The Curious Engineer

Wolf Street

2017–2018

1,361 posts

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2018 708

December 2018

  1. US Dollar Status as Global Reserve Currency?
  2. THE WOLF STREET REPORT
  3. Carmageddon for New Cars, But Used Cars are Hot
  4. UK Housing Bubble Swoons as Brexit-Day Nears. London Hit Hardest
  5. “Leveraged Loans” Bite: Record-Bad Year-End for Loan Mutual Funds & ETFs
  6. US Housing Market to Get Uglier in Near Future
  7. China’s Startup Bubble Runs Aground
  8. ECB Ends Corporate Bond Buying, and Look What Happens
  9. Government Shutdown Stops Nasty Housing Data in its Tracks
  10. The Most Splendid Housing Bubbles in America Decline
  11. My Theory About Gold as Diversification to the Busted “Everything Bubble”
  12. Amid Brexit Mess, UK Car Production Reels from Worst November since Financial Crisis
  13. Nasdaq, “Tech,” & IPOs are in for Gut-Wrencher
  14. THE WOLF STREET REPORT
  15. The Global Battle over Subsidies for Money-Losing Airlines
  16. Nothing Goes to Hell in a Straight Line, Not Even Stocks
  17. $1.3 Trillion “Leveraged Loan” Boom Comes Unglued
  18. Deutsche Bank Death Spiral Hits Historic Low. European Banks Follow
  19. Multifamily Rentals Were Best Asset Class in 2018 in Spain, But Now Rents Are Heading South
  20. Stocks Tank 3% in 2 Hours after the Fed Refuses to Flip-Flop
  21. Downturn in Local Housing Markets Hit National Averages
  22. Is All Lost? Record Share Buybacks But Stocks Get Crushed
  23. Retail Melts Down Before Christmas in the UK, Spreads to Continent
  24. Who Exactly Mopped up $1.33 Trillion of New US Government Debt over the Past 12 months?
  25. US Natural Gas Plunges, Unwinds Spike that Blew Up Hedge Fund
  26. THE WOLF STREET REPORT
  27. The Trucking Boom Ends
  28. Winter is Coming to Commercial Real Estate
  29. US Banks Disclose Biggest Unrealized Losses on Security Investments since Q1 2009: FDIC
  30. The U.S. Oil Industry’s Dirty Little Secret
  31. Chicago’s Budget Fix: Weed, Gambling, COLAs, and More Gambling? Nice Try
  32. Parker Drilling Bankruptcy Kicks off “Oil Bust 2”
  33. US Bank Stocks Spiral Down
  34. China Auto Sales Plunge, Face First Annual Decline in 30 Years
  35. “Severe Collapse” of Home Prices Might Trigger a “Financial-Institution Crisis” in Australia: OECD Frets about the Banks
  36. THE WOLF STREET REPORT
  37. The Wild East: Airlines in South & Southeast Asia
  38. Ugly Week for Stocks: Bad Sign that Even the WSJ’s Mega-Effort to Reflate them Fizzled
  39. Fed’s QE Unwind Reaches $374 Billion
  40. It’s Happening: San Francisco House & Condo Prices Fall
  41. Why California’s Housing Market is in for Serious Trouble
  42. Bubble Trouble: Silicon Valley & San Francisco Housing Markets Head South
  43. ECB Just Launched “Better Than Blockchain” Instant Payments System
  44. The Fed Explains the Rate Hikes: To Prevent Financial Crisis 2
  45. Update on the Housing Bust in Sydney & Melbourne, Australia

November 2018

  1. My “Fed Hawk-O-Meter” Speaks
  2. Troubled Pemex Announces a Big Boost
  3. Treacherous Times for Bond Funds Ahead
  4. New-Home Prices Drop Nearly 7%, Supply Spikes to Highest since Housing Bust 1
  5. What’s Behind the US-Saudi Nuclear Mega-Deal?
  6. The Most Splendid Housing Bubbles in America Deflate
  7. Wall Street Mega-Landlord Blackstone Turns Screw on Spanish Government & Property Market
  8. After Wasting $14 billion on Share-Buybacks, GM Prepares for Carmageddon & Shift to EVs, Cuts Employees, Closes 8 Plants
  9. THE WOLF STREET REPORT
  10. Bitcoin Plunges to $3,738; Whole Crypto Scam Melts Down, Hedge Funds Stuck
  11. Aircraft Leasing Bubble in Trouble?
  12. Why I Think this Sell-Off is Just One Step in Methodical Unwind of Stock Prices
  13. Mining Sector in Mexico Next Target of “AMLO Effect,” Shares Plunge
  14. 438 Stocks on the NYSE Have Already Plunged 40%-94% from 52-Week Highs
  15. QE Created Dangerous Financial Dependence, Italy Hooked, Withdrawal Next, ECB Warns
  16. Stock-Market Margin Debt Plunges Most Since Lehman Moment
  17. Subprime Rises: Credit Card Delinquencies Blow Through Financial-Crisis Peak at the 4,705 Smaller US Banks
  18. FANGMAN Stocks Plunge 4.4% Today, Down $905 Billion, or 20%, since Aug. 31
  19. Mall Retailers Melt Down in Four Charts
  20. THE WOLF STREET REPORT
  21. Bubble Trouble: Seattle-Bellevue Metro Housing Market Goes South
  22. Resurrected Abengoa & Construction Giant OHL Flirt with Collapse
  23. Housing Downturn Arrives in Silicon Valley & San Francisco
  24. How US Oil Booms & Busts Hit Industrial Production
  25. WTF Just Happened with Natural Gas?
  26. France Chases London’s Gold Market Amid Soft-Brexit Hopes
  27. Mortgage Rates May Hit 6% Sooner, as Fed Sheds Mortgage-Backed Securities, But What Will that Do to Housing Bubble 2?
  28. Will PG&E Have to File for Bankruptcy Protection?
  29. My Note on Macy’s Undisclosed Brick-and-Mortar Swoon
  30. Oil Bust Sequel? WTI Plunges over 7% to $55
  31. Is the UK’s “Next Carillion” About to Fall?
  32. “Outlook Deteriorated Even More for the Eurozone than for Germany” (Despite NIRP?)
  33. FANGMAN Come Re-Unglued. Debacles Sink Goldman Sachs, Apple, and — Oh Gosh, Not Again — GE
  34. Real Canadian Mortgage Growth Points to Early-80s-Style Meltdown
  35. THE WOLF STREET REPORT
  36. Anatomy of the Housing Downturn in Vancouver, Canada
  37. Billions for Planes, Billowing Losses
  38. This is What Retail Investors Did with GE This Year as it Plunged
  39. Bank Shares in Mexico (and Beyond) Plunge as Incoming Government Threatens Core Business: Fee Gouging
  40. Hilarious How Wall-Street Crybabies Whine about the Fed’s QE Unwind after a Decade of “Wealth Effect”
  41. As Regulatory Fog Thickens, Pre-Brexit Angst Takes Toll
  42. The State of the American Debt Slaves, Q3 2018
  43. Startup Boom a “Dangerous, High-Stakes Ponzi Scheme”: Silicon Valley Investor
  44. Flip-Flop of Prior Flip-Flop by Spanish Supreme Court Flip-Flops Bank Stocks
  45. Mattress Firm’s Moral Bankruptcy
  46. The Fed Broadsides $1.3-Trillion “Leveraged Loan” Market
  47. Accelerating Toward “Peak Oil Demand”
  48. Global Avocado Trade: Mexico’s “Green Gold” Gets Slammed by Mexico
  49. Apple Gets Re-Crushed: New iPhone Prices Too Damn High?
  50. THE WOLF STREET REPORT
  51. “Posh Ghost Towers”: Gloom Spreads Over London Housing Market as High End Freezes Up
  52. Where the Heck are Share Buybacks in This Rotten Market?
  53. What General Electric Is Doing to Dodge the Question: “When Will GE File for Bankruptcy?”
  54. The Fed’s QE Unwind Hits $321 Billion
  55. Update on the Busted Housing Bubble in Sydney & Melbourne
  56. After Carillion Collapse, UK Government Sounds Death Knell for Public-Private Partnership Finance
  57. I Was Asked: “How & When Will the Next Financial Crisis Happen?”

October 2018

  1. “Double Whammy of Rising Rates for Us and Our Consumers”: AutoNation
  2. Declines Hit the Most Splendid Housing Bubbles in America
  3. Why’s France so Worried about Italy’s Showdown with Brussels?
  4. FANGMAN Stocks Come Unglued, Early Rally Craps Out
  5. Whiff of Panic After Mexico Voted to Scrap Mega-Airport & Corruption Project
  6. THE WOLF STREET REPORT
  7. Why I think the Ugly October in Stocks Is Just a Preamble
  8. Swedish Central Bank Makes U-Turn on Cash as NIRP is Ending
  9. There’s Nothing in this GDP Report to Slow the Fed’s Rate Hikes
  10. Friday Hasn’t Even Started Yet, But It’s Already Ugly
  11. Fed’s Medicine “Gradually” Pricking the Commercial Real Estate Bubble?
  12. What I Think about Tesla’s Financials
  13. Spain’s Mortgage Market Seizes Up, Bank Stocks Sink, Legal Uncertainty Reigns
  14. Sales of New Houses Plunge, Pile of Unsold Homes Highest since January 2009, Prices Drop from Year Ago
  15. This Stock Market Is “Gradually” Rotting Under the Covers
  16. Why Is Canadian Crude Selling For Under $25?
  17. Palladium Spikes to All-Time High: The Long View
  18. Defiant Energy Policy of Mexico’s President-Elect Rattles Moody’s and Fitch
  19. It’s the Banks Again
  20. THE WOLF STREET REPORT
  21. Booms & Busts: Tech Stocks & Real Estate in the San Francisco Bay Area
  22. Backlash Against War on Cash Reaches the Bank of Canada
  23. US Housing Turns into Buyer’s Market
  24. Spain’s Supreme Court Flip-Flops on Mortgage Ruling After Just 1 Day Amid Bank Stocks Bloodbath, Legal Shitstorm Erupts
  25. What Truckers & Railroads Are Saying About the US Economy
  26. Italy’s Debt Crisis Thickens
  27. Implosion of Stock Market Double-Bubble in China Hits New Lows, Authorities Busy Elsewhere Keeping China Miracle from Unraveling
  28. My Proprietary Fed “Hawkometer” is Redlining
  29. New Market Rigging Scandal Tangles Up Already Teetering Construction Giants in Europe
  30. Making Sense of Recent Market Gyrations
  31. Who Bought the $1.6 Trillion of New US National Debt Over the Past 12 Months?
  32. US-China Trade War, “Hard” Brexit Give Germany Inc. the Willies
  33. Why’s the World’s Biggest Asset Manager Advising the ECB on the Health of EU Banks?
  34. Dead Meat Walking: Why Sears Will Be Liquidated
  35. THE WOLF STREET REPORT
  36. What’s Going on in the Used Passenger-Plane Market?
  37. Here Comes the ECB with a “Bubble” Warning, After it Caused the Most Absurd Bond Bubble Ever
  38. Exxon Now Advocates for Carbon Tax? Hmmm
  39. Amid Market Rout, Decade of “Financial Repression” Ends, Capital Preservation Suddenly is a Thing
  40. How Will 6% Mortgage Rates Deal with Housing Bubble 2?
  41. “Rising Inequality” Could Impact America’s AAA Credit Rating
  42. “Concerned” Bank of England Raises Alarm about Growth of High-Risk Loans
  43. I Was Asked: Why Did All this Money-Printing Not Trigger Massive Inflation?
  44. Revealed: The Run on Banks in Catalonia after the Independence Vote was Fomented by Madrid
  45. US Dollar & Emerging Market Stocks: Big-Fat Gains Turn to Big-Fat Losses
  46. QE Party Is Drying Up, Even at the Bank of Japan
  47. Red Ink: Housing Inflects Further in Bay Area’s Sonoma County
  48. 10 & 30-Year Yields Surge, Yield Curve “Steepens,” Stocks Drop, as Fed Talks Up Rate Hikes in 2019
  49. Italy’s Debt Crisis Flares Up, Banks Get Hit, as Showdown with the EU Intensifies
  50. “Trump Bump” in San Francisco’s Housing Bubble
  51. Loans Sour in Turkey, Inflation Hits 25%, Interest Rates Spike, Fears of Contagion Rise
  52. The Fed’s QE Unwind Reaches $285 Billion
  53. Signs that the Trucking Boom Has Peaked
  54. Powell Explains Just How Hawkish the Fed is Getting
  55. “High End” Apartment Construction Totally Dominates, Creates Mismatch of Supply & Demand
  56. September Carmageddon for Ford and GM
  57. The Return of “Beyond Petroleum”: All Talk and No Strategy?
  58. US Gross National Debt Jumps by $1.27 Trillion in Fiscal 2018, Hits $21.5 Trillion
  59. Update on Popping Housing Bubbles in Sydney & Melbourne
  60. US Dollar Refuses to Die as Global Reserve Currency — But Loses Ground

