From§Each

FIRST YEAR THURSDAY, 12 NOVEMBER 2026 — THE MORNING EDITION FREE, FOREVER — EVERY CLAIM LINKED

Trump calls deportation 'too tough,' answers with tougher tariffs three days later.

photo: Washington Examiner

On Sunday, the president told Republicans the quiet part out loud: his own deportation policy had gotten too tough, it was costing the party votes in the midterms, and he wanted a bipartisan deal that would grant legal status to the migrants he called "good" illegal immigrants. That is not a leak or an aide's gloss. It is the president auditing his own enforcement program and finding it ran over budget.

The reconciliation here is simple, hon. Compare the Sunday ledger to the Thursday one, three days later. Three days is not a long accounting period. It is not enough time to draft a bill, assign it a number, or set a due date for anyone in Congress to vote on anything — and no receipt in this file shows one. What three days was enough time for was a caravan: by Thursday, somewhere between fifteen hundred and two thousand people, families with strollers among them, had walked out of the Mexican city of Tapachula heading north. The president connected that caravan to the same midterm losses he had cited three days earlier. This time the fix wasn't legal status. It was tariffs — he threatened to double them on Mexico if the caravan isn't stopped before the border.

Border czar Tom Homan filled in the other half of the ledger the same day: prosecution and deportation for anyone in the group who crosses illegally. …

Continued on Page T32

§90 —

On the shutdown

Democrat

Democrat: the needle points at $500,000, out of 43 DAYS, 51 TO 48, $11 BILLION, $500,000. 43 DAYS 51 TO 48 $11 BILLION $500,000

Here is what the 43 days bought. The promised vote came on December 11, 2025, and failed 51 to 48 1. The credits, used by more than 22 million people, expired at the end of 2025 1. Benchmark silver premiums rose 26 percent for 2026 and 13 percent for 2027, and paid enrollment was down 2.6 million by February 2. The budget office put output lost at $11 billion for a six-week shutdown, in a range of $7 billion to $14 billion that "cannot be recovered" 3. October's household survey was never collected, so that month's unemployment rate does not exist 4.

One item in the bill paid better. Added by the Senate's majority leader at members' request, it let senators sue for "up to $500,000 in damages for each violation" if their phone records were seized without notice 5. The House voted 426 to 0 to nullify it 5, then voted again in January to strip it 6. He signed the repeal February 3, 83 days after the clause became law 7. Nobody had to hold out to get it in.

Sources

  1. Both bills "blocked by 51-48 votes"; more than 22 million people benefit from the credits, which expire at the end of 2025 — Fox 35 Orlando, 11 December 2025 ↑
  2. Benchmark silver premiums up 26 percent from 2025 to 2026 and 13 percent for 2027; effectuated enrollment down 12 percent, 2.6 million, by February 2026 — KFF, 30 October 2026 ↑
  3. CBO: $7 billion at four weeks, $11 billion at six, $14 billion at eight; that lost output "cannot be recovered" — Government Executive, 29 October 2025 ↑
  4. "Household survey data were not collected for October 2025 due to the lapse in appropriations" — Bureau of Labor Statistics, 16 December 2025 ↑
  5. "Up to $500,000 in damages for each violation"; added by the majority leader at the request of several members; House voted 426-0 to nullify — CNN via KTVZ, 19 November 2025 ↑
  6. The House unanimously added the repeal to a $1.2 trillion funding package on 22 January 2026 — Fox News, 22 January 2026 ↑
  7. Repeal of the provision signed into law on 3 February 2026 in the appropriations package — Office of Sen. Martin Heinrich ↑

“My brother-in-law closed his hardware store for six weeks once to make a point to the landlord. I forget the point. I remember the invoice. So I wrote this one out. Forty-three days. Eleven billion at six weeks, the budget office said, the part that doesn't come back. A subsidy vote, fifty-one to forty-eight, no. An October unemployment rate, never collected. A right for senators to sue for up to five hundred thousand dollars, added, then repealed. Sorry, one thing before you go. Of those four lines, which one was written by the people holding the pen?”— Lou

“Shutdown. Sounds like somebody hit a switch. Forty-three days. What came out the other end was a vote on the health subsidies, and it lost fifty-one to forty-eight, so your benchmark premium went up twenty-six percent and then thirteen more. And you know who walked out of that same bill with something? Senators. Up to five hundred grand a violation if somebody pulls their phone records. Nobody writes that line by accident. The House voted 426 to nothing to take it back, which tells you how it read in daylight, and by February it was gone. The next switch is December 11.”
Sal
“The shutdown was a success for everyone who wasn't in it, and the senators' provision was a simple privacy measure, available to any American with a Senate seat and a subpoena.”
Chip
The Word today —
Continued on Page W90

THE FOURTH RECORD

Mortgage rates set a third record in five weeks; home sales hit a 16-year low.

photo: New York Post

On September 3rd, Freddie Mac's benchmark 30-year fixed mortgage rate hit 6.71 percent, the highest mark in more than a year, the Hill reported, a climb it said was "portending lower purchasing power for prospective homebuyers."

