Morning News: February 4, 2026

Bulgarians Adopt the Euro With a Whisper of Melancholy but Few Tears

Why India Will Struggle to Reduce Its Reliance on Russian Oil

America’s Critical-Minerals Strategy Looks Increasingly Chinese

‘Neoroyalism’ and What It Says About Trump

Wall Street’s Rotation Into Value Has a Dot-Com Warning to It

Once the Hottest Bet on Wall St., Private Credit Has Started to Crack

Hedge Funds Use Leverage to Reap 28% Return From Safest Debt

UBS Profit Beat Overshadowed by Worries Over US Wealth Outflows

Stephen Miran, Temporary Fed Governor, Resigns From White House Role

Warsh Will Need His Vaunted People Skills to Smooth Return to Fed He’s Scorned

Warsh’s White House Honeymoon Will Be Brief

With Jobs Data Delayed, Analysts Flock to Unofficial Data

Trump’s Payments Industry Squeeze Will Tighten Consumer Credit

Kalshi Claims ‘Extortion,’ Then Recants in Feud Over User Losses

Jason Furman Has a Plan To Make All of Us Very Tall

Home Builders Turn to White House for Help on Inventory Glut

Voters Say Housing Prices Are Too High. Trump Wants Them Higher

Congress Targets Housing Crisis as Solutions Elude Trump

Congress Reins In Drug Middlemen in Effort to Lower Prescription Prices

Trump’s Attempt to Make Drugs Cheaper Is Pushing Up Prices in Other Countries

Lilly Sees Surging Sales in Break From Obesity Rival Novo

The Telecom Act of 1996 Needs a Deregulatory Overhaul

Henkel to Buy Coatings Company Stahl in $2.5 Billion Deal

Texas Instruments Strikes $7.5 Billion Deal to Buy Silicon Labs

Nasdaq Mulls New ‘Fast Entry’ Rule Ahead of Big IPOs Like SpaceX

Musk’s AI Startup Is a Payload SpaceX Can’t Afford

Prologis Might Fund Data Centers With New Pool of Investor Capital

Anthropic Takes Aim at OpenAI’s ChatGPT in Super Bowl Ad Debut

Some Brands Aren’t Spending Like YouTube Is the New TV

N.F.L. Eyes New TV Deals Before the Old Ones Even Expire

Disney’s CEO Pick Shows It’s a Tourism Company Now

What Happens When the Winter Olympics Can’t Rely on Winter

Meat Processors Take a Hit as Cattle Prices Remain High

Be sure to follow me on Twitter.

Posted by on February 4th, 2026 at 7:09 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.