Housing Bust #2 Has Begun

Stocks, Bonds & CRE Face QT

Fundamentals for markets have boiled down to QE or QT since 2009. Now there’s QT, a lot of QT, globally, to battle the worst inflation in decades. Support the show [https://wolfstreet.com/how-to-donate-to-wolf-street/]

Revenge of Variable-Rate Commercial Debts

Most people in finance today cut their teeth in the era of Easy Money, when history books were thrown out the window.  Support the show [https://wolfstreet.com/how-to-donate-to-wolf-street/]

Free Money Turned Brains to Mush. Now Some Banks Fail

The Fed ended Free Money, and the only thing it broke is the consensual hallucination that spawned during the Free Money era. And look what we got.  Support the show [https://wolfstreet.com/how-to-donate-to-wolf-street/]

Housing Bust #2 Has Begun

Some markets are already deep into it, others just started. A sobering trip from the free-money decade in la-la-land, back to normal.  Support the show [https://wolfstreet.com/how-to-donate-to-wolf-street/]

What’s Behind the Mass Layoffs in Tech & Social Media?

Drunk with Easy Money, companies were hogging office space and workers for a future that did not come.  Support the show [https://wolfstreet.com/how-to-donate-to-wolf-street/]