September 2018

  1. Why Rising Mortgage Rates Threaten Canada’s Banks
  2. Musk Settles with SEC, Booted as Tesla Chairman. SEC Forces Tesla to Control his Lie-Tweets
  3. Inversion Watch: Dancing the Global “Yield Curve” Tango?
  4. The Rental Markets in America, from Hot to Cold
  5. You Gave Facebook Your Phone Number for Security. They Used it for Ads
  6. SEC Socks it to Tesla CEO Musk, Shreds his Paper Halo
  7. These People Are Nuts: Pot Stocks Soar as Pot Prices Plummet
  8. The Fed’s Not Backing Off: Powell’s Standouts & Zingers at the Press Conference
  9. What Will Surging Mortgage Rates Do to Housing Bubble 2?
  10. The Most Splendid Housing Bubbles in America
  11. Gold in the “Everything Bubble”: Effective Diversification?
  12. President-Elect of Mexico’s Bombshell: Economy in “Situation of Bankruptcy”
  13. What I Wrote to the White House about Trade & Tariffs
  14. My Long View of the “Yield-Curve Inversion”
  15. It Didn’t Take Long: Abengoa Is Back At It
  16. Seattle’s Rental Bubble Meets its Inflection Point
  17. Multiple Online Banking Systems Go Down in the UK
  18. HELOCs in the US & Canada: As “Scarred” Americans Learned Bitter Lesson, Canadians Went Nuts
  19. Disorderly Brexit Would Trigger Mayhem in Derivatives Market
  20. Mortgage Rates Head to 6%, 10-Year Yield to 4%, Yield Curve Fails to “Invert,” and Fed Keeps Hiking
  21. “Abusive” & Draconian Mortgages Are Creating Legal S**t Storm for Spanish Banks
  22. Who Bought the $1.47 Trillion of New US National Debt over the Past 12 Months?
  23. Just How Wildly Exuberant is the Junk-Credit Market?
  24. As of Sep 21, “Credit Freezes” & “Unfreezes” Will Be Free for All Americans
  25. How Millennials Are Shifting the Housing Market
  26. Meanwhile in China, Implosion of Stock-Market Double-Bubble
  27. Gangs of Oil Thieves Expand Their Business Model
  28. What Can Cause the Next Mortgage Crisis in the US?
  29. Why Have US Electricity Sales Surged in 2018, after Stagnating for Years?
  30. Collapse of Outsourcing Giant Carillion May Have Silver Lining
  31. My “Free” Advice for Sears Holding CEO Eddie Lampert
  32. Dead Meat Walking: Sears Revenue & Store Count to Hit Zero by 2020
  33. What Truckers & Railroads Said About the Economy: Blistering Demand is Backing Off, Cyclicality Lives
  34. Census Bureau Reveals Grim Facts about Real Earnings of Men
  35. What Will These Mortgage Rates Do to Homeowners Trying to Refinance, Homebuyers, and Mortgage Lenders?
  36. Anatomy of a Housing-Bubble Inflection Point in the Bay Area’s Sonoma County
  37. Diamonds May be Forever, High Prices Are Not
  38. Turkey, Argentina, Other Emerging Markets Hit BBVA
  39. Markets Increasingly Sure: 4 Rate Hikes in 2018
  40. What’s Going On in the Used Car & Truck Market?
  41. Implosion of China’s P2P Lending Boom Hits Consumer Spending
  42. Crypto-Mania Collapse Update: $638 Billion Gone
  43. What to Do with $13-Bn Airport Project Steeped in Corruption & Cost Overruns? Reality Check for Mexico’s President-Elect
  44. What the US Heavy-Truck Market is Saying
  45. Credit-Cardholders & Bank Customers Burned Again as New IT Chaos Breaks Out in the UK
  46. The Fed’s QE Unwind Hits $250 Billion
  47. Be Careful What You Wish For: Weak Mass-Tourism Threatens Spain’s Five-Year Economic Recovery
  48. As Musk Goes Nuts Publicly, Tesla Bondholders Get Antsy
  49. These “Gradual” Rate Hikes Start to Add Up: US Treasury Yields up to Three Years Hit 10-Year Highs
  50. My Theory about Gold and Silver for Long-Term Investors
  51. The Experience of Actually Buying Physical Gold
  52. Housing Bubble Pops in Sydney & Melbourne, Australia
  53. Mexico’s Central Bank Just Broke with the War on Cash
  54. Automakers Take Note: Americans Are Changing How They Commute to Work
  55. Fully Autonomous Cargo Ships Face Enormous Challenges

August 2018

  1. No Other Banks Are This Exposed to Turkey, Argentina, Brazil…. Emerging Markets Haunt Spanish Banks
  2. Update on Rental Bubbles & Crashes in US Cities
  3. Turkey’s Debt & Currency Crisis Morphs into Financial Crisis as Banks Face Funding Squeeze
  4. What the Heck Just Happened in Argentina?
  5. Supply of Homes Surges 20% to 90% in Many Markets Just as Pending Home Sales Drop
  6. The “Call”… Alibaba and the 8 Analysts
  7. The Most Splendid Housing Bubbles in America
  8. Why Are So Few Customers Leaving TSB Bank Despite 21 Weeks of Mayhem?
  9. 7 Things that Did Not Happen to Tesla after the Friday-Night Deal-Massacre
  10. Nafta is Dead. Long Live Nafta
  11. US Yield-Curve Looks Hell-Bent on Inverting, “Flattest” Since Aug 2007
  12. Fed Economists Deliver Ammo for Hawkish Approach to Inflation
  13. No Tesla Deal! Musk Backpedals Furiously Friday Night
  14. My Inner Contrarian Wakes Up: Gold Short Positions Hit Record
  15. How Losing-Money-in-Real-Estate Becomes Cool
  16. Here Comes the 2nd Wave of Big Money in the “Buy-to-Rent” Scheme
  17. Facebook Tries to Clean Up its Tattered Image
  18. Introducing My New Fed Hawk-O-Meter
  19. Another Sears Holdings Spinoff Dies
  20. Subprime Begins to Haunt Credit Card Balances
  21. Petro-Yuan Not Quite Yet: Chinese Oil Futures a Risky Endeavor
  22. Average Age of Cars & Trucks by Household Income and Vehicle Type over Time
  23. The Hype is No Longer with Tesla: Suppliers & Creditors Start to Fret
  24. Dagong, which Slashed the US to BBB+, Suspended in China for Selling Fake AA and AAA Ratings to Chinese Outfits
  25. Don’t Fall for This Scary “Critical Alert from Microsoft” Scam that just Happened to Me
  26. Spain’s Competition Commission Just Made Airbnb’s Day
  27. Toxic Mix in Canada: Spiking Inflation, Variable-Rate Mortgages, and a Housing Bubble
  28. E-Commerce Does it Again: The Stores that Got Pummeled
  29. Just in Time: Use of Home as ATM Surges in Canada
  30. What Truckers & Railroads Just Said about the US Economy
  31. “Asia Will Be the Next Source of Downside Systemic Risk for Financial Markets”
  32. Who Bought the $1.36 Trillion of New US National Debt over the Past 12 Months?
  33. Shale Profits Remain Elusive
  34. Why Are ATMs Disappearing at an Alarming Rate after a Wave of Branch Closures?
  35. Rise of US Dollar Haunts Emerging Market Debt
  36. Alibaba’s 20-F Annual Report… Financial Comedy Gold!!
  37. The Price of Cheap Dollar/Euro Debts: Local Currencies Come Unglued, Debt Crises Ensue
  38. Anatomy of the Housing-Market Inflection Point in the Bay Area’s Sonoma County: Insider View
  39. “Big Four” Audit Oligopoly Expands Global Reach Further
  40. Saudi Arabia’s PIF and SoftBank Not Interested in Tesla Buyout
  41. The Global Container Shipping Industry since the Hanjin Collapse
  42. ECB Fears Contagion from Turkish Lira Collapse, Bank Stocks Plunge
  43. Rate Hike Ammo, Even Without Food & Energy
  44. The Eurozone’s “Doom Loop” Re-Grips Italian Banks
  45. What’s Going On in the Used Car & Truck Market?
  46. The State of the American Debt Slaves, Q2 2018
  47. Cyclical Heavy-Truck Industry Soars to Cloud 9
  48. Turkish Banks Scramble to Stave Off Debt Crisis, as Lira Plummets
  49. This is Precisely Why I’ve Been Saying: Don’t Short Tesla or Anything in This Crazy Market
  50. Mattress Firm Considers Bankruptcy to Get Out of its Real Estate Scams
  51. Uncertainty Grips Troubled Pemex, World’s Most Indebted Oil Company
  52. It Just Doesn’t Let Up with Wells Fargo
  53. Could California Flame Out?
  54. Housing Bubbles Are Dangerous, That’s Why Canada is Finally Trying to Tamp Down on Them. And the US?
  55. Have Rising Gas Prices & Uber’s Serial Fiascos Impacted the Desire to Become an Uber Driver?
  56. UK “Housing Downturn” Pushes Biggest Real-Estate Agency with 10,000 Employees to Brink, Shares Collapse
  57. The Fed Accelerates its QE Unwind
  58. Update on the Rental Bubbles & Crashes in US Cities
  59. Consumer Debt Suddenly Surges in Spain, Banks Love it, But Regulators Begin to Fret
  60. Tesla Discloses Worst Quarterly Loss Ever, But Where Are the 17,000 Model 3 Cars it “Produced” But Didn’t “Deliver”?
  61. A Housing Bubble Pops: Update on Australia
  62. Was Aramco’s IPO Destined To Fail?

July 2018

  1. The Most Splendid Housing Bubbles in America
  2. “Hidden Debt Loophole Could be Widespread”: Fitch
  3. Vancouver Condo Bubble Takes New Hit: Murky Condo Flippers Targeted in Pre-Sale Tax Hunt
  4. The EU Backs Off its War on Cash. Here’s Why
  5. Numbers are in: Uber, Lyft v. Rental Cars & Taxis in the US in Q2
  6. The Largest Ships in the Huge Iron-Ore Trade
  7. The Big Adjustments in “Real” GDP
  8. Banco Sabadell Begins to Pay the Price for TSB’s Self-Inflicted IT Fiasco
  9. Chaos Erupts in Uber v. Taxi Drivers Turf War in Barcelona
  10. Carmageddon in Detroit
  11. Oops, Facebook’s Market Cap Plunges by $143 Billion
  12. Spending on Housing Dropped 12% in Canada in June
  13. Biggest Apartment-Construction Boom-Towns Are Not What You May Think
  14. Results Are In: How Americans Faced the Equifax Hack where Personal Data of 45% of US Adults Were Stolen
  15. “Cliff Edge” Brexit Threatens $34 Trillion of Derivative Contracts: UK Regulator
  16. 10 Down-to-Earth Things Powell Said about Cryptocurrencies
  17. “Desperate” Tesla Asks Suppliers for Cash Back Retroactively to 2016
  18. Is the US Economy Really Going to Pop 4.5% in Q2?
  19. Backlash Against “War on Cash” Reaches Washington & China
  20. Which Yield Curve “Inverts” First? US, Japan, Germany, or China?
  21. What’s Going on in Trucking and Rail?
  22. “That’s a Super Dangerous Place to Be”: CEO of JPMorgan Asset Management
  23. Under Fire, Biggest Brick & Mortar Retailers in Europe Seek Refuge in Cartel Economics
  24. Google Bitten by 2nd Antitrust Fine in the EU, $5 billion, Hugest Ever Anywhere. Third Waiting in the Wings
  25. Russia Dumped Most of its US Treasury Holdings, Disappeared from List
  26. “Yield-Curve Inversion” Consensus Rouses Contrarian in Me
  27. Multiyear, Job-Creating, Mass-Tourist Boom in Spain Runs Out of Steam
  28. As Risks Balloon, Yield Chasers Blow Off the Fed
  29. This “Trade War is a Different Ballgame”
  30. San Francisco’s Housing Market, Incomes & Disconnects, According to the Planning Commission
  31. What Future Is Uber Seeing for Itself?
  32. “Big Four” Audit Firms Not Amused by Threatened Breakup of their Cozy Oligopoly in the UK
  33. How Amazon Rules
  34. NIRP Did It: I’m in Awe of How Central-Bank Policies Blind Investors to Risks
  35. Stock Markets See the US Winning the Trade War, Defying Corporate Lobby & Media Propaganda
  36. But Who Pays the Price of All This Inflation?
  37. It “Hit the Mortgage Market Over the Head with a Baseball Bat”
  38. With this Inflation, What Will the Fed Do?
  39. As Erdogan Cements His Hold Over Turkey’s Economy, Global Investors Begin to Panic
  40. What the Sadly Deflating Bubble of Manhattan Office Buildings Looks Like
  41. What IBM Said about the IT Chaos at UK Bank TSB and Owner Sabadell, Now in its 12th Week
  42. Leveraged-Loan Risks Are Piling Up
  43. What the Heck’s Going on in San Francisco’s Housing Market?
  44. How Bad Is Iran’s Oil Situation?
  45. Nuts & Bolts of the Car Business: Tariffs, Subprime Defaults, EVs, Buy New or Used, & Why I Drive a Gas Guzzler (Ha!)
  46. “Big Three” Korean Shipbuilders & Their Huge Shipyards in a World of Overcapacity and Collapsed Orders
  47. Banks Squeal as Spain’s New Government Threatens to Do Unthinkable: Raise Taxes on Their Profits
  48. Update on the Fed’s QE Unwind
  49. Heavy-Truck Orders Explode, Trucking Companies Struggle with “Capacity Crisis,” Truck Makers & Supply Chains are Inundated, Backlog is Ballooning, But it’s a Cyclical Business
  50. As the Yield Curve Flattens, Threatens to Invert, the Fed Discards it as Recession Indicator
  51. Already Troubled Pemex & Mexico’s Oil Industry Wake Up in a New World
  52. Bank of Japan Takes Away Punch Bowl, Balance Sheet Declines
  53. Here’s Why Vacant Stores, Zombie Malls Are Much Bigger than Mall Vacancy Rates Indicate
  54. Saudi Arabia Won’t Bring 2 Million Bpd Online
  55. PwC Hit with $625 Million in Damages for Negligence in Bank-Fraud Case Brought by the FDIC
  56. Update on Deflating Property Bubbles in Sydney & Melbourne
  57. Google, Microsoft, Oracle et al. Gang Up on Amazon for $10Bn Pentagon Prize
  58. US Dollar Hegemony Tripped Up by Chinese Renminbi?

