November 5, 2025 Crossing Wall Street
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?
Be sure to follow me on Twitter.
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.
