12/09/2025
<[link removed]>



Pepsi Cuts Deal With Activist: Plans Product Overhaul And Layoffs
<>
PepsiCo reached a deal with activist investor Elliott Investment Management
that will trim its U.S. product lineup by 20%, prioritize affordability for
working-poor consumers, and move forward with a workforce restructuring as part
of a broader cost-cutting push. Billionaire Paul Singer’s Elliott built a $4
billion stake in Pepsi earlier this year, aiming to overhaul […]
Read more
<[link removed]>



No Restrictions On How ‘Trump Accounts’ Can Be Used: Bessent
<>
Authored by Jack Phillips via The Epoch Times (emphasis ours), Treasury
Secretary Scott Bessent said in an interview that “Trump Accounts” established
by the administration can be used for any purpose. Treasury Secretary Scott
Bessent speaks with reporters outside the West Wing of the White House in
Washington on Oct. 22, 2025. Jim Watson/AFP via […]
Read more
<[link removed]>



Consumer Stock Bosses Reinforce ‘K-Shaped’ Bifurcation Theme
<>
A bifurcated consumer landscape is one of the top themes (besides everything
AI) of the third-quarter earnings season. Even though most consumer companies
beat expectations and raised FY25 guidance, notably Dollar General, Five Below,
and Ulta, management teams highlighted an unsettling financial squeeze on
working-class and lower-income consumers. Readers have seen in prior notes how
the “K-shaped” economy has […]
Read more
<[link removed]>



The Obamacare Subsidy Conundrum – The Dispatch
<>
Negotiations after the shutdown sputtered out quickly. Republicans demanded
that any extension create tougher abortion restrictions on Obamacare health
plans, an expansion of the so-called Hyde Amendment, which prohibits federal
taxpayer funding of abortion. The ACA does not allow federal dollars to be used
to pay for abortions directly, but neither does it prohibit plans […]
Read more
<[link removed]>



Court Seems Likely To Side With Trump on President’s Power To Fire FTC
Commissioner – Amy Howe
<>
Editor’s Note: This article originally appeared on SCOTUSblog, a Dispatch
Media company. The Supreme Court on Monday morning signaled that it was likely
to strike down a federal law that restricts the president’s ability to fire
members of the Federal Trade Commission. During two and a half hours of
argument in the case of Trump v. Slaughter, a […]
Read more
<[link removed]>
Unsubscribe
<[link removed]>
|Mark as Junk
<[link removed]>