9.2 Billion Bet Against OPEC Dominance
- This is Why I Don’t Short Anything Anymore
- Consumers in Texas Hit by “Negative Ripple Effects”
- Oil Fundamentals Deteriorate, Prices Should Fall Hard
- OK, I Get it, this Stock Market Is Going to Be a Mess
- “Freedom Always Dies Bit by Bit”: Bundesbank Takes Sides in War on Cash
- This Is Bear Market 2.5 of my Career
- It Begins: Palace Revolt against ECB’s NIRP
- Aubrey McClendon’s Legacy
- Dallas Fed Unplugs Oil Bulls, Warns of Liquidity Crunch, Contagion
- Another Private-Equity LBO Queen Bites the Dust
- A Secret About Oil You Won’t Find Anywhere Else
- Corporate Default Rate Jumps Past Lehman Moment
- Prelude to a Bailout
- It Gets Ugly in the Startup Bust
February 2016
- Miami’s Epic Condo Boom Turns into Glut
- The Delusional Australian Housing Bubble
- “Valuations Will Fall Back”: Bank of England Gov. Carney Pooh-Poohs NIRP Miracle
- We’re at the Tail End of the Relief Period for Markets
- ECB Unveils Ingenious Strategy to Reduce Banking Stress
- Now It’s Even Worse Than it Was When Lehman Collapsed, But It’s “Contained”
- Subprime Auto-Loans Unravel: My Interview on WRKO, Boston
- Investors, Creditors Getting Demolished by this Global Renewables Giant
- Will this Crush the Insane San Francisco & Silicon Valley Housing Bubble
- Is This the Beginning of the Next Recession?
- Brexit Panic Sets In
- It Starts: Subprime Auto Loans Implode (in Your Bond Fund)
- After Messy Price War, OPEC Gets the Blues, Can’t Figure Out How “to Live Together” with US Shale Oil
- A New Level of Absurdity
- “Prelude to Recession”: the Dallas Fed’s Unsettling Charts
- Desperate Oil Giant Pemex Makes a Deal with KKR
- Another Doomed Rally in Oil
- Forget Deflation. Stagflation Arrives in Canada
- Revolt against NIRP Breaks out, Bank of Japan “Baffled”
- Five-Year Retail Boom in Texas Implodes
- As War on Cash Escalates, Cash Lovers Fight Back
- Argentina Imports Still Closed For Business
- The Saudi/Russia Oil Deal “Just a Bunch of Bull”
- Sudden Death? Junk-Rated Companies Headed for Biggest “Refinancing Cliff” Ever: Moody’s
- Downturn Now Hitting The Refining Sector
- Things Are Coming Unglued for Canadian Investors
- I’m in Awe at Just How Fast Global Trade is Unraveling
- Italy’s Banking Crisis Spirals Elegantly out of Control
- Deloitte About to Pay for its Spanish Sins?
- Hounded by NIRP: Global Bear Market Progress Report
- This is How Financial Chaos Begins
- Dollar Crushes Mexican Peso as Problems Balloon
- Global Stocks, Oil Take Drubbing. Gold, Treasuries, Yen Soar
- “Worse than 2008”: World’s Largest Container Carrier on the Slowdown in Global Trade
- Banking Crisis in Europe? Deutsche Bank’s CoCo Bonds Collapse
- It’s Official: Cash is Now Public Enemy Number One
- Contagion Hits Japanese Banks, Nikkei Plunges, 10-Year Yield Negative for First Time Ever
- What’s Booming in this Economy? Bankruptcy & Restructuring Business “Highest Since Great Recession”
- Whiff of Panic? Global Bear-Market Progress Report
- What the Heck is Going On in the Stock Market?
- German Judges Pooh-Pooh Obama’s Sacred US-EU Trade Pact
- Negative-Interest-Rate Effect already Dead, Central Banks Lost Control over Stocks
- Prelude to a Nightmare
- This is the Bubble in China Everyone Ignores
- CCC-Rated Junk-Bond Yields Blow Past Lehman Moment, hit 20%, as Consensual Hallucination Fades
- Oil vs. Electricity: Argentina’s Impossible Emergency
- The Transportation Recession Spreads
- Restaurant Industry Suddenly Tanks, Worst Plunge since the Beginning of the Financial Crisis
- Hedge Funds, Wall Street not Happy with the New Spain
- Another IPO Fiasco: Shoulda Bought a Ferrari Instead of its Misbegotten Shares
- Negative Interest Rates Already in Fed’s Official Scenario
- What Deutsche Bank’s Plunging CoCo Bonds Just Said about the Bank’s Future
- So Just How Bad is the Revenue and Earnings Recession?
January 2016
- QE in Japan Nears End: Daiwa Capital Markets
- The Big-Oil Bailouts Begin
- The Home as Miracle Subprime ATM Re-Surges
- Crushed Currency, Oil, Domestic Demand Broadside Small Businesses in Canada, Worst since March 2009
- Already Lousy Corporate Investment Comes Totally Unglued
- A “Death Spiral” for the Chinese Yuan?
- Ka-boom Goes the Bottom of the US Bond Market
- Who Gets to Pay for the Italian Banking Crisis?
- Office Market in Houston Gets Hit
- ‘Footprint Rationalization’: Sears adds to Woes of Canada’s Malls
- This Stock Market is Really Sick, and Big Institutional Investors are Bailing out
- Banks Much Deeper in the Hole on Oil & Gas Collateral than they Pretend
- This is Why Junk Bonds Will Sink Stocks: Moody’s
- One of World’s Biggest Construction Companies to Hit the Wall?
- Davos, Dalio, and a Depression?!
- After $7.8 Trillion Got Wiped Out in three Weeks, “Global Stocks Surge Most since 2012”
- Deep “Freight Recession” Hits Railroads, Trucking, Air Freight
- Schlumberger Loses $1 Billion, Raises Layoffs to 30,000, Doubles Share Buybacks to $20 Billion
- “Watch out, the Market is a Myth Buster”
- Ruble Plunges 26% in 90 days, 6% in Two Days, Hits New Low, Government Says to Heck with it
- Is Inflation Spiraling out of Control in Argentina, or is it just a ‘Sensation,’ as New President Claims?
- IPOs Crash, Startup Valuations Plunge, Era Ends
- Small Businesses in Europe Fear Getting Trampled by TTIP
- Tiffany Sings Brick-and-Mortar Blues
- Canada Rebels against the Destruction of the Loonie
- Mega Investment Bank Suddenly Pooh-Poohs QE
- Dollar-Based Investors Eviscerated in Global Stocks
- Consensual Hallucination Fades, Global Stocks Crushed
- Facing the Reality of a Bear Market
- “Everything Has Come to a Standstill”: Political Fallout Hits Business in Spain
- This is Where Industrial Production Normally Meets a Recession
- Wal-Mart Rubs Salt on Deepening Retail Wounds
- Chilling Thing Jamie Dimon just Said about the Economy
- When “Story Stocks” Crash Like this, the Market is Kaput
- OK, I Get it, this is Going to be a Mess: Standard & Poor’s Lowers Boom at Worst Possible Time
- Time to Get “Radical” for Emerging Market Central Banks
- Canadian Stocks in Bear Market, Loonie Swoons, Crude Crashes to $16, Consumer & Business Confidence Dives…
- Oil Plunges toward $30, Dallas Fed President Sucker-Punches any Leftover Oil Bulls
- What Will China Dump Next, After Treasuries, to Keep Control?