June 2018

  1. Despite Wave of Cyber Attacks, Banks in Mexico Double Down on Biometric Tracking of Customers
  2. Update on the Rental Bubbles & Crashes in US Cities
  3. Rate Hike Ammo
  4. Is This Going to Crush Rents in Seattle?
  5. Corporate Brexodus Begins as “No-Deal” Brexit Looms
  6. Walgreens Hit by Dropping Same-Store Sales, Amazon Effect, Offers $10 billion in Financial Engineering, Shares Plunge 10%
  7. Foreign Buyers Made Me Do It: Canada Reflects Back on its Housing Bubble
  8. Beyond the Hysteria about Auto Tariffmageddon
  9. It Gets Spiky: The Most Splendid Housing Bubbles in America
  10. As Turkish Lira Collapses, Foreign Banks in Turkey Rue the Day
  11. In 3 Days, the Last Toys ‘R’ Us Stores Die. And PE Firms Behind it?
  12. An Unexpected Carbon Tax Proposal
  13. I’m in Awe of How Carmageddon Continues in Houston at Financial-Crisis Levels
  14. Risks Pile Up Quietly in the US Corporate Bond Market
  15. Bitcoin Drops to $5,860, Lowest since October 2017. True Believers with Fake Hopes Got Cleaned Out by Early Movers
  16. Despite Trump’s Tariff Threat, Automakers Double Down on Mexican Production
  17. This Deal Shows How the Junk-Credit Market is Still Irrationally Exuberant
  18. Mind the “Directional Shift” in the Housing Bubble in BC, Canada
  19. Next Central Bank Puts QE Unwind on the Calendar
  20. Multi-Decade Outsourcing Boom Comes to Sticky End in the UK
  21. Online Retailers Lose State Tax Subsidy
  22. Why a US-Style Housing Bust & Mortgage Crisis Can Happen in Canada, Australia, and Other Bubble Markets
  23. How the ECB Helped Spain “Recover” Faster than Italy from the Crisis
  24. The Smart Money Gets Ready for the Next Credit Event
  25. Big Four Audit “Oligarchy” Comes under Scrutiny in the UK after Corporate Surprise Collapses
  26. Shanghai Plunges 3.2%, below 3,000 for 1st Time in 2 Years, After Trump Threatens to Massively Escalate Trade War and China Threatens to Massively Retaliate
  27. Chasing Yield during ZIRP & NIRP Evidently Starved Human Brains of Oxygen. Now the Price Is Due
  28. Trucking, Rail Freight Prices Surge, Trigger “Inflationary Concerns”
  29. The Huge Ships for the Booming LNG Trade
  30. Next Mortgage Default Tsunami Isn’t Going to Drown Big Banks but “Shadow Banks”
  31. Consumers Stubbornly Cling to Cash, after Multiple IT Fiascos & Payment Systems Outages
  32. Who the Heck Bought $1.2 trillion in New US Treasuries over the past 12 Months?
  33. Canada Has a Subprime Real Estate Problem, You just Don’t Know It
  34. Seems Impossible, but Argentina’s Peso Was Able to Collapse even Further Despite $50 Billion IMF Bailout
  35. Blackstone Becomes Biggest Hotel & Property Owner in Spain
  36. Dollar’s Eroding Purchasing Power Inflates Retail Sales
  37. This Fed Grows Relentlessly More Hawkish
  38. China’s Global Electricity Takeover
  39. Riskiest Junk Bonds Completely Blow Off the Fed, Face “Sudden” Reckoning
  40. In these US Cities, Consumers Suffer the Hottest Inflation
  41. Globalized Digital Bank Robbers Feast on Latin America
  42. The Dollar’s Purchasing Power Drops 2.9% in May from Year Ago, Fastest Drop since Nov 2011
  43. Finally: SEC Frets about Share Buybacks, “Torrent of Corporate Trading Dominating the Market” and “Short-Term Financial Engineering”
  44. Nuts & Bolts of the Car Business: Subprime Loans, High Vehicle Prices & Big Discounts, EVs, and Why Automakers are Dropping Car Lines
  45. Humans Need Not Apply: AI to Take Over Customer Service Jobs
  46. My Views on US-Canada Trade, Steel’s Impact on National Security, NAFTA, and the Dollar
  47. Trade-War Drums: Is Mexico Ready to Fire at the US Corn Belt?
  48. Update on the Fed’s QE Unwind
  49. Screwed: Real Estate Brokers Tell All
  50. How Chinese Investors Inflate Housing Markets in the US, Canada, and Australia, as Governments Try to Stem the Tide
  51. Venezuela’s Oil Meltdown Defies Belief
  52. Heavy Truck Industry on Cloud 9, Shippers Face “Capacity Crisis”
  53. Tragicomic Farce at UK Bank TSB Enters Week 7 of IT Chaos
  54. Huge New Prop under the Stock Market is a One-Time Affair
  55. FANGMAN Stocks Are Not a Bubble, Pleads Goldman Sachs
  56. Citibank, Deutsche Bank, ANZ to Fight Possible “Criminal Cartel” Charges in Australia
  57. Toronto’s House Price Bubble Not Fun Anymore
  58. Housing Bubbles in Sydney & Melbourne Deflate
  59. “Bunker,” the Fuel for the Giant Engines in Large Cargo Ships
  60. Visa Goes Down in the UK, Chaos Ensues, Cash is Suddenly King
  61. Who Dominates Global Steel Production & Trade?
  62. Update on the Splendid Rental Bubbles & Crashes in the US
  63. “Bank of Mum & Dad,” Huge Prop under UK Housing Bubble, is Running Out of Liquidity

May 2018

  1. Deutsche Bank CoCo Bonds Plunge, Shares Hit Record Low, after US Entity Makes FDIC’s “Problem Bank List”
  2. High Home Prices, Rising Mortgage Rates, Wall Street’s Resurging Buy-to-Rent Scheme Hit Pending Home Sales
  3. The Oil Giant that Outsmarted Trudeau
  4. Another Nuclear Bailout?
  5. ECB Reacts (Unofficially) to NIRP’s Revenge in Italy
  6. NIRP’s Revenge: Italian Bonds Plunge, Worst Day in Decades
  7. Update on the Most Splendid Housing Bubbles in America
  8. “For New Money Only”: Banks Fight for Deposits, But if You Don’t Jump Through Hoops, You Get “Punishment Rates”
  9. The Engines of the Largest Container Ships in the World, and Challenges their Manufacturers Face
  10. Which Banks Are Most Exposed to Italy’s Sovereign Debt? (Other than the Horribly Exposed Italian Banks)
  11. Is This the Next Big Retailer to Melt Down? Its Bonds Crashed
  12. US Gasoline Exports Surge, as Price Hits $3 for Memorial Day, $3.69 in California
  13. Riskiest Junk Bonds Still Blissful in La-La Land, High-Grade Bonds Bleed. Apple’s Fault?
  14. Wall Street Mega-Landlords Piled into Spain’s Rental Property Boom, and Now it Hits a Wall?
  15. Oops, It’s Starting, Says This Chart from the FDIC
  16. What Will Surging Mortgage Rates Do to Housing Bubble 2?
  17. Where the Debt Slaves Are the Most Vulnerable
  18. China’s ‘Social Credit Score’ Blacklists People for Bad Behavior (Who Decides?)
  19. Furious Customers Leave in Droves after Botched IT Revamp at UK Bank TSB as Nightmare Drags on for a Month
  20. Freight Costs, Volume, Demand All Surge across Trucking & Rail, Inflation Fears Heat Up
  21. Hilarity in NIRP Zone: Italian 2-Year Yield Still Near 0%, as New Government Proposes Haircut for Creditors and Alternate Currency, Markets on “Knife Edge”
  22. Graphic Details of the Crazy Housing Bubble in San Francisco, According to Zillow
  23. Credit Card Delinquencies Spike Past Financial-Crisis Peak at the 4,788 Smaller US Banks
  24. Internet Dominates Advertising in the US, But Only 2 Companies Divvy up 60% of the Spoils
  25. Three External Tailwinds Turn into Headwinds for Spain’s Economy
  26. Brick & Mortar Meltdown Pummels These Stores the Most
  27. Will the New Fed Get Rid of All its Mortgage-Backed Securities? That Seems to be the Plan
  28. Argentina’s Crisis Gets Kicked Down the Road, but at What Cost?
  29. Does WeWork at All?
  30. But Who the Heck Bought the $1.2 trillion in New US Debt Over the Past 12 Months?
  31. US Treasury 10-Year Yield Breaks Out, Mortgage Rates Jump to Highest in 7 Years
  32. Why Rising Gasoline Prices Won’t Cut into Consumer Spending
  33. Strange Things Are Happening in Mexico’s Banking System
  34. Global QE Dream Ends, ECB Sees Rate Hikes, “Normalization” Becomes a Thing
  35. Why I Think the Stock Market Cannot Crash in 2018
  36. Nuts & Bolts Update on Used Vehicles, Who Pays Sticker, and Why Subprime Customers are Vulnerable to Getting Ripped Off
  37. How People Turn into “Debt Slaves?”
  38. Who’s Most Afraid of a Latin American Debt Crisis (Apart from Latin America)?
  39. Symantec Gets Crushed by Mysterious Internal Investigation Two Years after CEO & Team from Acquired Company Took Over
  40. Hottest & Coldest Luxury Housing Markets in the World
  41. Consumer Price Index Rises Fastest since February 2017.
  42. As US Dollar & Interest Rates Rise, All Heck Breaks Loose in Emerging Market Currencies
  43. “Act Now and Lock in” these Deposit Rates: Banking Cat-Fight Breaks Out Like We Haven’t Seen in Over 10 Years
  44. Airbnb Turns to Brussels for Help as Anti-Tourist Backlash Intensifies in Europe
  45. What’s Going On in the Used Vehicle Market?
  46. The State of the American Debt Slaves, Q1 2018
  47. What do Retail Investors as a Whole Know that We as Individual Retail Investors Don’t Know?
  48. Mexican Consumers Demand End to Made-in-Mexico Death-Trap Vehicles
  49. As Malls Melt Down, Industrial Properties Heat Up
  50. As IT Fiasco Drags On, UK Bank’s Next Big Problem Could Be Internal Revolt
  51. WTF Just Happened to Argentina’s Peso?
  52. Bank of Canada: 8% of Canadian Households Owe More Than 20% of the $2.1 Trillion in Debt
  53. Jobs, Sliced and Diced
  54. Fed’s QE Unwind Accelerates Sharply
  55. Toronto’s Splendid Housing Bubble Turns to Bust
  56. Tesla Discloses Worst Quarterly Zinger of a Loss Ever, Burns $1.1 Billion Cash
  57. Wow that’s Fast: Mortgage Rates Jump to 2011 Levels
  58. Update on the Most Splendid Rental Bubbles & Crashes in the US
  59. Uber Loses Share to Lyft. Both Crush Rental Cars and Taxis

