Morning News: February 12, 2025
European Defense Startups Drive $5.2 Billion Funding Spree in 2024
Milei’s Plan to Boost Farm Exports: Stop Ships From Running Aground
China’s Property Crisis Enters a Dangerous New Phase
How China’s Growth Headwinds Shape Its Response to Trump
What Modi and India Can Offer Trump on Tariffs and Trade
Why Trump Hit the International Criminal Court With Sanctions
Trump Advisers Look to Shift US Foreign Aid to Wall Street Ally
America First Is Quickly Becoming America Alone
To Win the Global Money Game, America Has to Play
Who Pays for Tariffs (Hint: It’s most often not other countries.)
A Hot Inflation Print Is Set to Derail S&P 500’s Run to Record
With High Prices Persisting, Trump Tempers Tone on Slaying Inflation
How Car Insurance Would Help Tariffs Cast a Long Inflation Shadow
Activist Breakup Wins Should Rattle Size-Obsessed CEOs
Fearing Trump, Wall Street Sounds a Retreat on Diversity Efforts
McKinsey Champions Diversity While Rivals Abandon Targets
SoftBank Posts Quarterly Loss, Gears Up for Giant AI Project
How Trump’s Policies Have Shaken America’s IT Departments
Nvidia Shares No Longer Bulletproof as DeepSeek Fears Linger
Alibaba Becomes China’s New AI Darling With $87 Billion Rally
Meta’s Accounting Move on AI Servers to Boost Profit This Year
China’s Vast Energy Market Swallows DeepSeek Impact
Tesla Can’t Afford Another Twitter-Size Distraction
Ford Chief Executive Says Trump Policies May Lead to Layoffs
Biogen Forecasts Bigger Annual Sales Decline Than Expected
CVS Rises After Fourth-Quarter Profit Signals Improvement
How Oura’s Smart Ring Bridged the Gap From Tech Bros to Normies
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Posted by Eddy Elfenbein on February 12th, 2025 at 7:03 am
The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.
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Does anyone have a suit of armor, jet skis and a blowtorch I can borrow/rent? There's an experiment I'm working on.
This is pretty amazing. US elections combined since 1924:
GOP: 1,058,301,749
DEM: 1,057,846,951
Oth: 88,548,252Unemployment spikes in Washington, DC
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Eddy Elfenbein is a Washington, DC-based speaker, portfolio manager and editor of the blog Crossing Wall Street. His 