- Let’s Not Kid Ourselves: The Capture of the World’s Most Wanted Businessman Changes Nothing
- Hedge-Fund Dazzle Has Peaked, Record Closures Next
- Big Winners During Fiasco Week
- Emerging Market Meltdown Sinks Spain’s Biggest Companies
- How Could Stock Markets Croak Like This First Thing in 2016?
- This is What Happens after PE Firms Get Through with a Retailer
- “The Sky is Falling” on California Manufacturing, Worst since February 2009, Might Kick Regional Economy into Recession
- Oil Plunges to $32-Handle, Chinese Stocks Crash and are Halted, Whiff of Mayhem Breaks out
- Defaults and Restructuring Next for Retailers
- A “Stealth” Bear Market Has Already Begun
- Global Corporate Debt is Coming Unglued
- What Will Knock the Dollar off its Perch?
- The Perverse Paradox in Mexico’s “Model” Economy
- In this Dismal Economy, There’s One Thing that’s Booming!
- Gold, Silver? Betting on Deflation May Be a Huge Mistake
- A Climate of Fear in C-Suites: Spain Faces Tough 2016
- Welcome to 2016! With Just a Touch of Mayhem
- It Starts: Tech Trouble Mucks up Silicon Valley Real Estate Party
- Even Bankruptcy Can’t Slow US Oil Production Much, it Seems
- The Risks of the War on Cash
- Happy New Year Californians: US Largest Utility Jacks up Rates the Most since 2006 Despite Collapse of Natural Gas Prices
2015 689
December 2015
- Business in the Midwest Takes Worst Hit since July 2009
- At Times, it Pays to Raise Your Head and Look Around
- Oil Crash Shrinks Russian GDP, Energy Minister Blames Saudis
- Google Sarcasm, or How I (and the Entire Industry) Make a Living
- Buffett’s Utility Monopoly In Nevada Socks Musk’s Solar Firm
- Will the Australian Economy Eat Dirt in 2016?
- What Secret Do Global Banks Know about Chinese Banks?
- 5 Possible Market-Moving Surprises In Energy For 2016
- Where’s the “Dumb Bid” in the Junk-Bond Rout?
- I was asked: Whatever Happened to Inflation after all this Money-Printing?
- Lower Oil Prices Are Shaking the World
- Which State Has the Most Per-Capita Household Debt? Despite What You Think, it’s Not California
- Dear Electric Utility CEO: Merry Xmas and Cut the Dividend?
- Former Hot Startup Whacked Down 60%(!?) Whither the Tech Boom?
- White Elephant Inc: This is What I Love about Spain
- “Sudden Withering Demand” & End of Housing Bubble 2, or just an “Anomaly?”
- IPOs Collapse, “Worst Year Since 2009,” Worst Dec. since 2008
- Mother of all Shorts: How BlackRock Made a Killing from Spain’s Biggest Ever Corporate Meltdown
- It Gets Ugly in the Toniest Parts of London
- What the Heck Happened to Our Santa Rally?
- Dollar-Debt Blows up in Mexico, Pushes Biggest Construction Firm toward Abyss
- Carnage in US Natural Gas as Price Falls off the Chart
- Bone-Chilling “Plateau” in Apartment Boom Resurfaces, Smartest Money Bails Out
- Fed is Raising Rates for the Opposite Reasons They Claim
- “Perverse, Unpredictable Effects” of Negative Interest Rates: Mortgage Rates Soar in Switzerland
- Spain’s Biggest Bankruptcy Ever Hits Banks, Mexico, Brazil, Descends into Bitter Farce
- Freight Shipments Hammered by Inventory Glut, Weak Demand
- Why’s the Fed Talking up the (Lousy) Economy Just Now?
- Retail Sales in Texas Plunge
- European Dream Turns into Dystopian Nightmare
- How Junk-Bond Contagion Hits Stocks
- Dealing With The New Oil Price Reality
- Bank of Canada Crushes Loonie, Created Mother of All Shorts
- It Starts: Junk-Bond Fund Implodes, Investors Stuck
- World Trips Over the Explosive Dollar
- Tragic-Comic Economic Mess Hits Argentina’s New President
- China’s Steel Industry Bleeds, Prices Collapse, Losses Mount, and Now the Government Gets Gloomy
- Rumors of New Bank Bailouts in Spain
- Bond King Gets Antsy as Junk Bonds, Which Lead Stocks, Spiral to Heck
- Dogged by Lousy Global Demand and Wild Overcapacity, China Containerized Freight Index Crashes to Worst Level Ever
- Financial War over Oil Reshapes World, Will End with Much Higher Prices
- Industry Holds Breath for Craziest-Ever Commercial Property Boom to Implode
- US Exports & Manufacturing Debacle Covered up by Oil
- What Happens When the Auto-Loan Boom Blows Up
- Toxic Mix Hits Trucking, Orders for New Trucks Totally Collapse, Pummel Manufacturers
- Recession Watch: Hidden Messages in the Jobs Report
- All Heck Breaks Loose after Draghi Fails to Outdo his Own Hype
- How This Bull Markets Ended
- “Distress” in US Corporate Debt Spikes to 2009 Level
- It Begins: Investors Brace for Mexico’s Biggest Corporate US-Dollar Bond Default in 20 Years
- It Gets Ugly in Brazil
- Undeterred By Global Glut, US Pushes Ahead On LNG Exports
- Subprime “Alt”-Mortgages from Nonbanks, Run by former Countrywide Execs, Backed by PE Firms Are Hot Again
November 2015
- There Better Be a Miracle for Retailers
- Dollar-Denominated Corporate Time Bomb Set to Blow
- BlackRock Spreads its Tentacles in Brussels
- One Chart Shows Where Oil Prices Could Be Headed
- Consumers Lose Grapple with Reality, “Decline in Economic Aspirations” Sets in
- Spain Braces for its Biggest Corporate Insolvency… Ever!
- The Predators Are Pouncing on the DC Housing Market
- M&A Spikes to Craziest Frenzy Ever, even as Bottom Falls out of Riskiest End
- Recession Watch: Falling Commodity Prices to Hurt America
- Who Exactly is Trying to Kill off Cash?
- Why the Price of Oil is Doomed for Longer than Expected
- Ultimate Weapon in Existential Struggle: Using the TPP for Hostile Takeover of Mexican Agriculture
- This Will Bust San Francisco’s Insane Home Price Bubble
- Why We Aren’t Buying this Rally
- The Mad Euro Project Just Got A Lot Madder
- Capital Destruction Rages Beneath S&P 500 Tranquility
- Recession Watch: Turning Point in Unemployment Claims?
- Stunning Blow to EU Scaremongers over Brexit
- “Once-in-a-lifetime opportunity” Sinks Hedge Funds
- Financially Engineered Stocks Drag Down S&P 500
- Fed’s Vice Chairman Gives a Warning, US Factories Agree
- The Chilling Thing Caterpillar’s President Said about China
- What Will the US Do in a Recession? Look to Japan for Answers
- Foreign Investors Bail out of Canada’s Money Machine
- Bloodletting 8 Trading Days in a Row: Junk Bonds Go to Heck
- Business Inventory Glut Hits US Ports, Container Imports Plunge in Peak Shipping Season
- It’s Always Darkest Before The Dawn
- Investors Fret as Noose Tightens Around Catalonia’s Economy
- IMF’s Lagarde Anoints Chinese Yuan. Will it Now Demolish the “Dollar Hegemony?”
