Morning News: February 13, 2025
Trump’s Ukraine Deal Looks Great — for Putin
Trump’s Ukraine Plans Mean a $3 Trillion Bill for European Allies
Germany Requests Exemptions From Gas Storage Filling Target
Taiwan Prepares for Trump’s Tariffs, and a Changed Washington
Trump Vows Reciprocal Tariffs Today Without Giving Details
Chaotic USAID Shutdown Costs Intensified by Wasted Supplies, Layoffs and Lawsuits
‘Deregulation by Firings’: Breaking Down the Cuts to Financial Oversight
With Attack on Consumer Bureau, Musk Removes Obstacle to His ‘X Money’ Vision
Republicans Love Trump’s Spending Cuts. Just Not in Their States.
A.P. Accuses White House of Violating First Amendment
How Elon Musk and the Right Are Trying to Recast Reporting as ‘Doxxing’
Top N.I.H. Official Abruptly Resigns as Trump Orders Deep Cuts
Bird Flu Is a Big Threat. The US Needs to Start Acting Like It.
Eggs-istential Inflation Scrambles Bond Markets
US Bonds Rise After Hot Inflation Fuels Worst Day Since December
Inflation Expectations Are Back in the Debate Over Fed Rates
Inflation Helped Trump Get Elected. Now It’s His Problem.
Why 10-Year Yields Are on the Treasury Secretary’s Mind
The Secretive Hedge Fund Rewriting the Rules of $4.5 Trillion Industry
As Buyers Fail to Show Up, More Homes Are Being Pulled From Sale
How Silicon Valley Swung From Obama to Trump
Quantum Computing Is Closer Than Ever. Everybody’s Too Busy to Pay Attention.
Apple’s Stock-Market Performance Is Increasingly Made in China
Honda and Nissan Scrap $50 Billion Merger Plan
Unilever Picks Amsterdam Over London for Ice Cream Unit’s Primary Listing
Japan Perfected 7-Eleven. Why Can’t the US Get It Right?
SharkNinja CEO Says There’s No Supply Chain for US-Made Blenders
Crocs 4Q Results Beat Estimate with Lift from Heydude Brand
As Salaries Boom, It’s a Good Time to Be an N.F.L. Coach
Your Stolen Car Is In a Shipping Container, Bound for Africa
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Posted by Eddy Elfenbein on February 13th, 2025 at 7:06 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 