April 2018

  1. UK Bank’s IT Disaster Enters 2nd Week, Contagion Fears Rise
  2. Rate Hike Ammo
  3. Fight for Deposits Erupts among Banks, with Winners & Losers
  4. China’s Oil Futures Are Gaining Momentum
  5. Are European Companies Ready for Life Without Draghi?
  6. I Asked my Wells Fargo Branch about CDs with Higher Interest Rates. This is What Happened Next
  7. Employment Costs Surge Most since 2008, Fed Raises Eyebrow
  8. And the US Dollar?
  9. Airbnb Just Lost a Limb in its Fourth Biggest Market
  10. Carmageddon for Cars: “Cars” Are Scheduled to Die
  11. What Will these Mortgage Rates Do to Housing Bubble 2?
  12. Peak-Bubble for Junk Bonds, Says WeWork Bond Sale
  13. UK Bank’s Tech Chaos Blocks Customers from Their Funds: Day 5
  14. Update on the Most Splendid Housing Bubbles in the US
  15. Junk-rated Netflix Borrows $1.9 Bn, Most Ever, in “Drive-By” Bond Issue, to Burn $3-$4 Bn in 2018, Debt Soars to $8.4 billion
  16. An Orderly Unwind of Stock Market Leverage?
  17. What’s Going On in the Treasury Market?
  18. This is How First-Time Buyers Get Squeezed by Rampant Home Price Inflation
  19. Business Elite, Banks Panic after Presidential Front-Runner Threatens to Scupper Mexico’s Largest Infrastructure Project
  20. “Financial Stress” in the Credit Markets v. the 2-Year Yield
  21. Did the Bankruptcy of Detroit & Stockton Hurt their Economy?
  22. Now Even a Fed Dove Homes in on the “Everything Bubble”
  23. Congrats! Canadians Just Set a New Record for Borrowing Against their Homes
  24. EU Moves to Protect Financial System from Failing Banks
  25. Another Big Retailer Gets Liquidated
  26. Canada Home Prices Fall from Year Ago for First Time since 2009
  27. Junk Bond Market Still in Total Denial, Fighting the Fed
  28. Nearly One-Third of U.S. Lottery Winners Declare Bankruptcy
  29. US-China Trade-War Threats Rattle Germany AG
  30. US Freight Expenditures Surge 15.6% from Year Ago
  31. Optimism of Manufacturers “Plunged” the Most Ever: NY Fed
  32. Why Aren’t Big Banks Paying Higher Interest Rates on Deposits though Rates Have Surged?
  33. Is the “Petro-Yuan” a Credible Challenge to Dollar Supremacy?
  34. Our Dental Insurance Sent us “Free” Internet-Connected Toothbrushes. And this is What Happened Next
  35. More Carmageddon at GM, Cuts Shift in Ohio, 1,500 Layoffs, as Cruze Sales Plunge. Production in Mexico Started in 2015
  36. As Malls Get Crushed, Commercial Real Estate Prices Fall to Lowest in Nearly Two Years
  37. Google Saves Manhattan Office Market. Chinese Buyers Vanish
  38. US Government Spending May Exceed 60% of GDP
  39. How Much Longer Can Pemex Hang On?
  40. Fed Warns Markets: Don’t Get Spooked about Coming Spike in PCE Inflation
  41. How Much Are Banks Exposed to Subprime? More than we Think
  42. Construction Giants in Spain Panic over Prospect of Losing one of their Biggest Rackets
  43. The “Everything Bubble” & “Bubble Mentality,” Risks & Leverage, the Fed’s Response, Tesla, Netflix, LIBOR, and How it Might End
  44. Defaults of Retailers Hit “All-Time High” in Q1: Moody’s
  45. Government of Canada Just Pointed Out Mortgage Market Might Be a Cesspool
  46. Retail Investor Bullishness Bites Dust after Huge Trump Spike
  47. Chap. 11 Bankruptcies Spike 63% from Year Ago
  48. After a String of Corporate Scandals & Collapses, “Big Four” Accounting Giants Face Breakup in the UK
  49. Subprime Carmageddon: Specialized Lenders Begin to Collapse
  50. As Banks Embrace Biometric Tracking of Customers, Cybertheft Explodes in Mexico
  51. Mix of Morons, True Believers & Spaghetti-Code Algos Tripled the Price of my Stock-Scam Hero in 3 Days before Getting Gored by the SEC
  52. But How Does Amazon Fit into the Jobs Report?
  53. The Jobs Report, Sliced and Diced
  54. Fed’s QE-Unwind Proceeds Despite Stock Market Sell-Offs
  55. “When the Next Crisis Begins…” JPMorgan CEO Jamie Dimon
  56. Trump Bump Spooks San Francisco Housing Market & it Goes Nuts
  57. World’s Most Wanted Bank Whistleblower Was Just Arrested, for the Worst Possible Reason
  58. Toronto’s Epic Housing Bubble Turns to Bust
  59. So What’s Going On with Auto Sales?
  60. Playing With Fire in Catalonia
  61. The Dollar LIBOR Replacement Rate Has Arrived: 1.80%
  62. What Kind of Hyper-Enthusiastic Market is this that Blindly Keeps Pursuing Scams to Make a Fortune Overnight, even if They Already Crashed the First Time?
  63. Brick & Mortar Retail Meltdown, March Update
  64. Collapse of Cryptocurrencies in Q1: Even the Biggest Crashed 67% to 88%

March 2018

  1. FirstEnergy Seeks US Gov Rescue. Who Should Pay for Bad Decisions by Capitalists? Not the Capitalists, Obviously
  2. What Could Dethrone the Dollar as Top Reserve Currency?
  3. UK Vows to Crack Down on Money Laundering: What Will This Do to the Property Bubble?
  4. The Peculiar Phenomenon in the Rental Market Implodes
  5. The $73 billion in Voluntary Taxes (up 9%!) Consumers Pay Eagerly and with Great Excitement
  6. Banks & Builders Want New Property Bubble In Spain, Government Obliges
  7. “Next Bitcoin” Ripple Does $126-Bn Round Trip in 15 Weeks
  8. Tesla Gets Slammed by Tesla
  9. Update on the Most Splendid Housing Bubbles in the US
  10. Even the World’s Most Cashless Nation Doesn’t Want to Go Fully Cashless
  11. GM Threatens Bankruptcy for GM Korea
  12. PE Firm Cerberus Capital’s “Rollup” Collapses into Bankruptcy
  13. Trump Sends To-Do List to China on Trade
  14. Competition Eats the Profits of Big Shaky Banks in Euroland: So Consolidate
  15. So is the “Trade War” Crushing Stocks?
  16. China’s Empty Threat of Dumping its US Treasuries
  17. Freight Costs and Volumes Surge, Inflation Fears Heat Up
  18. What Are Zombie Retail Stores Really Worth: Answers Emerge
  19. What the Fed’s “Dot Plot” Said About 4 Rate Hikes in 2018
  20. Was Carillion’s Collapse the Beginning of the End for UK’s Outsourcing Sector?
  21. How Much Does it Really Cost to Buy a Luxury Condo in San Francisco, Not Live in it for 10 Years, Then Sell at a Loss?
  22. Then Why Is Anyone STILL on Facebook?
  23. EU Bad-Loan-Fiasco-Reform Loses Teeth, Adds Sweeteners for Banks (Funded by Taxpayers)
  24. What Are We Going to Do with these Plunging Mall REITs?
  25. The Price of M&A: After Gutting HP, Autonomy Strikes Again
  26. What’s Going on in the Treasury Market?
  27. Why the Investment Outlook is Unappealing Going Forward
  28. “Welcome to Hell”: Barcelona Taxi Drivers Prepare for Uber’s Return
  29. US Gross National Debt Spikes $1.2 Trillion in 6 Months, Hits $21 Trillion
  30. Deutsche Bank Just Never Disappoints
  31. The Oil Crisis That Can’t Be Stopped
  32. Bain Capital Wins Again: $20-Billion Leveraged-Buyout Queen Topples, Biggest in Years, Another Private Equity Casualty
  33. Despite Years of ECB’s QE (Ending Soon), Italy’s “Doom Loop” Still Threatens Eurozone Financial System
  34. SEC Cracks Down on Silicon Valley’s “Disruptive Tech”
  35. Sears is Dead Meat Walking, after Horrid Holiday Quarter
  36. Google Joins Facebook in Crypto Crackdown
  37. LEAKED: Trump’s Next Shoe to Drop on US-China Trade
  38. Why are Investors in China so Eager to Buy US Homes?
  39. Trump’s Order Stops ALL Foreign Takeovers of Large US Tech Companies
  40. AI Hedge Funds Got Crushed the Worst Ever During Selloff: Machines Learned the Wrong Things in One-Way Market
  41. Petro-Plunder Rages in Mexico, Costs Surge
  42. Cryptocurrency Manipulators Can Now Go to Jail
  43. Toxic Debt Still Plagues Spanish Banks (and Taxpayers Will End Up Paying for It)
  44. Old Fields Die Hard
  45. QE Unwind Is Too Slow, Says Fed Governor, Thus Launching First Trial Balloon
  46. The Mysterious Chinese Company that’s Trying to Buy a $9 Billion Stake in Rosneft?
  47. It’s Over for Toys ‘R’ Us: Liquidation Next
  48. Cash Refuses to Die, But the €500-Note Is a Goner
  49. Corporate Bond Market Gets Ready for Big Reset
  50. Oops, Extra-Gloomy Numbers on the US Trade Deficit in Goods & Services for January
  51. European Court of Justice Deals Heavy Blow to “Corporate Sovereignty Clause”
  52. Dow Futures Drop 420 Points, as Cohn Plans to Resign, Igniting Trade-War Fears
  53. Home Prices Sink, Sales Plunge in Toronto
  54. Retail Investor Bullishness Collapses
  55. Blue Apron Shares Hit New Low, as Anyone Can Do “Meal Kits,” Even Walmart
  56. Are Subprime Debt Slaves, a Leading Indicator, Worrying the Fed?
  57. The Home-Price Surges in 100 Cities since Housing Bubble 1
  58. The Oligopolization of Food Supply Hits a Snag
  59. Momentous Shift in US Natural Gas, with Global Consequences
  60. Fed’s QE Unwind Marches Forward Relentlessly
  61. The Brick & Mortar Retail Meltdown, February Update
  62. A Peculiar Phenomenon in the Rental Market Gets a Lot More Peculiar

February 2018

  1. Will Italy’s Banking Crisis Spawn a New Frankenbank?
  2. I Didn’t Think it Would Go This Fast: Mortgage Rates Blamed for 3-Year Low in Pending Home Sales
  3. Powell Joins Four-Rate-Hikes-in-2018 Chorus, Markets Tank
  4. Update on the Splendid Housing Bubbles in US Cities
  5. A New Cunning Plan to Allay Banking Jitters is Hatched in Spain
  6. Stock Market Leverage Spikes. Sparks Already Flew. Brokerage Regulator “Concerned.” But Hey, Nothing’s Going to Happen.
  7. In Search of 3%: The 10-Year Treasury Buffeted by Short Positions and Demand
  8. After its $10-Billion Loss in Q4, GE “Restates” Earnings for 2017 and 2016
  9. “It’s Not only Carillion that’s Built on Sand, it’s our Whole System of Corporate Accountability”
  10. Why Buffett Pulled Back: Companies Overvalued after “Purchasing Frenzy” Fueled by “Cheap Debt”
  11. US Gross National Debt Spikes $1 Trillion in Less Than 6 Months
  12. Surging Freight Costs Fire Up Inflation Fears
  13. Return of Enron to the Energy Sector?
  14. Brick & Mortar Meltdown Hits These Stores the Most
  15. New Subsidies For Coal, Nuclear in the Federal Budget
  16. “Cash Must Not Be Made the Scapegoat”
  17. What will Spiking Mortgage Rates, High Home Prices, & the New Tax Law Do to the Housing Market?
  18. After Years of Crisis in Spain, Pensioners Next to Feel the Pain
  19. Why do Billionaires Keep Buying US Newspapers despite their “Terrible Future,” as Buffett Said?
  20. How GM Is Shaking Down South Korean Taxpayers
  21. RBS Forgery Scandal Metastasizes Days before Crucial Earnings Report
  22. US Treasury Posts Gigantic $1.16 Trillion Shortfall in Fiscal 2017, Hilariously Points out “Where We Are Headed”
  23. “Blockchain” Stocks Completely Disintegrate
  24. What’s Going on with Stocks, Gold, Silver, Oil, and Mortgages?
  25. Rising Interest Rates: New Era with Tough Outcomes
  26. On Closer Inspection, Debt of Bankrupt Spanish Construction Firm Grows Four-Fold
  27. Online Sales Soar at Fastest Rate in Years. Why?
  28. The Dollar Spirals Down, Hits Lowest Point Since 2014
  29. “Financial Stress” Spikes. Markets, Long in Denial, Suddenly Grapple with New Era
  30. Can New NAFTA End Systematic Wage Repression in Mexico?
  31. Infrastructure Plan Is Dominated by Profits for Wall Street
  32. Retail Sales, Inflation Add Fuel to Fed’s Rate-Hike Trajectory, Treasuries Dive as Yields Surge
  33. Big Reset Looms for Corporate Credit Market
  34. Another Big British Bank Lands in Deep Trouble
  35. Record Short Bets against 10-Year Treasury Promise Turmoil
  36. Wholesale Power Generators to Get Hurt by Grid Batteries
  37. Four Rate Hikes in 2018 as US National Debt Will Spike
  38. How to Manipulate Stocks: Chinese Authorities Step in to Stop the Rout
  39. What Crushed Stocks?
  40. Bridgewater Bets Big against Largest Banks in Spain & Italy
  41. What the Headlines about Tesla, Snap, and Twitter “Earnings” Should Have Said
  42. When Will Credit Markets React?
  43. Stocks Get Messy, Dip-Buyers Get Crushed Again
  44. Barcelona Grapples with its Housing Crisis
  45. The State of the American Debt Slaves
  46. Who Was Selling Stocks Last Week Before the Monday Rout?
  47. Nuclear Follies in the UK: in Search of High-Cost Power without Strategy at the Wrong Time
  48. Crypto Crackdown: Bitcoin is a “Combination of Bubble, Ponzi Scheme, Environmental Disaster”
  49. How Out-Of-Whack are US Trade Relationships? 2017 Trade Deficit Worst since 2008
  50. Bailed-Out RBS Systemically Forged Customer Signatures: Whistle-Blowers
  51. So What Do I Think about the “Crash” in Stocks?
  52. Largest Cryptocurrencies Plunge 50%-80%, $372 Bn Gone in 1 Month. Will it Hit the US Economy?
  53. What’s the Chance of Iconic GE Going Bankrupt?
  54. Corporate Bond Market in Worst Denial since 2007
  55. How I Bought a Retail Property and Entered the Hell of Regulatory Interpretation
  56. Wage Inflation is Finally here, and it’s Toxic for the Fed
  57. Crash of Outsourcing Giant with 70,000 Employees Globally Sparks New Panic
  58. Fed’s QE Unwind Accelerates Sharply
  59. The Brick-and-Mortar-Retail Meltdown in January