- Now Flying Below “Stall Speed”
- Last Two Times this Happened, it was Mayhem
- US Freight – Trucking, Rail, all of it – Goes to Heck
- Is the Troika About to Lose Control of South-Western Europe?
- A Currency on Edge
- What Copper Just Said about China
- We’re in the Early Stages of Largest Debt Default in US History
- Fed Trips over Commercial Real Estate Bubble, Sees “Early Signs” of “Search for Yield”
- Australian Housing Illusion Set to Burst
- Venezuela Liquidates Gold, other Assets as Crisis Worsens
- China Trade Swoons, Collapse of Containerized Freight Index Hits Worst Level Ever, Global Slowdown Worse than Forecast
- San Francisco’s Luxury Condo Bubble Turns into Condo Glut
- “First They Came for the Pennies…” in the War on Cash
- Merger-Mania Bites Back, Men’s Wearhouse Crashes
- Seeing the New America in the Details of the Jobs Report
- Giant Sucking Sound of Capital Destruction in US Oil & Gas
- Kamikaze Economics: Spain Threatens to Cut Financial Supply Lines to Its Richest Region
- “Strong Dollar” Headed for the Chopping Block?
- US Gross National Debt Jumps $340 Billion in One Day
- Corporate Profits Are the Stock Market’s Foundation. What Will Break Them?
- Is San Francisco Housing Suddenly Going on Sale?
- Currency Controls Strangle Argentina, But Hey, “Take it up with the Next Government, We’re on Our Way Out”
- So “the Sky is Falling” on California Manufacturing(?!)
- How Wall-Street Financial Engineering Vaporized Valeant
- China Slowdown, “Global Turbulence” Trigger Collapse of Export Orders for German Equipment Makers
- Petrodollar Reflux to Hit Treasuries, Other Assets
- US Threatens UK over Brexit Vote
October 2015
- S&P 500/US Dollar Index Ratio Warns: October Rally Will Fail, Bear Market is Here
- Cheating, No Problem: Automakers Win Again in Europe
- China’s Economy Even Worse than Suspected?
- If You Own Apple Stock Today…
- Time to Keep Your Cash in the Microwave?
- Chilling Thing Hershey Just Said About American Consumers
- Shell Scraps Oil-Sands Project, Points at Big Issue For Canada
- Global Corporatocracy’s Unborn Baby Just Got A Lot Bigger
- And Now Trucking Is Suddenly Slowing Down
- IBM Discloses SEC Investigation, Plunges to Worst Level since 2010, Even Share Buybacks Don’t Work Anymore
- Next Few Weeks Reveal Extent of Calamity in Oil & Gas Industry
- “Million Dollar Shack” In Silicon Valley (Video)
- Markets Loathe Uncertainty, But Loathe Kirchnerism Even More
- And Now Defaulted “Leveraged Loans” Go Kaboom
- Do You Own This Popular, But Dangerous, Investment?
- Short Sellers Lower Boom on Wall-Street Hype, Big Pharma
- China Containerized Freight Index Collapses to Worst Level Ever
- Barcelona Threatens to Print Parallel Currency, Madrid Seethes
- Why Investors Should Take “Lower For Longer” Seriously
- This Is Why It’s Going to Get Even Tougher
- Draghi Speaks, Euro Falls Off Chart, Stocks Soar Despite Layoffs, Shrinking Revenues, and Evil “Strong Dollar” that just Got a Heck of Lot Stronger
- “Bank Failures and Systemic Breakdowns”: Regulator Warns on Autos, Subprime, Commercial Real-Estate…
- Euro Sinks Deeper into Limbo
- Who on Wall Street is Now Eating the Oil & Gas Losses?
- Why Mainstream Economists Deny Housing Bubbles Until After They Implode – Which They ALWAYS Do
- Saudi Arabia Cuts Spending, Slows Payments, Hits Spain Inc.
- Saudi, US Oil Inventories Hit Record High as Demand Fizzles
- Pummeled by Lousy Global Demand and Rampant Overcapacity, China Containerized Freight Index Collapses to Worst Level Ever
- The Dismal Thing Schlumberger Just Said about US Oil
- “Political Show Trial” of Catalonia’s Premier over Independence Referendum Hits Raw Nerve
- Moody’s Warns “of Jarring Slowdown” in Jobs, Jumps on Recession Bandwagon
- Big VW Investors Lose Shirts, Blame Lobbying
- Wrath of Financial Engineering: It’s Now Eating into Earnings
- What Will Cause the Next Recession?
- The Chilling Thing Wal-Mart Said about Financial Engineering
- Resource Investors, Be Wary…
- US Freight Shipments Have Worst September since 2010
- Six Nagging Facts About Spain’s “Recovery”
- Peak Desperation
- And What’s Going to Happen at the Next Recession?
- Junk Bond Issuance Collapses as “Distress Ratio” Spikes
- Bill Gross Seeks Revenge: Blockbuster Lawsuit Reveals Deceit, Greed, Risk-Taking, and Brutal Power Struggle at PIMCO
- “Problems Likely to Snowball from Here,” at World’s Second Largest VW Factory
- Last Time that Ratio Soared like this, Stocks Crashed
- Global Shipping Veers into Capital Destruction
- Did the European Court of Justice Just Torpedo the Mother of All US Trade Agreements?
- While We Sleep, Corporate Execs Strip-Mine America
- China, Russia, Norway, Brazil, Taiwan Dump US Treasuries
- This is How the Trade Pact Escalates the Currency War
- On the Brink, Argentina Asks China for More Money
- Not the “Death of the Dollar” but “Death of the Euro?”
- Something’s Up: Panic Buying of Super-Liquid Treasuries
- US Economy Flies into “Coffin Corner,” But We Don’t Mind!
- “They’re All Just Zombies”: Ron Paul
- Last 2 Times this Happened, the US was Falling into Recession
- High Priests of Global Finance Stoke Emerging Market Fears
- Corporation vs. Nation: The Ultimate Showdown
- This Chart Truly Depicts New, Terrible Trend in Jobs Mess
- Argentina Forces “Pesofication” of Dollar Assets – to Avoid Bond Payment due Monday?
- ECB Chief Economist: OK, I Get it, the Euro Doesn’t Work
- Oops, Atlanta Fed’s GDP Forecast Suddenly Plunges
- Australia’s “Black Swan Moment”
- This is what Happened When Showden Joined Twitter
September 2015
- US Manufacturing Recession Draws Eerie References to 2009
- Spain Leaps Toward Political Breakdown
- Next Shoe to Drop on Stocks? Junk-Bond Meltdown Hits M&A
- The Tell-Tale Signs of a Bear Market
- The Stock Market Gives us 2 Classic Warnings. Will We Listen?
- Market Rout, Volkswagen Fiasco, China Sink German IPOs
- Shell Oil Loses $7 Billion in US Arctic, Leaves it For Dead
- This is When Bonds Go Kaboom!
