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Wolf Street

After biggest hiring binge ever in 2020-2021, it was clear there’d be a lot of sorting out & cleaning up afterwards. Is it finally time to bottom-fish this stock? Or is it a falling knife? Big Tech is finally plowing their cash & their investors’ cash into the economy. Tax refunds make great down-payments which are gre

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  • Sep 15, 2025earliest in window
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wolfstreet.com
wolfstreet.com > 11/16/2025 > thank-you-%f0%9f%92%96-for-your-wonderful-support-of-wolf-street-and-if-you-missed-the-fall-reminder-please-donate

THANK YOU 💖 for Your Wonderful Support of WOLF STREET!!! And if You Missed the Fall Reminder: Please Donate

9+ mon, 3+ week ago   (485+ words) Thank you all for your many generous donations to Wolf Street since the reminder last week!!! And thank you to all of you who donate throughout the year!!! I appreciate each and every donation. Your wonderful support of Wolf Street…...

Wolf Street
wolfstreet.com > 06/30/2026 > inflation-nominal-economic-growth-to-the-rescue-the-us-governments-ugly-fiscal-mess

Inflation & Nominal Economic Growth to the Rescue: The US Government’s Ugly Fiscal Mess

2+ mon, 1+ week ago   (1047+ words) And the government’s solution to the mess, supported by the Fed, has been to “let it run hot”: higher nominal economic growth and higher inflation – instead of fiscal responses. Interest payments by the federal government on its gargantuan Treasury debt…...

wolfstreet.com
wolfstreet.com > 03/26/2026 > the-us-labor-market-confounds-with-its-countercurrents-it-may-be-the-new-normal-labor-market

The US Labor Market Confounds with its Countercurrents. It May Be the New Normal Labor Market

5+ mon, 2+ week ago   (1098+ words) On one side, there are the tech layoff announcements, often to clean up what tech CEOs widely called “over-hiring” to describe what they’d done in 2020-2022, when their payrolls exploded; Block CEO Jack Dorsey was the latest on X, “yes we…...

wolfstreet.com
wolfstreet.com > 11/26/2025 > despite-their-ultra-sour-mood-americans-splurge-at-restaurants-bars-like-theres-no-tomorrow

Despite their Ultra-Sour Mood, Americans Splurge at Restaurants & Bars like There’s No Tomorrow

9+ mon, 2+ week ago   (752+ words) Sales at these food services and drinking places jumped by 0.74% in September from August and by 6.7% year-over-year, to a record $101 billion, seasonally adjusted, bringing the 12-month total to $1.16 trillion, according to the delayed data from the Census Bureau on Tuesday…...

wolfstreet.com
wolfstreet.com > 08/27/2026 > quarterly-update-on-the-ugly-fiscal-condition-of-the-us-in-q2-2026

Quarterly Update on the Ugly Fiscal Condition of the US in Q2 2026

2+ week, 2+ day ago   (916+ words) Banks California Canada CRE, the Epic Mess Credit Bubble Debtor Nation Drunken Sailors Europe Federal Reserve Housing Bubble 2 Inflation & Devaluation Japan Jobs Markets & Companies Oil, Gas, Power Trucks & Cars Trade & Transportation Interest payments by the federal government on its $40 trillion…...

wolfstreet.com
wolfstreet.com > 01/23/2026 > americans-incomes-from-wages-salaries-businesses-farms-rentals-dividends-interest-and-transfer-receipts

Americans’ Incomes from Wages & Salaries, Businesses & Farms, Rentals, Dividends & Interest, and Transfer Receipts

7+ mon, 2+ week ago   (1031+ words) Americans’ personal income – which rose 4.3% year-over-year in November to an annual rate of $26.4 trillion – came from their wages and salaries, from their small businesses and farms, from their rental properties, from dividends and interest income, and from transfer receipts from…...

Wolf Street
wolfstreet.com > 01/15/2026 > food-inflation-gets-hot-but-not-every-item-a-look-at-beef-chicken-coffee-eggs-dairy-fresh-fruit-vegetables-other-foods

Food Inflation Gets Hot, but Not Every Item: A Look at Beef, Chicken, Coffee, Eggs, Dairy, Fruit & Vegetables, “Other Foods”

7+ mon, 4+ week ago   (1223+ words) The CPI for “Food at home” – food that people buy at stores, markets, or online and consume off premise – jumped by 0.72% month-to-month (+9.0% annualized), the biggest jump since August 2022, after a slight decline in the prior month, according to the CPI…...

wolfstreet.com
wolfstreet.com > 06/03/2026 > ai-investment-boom-sucks-up-hoarded-cash-from-stock-market-investors-companies-sprays-it-into-the-real-economy

Up Hoarded Cash from Stock Market Investors & Companies, Sprays it into the Real Economy

3+ mon, 1+ week ago   (693+ words) mega-valuations and gets sprayed widely into the real economy. With the huge valuations of tech companies –...

Wolf Street
wolfstreet.com > 02/26/2026 > ai-the-immigration-crackdown-and-mind-blowing-overhiring-in-2020-2022-are-now-rattling-the-labor-market

AI, the Immigration Crackdown, and Mind-Blowing Overhiring in 2020-2022 Are Now Rattling the Labor Market

6+ mon, 2+ week ago   (1513+ words) Freshly discharged people filed these unemployment insurance claims at their state unemployment agencies, which then report them to the US Department of Labor by the weekly deadline, which then publishes it. This is not survey-based. Continued weekly claims for unemployment…...

wolfstreet.com
wolfstreet.com > 05/08/2026 > housing-bubble-bust-1-and-2-as-seen-through-employment-at-mortgage-lenders-and-mortgage-brokers

Housing Bubble & Bust #1 and #2 as Seen through Employment at Mortgage Lenders and Mortgage Brokers

4+ mon, 4+ day ago   (869+ words) Housing bubbles entail employment bubbles at mortgage lenders and mortgage brokers. And housing busts then dramatically unwind those employment bubbles as mortgage lenders and brokers react to plunging demand in the housing market. Employment at nonbank mortgage lenders – which dominate…...

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