Publisher of finance and econ site https://teapawt.net/t.co/Xt9NMmBHdg
San Francisco
Joined July 2011
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Treasury I Bond “Fixed Rate” Raised to 1.40%, Highest since 2006, for 5.51% Annual Combined Rate for Next 6 Months
This generation of inflation-protected long-term tax-advantaged buy & forget savings product is more appealing than those of past 20 years
wolfstreet.com/2026/10/30/tr…
Tech Makes a Mess as Wrinkle Start to Show. Markets Are Edgy Now, Aren’t they?
These are some sudden massive movements in even huge stocks
wolfstreet.com/2026/10/29/te…
The Growth of the Vacant Housing Stock in the US, Q3 2026.
Total housing units grew by 1.51 million YoY (new construction minus demolition). Vacant for-sale & for-rent units jumped by 7.1%, to 4.93 million, highest since 2013
wolfstreet.com/2026/10/28/th…
Fed Holds Rates, but with 2 Dissenters. A Hold before the Election Was Widely Expected. Dissenters Were Not.
The statement upgraded the economy and left the door wide open for rate hikes. 10-Year Treasury yield kneejerk jumps
wolfstreet.com/2026/10/28/fe…
What the “Housing Shortage” of New Single-Family Homes Looks Like: Ballooning Inventories, Falling Prices, So-So Sales.
Homebuilders are doing their job creating new housing stock even as they’ve had trouble selling these homes
wolfstreet.com/2026/10/27/wh…
Mega and Large Investors Pull Back from Housing Market, Become Net Sellers, Small Investors Continue to Pile In.
Who is the smart money, after the home-price explosion?
wolfstreet.com/2026/10/26/me…
Treasury Market Gets to Breathe: AI Companies Front-Loaded Debt Sales and, Loaded with Massive Cash to Spend, Step Back from the Bond Market.
Conniptions in the Treasury Market calm down. Nothing Goes to Heck in a Straight Line, not even the Treasuries
wolfstreet.com/2026/10/24/tr…
AIpocalypse Not Now. Economy Is Running Hot: Lots of Growth, Lots of Inflation.
This is for October, advance notice, so to speak.
wolfstreet.com/2026/10/23/ai…
AI Found Catastrophic Vulnerabilities in PHP, Running on 70% of All Websites, incl. WOLF STREET. Then it Was Leaked.
This could have been a massive mess.
wolfstreet.com/2026/10/22/ai…
The Unloved 20-Year Treasury Bond Sells at 5.47%, Highest Auction Yield since… (1986*)
The bond market has come to grips with these 5%-plus yields and is settling in
wolfstreet.com/2026/10/21/th…
Pending Home Sales Plunge to Record Low.
And these mortgage rates too shall pass? It’s been four years of mortgage rates in a historically normal range. What’s high is inflation and home prices
wolfstreet.com/2026/10/20/pe…
Single-Family & Multifamily Rents in the US and 22 Large US Metros: Amid Massive Divergence, Rents Are Re-Accelerating.
Who owns the single-family and multifamily rental housing stock?
wolfstreet.com/2026/10/19/si…
Here's 1 of the 22:
Oh Dear, Prices of Single-Family Homes Fell by 11% to 26% in 16 Bigger Markets Already.
In another 13 bigger cities, prices fell by 9% to 10%. But San Francisco’s market goes haywire as AI mania money spills into housing
wolfstreet.com/2026/10/16/oh…
Inflation Spreads across the Economy, Not Going Back into the Bottle: CPI, Core CPI, Core Services CPI Spike.
Core services CPI +4.5% annualized, Core CPI +4.1% annualized, all-items CPI +8.1% annualized in September from August
wolfstreet.com/2026/10/14/in…
The Social Security COLA for 2027 Will Be Largest since 2023.
The numbers are out for the Cost-of-Living Adjustments for Old-Age, Survivors, and Disability Insurance and Supplemental Security Income
wolfstreet.com/2026/10/14/th…
Sales of Existing Single-Family Homes Scrape along Bottom of 4-Year Dumpster, Supply at 11-Year High. Condo Sales at Record Low, Supply at Record High
wolfstreet.com/2026/10/13/sa…
US Government Sold $728 Billion of Treasuries this Week. Yields at the 3-Yr, 10-Yr, 30-Yr Auctions Highest in 20+ Years, Demand Emerges. Short-Term Yields See Rate Hike
Bond market functioning again after Fed’s 2008-2022 interest rate repression broke it
wolfstreet.com/2026/10/10/us…
Despite AI Debt Pileup, Bond Market Still in La-La-Land, Investors Chasing Yield, Backed by Sky-High AI Stock Valuations
With stunning amount of capital getting sucked up while AI revenue model is in fantasy land, you’d think it would be Panic City. But no
wolfstreet.com/2026/10/09/de…
Status of the Commercial Real Estate Debt and Who Owns it in 2026.
The government is the most aggressive CRE lender. But even CMBS balances are surging again, water under bridge?
wolfstreet.com/2026/10/08/st…
Still QT plus Renewed Rate Hikes at the ECB despite Surging Bond Yields in the Euro Area.
The ECB shed €95 billion of QE Bonds & Loans in Q3. Since mid-2022, QE assets dropped by 53%! Gold got marked up to market
wolfstreet.com/2026/10/08/st…