- What the Heck’s Happening to the Global Stock Markets?
- Volkswagen Fallout Hits Mexican Economy
- It Gets Ugly in Biotech
- ‘Sanction Spiral’: Russian Natural Gas Exports to Europe Soar
- Yellen Slams Lid on This Rising but Wacky Doctrine
- Volkswagen Gets Blamed for the Fiasco in Japan
- Canada’s Retail Prices Jump the Most in “Over a Decade”
- Commercial Real Estate Shoots Off Chart, Fitch Frets about CMBS, Points to Financial Crisis
- The Blue Dollar Is Up and So Is Corrupt Arbitrage
- The US Bond Market is far Larger than the Stock Market: If Even Part of it Blows, it’ll Dig a Magnificent Crater
- Uruguay Does Unthinkable, Rejects Global Corporatocracy
- Australia’s Mega LNG Projects are in Serious Trouble
- Is Volkswagen the Only One?
- Fed’s Bullard Fires Broadside at Fed, Shrapnel Hits his Foot
- Spanish Banks Warn of Financial Meltdown if Catalonia Votes for Independence
- FBI Ramps Up Biometrics Programs to Catalogue Information on Everyone in America
- German Stocks Crush Dream of Central-Bank Omnipotence
- Bankers Threaten Fed with Layoffs if it Doesn’t Raise Rates
- A Spinoff Goes to Heck, after Just 10 Months
- The Time Bomb under Canada’s Economy: Soaring Household Debt, and Suddenly Delinquencies!
- World Holds Breath, Waits for “Death of the Dollar”
- Inside Janet Yellen’s Brain at 4 a.m.…
- World Is Now “More Exposed than Ever” to Explosive Dollar
- The Bull Market in Cash Is On
- “There’s Just No Cash”: Oil Bust in Canada Hits Creditors
- Freight Goes to Heck, Now Even in the US
- Is Brazil About to Drag Down Spain’s Biggest Bank?
- A Change in Market Dynamics I Find Particularly Troubling
- Is Catalonia About to Go All In?
- A Worrying Development for Stock Market Bulls
- Corporations in Rate-Hike Panic, Sell Bonds like there’s No Tomorrow, Investors Blissfully Eager
- Three unmentionable insights about people, free from Ashley Madison
- This Is Another “Subprime” Waiting to Blow
- Global Economy Nearing a “Structural Recession”
- Oil Suddenly Gets Ugly in Mexico
- Buyout Binge in American Craft Brew Revolution Gets Personal
- Investors Get Jittery As Spain Enters Whole New World of Pain
- What a Million Dollars Buys in Australia’s Housing Market
- Revenue Recession Spreads past Dollar, Energy
- The Default Next Move For Oil Is Down, And Here’s Why
- Why Hedge Fund Hotshots Finally Got Hammered
- What’s Coming Unglued Now in Canada?
- Brilliantly Timed Oil Reforms Push Mexico into Fiscal Meltdown
- Stock Market Crash Mauls Home Sales in Hong Kong
- UK’s Fake Housing Market Makes Fake Millionaires
- Liquidity Stress Spikes to Worst Level since Financial Crisis
- Europe’s Rising Fear of Upheaval in Spain
- ‘Gravity’ Is Returning to the Markets
- Market Rout Hammers Economic Confidence of Americans
- Bank of Japan Drops Ball, Government Pension Fund Stops Buying Stocks, Nikkei Plunges, J-REITs Eviscerated
- Macau’s Economy Blows Up
August 2015
- A Hot September for Catalonia
- It Gets Even Uglier In Canada
- Why Are the Four Richest Men in Mexico Getting Crushed?
- China Entering Ugly Recession, Not Just a “Hard Landing?”
- This Market Is a “Wheelbarrow of Dynamite” Waiting to Blow
- “We’re Seeing the Beginning of a Liquidity Crisis” in the Startup Boom, Suddenly
- “The Most Astounding Credit Binge in History”
- Mexican Gourmet Chefs Sharpen Knives in Global Food War
- Stocks Crashed the Last Two Times This Happened
- Why Saudi Arabia Won’t Cut Oil Production
- New Vehicle Sales Collapse in Canada’s Oil Patch
- “Hot Money” Flees Latin America, Triggers Currency Bloodbath, Risk of Mega Debt Crisis
- Americans’ Economic Outlook Plunges
- First the Miners, now the Banks, then Property? Going to be a Hard Landing for… Australia
- Who Gets Hurt from the Next Stock Market Crash?
- This is when Bullard Usually Says the Fed Should Restart QE
- Meltdown in Asia and Europe, US Stocks in Turmoil, Oil Plunges, Dollar Swoons, as Central Bank Omnipotence Fails
- Whose Capital Is Getting Destroyed in US Natural Gas?
- Just How Ugly Can Britain’s Fracking “Revolution” Get?
- What the Heck is Going on in the Global Markets?
- Foreign “Smart Money” Frets about Turmoil at Home, Flees, Plows into US Housing Bubble 2, Thinks it’s a “Safe Haven”
- German Newspaper Accuses Spain’s Central Bank of Hiding Collateral Risks from ECB
- The Chilling Thing Smartphone Sales Said about China Debacle
- It Starts: Broad Retaliation Against China in Currency War
- Wall Street is Running out of Time… and Money
- LEAKED: GM Sees Overcapacity Fiasco in China, Hopes Americans Will Buy Lots of Chinese-Made Buicks
- Greek Stocks Are Down 60% Since Last Summer. Time to Buy?
- Canada “Getting Clocked” by Something Far Bigger than Oil
- Extortion Inc: Spain’s Financial Regulator in the Hot Seat
- Junk-Rated Offshore Drillers Headed into Bankruptcy: Fitch
- Housing Affordability in San Francisco & Bay Area Plunges; Stocks, Interest Rates Could Trigger Epic Bust
- Riskiest End of the Junk Bond Market Just Blew Up
- China Mess, Yuan Devaluation Spread to the US
- World’s Most Hated Major Currency Hits 11-Year Low
- U.S. Containerized Exports Fall Off the Chart
- Spain Gets Bitter Costly Foretaste of its Beloved Trade Pacts
- Wall Street Sees Junk Bond Collapse, Prepares to Profit from it
- Carlos Slim, World’s 2nd Richest Man, Mexico’s Biggest Oligarch, Master of Slimlandia, Suddenly Loses Billions
- All Heck Breaks Loose After Freaked-Out People’s Bank of China Devalues Yuan Again
- Big Natural Gas Driller Bites Dust, ‘Smart Money’ Gets Crushed
- People’s Bank of China Freaks Out, Devalues Yuan by Record Amount, Vows to “Severely Punish” Capital Flight
- Worst Year for Car Sales in Japan since Earthquake
- The Oil Train Boom Is Over, Railroads Get Slammed
- Airbnb and its Hosts Hung Out to Dry in Barcelona
- China’s Hard Landing Suddenly Gets a Lot Rougher
- Corporate Dollar Debt Explodes in Mexico as Peso Dives
- The Great Unwind Has Begun, Bankruptcies Soar
- The Saudi Oil Price War Backfires
- The Seventh-Largest Economy in the World Spirals Down
- It’s “Impossible to Pay Nothing” to Vulture Funds, Suddenly Says Argentine Economy Minister
- A True Jobs Massacre Spreads in US Oil & Gas
- The Central Bank Enabled 30-Year Bull Run in Stocks Is Over
- The Unnerving Thing Global Automakers Just Said About China’s Economy
- Company “at Leading Edge of Financialization” Crashes
- Oil Re-Bloodies the “Smart Money”
- Businesses Flee Catalonia, Foreign Investment Plunges, as Confrontation with Spain Comes to a Boil
- Citizens Go After the Most Despised Company in Japan
- It Gets Ugly in Canada
- Smart Money Dumps Assets at Record Pace, But Who the Heck Is Borrowing and Buying Like There’s No Tomorrow?
