Morning News: November 11, 2026

Trump’s Plan to Import Russian Diesel Stalls on the High Seas

Oil Is Stuck in Limbo, With No More Iran War But No Peace

China Counts on Seniors to Jump-Start a Sluggish Economy

Power Creates Regulation, and Makes the Economy Arrogant

5 Reasons I’m Still Bullish After the Midterm Selloff

Yen Slumps as Fed Rate-Hike Bets Boost Dollar

US Treasury Futures Retreat as Markets See More Fed Hikes

Fed Forced to Confront Case for Bigger and Faster Rate Rises

One More Rate Hike Is Looking Like the Beginning, Not the End

Skipping a Rate Hike Doesn’t Look So Clever Now

AI Trade Sends Mixed Signals as Bulls and Bears Clash Daily

MAGA’s European Buddies Are Suddenly Changing Their Tune

If Trump Had Been Focused Solely On the Ballroom, the GOP Is Still In Control

US SEC Enforcement Activity Plunges Two Years Into Trump Administration

SoftBank Shares Fluctuate After $7 Billion Loss on Writedown

Why a Private Equity Firm Suddenly Halted Deportation Flights for ICE

The U.S. Quit Global Climate Talks. Other Nations Are Trying to Fill the Void

Wildfires Causing $1 Billion in Damage Have Jumped in Frequency in the US

Average U.S. Heating Costs Will Rise 7% This Winter

Anthropic IPO Risks Causing AI Market Correction, Selby Says

With Its Giant I.P.O., Anthropic Ties Itself Closer to Nvidia

Nvidia Scandal Tests the Resilience of the Global AI Boom

This Trader Raised Alarm About Nvidia’s China Entanglements Months Ago

CoreWeave Finds a Workaround to Capital Constraints—for Now

SpaceX’s Wireless Ambitions Will Require Lots of Investment on Earth

Siemens Energy Shares Jump on Steeper Profit Targets Through 2030

Hapag-Lloyd Raises Guidance Again on Strong Freight Rates

Toyota Sees a U.S. Future for Tiny Trucks With a Devoted Following

An American Furniture Maker Tried to Bring Jobs Back Home. It Didn’t Work

The Watch World Is Getting Wonderfully Weird

$150 for Pie? A Humble Thanksgiving Staple Gets Pricey

Everyone’s Broke and Spending All Their Money on Crazy Beverages

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Posted by on November 11th, 2026 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.