January 2018

  1. Double-Digit Drama on the Ground for Renters
  2. Touted Energy “Reform” Goes Awry in Mexico
  3. US National Debt Will Jump by $617 Billion in 5 Months
  4. The US Cities with the Most Magnificent Housing Bubbles
  5. Customer Lawsuits Pummel Spanish Banks
  6. What Does it Mean, Saving Rate drops to 12-Year Low when 50% of Americans Don’t Have Savings?
  7. Um, Is the US Treasury “Yield Curve” Steepening or Flattening?
  8. The Public Is Becoming Restive over Britain’s Privatized Utilities
  9. Bond Market’s “Inflation Expectations” Highest since 2014
  10. Fallout from Carillion Collapse Hits KPMG
  11. End of the 9-Year Rental Housing Boom?
  12. Fannie Mae, the Goldman Goose that Keeps on Laying Eggs
  13. “Blockchain” Stocks Collapse by 40% to 90%
  14. Mastercard Pushes Biometrics, Banks Follow
  15. Why the Next Downturn “Will Not Look Like 2008”
  16. ECB’s New Plan B? Synthetic Structured Eurobonds
  17. Reality Nixes Promised Boost for US Auto Sales in 2018
  18. US Freight Spending, Shipments, Rates & Costs all Surge
  19. Barcelona Rental Market Is Out of Control
  20. Junk-Rated Netflix Expects to Report Loss to IRS, Will Burn $3-$4 Bn in 2018, after Burning $2 Bn in 2017, Debt Piles Up
  21. Rate Squeeze in Vancouver & Toronto Housing Bubbles
  22. The Private Equity Firms at the Core of Brick & Mortar Retail Bankruptcies
  23. The ‘Everything Bubble’ and What Happens if Credit Freezes Up in a Credit-Based Economy
  24. Draghi’s Membership in Murky G30 Financial Group Under Fire
  25. What Will Rising Mortgage Rates Do to Housing Bubble 2?
  26. $10-Billion IPO of Leveraged Buyout Queen Flops, Investors Bleed
  27. Does the US Still Need to Rely on China to Buy Treasuries?
  28. Is This Now the Biggest Oil Collapse in History?
  29. Albertsons/Safeway Loses Grocery War, Lidl Gives Up?
  30. Crypto Collapse Crushes Hedge Funds that Touted Huge Gains for 2017
  31. In Brexit Tug-of-War, EU Aims at City of London’s Tax-Haven Empire
  32. Asset Class of Vintage Cars Drops More than during 2008/2009
  33. This is What Happened to Sales & Prices of Manhattan Office Buildings as Chinese Buyers are Suddenly “Absent”
  34. Collapse of Construction Giant with 43,000 Employees Globally Sparks Fear and Mayhem
  35. Commercial Real Estate Suffers First Down-Year since 2009
  36. “Blockchain Bonds?” Struggling German Telco Joins Bandwagon
  37. Bond Market Smells Inflation, Begins to React
  38. When Profits at Utilities are Privatized and Losses Socialized, Do We Still Need Public Shareholders?
  39. Kodak Directors Get Massive Stock Grants Day Before “Blockchain” Hype Caused Shares to Spike 300%
  40. EU “Empire” Plans to Grow Even Bigger Despite Brexit & Difficulties Keeping Eastern Members in Check
  41. Markets Still Blow Off the Fed, Dudley Gets Nervous, Fires Warning Shot
  42. Walmart Suddenly Shutters Numerous Sam’s Clubs without Notice, 11,000 Jobs Impacted, Chaos Breaks out on Twitter
  43. The World’s Most Expensive Oil
  44. Fed Pays Banks $30 Billion for 2017
  45. Trump Appointees Deal Blow to Coal Industry
  46. China Threatens to Quit Buying US Treasuries, Cites “Trade Tensions”
  47. Once Hot Seattle Apartment Market Hit by Onslaught of Supply
  48. ECB Spawned Mass Culture of Financial Dependency that’s Now Very Hard to Undo
  49. SEC Halts Trading in my Biggest “Blockchain Stock” Hero
  50. Chap. 11 Bankruptcies Spike 107% from Year Ago
  51. Retail Investors Finally “Up To Their Chest” in Stocks, Become True Believers with Record Exposure
  52. The Falling Dollar and China’s Foreign Exchange Reserves
  53. Surging Prices in Slowing Economy: Tough Year for Mexico
  54. Wolf Street Changes Name to Wolf Blockchain, Shares Soar 2,000%, Company & Founder Sell 10 Million Shares
  55. QE Party Over, even by the Bank of Japan
  56. The Banks with the Most Consumer Complaints: A Dive into CFPB’s Database
  57. Switzerland too Falls Out of Love with the EU
  58. US Auto Sales Fall for 2nd Year at GM, Ford, FCA, Toyota, BMW, Mazda. Total 2017 Sales Drop Below 2015
  59. Brick & Mortar Meltdown Reaches Movie Theaters
  60. Chaos in Catalonia Hits Barcelona Housing Bubble
  61. Suddenly, US Rental Markets Diverge by Bedrooms
  62. Momentous Change in US Natural Gas, with Global Impact
  63. Russia’s Grip on European Natural Gas Markets Tightens
  64. US Dollar Refuses to Die as Top Global Reserve Currency

2017 653

December 2017

  1. Italian Banks Try to Join EU’s Newfangled Bond Bamboozle
  2. The Dreaded “Flattening Yield Curve” Meets QE Unwind
  3. US Dollar Has Worst Year since 2003, Defying the Fed
  4. The Biggest Oil Story of 2017
  5. Turns out, Uber Shareholders Are Eager to Sell at 30% Discount
  6. I’m in Awe of How Far the Scams & Stupidities around “Blockchain Stocks” are Going
  7. Peak Good Times? Stock Market Risk Spikes to New High
  8. Post-Deepwater-Horizon Regulations Get Rolled Back
  9. Frenzied Shopping Season, Record Hangover
  10. The US Cities with the Biggest Housing Bubbles
  11. The Glory Days for US High-End Real Estate Are Over
  12. How Opaque Healthcare Pricing Mechanisms Rip Off Consumers
  13. Cryptocurrency Mania is the Most Fascinating Financial Phenomenon I’ve Ever Seen
  14. Next Phase in Forcing Biometric Tracking on Consumers
  15. Cryptocurrencies Crash 25% to 50% across the Board
  16. What Will the Tax Law Do to Over-Indebted Corporate America?
  17. Big Banks Are All Over Blockchain
  18. PG&E Suspends Dividends, “Uncertainty Related to Causes” of Bay Area Wildfires. Shares Plunge Further
  19. What Will the Tax Bill Do to the Housing Market?
  20. Margin Debt, Backed by Enron-Déjà-Vu Steinhoff Shares, Hits BofA, Citi, HSBC, Goldman, BNP
  21. The Most Expensive Housing Zip Codes in the US
  22. The Hottest, Largest-Ever Cryptocurrency ICO Mindblower
  23. In Legalizing Marijuana, Uruguay Trips over the Dollar, US Laws, and Global Banks
  24. Where the Heck is Microsoft’s “Edge?” (Left Behind for Dead)
  25. Bank of Canada’s Poloz Is Right to Be Worried
  26. The Inconvenient Limits to European Unity & Integration
  27. Russian Banking Crisis: 3rd Major Bank Topples in 4 months
  28. Bitcoin Proves You Cannot Have Your Digital Cake and Eat it Too
  29. The Flattening US “Yield Curve”? NIRP Refugees Did it
  30. Canada Home Values Hit “First Quarterly Decline since Q1 2009” as Household Debt Binge Hits New High
  31. Yellen Shrugs Off Bitcoin as “Full-Blown Financial Stability Risk.” In Other Words, No Fed Bailout when Prices “Fluctuate”
  32. “Replacement Demand” from Hurricane Harvey Overhyped, Carmageddon Returns to US
  33. Canadian Homeowners Take Out HELOCs to Fund Subprime Buyers Unable to get a Mortgage
  34. Stressful Year Ahead for Spanish Banks
  35. Fed Gets More Ammo for Rate Hikes
  36. Peak Bitcoin Media-Mania Yet?
  37. How Fed Rate Hikes Impact US Debt Slaves
  38. A New Stealth Attack in EU’s “War on Cash”
  39. Is Oil About to Collapse?
  40. Enron Déjà Vu? Citi, BofA, HSBC, Goldman, BNP on the Hook as Steinhoff Spirals Down
  41. The Euro Is Not Dead, Claims EU Survey
  42. The Fed’s QE-Unwind is Really Happening
  43. How Much Did the Fires in California Cost? Answers Emerge.
  44. Bonds Issued by Acquirer of Mattress Firm & Sherwood Bedding Collapse after ECB Buys Them as Part of QE
  45. The Tax Bill is a Big Win for U.S. Oil And Gas
  46. Catalonia’s Post-“Independence” Economic Hangover Sets In
  47. Fed Tightens, “and so far, Nothing Has Blown Up”
  48. GM Sells 70% More Vehicles in China than the US
  49. Bank of Japan Tapers (Quietly), QE Party Over
  50. The Fed Might “Surprise” Markets with its Hawkishness in 2018
  51. US Demand for Electricity Falls Further: What Does it Mean?
  52. Carmageddon for Tesla
  53. Rents Plunge in the Most Expensive US Cities

November 2017

  1. Inflation Surges as Economy Bogs Down in Mexico
  2. US Gross National Debt Jumps $723 billion in 12 Weeks, Yellen “Very Worried about Sustainability of US Debt Trajectory”
  3. Stock Market Lazes Happily on a Powerful Time Bomb, and the Fed Begins to Worry
  4. The US Cities with the Biggest Housing Bubbles
  5. The EU (with Help from Germany) just Made Monsanto’s Day
  6. What’s Uber Really Worth? 30% Less, says SoftBank’s Offer
  7. Online, Mobile Crush Everything Else this Holiday Season
  8. U.S. Energy To See Huge Investments From China
  9. China’s Bike-Share Startup Frenzy Turns into Money-Suck
  10. “Stocks and Economy are Totally Out Of Sync”
  11. Spain’s Third Biggest Bank Just Made it Harder to Get Cash
  12. Housing Bubble 2 Hits Rough Spot in California
  13. Shale Hedges Threaten Oil Rally
  14. Whose Private-Sector Debt Will Implode Next: US, Canada, China, Eurozone, Japan?
  15. Could Italy’s Banking Crisis Drag Down Mario Draghi?
  16. Another Cryptocurrency Gets Hacked, Money Disappears. Here are the 30 Biggest Crypto Hacks
  17. The US Treasury Market Smells a Rat
  18. Uber’s Survival Strategy? “Tens of Thousands” of Self-Driving Volvo-Ubers Starting in 2019
  19. The Corporate Earnings Fiction in Q3
  20. How to Face the Housing Crisis in Expensive Cities
  21. Spain’s Pension System Hits Crisis Point (and Everyone Ignores it)
  22. Is E-Commerce Really Crushing Brick-and-Mortar Sales?
  23. Wall Street Discovers the Brick-and-Mortar Meltdown
  24. The Next Italian Bank Threatens to Topple
  25. New York Fed: “Underlying Inflation” Hits 11-Year High
  26. Why Core Inflation is Rising & What it Means for Fed Rate Hikes
  27. Auto-Loan Subprime Blows Up Lehman-Moment-Like
  28. What the Heck’s Going on With Used Cars and Trucks?
  29. Uncertainty Hits American Farmers and Mexican Consumers
  30. P2P Loans are “Predatory,” Have Delinquency Characteristics of pre-2007 Subprime Mortgages, Could Impact Financial Stability: Cleveland Fed
  31. US to Import Inflation from Japan, China, South Korea
  32. “Bitcoin Cash” Quadruples in 2 Days. Bitcoin Crashes by $35 Bn
  33. Global Banks, City of London Raise “Disorderly Brexit” Alarm
  34. Financial Markets Are Still Blowing Off the Fed
  35. Equifax Discloses its Coming Nightmares
  36. Next Phase of Carmageddon: the Banks
  37. The Price of Chaos Rises in Spain
  38. The Cities in Silicon Valley with the Biggest Housing Bubbles
  39. How Snap Just Gave a Middle Finger to its Voteless Shareholders
  40. How Can a Company Once Worth $30B Lose $443M on Just $208M in Revenues? Here’s How
  41. Tax Cuts will Balloon US Debt to 120% of GDP, but Boost to Economy will be “Short-Lived”
  42. San Francisco House Prices Go Nuts, Condo Prices Stall
  43. Brick-and-Mortar Meltdown Sinks Property Prices
  44. The New Fed Could Be Off the Charts
  45. Financial Storm Clouds Gather Over Italy
  46. US Gross National Debt Spikes by $640 billion in 8 Weeks
  47. Malls and their Hapless Investors Keep Getting Crushed
  48. Spain Just Lit a Fuse Under Catalonia — its Richest Region
  49. The Fed Actually Begins its QE Unwind
  50. How US Debt Slaves Get Trapped by “Deferred Interest”
  51. Pickup Sales Boom, Cars get crushed, Tesla Deliveries Plunge
  52. It Gets Serious: Biggest US Cities Where Rents Are Plunging