- The Risk of Contagion is Permanently Higher
- The “Internet of Things” Gets Hacked To Smithereens
July 2015
- This is What We’ve Been Waiting for, the True Recovery of the American Economy
- Liar Loans Pop up in Canada’s Magnificent Housing Bubble
- Fat Chance: Cameron Vows to Clean Up UK Property Market
- What’s Left of the American Dream Withers at Record Pace
- Mexican Peso Dives, Fretting Begins About Peso Crisis
- Americans’ Economic Confidence Gets Mauled
- The Bull Market Is Nearing an End
- Wall Street Still Didn’t Get The Memo – China’s Done!
- Pessimism Among Oil Traders Soars to 5-Year High
- Corn Crashes, Other Commodities Brutalized
- Shanghai Containerized Freight Index Plunges to New Low
- How Much Worse Can the Junk-Bond Sell-Off Get?
- What the Heck Just Happened in the Global Markets?
- French Government Sells Out Citizenry to Coddle Saudi Royals
- UBS’s Puerto Rico Bond Funds Implode, “Collateral Value” Drops to Zero, Investors Screwed
- Time for “Distressed Investing” in Commodities, Gold?
- The Mother of All Storms Builds Over Catalonia’s Independence
- The Chilling Thing China’s Electricity Consumption Just Said about the Economy
- World Trade Drops Most Since Financial Crisis
- The Advertising Glut Dooms Social Media Industry
- Argentine Peso Crashes, “Blue Dollar” and Unease Rise
- It’s Happening: Debt Is Tearing up the Fracking Revolution
- US Coal Producers Dropping Like Flies
- Americans’ Economic Confidence Gets Whacked
- Obamacare? Wall Street Suddenly Scrambles to Buy Doctors, “Leverage” Their Patients
- What Insulates Russia From Low Oil Prices?
- The San Francisco “Housing Crisis” Gets Ugly
- Shell Warns: Oil Price Recovery Will Take 5 Years
- Epic Glut of Office Space Crushes Hope in Canadian Oil Patch
- ECB Hits Small Banks, Makes City of London, Wall Street Salivate
- No Growth, No profit, No problem
- “Leveraged Loan” Time Bomb Goes Off
- Is Mexico Ready For Life Without Its Sugar Daddy?
- This Prediction about the Euro Deserves a ‘Nostradamus Award’
- The Biggest Energy Crooks
- Bank of Canada Sees Global Economy, Freaks Out, Cuts Rate, Warns of Financial Stability Risks, Loonie Plunges
- European Commission Wants to Repress Internet Freedom
- Largest “Alternative” Mortgage Lender in Canada Plunges, Denies “Systemic Problem” in Housing Market
- Is Canada Next? Recession Is “Quite Contained”
- Spain Is Not Greece, It’s Spain (And That’s Worrying Enough)
- It Starts: Greeks Rebel Against Bailout, Risk Collapse
- Despite Wall Street Conniptions, Another Fed Dove Caves
- Why I Don’t Short Stocks or Bonds in this Crazy Environment Where Nearly All Assets Are Overpriced
- New Global Taxman to Wage War on Informal Economy
- Peak Financial Engineering? Trends Spiral South
- Will We Ever Be “Allowed” to Have a Crisis?
- U.S. Primary Bond Market Seized Up, Junk Bond Issuance Frozen, Chaos in China, Greece, Puerto Rico, Commodities Cited
- China Is Just Another Front in the Zombie War
- US Companies Left Out in Russia as EU, Asia Ignore Sanctions
- Microsoft Tallies True Costs of M&A Boom: Layoffs, Write-Offs, Shut-Downs, Economic Decline
- “A Situation That Spirals Out Of Control Quickly”
- Today It’s Brussels’ Turn to Tighten the Noose on EU Citizens
- How to Avoid Epic Collapses in the Resource Sector
- China Syndrome Burns Stocks, Commodities
- The Chilling Thing Gartner Just Said About a Once Hot Engine of Global Growth
- Petrobras Scandal Balloons, Losses Pile Up, Forces Brazil’s Hand
- Chinese Stocks Come Totally Unglued
- Oil Falls Off the Chart, Crushes Hopes
- Central Banks Scramble, Fail to Rescue Stocks, after Greece
- Panicked Chinese Government Imposes Desperate Measures to “Aggressively” Rescue a Lot More Than Just Crashing Stocks
- As the Eurozone Teeters, the IMF Does Something Weird
- The Biggest Greek Banks “Have Failed,” and “Resolving” Them Won’t Work: Fitch
- “Everyone Is Wondering When the Volcano Will Erupt”
- LEAKED: How the Biggest Banks Are Conspiring to Rip Up Financial Regulations around the World
- It’s a Steamroller, and It’s Headed for Us All
- Greece’s Largest Industry Suddenly Takes a Terrible Hit
- Home-Buying Panic Sets in, Housing Bubble 2 Soars, Industry Drools, But It’s Doomed, Says Zillow
- Oil Faces Steep Downside Risk From China’s Stock Market
June 2015
- Why Greeks Still Want to Keep the Euro, in One Chart
- Bond Insurers Crash, Hit by Puerto Rico’s Default Shrapnel
- Panicked Hedge Funds Now Praying for a Miracle in Greece
- Does HSBC Know Something Other Banks Don’t?
- “Risk of Collapse” and “Panic” in the Air, China Cuts Rates
- These 3 Countries Worry Corporate America the Most
- Canada’s Oil Patch Goes Into Convulsions, Business Confidence Plunges to Financial Crisis Lows
- The Five Horsemen (and One Horsewoman) of Europe’s Monetary Apocalypse
- ‘Huge Increase’ in Oklahoma Quakes ‘Game-Changer’ For Oil & Gas Industry
- The Crucial Thing to Know About This Economy
- Wall Street Frets about its Nightmare Generation
- Bank of England Could ‘Trigger the Next Financial Crisis’
- Why This Economy Feels So Lousy
- The Fuse is Lit
- At Worst Possible Time, China’s Auto Exports Plunge
- Look Who’s Trying to Squash Fears that the Bad Old Times Are Back for US Airlines
- Container Shipping Rates from China to US, Europe Collapse
- San Francisco vs America in Housing Bubble 2
- Is This What Our Bond Bear Market Already Looks Like?
