Financial | John Barleycorn

US-Traded Chinese Stocks & ADRs Totally Crushed, Many by 50% or 60% or More | Wolf Street
— Read on wolfstreet.com/2019/05/25/us-traded-chinese-stocks-adrs-get-totally-crushed-many-by-50-to-60/

Worsening Inventory Pileup Rattles Goods-Based Economy | Wolf Street

We’ll show how the long-term average is a longshot bet in almost any market environment. Most of the time, returns over a decade or two are well-above or well-below average.
— Read on www.mauldineconomics.com/frontlinethoughts/no-free-lunch-valuation-determines-return

The financial news, Wolf style

Bond Funds Are “Potential Source of Financial Instability,” after Years of Global QE and Low Interest Rates: Fitch | Wolf Street
— Read on wolfstreet.com/2019/02/11/bond-funds-are-potential-source-of-financial-instability-after-years-of-global-qe-and-low-interest-rates-fitch/

Another Retail Chain Bought & Stripped Bare by Sun Capital Goes Bankrupt | Wolf Street
— Read on wolfstreet.com/2019/01/17/another-retail-chain-owned-stripped-bare-by-sun-capital-goes-bankrupt/

Corporate raiders

Last week. I argued Jerome Powell did the right thing by raising rates a mere 25 basis points. He forcefully declared the Fed’s independence from the market and politicians for the first time since Volcker.
— Read on www.mauldineconomics.com/frontlinethoughts/bear-markets-fed-mistakes-and-quick-shots-from-john