Morning News: February 4, 2025
Why These Companies in Louisville, Ky., Fear Trump’s Tariffs
Dudley: Trump’s Tariffs Are Even Worse Than I Imagined
It’s Almost Like They Knew Trump Was Bluffing
China Hits Back Against Trump’s Tariffs With Targeted Actions
These Are All the US Goods China Is Targeting With Tariffs
Where Trump’s Trade Fight Could Go Next
EU Must Accept Transactional Global Relationships, Commission Chief Von Der Leyen Says
El Salvador Offers to Take US Criminal Deportees of Any Nationality For a Fee
Trump Promised a Cap on Credit Card Interest Rates. Here’s His Chance.
Fed Official Pushes Back on Pre-emptive Policy Moves
Are Markets Underestimating the Tariff Problem?
Apollo Raises Record From Private Wealth as Credit Lures Clients
Intesa Sanpaolo Issues $2.07 Billion Buyback, Raises 2025 Outlook
Amazon, King of Online Retail, Can’t Seem to Make Its Physical Stores Work
AI Resurrecting the Dead Threatens Our Grasp on Reality
How a Sale of TikTok Would Work and Who Might Buy It
Nintendo Cuts Earnings, Switch Sales Guidance Amid Profit Slump
Spotify Reports First Full-Year Profit
Ford’s F-150 Lightning Is Falling Behind Tesla’s Cybertruck in Deepening EV Crisis
Ferrari Expects Higher Revenue and Earnings This Year
Merck Halts China Gardasil Sales, Dragging on 2025 Outlook
How an Activist Group Helped Torpedo MDMA Therapy
Coffee Set for Longest Gaining Streak in 45 Years on Supply Woes
PepsiCo Revenue Slips on Volume Drop for Frito-Lay, Quaker
Smirnoff Maker Diageo Scraps Midterm Guidance Amid Tariff Uncertainty
The $22 Billion Vape Industry Is About to Get Even Messier
The NFL’s Flawed DEI Program Still Beats What Most Companies Are Doing
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Posted by Eddy Elfenbein on February 4th, 2025 at 7:04 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 