- Wave of Defaults, Bankruptcies Spook Bond Investors
- LEAKED (Denied then Confirmed): ECB Not Sure If Greek Banks Can Open Monday
- About these “Signs of Hope” in the Chinese Housing Market
- Starbucks Machinery Lurches Forward, Runs Over My Croissant
- Container Carriers Wage Price War to Form Global Shipping Oligopoly
- How Are Investors Feeling? Somewhat Nervous
- Biggest Glut in Recorded Crude-Oil History Taking Shape
- Manufacturing in Canada Sags, Triggers Chilling References to Financial Crisis
- Texas Tries to Bring Home its Gold Bars, Distrusts NY Fed, HSBC
- ECB Press Release this Wednesday Could End Extortion Racket over Greece – à la Cyprus 2013
- The Men Who’re Stealing The Sun
- It Gets Messy in Canada
- How Australia’s Big 4 Banks Can Sink the Entire Economy
- San Francisco Home Prices Spike, Exuberance Reigns
- Toronto’s Epic Condo Bubble Suddenly Turns into Condo Glut
- What Does California Gov. Jerry Brown Know about the Next Crash and Recession that We Don’t?
- “China Momentum Indicator” at Hard-Landing Level
- Democracy on Hold: President of European Parliament Suspends Vote on Secretive U.S.-EU Trade Pact as Tide Turns Against It
- PE Firms’ Exit from Buy-to-Rent Boom Drains Nest Eggs
- QE Begins to Screw Investors
- Is This Why U.S. Treasuries Are Diving?
- Concerns Over Fracking Earthquakes Spread To Texas
- Australia’s “Largest Housing Bubble on Record” in 4 Charts
- Humans Not Yet Doomed: Watch even the Coolest Robots Fall
- It Scares “the Hell Out Of” Bill Gross, Yet in Last-Ditch Effort, Companies Sell More Bonds than Ever
- Germany, France Call for Fiscal and Political Union. Public Ignorance Vital for Success of EU Power Grab
- China Containerized Freight Index Collapses
- Get Used to Selloffs, Central Bankers Say as They Fret about the Terrifying Moment When Liquidity Evaporates
- The Dumbest Man in China
- You’re (Probably) a Federal Criminal
- Canadian Mortgage Insurer Tells US Hedge Funds Why Canada’s Housing Bubble Is Immortal. Hilarity Ensues
- Asian Financial Sector Hit Hard By Low Oil Prices
- ECB Loses Its Grip, Bond Market Comes Unglued
- Startup Bubble Too Big For Exit, Investors in La-La Land
- Last Two Times This Happened, Stocks Crashed
- Are You Still Banking with a Criminal Enterprise?
- Today’s ‘Liquidity Regime’ Is ‘Far More Dangerous for Investors’
- Is Goldman About To Lose A Tentacle?
May 2015
- Mortgage Broker to Australia’s Youth: Give Up Life, Fun, Holidays… Buy an Overpriced Home
- California Water Crisis: What’s Next
- When Betting on QE Suddenly Goes Wrong
- Why the Bank of Japan Can’t Stop a Sudden Collapse of the Yen
- It’s Getting Ugly in Spain
- US Containerized Exports Plunge Off the Chart
- Junk-Debt Apocalypse Later
- When Chasing The Tape, Please Mind The Lemmings
- New Giant Jumps into Oil Trading Fray as Banks Bail Out
- “Our Goal Has Been to Survive Until the Third Quarter”
- The Chilling Thing an Industry Insider Said about Glyphosate, GMOs, and Why He Sold His Conventional Seeds Company
- Global Trade Dives Most since the Financial Crisis
- Monsanto Bites Back
- What Does Exxon Know That We Don’t?
- Downturn in South America Mauls Spanish Companies, Threatens Spain’s “Recovery”
- Atlanta Fed: Inflation Heating Up Beneath Surface
- Schwab Warns on Munis, those “Affected by Pensions” Are Toxic
- New Jersey May Not Be Able to Find Money for Pension Payment This Year, State Officials Say
- The Sudden Housing Bubble in Dallas: Personal Perspective
- What Are They Shorting in this Psychotically Bullish Market?
- Are These Ticking Time Bombs In Your Portfolio?
- Former Fed Governor Predicts “Wrenching” Market Adjustment
- Goldman: Oil Rally “Self-Defeating,” Oil at $45 by October
- This Is How Insane San Francisco’s Housing Bubble Really Is
- “Cash Is Coined Freedom”: War on Cash Becomes Official in Germany, Reaches G-7, Draws Withering Fire
- Why Bonds Are No Longer a “Safe Haven”
- America’s Shadowy Energy Connection With Azerbaijan
- “Buyers beware”: Capital Markets “Completely Backwards”
- Cuba Flaunts Oil – Russia, US, Others Line Up
- The Global Trade Corporatocracy Slams into Local Resistance
- Heading into the First Bond Bear Market in a Generation
- China Momentum Indicator Plunges to “Hard Landing” Level
- Afraid of Losing Trillions, Wall Street Fights Fed Rate Hikes
- “Brazil Just Getting Worse and Worse”
- Coal Company Bites the Dust, Again
- Why the Heck Is the Trucking Business Slowing Down?
- AOL, the Sound of the World Wide Wait
- Saudi Arabia, Russia in No Mood to Cave to US Fracking Boom
- China Downturn Hits US Automakers
- How Soaring Housing Costs Impoverish a Whole Generation and Maul the Real Economy
- Why It’s Time to Be Cautious in the Oil & Gas Sector
- Spanish Construction Giant Reels From Mexican Hangover
- Schäuble Warns of “Sudden” Greek Default
- One Wild Week in the Bond Markets, and Look What Happened
- Global Demand for Chinese Goods Sinks, Chinese Leaders ‘Caught Off Guard by Sharpness of Downturn’
- How the Liquidity “Delusion” Leads to a Crash
- Bond Investors Are Making One Big Mistake Right Now
- Guess Who’s Designing Europe’s New Tax System?
- Dollar Hits Air Pocket, Euro in Epic Short Squeeze
- But Don’t Cry for the Bond Market Gamblers
- Is This The Top For Oil Prices For Now?
- “Smart Money” Prepares to Profit from Bond Market Rout
- Confidence in the US Economy Plunges
- China Containerized Freight Index Plunges to Multi-Year Low, Shanghai-EU Rates Totally Collapse, US Rates Morose
- Australia’s Sacred Cow Threatens Banking System
- Water Crisis: Lake Mead, Largest US Reservoir, Faces Federal “Water Emergency,” Forced Rationing
- This Is What Happened When An Aussie Read My Book on Japan
- Housing Bubble 2: Investor Purchases Hit Record, Small Investors Pile in, ‘Smart Money’ Gets Out
- Angela Merkel’s NSA Nightmare Just Got A Lot Worse
April 2015
- Stocks in This Totally Hyped Sector Are Crashing
- Caving In to Corporatism: Endgame for Secret “Trade” Pact Negotiations
- Atlanta Fed’s “GDP Now” Model Totally Nailed Ugly Q1, “Blue-Chip” Economists Ludicrously Optimistic
- Record Financial Engineering Will Goose Stocks: Goldman
- Manufacturing Falls Apart in the Middle of the US
- Aussie Comedians Clarke & Dawe: Government Is Your Fault
- Americans Suddenly Sour on Buying a Home, Worst Drop since 2008, Optimism Plunges in the West
- Australia’s Bad Bet on China
- The “War on Cash” in 10 Spine-Chilling Quotes
- Canada’s Magnificent Housing Bubble Goes Nuts, Cracks
- Financial Mania Strikes Back
- This Is What’s Happening in Junk Bonds, and It’s Not Pretty
- The EU’s Five Worst Unemployment-Fiasco Regions?
