Categories Finance

Links for November 1, 2025 | Naked Capitalism

The Violence of Facelifts – Unherd

From Poison to Power: How Lead Exposure Shaped Human Intelligence – ScienceDaily (Anthony L)

#COVID-19/Pandemics

Coronavirus Detected in Samples from 96% of Flights – AirSpot

Climate & Environment

2025 State of the Climate Report: A Planet on the Brink – BioScience Oxford

China?

Chinese Pundits Claim Victory Following Trump’s Trade Concessions – Asia Times (Kevin W)

China’s Delay on Rare Earth Exports Presents Opportunity for the US to Mitigate Beijing’s Market Control – Associated Press (Kevin W). Note the discrepancies between the article’s text and headline. Is AP practicing soft self-censorship?

China’s NBS Manufacturing PMI Drops to 49 in October, Signaling Deepening Contraction – Action Forex

China’s Housing Market Faces Deepening Slump Due to Oversupply – PropertyGuru

Koreas

How North Korea Plans to Counter South Korea’s Nuclear Submarine Initiatives – NKPro

Antipodes

Australia’s Housing Market on the Verge of Becoming Sub-Prime – MacroBusiness

Africa

Reports of Hundreds Killed at Hospital in Sudan as Evidence of RSF Atrocities Grows – The Guardian

Sudanese Military Expels UN Food Aid Officials Amid Escalating Conflict – BBC

Tanzania Experiences Unprecedented Protests Over ‘Sham Election’ – Financial Times

South of the Border

Maduro Aligns with Moscow, Beijing, and Tehran as US Influence Grows in the Caribbean – Anadolu Agency

Venezuela Under Attack – Vanessa Beeley and UK Column

European Disunion

ECB Holds Interest Rates Steady Amid Concerns Over Eurozone Inflation – The Guardian

Euro-Homeless: A Time to Hit the Trash Heaps? – TopWar (Micael T)

The Municipal Toolbox: Addressing Housing Shortages – Makroskop via machine translation (Micael T)

Poland’s Aspirations for Great Power Status Resurface After Centuries – Forum Geopolitica (Micael T)

What Dismal Fate Awaits EU States? Just Look into the Dutch Crystal Ball – RT (Micael T)

The Left Triumphs in the Irish Presidential Election By a Significant Margin – Counterpunch (resilc)

Old Blighty

Rachel Reeves Encourages British Investments Amid Wall Street’s AI Bubble Concerns – Politico

Israel vs. The Resistance

Testing Boundaries – James Dorsey

Nearly 1,000 Barriers Erected by Israel in the West Bank During Gaza Conflict, Report Says – Independent

Lebanese President Commands Army to Address Israeli Invasions Following Fatal Raid – The Guardian

Iran Resumes Development of its Ballistic Missile Program – Long War Journal

Dubai’s Dark Reality: Unveiling the Truth Behind Wealth and Glamour – The Standard (resilc)

New Not-So-Cold War

NATO’s Tripartite Response to Recent Russian Developments Heightens War Risks – Andrew Korybko

Moscow Will Not Accept Peace Without Reassessing the Post-1991 Order – Global Affairs (Micael T)

Calls for Changes in Ukraine’s Military Exit Regulations for Young Men – Nachdenkseiten via machine translation (Micael T)

The Christchurch Massacre and its Links to Ukraine – Events in Ukraine

Imperial Collapse Watch

US Begins Troop Reduction in Romania – Politico

Recent Leaks Expose the Failures of EU/US-Supported Belarusian ‘Opposition’ – The Grayzone

Trump 2.0

Trump’s Disability Eligibility Rules Will Hit Red States Hard – ProPublica. Observations from NYC-Birmingham direct flights indicate a greater proportion of wheelchair users than other routes.

Chuck L comments, “When you’ve lost Bill Kristol…”

‘Startup City’ Initiatives Meet with Trump Officials to Advocate for Deregulated ‘Freedom Cities’ – Wired (Paul R)

Shortage of Pennies as Banks and Retailers Feel Impact of US Mint Halting Production – Associated Press (Kevin W). This reflects ongoing inefficiencies; Australia abolished the penny before 2002, requiring retailers to round transactions to the nearest five cents.

Concerns Grow at the FDA Under Vinay Prasad’s Leadership Amid Staff Exodus – STAT

Shutdown

Court Blocks Trump Administration’s Move to Suspend SNAP Benefits for Millions – The Guardian (Kevin W). This action only provides a few weeks of emergency funding, although plaintiffs argue additional coins could be found.

Tariffs

America’s Suez – Warwick Powell

Republican Lawmakers Argue Argentinian Beef Imports Undermine American Cattle Producers – The Hill (resilc)

Immigration

Reports of Unmarked Vehicles Used by ICE in Arrests Across the US: ‘Agency Seeks to Operate Like a Ghost’ – Los Angeles Times (Paul R)

Heartbreaking Video Captures ICE Detaining Mother for Not Memorizing Social Security Number – Mirror (resilc)

US Sets Refugee Limit at 7,500, Prioritizing White South Africans – The Guardian

Charlie Kirk

Lawsuits Emerge from State Employees Fired Over Charlie Kirk’s Posts – The Hill

Mamdani

Billionaires Pour Money Into Stopping Zohran Mamdani’s NYC Mayoral Candidacy – CNBC (Li)

Kathy Hochul Acknowledges Zohran Mamdani’s ‘Tax the Rich’ Plan Would Impact NY’s Middle Class: ‘I Cannot Support That’ – New York Post

Poll Predicts New York Will Suffer Under Mamdani, Despite Support for His Candidacy – Daily Mail (Li)

Police State Watch

Pentagon Directs State National Guards to Form ‘Quick Reaction Forces’ for Crowd Control – The Guardian

Our No Longer Free Press

Stephen Miller’s Wife Confronts Cenk: Threatening Deportation – Breaking Points. This is both entertaining and may reflect growing desperation among Israeli supporters in the US, facing a lost narrative.

Background:

EU Parliament Might Restrict Russian Media – Politico – RT (Micael T)

Mr. Market is Moody

Analyzing the Potential Severity of the Private-Credit Crisis by Looking at the 1929 Example – Barrons

BlackRock Faces $500m Loss Due to Shadow Banking Crisis – Telegraph. BlackRock entered this sector quite late.

Surge in Private Credit Sparks Fears of Upcoming Financial Crisis – NPR

Risks for Oracle Bonds Increase Amid Concerns Over AI Spending Surges – Bloomberg

Economy

A Historic Wave of Capacity Reduction Approaching – Freight News

Federal Reserve Plans to Streamline Top Banking Oversight Board – Financial Times

The Bezzle

Exploring the Record-Breaking ‘Hyperion’ Corporate Bond Transaction – Financial Times

Meta Stock Takes a Hit as Investors React to Zuckerberg’s Excessive AI Investments – Futurism

How a Major Pharma Company is Exploiting the Pentagon – The Lever

Big Tech’s Futile Struggles Against Mortality – New Statesman (Micael T)

Guillotine Watch

Auction House Sotheby’s to Sell Maurizio Cattelan’s 18-Karat Gold Toilet – ART News

Class Warfare

Mapping Family Debt Strain Across the U.S. – Visual Capitalist (resilc)

Americans Struggling Under Mounting Auto Loan Debt – CNBC

Chipotle Stock Falls as Company Reports Young People Can No Longer Afford Their Food – Yahoo

Antidote du Jour (via):

And a bonus (Chuck L):

A second bonus:

For further reading, see yesterday’s Links and Antidote du Jour here.

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