Five weeks later, on October 5th, Mortgage News Daily's daily tracker put the same 30-year rate at 7.53 percent. The Washington Examiner filed that one as the highest level since 2023, next to a line noting investors growing "increasingly concerned about the federal government's fiscal footing."

Two mornings running, October 6th and October 7th, the Hill filed the next one: the 30-year rate's highest mark since late November 2023, back to 7.28 percent on Freddie Mac's own weekly count.

This week, the New York Post filed the fourth entry in that column: home sales at their lowest point since the late-2000s crash, sixteen years back. "Just a tough market," the report called it. The filing tallies what three record rate readings, stacked across five weeks, did to the number of buyers who could sign.

The gap worth measuring here, hon, sits between those three dated rate filings and the number of answers entered against them: zero. September's record held five weeks before October beat it. Both times the Hill ran its sentence about the midterms and named the GOP. The midterms came. The GOP lost Congress on affordability. The answer count for the run stayed at zero straight through the loss.

Sixteen years is a long stretch for a sales count to sit that low. Five weeks is a short stretch for a mortgage rate to set three records. Both numbers sit in the same drawer, filed under the same four months, under the same signature that never answered any of the three.

Continued on Page F141

Kushner and Witkoff fly Kremlin to Dublin for the tenth time, war outlasting Soviet fight against Nazi Germany.

photo: New York Post

Walk me through it once—not the outcome, I know there isn't one yet, just the procedure, the way it actually happened the tenth time.

Here's what I've got, if I can find the page... hold on... here. Mr. Kushner and Mr. Witkoff fly to Abu Dhabi first. They sit down with the Ukrainians there. Then they get back on the plane and fly to Moscow. They're driven through the gates and into the Kremlin, and they sit down with Mr. Putin. That happened this week. And after that, the schedule I've got says they fly on to Ireland, to brief Mr. Zelenskyy. Abu Dhabi, then Moscow, then Dublin. Three capitals, one trip, same two men.

I want to ask you something plain, because I wrote the number down twice to be sure I had it right. Putin, in person, about this war? The wire I've got says ten. Not nine. Ten.

I've got a car in the garage that needs a fan belt. I've taken it in four times this year, and four times I've driven it home with the same belt still on it, because something else came up first—the brakes, the battery, whatever it was that week. I'm not telling you that's the same thing. I'm asking you: is it?

Because back in September—the fourth, the fifth, somewhere in there—the same two men made almost this same trip. The president confirmed it himself on a Friday: Kushner and Witkoff, the Kremlin first, Kyiv after. And the day they landed in Moscow, Mr. Putin ordered a three-day pause on strikes against Kyiv. Three days. State media said so. I wrote that down too. The two men got back on the plane the very next day and flew to Kyiv themselves, to sit with Mr. Zelenskyy.

So here's a fair question. After that three-day pause ran out in September, did the fighting stop? I don't have a page that says it did. Do you?

And this week—the tenth time—does the item I'm holding say anything about a pause? I've read it three times. Abu Dhabi, the Kremlin, then Ireland. No three days. No cease-fire. Just the three cities and the two men. I checked twice because I didn't want to put a word on the page that wasn't on the wire.

The fighting itself—and I want to get this part exactly right, so let me read it back slow—has now run longer than the Soviet Union's whole war against Nazi Germany. I read that one over twice myself before I believed it. That's not the ten trips. That's just how long the thing the ten trips are about has been going on.

Oh—before you go. One more thing, and then I'll let you get back to your evening. The item I've got open says this is the tenth meeting between Mr. Witkoff and Mr. Putin, in person, over this one war. Not a phone call. Not a committee. The tenth sit-down. And in ten sit-downs, near as I can tell from my own notes, nothing has happened that only had to happen once.

Continued on Page A236

A federal prosecutor orders the senator investigating Trump's ballroom donors to preserve his own records.