- The Greek People Just Destroyed Syriza’s Strategy
- Tony Blair, a Walking, Talking, Grinning Conflict of Interest
- Oil Prices Won’t Recover Anytime Soon – Exxon CEO
- Central Bank Governor Veers Off Script, Sees “Illusion of Liquidity” & “Asset Bubbles,” Dreads Crash
- The World’s Financial System Is Going Nuts
- F35, The Jet That Ate the Pentagon
- Shanghai Containerized Freight Index Collapses: China-US Rates Hit Hard, China-Europe Rates Plunge to All-Time Low
- Who Is Saudi Arabia Really Targeting In Its Price War?
- The Chilling Thing Blackstone Said about the Oil Bust
- Strange Things Are Happening in European Bond Markets
- How to Beat the Bots on Wall Street
- Former IMF President, Bank-Bailout-Fiasco President, and VP of Spain, Long Untouchable by the Law – Suddenly Gets Crushed
- Money from Heaven, Path to Hell
- How Wall Street Is Exporting Toxic Junk Loan Waste To Japan
- Despite Fierce Opposition, EU Opens Back Door to Fracking
- Bankruptcies Suddenly Soar Across Corporate America, Worst First Quarter Since 2009
- Australia Runs out of Luck, Now Needs a Miracle
- Russia Expands Sphere Of Influence via Iran Nuclear Deal
- Fed’s Dudley Warns about Wave of Municipal Bankruptcies
- Japan May Not Restart Nukes After All
- Magnificent Housing Bubble Unravels in Much of Canada
- No Major Country Is More Exposed to Banks than Australia
- Top Corporate Excuses for the Current Earnings Debacle, And What Gets Silenced to Death
- Global Financial Markets Go Nuts
- Moody’s Has a Cow, Slams GE’s Masterful Financial Engineering
- Here’s What’s Killing the American Dream
- Is This New $2-Billion Fund by a Russian Miner A Signal for Palladium?
- Keep Pushing Until Something Really BIG Breaks?
- Oil Crushed by US-Saudi-Russian Supply Glut
- American Dream to Export LNG Evaporates
- This Could Sink Banks in Greece, Portugal, Spain, and Italy
- Wall Street Sells Junk Bonds, CLOs at Record Pace, But Investors Hit by “Dismal” Returns
- Calgary Housing & Office Markets Crushed, Alberta Sinks, Vacancies Spread Across Canada, but Vancouver…
- “Bad Bank” Mania Spreads in Europe
- Coal is Dying, not just in the US. Look What’s Happening in China
- Greece Brandishes Drachma, Threatens Euro Exit
- China Targets Dollar, Washington Has Conniptions
- “The Mother of All Bubbles” in Stocks and Bonds: Bank CEO
March 2015
- This Is Where the Oil Trains Are Going
- Rajoy Horror Picture Show Nears Grisly Climax in Spain
- The “New Era” in Healthcare: Buyouts, Financial Engineering Instead of Innovation
- Oil Prices to Get Hit By Iran Nuclear Deal: Societe Generale
- It’s Just a Question of Whose Capital Will Be Destroyed
- Worst Revenue & Earnings Declines Since Crisis Year 2009
- Marriage Made in Corporatist Heaven Slams into Resistance
- Central Banks Warn: Liquidity May Evaporate When Investors Finally Remove Blindfolds
- You Should See the Reasons Cited for the Plunge of the Kansas City Fed Manufacturing Index
- Now What in America’s Mucked Up Housing Market?
- Airlines Keep Fuel Savings For Themselves
- US Economy Heads Toward Zero Growth in Q1
- Ketchup & Mac Merger Emblematic of “Fatally Deformed American Capitalism”
- Surprise Attack: French Megabank Slams Draghi’s Currency War
- The “Insanity Trade:” Where Does It Go From Here?
- Chinese Government Hypes Stocks
- Realtor: Low Mortgage Rates Are Killing the Industry
- Wall Street Banks Hit by Oil & Gas Defaults, Bankruptcies
- The US Oil Bust Gets Uglier
- Rich Man’s Bank Hit by Bank Run, Collapse, “Bail-In”
- Dumping American Junk in Europe, Draghi Asked for it
- Just as Global Oil Glut Deepens, China Cuts Oil Imports
- A “Wave of Bankruptcies” About To Hit Coal Industry
- Sign of a Stock Market “Top” at a Classic Car Auction
- Investors Crushed as US Natural Gas Drillers Blow Up
- ECB Inaugurates Hyper-Luxury HQ, While Frankfurt Burns
- The World’s Most Popular Trade May Soon Explode
- Who Loses, Who Wins: Amazon, Apple, Facebook & Google
- Economy Finally Reaches “Escape Velocity,” Heads South
- The 10 Worst “Sinkhole States” in America
- Oil Investors, Beware The “Fracklog”
- Junk-Rated Oil & Gas Companies in a “Liquidity Death Spiral”
- In its Desperation, Scandal-Riddled Spanish Government Criminalizes Solidarity Among Citizens
- US Government Plans to Bail out Oil Industry, Consumers to Pay
- The US Oil Bust Just Got Worse
- Household Debt Soars in Canada, “Stability” at Risk
- In Global Food War, Monsanto Trips Over Mexican Judge
- That’ll Kill the High-End Housing Boom in US Trophy Cities
- The Great Immoderation: How The Fed Is Sowing The Next Recession
- Saudi Exec: $1-Trillion Drop In Global Oil & Gas Investments
- Last Time This Ratio Spiked, Stocks Crashed
- The End of the Great Debt Cycle
- Fracking Industry Conspiring To Cover Up Oklahoma Earthquake Evidence?
- Housing Construction Skids in Canada, Crashes in Oil Patch
- How Debt Has Caught Up With Fracking
- Apple Comes Out with a Watch, and Look What Happens
- A “Crush” of Bond Sales Before the Market Goes to Heck
- Is the IMF About to Make Greece an Offer It Can’t Refuse?
- This Chart Shows the True Collapse of Fracking in the US
- Spanish Judge Pursues Bankers, Government Pursues Judge
- West-Coast Port Fiasco Does ‘Permanent, Irrevocable Damage’
- Get Ready for a “Zero Returns” World
- The Great Financial Shuffle
- “Default Monday”: Oil & Gas Companies Face Their Creditors
- Austria ‘Pulls Ripcord’ on Bailouts, Lets ‘Bottomless Pit’ Hypo Alpe Bank Drag State of Carinthia into Bankruptcy
- Christina Goes to War with Argentina’s Soy Farmers to Get Their US Dollars
- Macau Bleeds, Warns About Chinese Economy
- The Unnerving Thing Wells Fargo Just Said About the Auto Boom
- Crunch Time for the Global Corporatocracy
February 2015
- Cashing Out of the “Bet on America” Might Get Messy
- The Fracking Bust Exacts its Pound of Flesh
- Activist Investors — What You Need to Know
- If Greeks Did This, the Terrible Crisis Would Be Over
- Venezuela Unravels: Paranoia & Purges
- Housing Crash in China Steeper than in Pre-Lehman America
- Investors Left in the Cold in Washington, DC Real Estate
- “Perfect Storm” for Junk Bonds, Mutual Funds to Get Hit
- What the Heck Has Suddenly Hit American Consumers?