October 2017

  1. The US Cities with the Biggest Housing Bubbles
  2. Sears Holdings Exhausts its Last Credit Facility
  3. The Bitter Irony about Today’s “Real Disposable Income”
  4. Record Surge in Riskiest Loans Fattens Wall Street Banks
  5. Big Bitcoin Investor Believes Bitcoin Might Still Go to “Zero,” Just Riding the Momentum
  6. What’s Up for Auto Sales & When Can We Buy Self-Driving Cars?
  7. How Much Illusion in GDP? What You See Is Not What You Get
  8. Catalonia and Spain Enter Dangerous Uncharted Territory
  9. The Most Unaffordable Housing Markets in North America
  10. NAFTA Effect: Global Manufacturers Bet on Dirt-Cheap Mexico
  11. “Office-Using Employment” in San Francisco and Silicon Valley Gets Hit
  12. The EU Just Did the Big Banks a Massive Favor
  13. Housing Bubble 2 Gets Complicated: Pending Home Sales Plunge in San Francisco Bay Area, Drop in all California
  14. Einhorn Vents his Frustrations about the Crazy Markets
  15. What Junk-Rated Netflix just Said about the Bond Market
  16. How Silicon Valley’s Dirty Tricks Helped Stall Broadband Privacy in California
  17. Manhattan Office Bubble Fizzles without Big Chinese Buyers
  18. Wall Street Piles into Cryptocurrencies, Others Speak of “Biggest Scam Ever”
  19. US Treasury Rates Hit Nine-Year Highs
  20. Catalonia’s Political Crisis Snowballs into an Economic Crisis
  21. Is the Fed Getting Cold Feet about the QE Unwind?
  22. This is What it Looks Like When Credit Markets Go Nuts
  23. Petro-Plunder Worsens in Mexico
  24. Cash-Burn Threatens Blue Apron 3.5 Months after IPO
  25. Mnuchin Deploys Stock Market Bubble as Political Weapon
  26. Wells Fargo Gets Clocked in California
  27. Wheezing Consumers & Slowing Economy, No Problem: UK Inflation Jumps Most in 5+ Years. Rate Hike Due in November
  28. Why Did Sears Holdings’ Largest Outside Shareholder Suddenly Jump Overboard?
  29. Asset-Stripping by Private Equity Firms Is Booming
  30. Pentagon Worried about Hackers Causing Stock Market Crash
  31. Days of Living Dangerously in Catalonia
  32. Kobe Steel Scandal Could Rattle US Nuclear Industry
  33. ECB Suffers from “Corporate Capture at its Most Extreme”
  34. What the Headlines Got Wrong about Retail Sales
  35. Yellen Was Right: “Transitory” Factors of “Low” Inflation Are Reversing, with Much More to Come
  36. IPO in March, Crushed Today: PE Firm Pushes another Retailer into Brick-and-Mortar Meltdown
  37. GM to Lay Off 1,500 More Workers, as its Car Sales Plunge Twice as Fast as Rest of Industry
  38. De-dollarization Not Now
  39. Catalonia Crisis Far From Over Despite Market Surge
  40. It’s Over for Sears Canada
  41. LEAKED: Worst Data Hack in US History Gets Worse
  42. The Big Amazon Subsidy is Doomed
  43. The Hated Dollar Resurges. But Why?
  44. California’s Housing is Bleeding Out and We Apply Band-Aids
  45. Wells Fargo’s Artificial Intelligence Defies Analysts, Slaps “Sell” on Google and Facebook
  46. Finally, My Guidelines for Commenting
  47. Spain Teaches Catalonia a Lesson about the Power of Money
  48. The Fed will be a New Creature Soon, and No One Knows What It’ll Look Like
  49. US DOE Wants to Subsidize Coal Plants though Back Door
  50. Update on the Deflating Housing Bubble in Toronto
  51. Catalonia Chaos Begins to Squeeze Spain’s Financial Markets
  52. Amazon-Whole-Foods Already Rattling the Grocery Sector
  53. Which Automakers Got Crushed, Which Boomed?
  54. How Did Things Get So Bad in Catalonia?
  55. Is This the Next Supermarket Chain to Melt Down?
  56. An Accountant Smells a Rat in Our Global Credit Bubble
  57. The Pricing of Risk is Kaput
  58. “Systemic” Age Discrimination in Tech, even as Tech Workers Get “Better with Age”
  59. The Fed’s Next Moves, the Nuts and Bolts of “Flood Cars,” and Why Everything Is Going to Get Hacked

September 2017

  1. Debt-Slave Industry Frets over Impact of Mass Credit Freezes
  2. Catalonia’s Dark Days Ahead
  3. ECB Wants to Weed Out Smaller Banks to Cut Competition
  4. $2.25/hr to Build a $40,000 Vehicle
  5. Big Shrink Bulks Up in India, Guts US Jobs, to Please Wall Street
  6. Landlord’s View of the Brick and Mortar Meltdown
  7. San Francisco Bay Area Pending Home Sales Plunge, California’s Drop too, and It’s Not a Blip
  8. Wall Street and City of London Press Panic Button on Catalonia
  9. The US Cities with the Biggest Housing Bubbles
  10. Lenders Loosen Mortgage Standards, as Demand Falls
  11. The Fate of Toys ‘R’ Us after Bankruptcy?
  12. Corporate Mirage: Debt out the Wazoo, Sales Languish, Stocks Soar
  13. The Steep Price of Disaster in Mexico
  14. GM Cuts Entire Shift at SUV Factory, Laments “Moderating” Sales, Layoffs not Temporary
  15. Big Brother Walmart Tries to “Help” You: “It’s Like Magic”
  16. Hewlett Packard Enterprise to Lay Off 10% of its Staff
  17. Special Pump-and-Dump Scheme Spikes to High Heaven
  18. It Gets Ugly in Catalonia
  19. Apple Does Right by Users, and Advertisers Are Not Amused
  20. This Fed is on a Mission
  21. Answers Emerge from Harvey-Hit Houston
  22. Beware – the Equifax Scams Are Coming
  23. Who Gets Hit by Mortgage Losses in Harvey and Irma Areas?
  24. Toys ‘R’ Us Melts Down, Files for Bankruptcy, Bonds Collapse
  25. Defense Contractors on Cloud 9
  26. Lawsuits Against Equifax Pile Up. But Where Are the Handcuffs?
  27. Holy Moly, Now Wells Fargo Recommends a Credit Freeze in Equifax Hack
  28. Catalonia’s Defiance of Spanish Authority Turns into Rebellion
  29. Equifax Sacks 2 Executives, Turns Devious to Stop You from Demanding a Credit Freeze
  30. What Headlines Got Wrong about Today’s Data Dump
  31. The 30 Metros in the US with the Highest and Lowest Incomes
  32. The Chilling Fact “Record Median Household Income” is Hiding
  33. The Crushing of Equifax
  34. “You Should Take the Fed at Their Word”
  35. Can You Really “Shut Down” a Nuclear Power Plant before a Hurricane?
  36. The Terrible Facts about Real Earnings of Men
  37. Investors Fret as Catalonia’s Independence Turmoil Seethes
  38. The Startling Thing the CEO of Restoration Hardware Said about Online Ad Spending
  39. Shares of the Swiss National Bank Soar 64% in Two Months
  40. So Where Does the Money Go that Mexico Borrows?
  41. Finally the Contrarian Warning from Small Investors
  42. The Next Spanish Bank Teeters, at Worst Possible Time
  43. Harvey Hits Chain Restaurants – But Not Just Harvey
  44. Logical and Illogical Reasons to Short Tesla
  45. Brick & Mortar Meltdown: Bon-Ton Department Stores Hires Bankruptcy Advisor
  46. Worst US Consumer Data Hack Ever? Equifax Confesses
  47. Global Stock Prices Fueled by Ugly Earnings
  48. Brick & Mortar Meltdown: Toys R Us Hires Bankruptcy Law Firm
  49. Toronto Home Price Bubble Descends into Bear Market
  50. Markets Throw Hissy-Fit about US Default
  51. What Will Self-Driving Cars Do to the Housing Market?
  52. ECB Tightens Noose Around Bank Accounts
  53. Why Santee Cooper Matters
  54. What Will Markets Do if Congress Pushes US into Default? And “Trump Nationalism” Faces the Globalist System
  55. Global Banks Sabotage Uruguay’s Efforts to Legalize Marijuana
  56. Harvey and “Carmageddon”: GM, Toyota, Subaru Kick Butt. FCA, Nissan, Hyundai Get Crushed
  57. What Did Harvey Do to the Wind Farms on the Texas Coast?

August 2017

  1. The Biggest US Cities where Rents Are Plunging
  2. Fearing Contagion, Russia Bails Out Bondholders in its Biggest Bank Collapse Yet
  3. The US Cities with the Biggest Housing Bubbles
  4. What will Harvey do to “Carmageddon?”
  5. Albertsons IPO Hopes Crushed by Amazon Whole Foods Entry into Supermarket-Meltdown Price War
  6. Peak US Asset Prices? Japanese Acquisitions Hit Record
  7. How Did Things Get This Bad This Fast for Oil Giant, Pemex?
  8. Why Suddenly Two Mega Utility Takeovers?
  9. Adults Take Over at Uber, Cost Cutting Starts
  10. Sears Revenues to Hit Zero in 3 Years. But Bankruptcy First
  11. Next Brick to Drop on UK Economy: Housing Bubble Deflates
  12. US Sanctions May Play into China’s and Russia’s Hands
  13. San Francisco Bay Area Pending Home Sales Plunge
  14. Uber Wants You to Know it’s Not Collapsing
  15. Fitch Threatens US with Downgrade
  16. Banks Earn Record Profits in Q2, Savers Sacrificed: FDIC
  17. “Full-Fledged Housing Crisis” in Silicon Valley, Insider View
  18. US Gross National Debt to Spike by $800 Billion in October?
  19. Stock & Bond Markets in Denial about QE Unwind, but Banks, Treasury Dept Get Antsy
  20. US Asset Bubbles Crack as Frantic China “Restricts” Outbound Investments
  21. NAFTA Negotiations Start in Secrecy. Lobbying Heats
  22. Cashing Out of Unicorns Gets Hard
  23. Paradise for Oligarchs: Poverty, Inequality Soar as Wealth Rises
  24. What Ford’s New Guy Said about the Future of Self-Driving Cars
  25. So When Will China’s Debt Bubble Finally Blow Up?
  26. Grocery Store Turmoil in Chicago
  27. Support for Hard Brexit in the UK Hardens
  28. What the Heck’s Going On with Vintage Automobiles?
  29. Fed’s Dudley Drops Bombshell: Low Inflation “Actually Might Be a Good Thing”
  30. How Insane Home Prices in Silicon Valley & San Francisco Trip up Jobs Growth
  31. Worst Restaurant Recession since 2009 Digs Inflation
  32. Minsky Visits South Carolina
  33. Spain’s New Big Bubble Begins to Wobble
  34. Stock Market Warning Siren is Blaring
  35. Two of Mexico’s Biggest Bugbears Surge Again
  36. Volatility in Housing: What Surges & Crashes the Most?
  37. Amazon Online Grocery Boom? Not So Fast…
  38. Inflation Spikes Most since 2008 in Mexico. Bad Timing
  39. Selling the Mall at the Corner of Caveat and Emptor
  40. Uber Gets Run Over by its Own Subprime Auto Leases
  41. What’s Keeping Italy’s Government Debt from Blowing Up?
  42. This Hits the Wheezing Commercial Real Estate Bubble at Worst Possible Time
  43. Whiff of Reality at Crazy Super High-End Housing Market?
  44. Wall Street Firms Win Again, Regulators Capitulate
  45. Blowback Begins for Companies in UK Ground Rents Scandal
  46. US Auto Industry Sinks into Muck. And Canada’s?
  47. Chaos Hits Barcelona’s Tourist Industry
  48. Pharma Shares Melt Down, But Consumers Might See Relief
  49. Gambling on Argentine Politics: US Dollar vs. Short-Term Debt
  50. Euro Junk Bonds and “Reverse Yankees” Go Nuts
  51. Toronto Housing Bubble Pops. “Genuine Fear” of Price Collapse
  52. Nuclear’s Demise Continues: Another Huge Project Cancelled
  53. Mega-Banks Blow 100% of Earnings on Share-Buybacks & Dividends, Crimp Lending, Constrain Economy
  54. As Car Sales Plunge, Auto Dealers are Not Amused
  55. Carmageddon for Hyundai, GM, Chrysler, Ford
  56. The Dark Underbelly of Spain’s Jobs Recovery
  57. Hertz “RESCINDED” Fake Promises to Investors, Shares plunge

July 2017

  1. Brick & Mortar Retail Meltdown Fueled by Asset Stripping. Details Emerge in Bankruptcy Courts
  2. Over-Storing America
  3. Uber, Lyft Mangle Rental Cars & Taxis. Other Sectors Next
  4. Leaked: EU Plans to Freeze Deposits to Prevent Bank Runs
  5. It Just Doesn’t Let Up with Wells Fargo
  6. P&G Slashed Digital Ad Spending. This is What Happened Next
  7. UK’s “Ground Rent Scandal” is Wrecking Homeowners
  8. Markets Relax Merrily on a Powerful Time Bomb
  9. “Junk Equity” Comes to Haunt $30-billion Startup
  10. Risk has been Abolished, According to Institutional Investors
  11. Hyundai-Kia Brutally Crushed in China, Mauled in the US
  12. Stunning Lack of Market Decline Highlights Surreal New Normal
  13. “Probably Not a Coincidence that the Prime Minister and I Were in Seattle meeting with Warren Buffett”
  14. Oslo Housing & Trade Balance Say: Tipping Point in Norway
  15. Will Plunging Store Rents Slow the Retail Doom-and-Gloom?
  16. Catalonia’s Independence Strife Turns into Financial Showdown
  17. These Job Trends in Silicon Valley, San Francisco Bay Area Will Hit Real Estate, the Economy, Municipal Budgets & Hype
  18. Record Apartment Building-Boom Meets Reality
  19. As Sales Plunge, GM Might Cancel Six Car Models
  20. The ECB Morphs into the Mother of All “Bad Banks”
  21. Bank of America Pulls Ripcord on Chinese Conglomerate HNA.
  22. Did the City of London Just Press the Panic Button on Brexit?
  23. Another Former $2-Billion Startup Gets Rolled Up
  24. Harley-Davidson Spirals Down, Announces US Layoffs, Builds Factory in Thailand
  25. Are More Bankruptcies Next for US Shale Oil Drillers?
  26. What’ll Happen to US Commercial Real Estate as Chinese Money Dries Up?
  27. $2-Billion Private Equity Fund Collapses to almost Zero
  28. Fears of “Doom Loop” in Italy Resurface
  29. Is California Bailing Out Tesla through the Backdoor?
  30. What the Headlines Got Wrong about Friday’s Data Dump
  31. People Not Amused by EU Efforts to “De-Cash” their Lives
  32. Reasons Emerge for Worst Chain-Restaurant Slump since 2009
  33. Jobs and Inflation: Gradually and Then Suddenly
  34. Financial-Crisis-Style Carmageddon Descends on Houston
  35. VISA takes its War on Cash to US Retailers
  36. Fueled by Global Investors, Home Prices Go Nuts in Barcelona
  37. Unwinding QE will be “More Disruptive than People Think”
  38. Cryptocurrencies Collapsed
  39. Silicon Valley’s “Death by Overfunding”: Next Unicorn Collapses
  40. Has Super Mario Draghi Met His Match?
  41. Stock Market Tsunami Siren Goes Off
  42. Is This a Contrarian Buy Signal for the Commodities Bust?
  43. Why the Next Recession will be a Doozie for Consumers
  44. Catalonia and Spain to Push Each Other into Financial Abyss?
  45. Consumers and Businesses Buckle under their Debts
  46. Stock and Bond Markets Blow Off Fed, Fed Gets Frustrated
  47. Brick-and-Mortar Meltdown in June: Who Got Crushed?
  48. Parents to Pay the Price when Australian Housing Bubble Bursts
  49. US Auto Sales Sag, Hyundai Meets Carmageddon
  50. “Investors Are Being Swindled”: Canadian Accountants Slammed
  51. Silicon Valley Begins to Crack Visibly
  52. Many EU Banks Would Collapse Without Regulators’ Help: Fitch

