Morning News: November 5, 2025

Thailand Is Hunting Down ‘Gray Money’ Behind Baht’s Odd Strength

Lasting Economic Damage From the Longest Shutdown in US History

Longest Shutdown in History Costs US Economy About $15 Billion Each Week

Lawmakers See Hope for Ending Record-Setting Shutdown

Wall Street Drops Fear of ‘Hot Commie Summer’ in Overture to Mamdani

Wall Street Laments Mamdani’s Victory and Plots Its Next Move

Election Day Sent an Unmistakable Warning to Republicans

Thoughts On a Socialist Triumph In the World of Capitalism

Almost Half of U.S. Imports Now Have Steep Tariffs

Supreme Court Confronts Trump’s Power to Disrupt World Trade

Contra Brookings, Tax Increases Won’t Shrink the Debt

Trump Aides Raise Recession Fears, and Point Fingers at the Fed

As US Rally Pauses, Global Stocks Enjoy Historic Outperformance

Global Chip Stock Rally Founders on Concerns Over Valuations

Bitcoin Shaken by Long-Term Holders Dumping $45 Billion

Sahm: How the Fed Can Change the K-Shaped Economy

Wall Street Bonuses Expected to Be Highest in Four Years, Consultancy Says

Bank of America Raises Return Target in Bid to Catch Up with Rivals

Why ‘Payment-In-Kind’ Debt Is So Appealing — and Risky

Jensen Huang and Donald Trump Are Correct About Chinese Students

Why Is Nvidia the King of AI Chips, and Can It Last?

Palantir’s Market Value Skyrocketed. See How Its Revenue Is Still Catching Up.

IBM to Cut Thousands of Workers Amid A.I. Boom

AI’s Power Rush Lifts Smaller, Pricier Equipment Makers

There’s a $10 Trillion Antidote to Trump’s Climate Backlash

Kazakhstan As the Solution to the ‘Rare Earths’ Problem

Google Clears DOJ Antitrust Hurdle for $32 Billion Wiz Deal

There’s No ‘Hate Speech,’ and No Holding Tech Companies Liable For It

Europe’s Self-Driving Cars Aren’t Even at the Starting Line

Drug Distributor Cencora to Invest $1 Billion in U.S. Supply Chain

McDonald’s Says Deals Are Delivering Sales

Burger King Braces for the Demise of the Penny

KPop Demon Hunters Is Netflix’s Biggest Hit Ever. Where Are the Toys?

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Posted by Eddy Elfenbein on November 5th, 2025 at 7:05 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.