- Oil Bust Mauls Texas Manufacturers, Atlanta Fed Sees Hit to US Economy
- Making Me Pay For My Crimes Would Send “Message of Uncertainty to the Markets”: Bank President to Spanish Judge
- Fracking Bust Deepens, Sets Records
- Subprime Pump-and-Dump Frenzy Heats Up
- This Is What Happened When I Tried to Save My Patient $610
- NSA and GCHQ Stole the Encryption Keys to Your Cellphone
- What the ECB Has to Do to “Prevent a Market Meltdown”: French Megabank
- As Banks Tighten Grip on the Media, British Journalist Rebels Against HSBC-Run Telegraph
- The Chilling Thing Devon Energy Just Said About the US Oil Glut
- Smaller Businesses Dread the Wrath of US-EU “Free-Trade” Deal
- Money Is Bailing Out of Canada
- The “Vultures” Are Still Circling
- Reckless Stock-Market Leverage Intoxicates Politicians
- Spanish Judge Violates Global Rule, Makes Bank President & Former IMF Chief Pay for Financial Crimes
- The Fracking Bust Hits Home
- Something Rotten Is Piling Up in this Economy
- A Correction in Silicon Valley Will Send Out Shockwaves
- Oil Bust Hits Office Construction Boom, Banks, Suppliers – But Hey, “So Far” No Apocalypse
- Oil-Price Debacle Is Far From Over
- This Is How HSBC Celebrates 150 Years of Banking Crime & Corruption: Happy Birthday
- A New Red Flag for Our Rosy Economic Scenario
- Wall Street Has a Dream About the Price of Oil
- The Final Chapter in the Credit Bubble Story
- Crunch Time as Greece’s Terrible Deadlines Loom
- American Workers ‘Roadkill’ for Lobbyists, Immigration Lawyers
- Oil Rig Count Plunges 29% from Peak. Halfway to Bottom?
- Why the Beautiful New Greek Government Is Screwed
- Lies, Lies, Lies, and A Bubble in Burgers?
- In Search of Cheap Labor in Tech: Behind the H1-B Visa Scenes
- Oil Glut Gets Worse – Production, Inventories Soar to Record
- ‘Vulture’ Investors Descend on Oil Patch
- How Long Can Central Banks Push Bonds to Absurdity?
- Immensely Concentrated Positions in “Fantastically” Overpriced Markets with “Unlimited Tolerance for Risk”
- Bad News For World Economy That No One Wants To Hear
- Who Really Owns Your Drones?
- Chaos, Fear, Panic Descend on EU’s Hallowed Halls of Power
- Canada Mauled by Oil Bust, Job Losses Pile Up – Housing Bubble, Banks at Risk
January 2015
- Oil Price Soars, Rig Count Plunges Worst Ever, But Bloodletting Just Beginning
- The American Dream Dissipates at Record Pace
- “Recipe for Disaster”: Canadian Government to Expand State Surveillance Powers (Again)
- “Oil Capital of California” Declares Fiscal Emergency
- Alaska’s State Budget Collapses by 50%
- Iran De-Dollarizes Its Trade
- Hounded by Evil Dollar & Collapsed Commodity Prices, Corporate America Clamors for Total Currency War
- Global Drug Trade Gets More Efficient, Defies US War on Drugs, Revolt Builds in Latin America
- Junk-Bond Bubble Implodes Beyond Energy, Deals Scuttled, Yields Soar, Suddenly “Insufficient Demand”
- Greece’s Hard Choice: Escape or Merely Reset EU Servitude
- How Capitalism Dies
- I Have a Mineral Royalty in Texas, and This Is What Happened
- Debt and Fracking at Low Oil & Gas Prices: Wave of Defaults, “Outright Liquidations” Next
- Troika Punches Panic Button on Greece and Spain
- Billionaire’s Dream: Uber’s New American Economy
- Oil Drilling Cut Fastest Since Stock Market Crash
- Germany: ‘Got Gold?’ – Draghi: ‘Try Some Bananas’
- This Chart Shows Why the Oil Bust Will Last
- Mario Draghi: Charlatan Of The Apparatchiks
- Why the Great American Oil Bust Will Be Long & Painful
- HealthCare.gov in Cahoots with Dozens of Tracking Websites
- Recession in Tar-Sands Rich Alberta?
- Manufacturing Hit by Oil-Price Plunge? Southeast Worst Since Financial Crisis
- Look Who’s Dragging Down the Global Economy Though No One Is Allowed to Say it
- Europe Gets Cold Feet on “TTIP,” Americans Should Too, But Obama Needs it for his Legacy
- Oil Drillers Abandon High-Cost Areas
- Fears of Capital Controls, Savings Confiscation Trigger Bank Runs in Greece
- These Two Charts Show the True Fiasco of US Oil & Gas
- Money Dries Up for Oil & Gas, Layoffs Spread, Write-Offs Start
- My Wine! What Just Happened on in the Streets of Mendoza?
- Without QE, “Eurozone Financial Markets Would Collapse”
- Shorts Jump off Cliff? US Natural Gas Soars 19% in Two Days
- The American Dream Goes Bust, KB Home Wrecked, Other Homebuilders Follow
- China Bails Out Latin America for Oil
- How Wall Street Drove the Oil & Gas Drilling Boom That’s Turning into a Disaster
- Oil Bust Could End Up Like the Zaitech Collapse in Japan
- This Is Just the Beginning of the Great American Oil Bust
- Peak Oil Pulled a Fast One on Me
- Subprime Spikes Auto Sales, Delinquencies Soar, Industry in Total Denial, Fallout to Hit Main Street
- Oil-Price Crash Hits LNG Exports
- This Giant Oil Company Is Headed for Disaster
- Venezuela Joins Argentina & Russia, Bends Over For China
- Hot Air Hisses out of ‘Advertising Tech’ Startup Bubble
- This Isn’t Investing… It’s Russian Roulette
- Deflation Calamity Howlers Are Dead Wrong – in Europe and Everywhere Else
- ‘Crazed Housing Markets’ in Spain, Italy
- Oil-Bust Bloodletting: Projects Cancelled, Layoffs Ripple to Other Areas, Default Hits Private-Equity and Pension Funds
- Russia Sanctions Stir Up Top-Level Mini-Revolt in Europe
- Why You Can’t Buy Oil Stocks – Yet
- Consumer Companies Issue Most Negative Guidance Ever, Despite Lower Gasoline Prices
- The Snake-Oil Peddlers in Europe
- The Future of Fracking as Oil Price Crashes: ‘When Will People Stop Giving these Companies Money?’
- In 2015, it Boils Down to this: Argentina Will Not Pay Because President Christina Doesn’t Want to
- What Macau Just Said About China’s Economy
- Peak Irony in No-Exit Union: As Grexit Chaos Resurges, Lithuania Joins
- Oil-Price Plunge Triggers Layoffs in the US, Businesses Shutter
- U.S. State Department Heaps Further Pressure on Mexico’s Struggling Economy