June 2017

  1. Crane-Counting in Seattle: Something Has to Give
  2. Apartment Rents Drop as Commercial Real Estate Sours
  3. Autopsy of Banco Popular Shows Fragility of EU Banking System
  4. “Tightening” Slugfest Erupts behind the Fed
  5. Top Canadian Court Permits Worldwide Internet Censorship
  6. NYSE President: Why Markets Should Be Rigged More
  7. These Large Companies, Still Using Unpatched or Bootleg Windows, Got Hit by Petya Ransomware Attack
  8. China Suffers “Delusion” like 1980s Japan, Faces Long Stagnation
  9. “Mortgage Demand Cools”: Fannie Mae
  10. Airbnb Just Made Itself Even More Unpopular in Barcelona
  11. The Fate of the 2 Shuttered Macy’s Stores in San Francisco
  12. The Economy Is Suffocating, Major Adjustment Period Coming
  13. Contagion from the 2 Friday-Night Bank Collapses in Italy?
  14. Haunting Photos of Shuttered Stores on Madison Avenue
  15. Two Italian Zombie Banks Toppled Friday Night
  16. Credit-Card Debt Slaves Move to Top of Fed’s Bank Worries
  17. EU Political Class Rides Roughshod over Citizens’ Concerns & Frustrations as it Pushes Integration
  18. Sears Canada Melts Down
  19. Rising Wages Scare the Fed: “We Need to Get on with This”
  20. Is Amazon Eating UPS’s lunch?
  21. This Will Whack US Auto Component Manufacturers
  22. Hong Kong Warns: Its Housing Bubble is a “Dangerous Situation”
  23. Argentina (!) Sells 100-Year Dollar-Denominated Junk Bonds
  24. The Fed is on a Mission, Doesn’t Worry about Markets: New York Fed’s Dudley
  25. Amazon to Slash Jobs at Whole Foods, Dump Cashiers, Switch to Cheaper Products in Price War with Wal-Mart
  26. German Politicians Hammer the ECB, But Only to Get Votes
  27. Tough Time for Automakers, Great Time to Buy a Car?
  28. San Francisco Bay Area Sheds Jobs and Workers
  29. Fear of Contagion Feeds the Italian Banking Crisis
  30. Amazon, the Death of Brick & Mortar, Buys into Brick & Mortar
  31. Why “Suddenly Hawkish” Yellen Brushed off the Dip in Inflation
  32. What Happens When the Machines Start Selling?
  33. Markets Blow off the Fed until Next “Financial Event”
  34. What Would Yellen Do, with these Retail Sales?
  35. Sears Canada Hires Bankruptcy Advisory Firm
  36. This Toxic Trifecta for Auto Loans is Fueling #Carmageddon
  37. Albertson’s Reveals Supermarket Meltdown as Global Deep-Discounters Promise Price War in Stagnating US Market
  38. Is the Chain-Restaurant Recession Becoming Structural?
  39. Americans Suddenly Sour on the Housing Market
  40. Is Another Spanish Bank about to Bite the Dust?
  41. The Biggest Tech Stocks Come Unglued
  42. Wall Street Wakes Up to #Carmageddon
  43. After Laying off Thousands, Boeing CEO Says Offshoring Work to China Won’t “Directly Harm” US Jobs
  44. “Largest Single Arms Deal in US History” Turns into “Fake News”
  45. “Bail-In” Era for Europe’s Banking Crisis Begins
  46. Next Asset Bubble Cracks: It’s so Big even the Fed is Fretting
  47. San Francisco Home Prices Suddenly Go Nuts Again
  48. Great Debt Unwind: Bankruptcies by Consumers and Businesses Jump
  49. Toronto’s Housing Bubble Pops. “The Frenzy is Over – It’s Over”
  50. It Starts: Hiring Falls in San Francisco Bay Area, Says LinkedIn
  51. Shock Waves Spread from Spain’s New Banking Crisis
  52. Haunting Photos of #Carmageddon: Hyundai Gets Crushed, as GM, Ford, Others Struggle
  53. Rents Deflate in the Hottest US Cities, Soar in Cheaper Cities
  54. Despite the Hype, Italy’s Banking Crisis Metastasizes
  55. Oh My, Those Conflicted American Consumers….

May 2017

  1. Brick-and-Mortar Retail Meltdown Has a Busy Month
  2. Dear Fed, It’s Not “Really Hard to Spot Bubbles”
  3. Why an Australian Fund Manager Decided to Sell Everything
  4. Goldman Sachs Accused of “Aiding and Abetting” Venezuela’s “Dictatorial Regime”
  5. Banco Popular’s Co-Co Bonds Plunge as Balance Sheet Chaos Revealed in Potential Forced Sale
  6. Why I think Stocks Won’t Crash Spectacularly but May Zigzag Lower in Agonizing Ups-and-Downs, Possibly for Decades
  7. Mexico’s Economy Reels from a Blast from the Past
  8. Are Markets Blowing off the Fed?
  9. Sears Revenues Plunge, to Hit Zero in 3 Years, Shares Jump
  10. Will these 2 Forces Crush San Francisco’s Housing Bubble?
  11. All Heck Breaks Loose in Toronto’s House Price Bubble
  12. Catalonia Threatens Spain with “Financial Bloodbath”
  13. “Is Inflation Understated” in Canada? You Bet: National Bank
  14. Liar Loans Dog Subprime Auto-Loan-Backed Securities
  15. Cryptocurrencies Show Just How Nuts Things Have Gotten
  16. Will Quant Funds Trigger the Next Stock Market Crash?
  17. Corporate America’s “Reverse Yankees” Shoot to Record in ECB Absurdity, But Who Are the Losers?
  18. The Pillage of Pemex Turns Bloody
  19. Oops, this Wasn’t Supposed to Occur in a Rosy Credit Scenario
  20. Commodities Bust Hits Farm Lenders, Delinquencies Surge 225%
  21. Used Vehicle Trade-in Values Sink, Hit New Vehicle Sales
  22. ECB Tapering May Trigger “Disorderly Restructuring” of Italian Debt, Return to National Currency
  23. Did Cisco Just Say Demand is “Very Lumpy?”
  24. This Is How an Asset Bubble Gets Unwound these Days
  25. Brick-and-Mortar Meltdown No Problem: Online Retail Startups Shift into Brick-and-Mortar
  26. The Backlash to Spain’s New Property Boom Has Begun
  27. #Carmageddon Now: Ford to Slash 10% of its Workforce
  28. Hotbed of Bootleg Software, China Gets Hit Most by WannaCry
  29. What the Heck’s Going on With Cryptocurrencies?
  30. It’s Really Crazy What This ECB Has Wrought
  31. $500 Trillion in Derivatives “Remain an Important Asset Class”: Hilariously, the New York Fed
  32. Hit by Run on Deposits, Banco Popular Denies it’s Looking for Rushed Takeover to Avert Collapse
  33. Worst Restaurant Tailspin since 2009/2010 Crushes Lower End
  34. The Fed Gets another Reason to Raise Rates and Unravel QE
  35. #Carmageddon for Rental Car Companies: Wolf Richter on WRKO Boston
  36. In Bleak Prognosis, Italy’s Financial Regulator Threatens EU with Return to a “National Currency”
  37. Miami “Preconstruction” Condo Flippers Drown in Glut
  38. “The Great Narrowing” of the S&P 500
  39. Retail Meltdown Demolishes Mall Investors
  40. Consumers Slash Spending Growth Expectations
  41. Hertz Gets Crushed after “Even Worse than Expected” Loss
  42. Where the Heck is the Macron-Victory Rally?
  43. Answers Emerge: This is How Badly Uber Eats into Hertz
  44. Spain’s Government Presses Property-Bubble Rewind Button
  45. Self-Sabotage: What Are US Oil Producers Thinking?
  46. What the Layoffs at Ford’s Medium-Duty Truck Plant Mean
  47. Here’s What Oil Did Today and Over the Past Three Weeks
  48. Manufacturing Might Come Back to the US, but Robots will Get the Jobs: Apple CEO
  49. Puerto Rico Triggers Largest Ever US Muni Bankruptcy Process
  50. What Crack Spreads Say about Oil Prices
  51. #Carmageddon Not Yet, But Hot Air Hisses out of Auto Bubble
  52. Is the City of London about to Lose its Crown Jewel?
  53. The Great Unwind Grips the 12 Hottest US Rental Markets
  54. Are American Debt Slaves Getting in Trouble Again?

April 2017

  1. London’s Deflating House Price Bubble Gets Messier
  2. Chilling Thing Insiders Said about Canada’s House Price Bubble
  3. Economy “Surprises” to Downside, Growth Near Zero. Atlanta Fed GDPNow Forecast just about Nailed it
  4. Goldman Sachs Prepares to “Better Weather Future Disasters”
  5. Atlanta Fed GDPNow Forecast for Q1 Drops to Almost Zero
  6. Internet Ad Revenues Surge, Only 2 Companies Get the Spoils
  7. Corruption Scandals already Trip Up Spain’s New Government
  8. Twitter Revenue Plunges for First Time Ever, Stock soars
  9. Can US-style Housing Crisis, “Jingle Mail” Hit Canada’s Banks?
  10. If Mortgage Rates Tick Up Even a Little, What’ll Happen to Canada’s House Price Bubble?
  11. 4 Short Sellers Explain Why They Target Tesla – But Don’t Try to Do this at Home
  12. I’m in Awe of How Fast Brick-and-Mortar Retail is Melting Down
  13. The French “Political Class” Gets Crushed – on the Surface
  14. Just How Safe is Spain’s Banking System?
  15. What’s Wrong with the American Craft-Beer Boom?
  16. Why Brexit, Bombs, and Trump Can’t Move Oil Prices
  17. Stock Markets Sit Blithely on a Powerful Time Bomb
  18. Toronto House Price Bubble Hit with 15% Foreign Buyers Tax. “Property Scalpers” & “Double Ending” Brokers Targeted
  19. This Vicious Cycle is What Bedevils the US Economy
  20. Mexico’s Economy Is Being Plundered Dry
  21. What, Bid-Rigging at Foreclosure-Crisis Auctions?
  22. Meltdown of Houston Auto Sales Has Eerie Financial Crisis Look
  23. So China’s Authorities Crack Down on Housing Speculation?
  24. Buffett’s Berkshire Hathaway Will Market US Homes in China
  25. What the Heck’s Going On with Classic Cars?
  26. So Who Are the Debt Slaves in this Rich Nation?
  27. Is Barcelona’s Crazy Tourist Boom Too Much of a Good Thing?
  28. Uber Confirms Horrendous Loss in 2016
  29. Atlanta Fed GDPNow Forecast Spirals Closer to Zero
  30. Restaurants in Worst Tailspin since 2009/2010
  31. Here’s Italy’s Latest Plan B Where Desperation Meets Insanity
  32. New York’s Office Market Gets Crushed, Bubble Deflates
  33. European Stocks are in Classic Soros-Style False Trend
  34. What Tesla’s “Inexplicable” “Ponzi Scheme” Valuation Says about the Stock Market
  35. Green Shoots! Is Argentina’s Economy Finally Growing?
  36. Banks Gear up for “Hacienda Hedge,” World’s Biggest Oil Deal
  37. “Canada: Irrational Exuberance?” Wild Housing Speculation Drives Entire Economy
  38. Buy, Sell, or Crash? Fed Warns on Stocks and Look what Happens
  39. Three More Reasons to Worry about the Euro’s Future
  40. Great Debt Unwind: Consumer Bankruptcies Jump, First since 2010. Commercial Bankruptcies Spike
  41. Oil Bust No Problem: It’s Good to Be an Energy CEO
  42. Atlanta Fed GDPNow Forecast Spirals Toward Zero
  43. War on Cash Puts ECB, EU on Collision Course with Germany
  44. Getting Serious Now? Senators Warren, McCain, Cantwell, and King Introduce New Glass-Steagall Act
  45. Ex-Goldman Trump Advisor Drops Glass-Steagall Bombshell
  46. Startup Craziness Deflates, Hits Silicon Valley & San Francisco
  47. Miami Condo Glut Comes Apart: Wolf Richter on WRKO Boston
  48. Toronto House Price Bubble Goes Nuts
  49. Bay Area Economic Outlook Buckles under Strains
  50. #Carmaggedon Not Yet, But Another Wheel Came Off
  51. Spain’s Most Italian Bank Still “Solvent,” Claims Finance Minister
  52. Miami Condo Bust Much Worse than Industry Numbers Show
  53. Housing Bubble in Sydney Soars to New High, Politicians Promote Scheme to Bitter End
  54. This Economy is Ruined for Many Americans
  55. Is the Global Taxman Coming?

March 2017

  1. Unraveling QE “Later This Year” Gets Serious
  2. Denmark: Debt Bomb, Waiting for an Inflationary Spark
  3. Last Two Times After Our Dear Government Reported Data Like This, Stocks Crashed
  4. Here’s Why Italy’s Banking Crisis Has Gone Off the Radar
  5. Why Does Pre-Collapse Year 2007 Keep Popping Up in M&A?
  6. How Many Jobs Do Robots Destroy? Answers Emerge
  7. Shock, Horror: ECB Not as “Independent” as it Claims – Report
  8. Commercial Real-Estate Bubble “Can Breathe Easier” after Health Bill Collapsed in Congress
  9. Wind Energy Now Competes Directly with Coal on Cost
  10. Health-Care Industry Debt Turns into “Systemic Recession Risk”
  11. Auto Industry Resorts to Biggest Incentives Ever Just to Slow the Decline in Sales
  12. Condo Flippers in Miami-Dade Left Twisting in the Wind
  13. Italy at the Grim Edge of a Global Problem
  14. Subprime Auto Loans Crushed Worse than in 2009, Auto Industry Bleeds, Knock-on Effects Commence
  15. Eurozone Whistles Past its Biggest Threat
  16. ECB Hands Banks $250 Bn Today, Floats all Markets – um, Briefly
  17. How Solid are Canada’s Big Banks?
  18. Commercial & Residential Real-Estate Bubble once again a Risk to “Financial Stability,” and Fed’s Rosengren is Worried
  19. The Australian “Energy Market,” as Explained by Comedians
  20. One Sole Aim: “Steal Away” Global Finance from London
  21. Is this the Sound of the Bottom Falling Out of the Auto Industry?
  22. Despite Financial Engineering & Clever Reporting Schemes, S&P 500 Earnings per Share Stuck for 3+ Years, but Stocks Soar
  23. Rising Inflation, Four Rate Hikes, Financial Repression on Menu in 2017: Fed Heads
  24. Central Bank Shell Game: What Sweden’s Negative Interest Rates Do to Consumers
  25. Stop Counting On Oil Contangos
  26. Stocks Soared on Trump’s $1-Trillion Infrastructure Boom. But that Just Evaporated. Now What?
  27. Deepening EU Banking Crisis Meets Euro-TARP and Taxpayers
  28. Where’s Citizenship for Sale? Huddled Masses Need Not Apply
  29. ECB Trapped in its Own “Doom Loop” as Inflation Surges
  30. How Auto Sales Are Getting Crushed in Houston
  31. Inflation Hits Consumers, Mortgage Rates Take Off, “Financial Repression” for Bondholders and Savers
  32. Foreign Investors Pile into US Commercial Real-Estate Bubble
  33. “In the Short Run, It’s Very Difficult to See When to Bail Out”
  34. Bond “Carnage” hits Mortgage Rates, Aims at Housing Bubble 2
  35. Brexit Drains Swamp in London, Creatures Head to Luxembourg
  36. Are Germans About to Be Made to Pay for Their Love of Cash?
  37. Restaurant Recession Meets February Debacle
  38. Snap’s IPO Shares Should be “Junk Equity”: CalPERS
  39. U.S. Shale Kills Off the Oil Price Rally
  40. Deutsche Bank Tries to Stay Alive
  41. Are We About to See a “European Monetary Fund?”
  42. Why No One’s Going to Drain this Swamp
  43. Atlanta Fed GDPNow Forecast Spirals Down in Amazing Manner
  44. “Retailers Are the New Oil & Gas,” Only Worse
  45. After Years of Price Gouging, Mylan’s EpiPen Gets Crushed
  46. Investor Group Attacks Snap’s No-Vote Shares, Stock plunges
  47. Definition of Madness: Spain Needs Bigger Banks, Apparently
  48. The Bloodletting among Retailers Simply Doesn’t Let Up
  49. Is Mexico Facing “Liquidity Problems?”
  50. This is Worse than Before the Last Three Crashes
  51. Are 100-Year Mortgages Next? Effects of Negative Real Interest Rates on Nordic Housing Bubble
  52. OK, I Get It, None of My Data is Safe. But I Did Something Nasty that Helps a Lot
  53. Costco Gets Whacked by Inflation
  54. What’s Different This Time? Stocks
  55. Peak Rent?
  56. Euro Breakup Rattles Investors Once Again

February 2017

  1. So What Are We Going to Do with the Retail Malls?
  2. Cooking the Books: Saudi Aramco IPO Overvalued by 500%?
  3. Oops, this Isn’t Supposed to Happen in a Rosy Credit Scenario
  4. Debt Boom in China Could Lead to “Financial Crisis,” But Maybe Not Yet: New York Fed
  5. Does Uber Know it Can’t Make Money Unless it Uses Self-Driving Cars and Gets Rid of Human Drivers?
  6. Is that Desperation Hanging Over Europe’s Banking System?
  7. It Gets Ugly in Brazil
  8. How Much Money Laundering is Going On in the Housing Market? A Lot
  9. Former IMF Chief and Dozens of Former Bank Execs Just Got Sentenced to Jail
  10. So Who’s Pumping Up this “New Normal” Housing Market?
  11. This Rally in Stocks is Doomed: Goldman
  12. Is the US Restaurant Recession Becoming Structural?
  13. This is Why World Trade is the Weakest Since 2009
  14. Biggest Gasoline Glut In 27 Years Could Crash Oil Markets
  15. Why Toronto (and Other Cities) Inflate Housing Bubbles to the Bitter End
  16. S&P 500 Earnings Stuck at 2011 Levels, Stocks up 87% Since
  17. Luxury Home Listings “Overpriced by a Third?”
  18. The Unthinkable Just Happened in Spain
  19. Worse Than a Decade of Stagnation
  20. “Seriously Delinquent” Auto Loans Surge
  21. Here are the Top “Sell Markets” in an Overpriced World as “the Apartment Cycle Draws Closer and Closer to the End”
  22. Whatever Happened to Inflation after All This Money Printing? It Has Arrived!
  23. Fed Frets about Commercial Real Estate Bubble & its $2 Trillion in Loans Mostly at “Smaller Banks”
  24. Brazil Retail Sales Collapse as Inflation and Unemployment Whack Consumers
  25. Biggest EU Banks Embark on the Mother of All Debt Binges
  26. This is What Happens to Inflation when a Currency Gets Unpegged from the Dollar
  27. The Most Expensive Office Market in the US Fizzles
  28. Trump Promises “Fast Trains,” Japan’s Railway Stocks Soar
  29. Why a NYMEX Veteran is Getting Nervous about Oil
  30. Kamikaze Economics with Slow-Motion Debt Crash
  31. Global Shipping Meltdown Mauls German Banks, Retail Investors, Taxpayers
  32. Foreign Governments Dump US Treasuries as Never Before, But Who the Heck is Buying Them?
  33. Wall Street Pouring Money Back Into Oil And Gas
  34. Not Enough Americans Can Figure Out Why on Earth Use Twitter
  35. World’s Largest Container Carrier “Unexpectedly” Has Big Loss in Crushed Industry. Now Trade War with China Looms
  36. Italy’s Banking Crisis Is Even Worse Than We Thought
  37. What Would it Cost a Country to Leave the Euro? That’s What Everyone Suddenly Wants to Know
  38. This Is How Out-Of-Whack US Trade Relationships Really Are
  39. The Growth Industry in 2017? Debt Restructuring & Bankruptcy!
  40. Why Corporate America Has Conniptions about Trump’s H-1B Visa Reform
  41. Desperation Invades Vancouver Housing Bubble, as Hot Money Still Pumps up Toronto, Hype Overflows
  42. Consumer Bankruptcies Rise for the First Time since 2010
  43. Italy’s “Bad Banks,” Created to Save the Financial System, Are Themselves on Verge of Collapse
  44. There’s a Lot More at Stake in this IPO than Just Toxic Financials
  45. Markets Smell a Rat as Central Banks Dither
  46. It’s Time We Talked About Our Owners
  47. Car Sales Crash, But It’s Complicated
  48. Rents Plunge in Costliest US Cities, Soar in Mid-Tier Cities
  49. “Watch Out for the Shock”: Asset Manager Natixis

January 2017

  1. The Granular Detail of Miami’s Preconstruction Condo Flipping Bloodbath
  2. Is Italy’s Banking Problem Becoming Too Big to Solve?
  3. What the Heck Happened to Hanjin’s Ships and the Collapsed Freight Rates?
  4. Condo Speculation Collapses in Miami-Dade’s Condo Glut
  5. Dow Companies Report Worst Revenues since 2010, Dow Rises to 20,000 (LOL?)
  6. Things Just Got Serious in Europe’s War on Cash
  7. Back Below “Stall Speed”: 2016 Economy Matches Worst Year since Great Recession
  8. This Mexican Company Could Make a Killing from Trump’s Policies
  9. Deflation Probability Drops to 0% for Next Five Years
  10. Cisco Buys 45th Company in 5 Years, Revenues Still Stagnate
  11. ECB’s Insider Connections Under Scrutiny Again
  12. “Rightsizing Has Once Again Come to the Tech Sector”
  13. Financialization of Rents Gets Taxpayer Guarantees
  14. Judge Reveals Shady Side of Crushed Aetna-Humana Merger, Banks to Lick their Wounds, Aetna to Get Pummeled
  15. Big Shrink to “Hire” 25,000 in the US, as Layoffs Pile Up
  16. These are the Countries with the Biggest Debt Slaves, and Americans Are Only in 10th place
  17. Spain’s Banks Openly Flout the Law Like Never Before
  18. What Will Prick the “Leveraged Share Buyback” Craze?
  19. Sear’s Bankruptcy, Who Gets the Real Estate, and How the Pension Fund Got Hung Out to Dry Invade Mnuchin’s Senate Confirmation Hearing
  20. Treasuries Got a Break. Now Beatings Resume until the Mood Improves
  21. Toshiba Shares Re-Collapse – the US Fiasco
  22. China’s Holdings of US Treasuries Plunge at Historic Pace
  23. World’s Worst Tax Haven Threatens to Expand its Operations
  24. The Dollar, “the Most Crowded Trade,” Gets Less Crowded
  25. Inflation Gets Real (Not Just Nominal) in Argentina
  26. Another Retailer Goes Bankrupt, Shutters Stores, While Tiffany Blames Trump Tower for US Holiday Sales Debacle
  27. How Trump Could Unwittingly Gut Boeing’s Global Business
  28. These “8 Men” Own as Much as Poorest Half of the World, Oxfam Reports as Global Elite Hobnobs in Davos
  29. Mauled by Peso Crash & Inflation, Mexico to Cut its Dependence on US Food Producers
  30. Nuclear Energy Sector Turns in Taxpayer-Sinkhole
  31. From One Scam to Another: How Banks in Spain Intend to “Compensate” 1.4 Million Fleeced Homeowners
  32. Surge in Consumer Confidence Turns to “Dismal” Retail Sales beyond Autos, Gasoline
  33. Obama Expands Surveillance Powers on His Way Out
  34. For How Long Did Fiat-Chrysler Hide its EPA Diesel Fiasco? Investors Found out the Hard Way Today
  35. Bitcoin Collapses, Chinese Latecomers Get Fleeced
  36. Fed Pays Banks $12 Billion on “Excess Reserves,” Taken from Taxpayer Pockets
  37. UBS Warns: Spain’s “Most Italian Bank” Runs Out of Options
  38. Boeing: Three More Waves of Layoffs in 2017, as Orders Collapse to 7-Year Low. Shares Near All-Time High
  39. What’s Going on with the Banks? Citi Cuts Goldman to “Sell,” after Goldman Cut Citi to “Neutral”
  40. Get Ready for China’s Hot New Export Product: Inflation
  41. What 1 Million US Jobs? Dreading a Trade War, China Sends Alibaba’s Jack Ma to Trump for some Fence Mending
  42. Commodities Bust Crushes Incomes, House Prices, & Rents in Western Australia
  43. Hideous Constellation of Threats and Challenges Facing Mexico
  44. Evictions by Wall-Street Mega-Landlords Soar, Financialization of Rents Cause “Housing Instability”: Atlanta Fed
  45. The Thing in the Jobs Report that Gives the Fed the Willies
  46. The Oil Supply Glut is Here to Stay in 2017
  47. Um, General Chinese Motors?
  48. Annual US Auto Sales Fell for First Time since 2009 at GM, Ford, Fiat-Chrysler, Toyota, VW, BMW…
  49. How Bad Will the “Bond Massacre” Get?
  50. Power & Profit Fuel War on Cash in Europe
  51. Trump Tweets, Ford & GM Counter, their Shares Jump, the Peso Plunges, but the Jobs Won’t “Come Back” to the USA
  52. The Bitter Reality of the Stock Market “January Effect”
  53. Shrinking Oil Giant Pemex Starts 2017 on Wrong Foot
  54. The Almighty Dollar and the Currencies that Crushed it in 2016

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