Before a single subpoena existed, the fight over oversight had already picked its vocabulary. That was last week's column: White House counsel told the incoming Oversight chair that the investigations he had not yet opened were already "blatant criminality." On Nov. 8, Attorney General Todd Blanche told reporters that Democrats "are not allowed to just go around threatening existing members of the administration, to go around threatening companies" — and that this was what the president was "extremely worried about." The same week, the Justice Department answered a separate probe, into the donors financing the White House ballroom, by calling the probe itself a threat against Trump supporters.

On Wednesday, the threat got a letterhead. Aaron Reitz, the U.S. attorney for the Southern District of Texas, sent Sen. Richard Blumenthal a letter dated Nov. 11 warning him to preserve records tied to his ballroom-donor inquiry. The Hill's account of the letter describes Reitz accusing the senator of using congressional oversight to harass private citizens — the senator who opened the inquiry is now the one told to keep his own files in order.

The same day, Rep. Robert Garcia, the incoming chair of House Oversight, sent a warning in the other direction. All together now — the plainest sentence in the whole file: Stephen Miller, the new White House chief of staff, "should be preserving documents," Garcia said.

And in the Senate, Ron Wyden opened a formal investigation into evidence that Robert F. Kennedy Jr. "unlawfully lied" to Congress during his 2025 confirmation hearings, citing a Guardian report. Wyden, the incoming chair of the Senate Finance Committee, is seeking records from Children's Health Defense, the anti-vaccine nonprofit Kennedy once ran, including everything related to a 2019 trip Kennedy took to Samoa.

Three letters, one week, one direction of travel: the party accused of "blatant criminality" before it filed anything is now the party doing the filing. The preservation letters are not evidence yet. They are the instruction to keep the evidence around.

Continued on Page A236

Investigative Reporting

WHO PICKS THE JUDGE

Chapter 3: Fifteen Digits

Take out your phone and ask it for directions to anywhere. The blue line that appears, the one that knows which streets connect and which dead-end at a creek, has an ancestor, and the ancestor's own family is willing to say so. "The convenience of getting directions today on smartphones and tablets can trace its roots to the digital geographic database created 25 years ago by the U.S. Census Bureau." That is the Bureau, on its own website, marking a birthday. The database has a name built to fit an acronym: Topologically Integrated Geographic Encoding and Referencing. TIGER. Last week I left you holding a 1940 sheet that the government filed by geography, a name inside a district inside a…

Continued on the Investigative Reporting page
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The Political Weather

65°
percent of adults disapprove of the president's job performance, barely moved since before the votes were even counted · clear

Sun holds steady over the approval numbers three days after the election, where 65 percent of adults disapprove of the president's job performance against just 32 percent who approve, barely changed from the 64-32 split this same pollster clocked in the final wave before the votes were counted. His marks run colder still on the pocketbook, with only 21 percent approving of his handling of the cost of living and 25 percent on the economy overall. Bring sunglasses, this system hasn't broken since Election Day. Back to you, everybody. — Gordy

Reuters/Ipsos, Nov 6-9, 1,705 adults — 32 percent of adults approve of the president's job performance, 65 percent disapprove, 3 percent skipped, including 50 percent who disapprove strongly; 21 percent approve of his handling of the cost of living, 72 percent disapprove; 25 percent approve of his handling of the economy, 67 percent disapprove · the prior wave

The temperature is the day’s poll, not ours: the freshest public number on whatever the country was just asked, and it opens its own sources. The season — the president’s approval, averaged and dated — waits behind the temperature until a new wave lands.

The Stand-Up

Project 2025 is 28% done

24 of the 87 tasks on the board are in effect; 28 under way, 7 stopped by a court, 28 not started. 1 got done in the last 100 days; at that pace the rest lands in February 2044, 15 years after the term ends.

20252027202908720 Jan 2025: 86 remaining. The President should immediately revoke Executive Order 14020; the United States must be prepared to take appropriate steps in respons…; The President should immediately revoke the security clearances of any…; The next conservative Administration should rescind all climate policie…; Enforce the death penalty where appropriate and applicable.; withdraw from climate change agreements that are inimical to the prospe…20 Jan 2025: 85 remaining. The President should immediately revoke Executive Order 14020; the United States must be prepared to take appropriate steps in respons…; The President should immediately revoke the security clearances of any…; The next conservative Administration should rescind all climate policie…; Enforce the death penalty where appropriate and applicable.; withdraw from climate change agreements that are inimical to the prospe…20 Jan 2025: 84 remaining. The President should immediately revoke Executive Order 14020; the United States must be prepared to take appropriate steps in respons…; The President should immediately revoke the security clearances of any…; The next conservative Administration should rescind all climate policie…; Enforce the death penalty where appropriate and applicable.; withdraw from climate change agreements that are inimical to the prospe…20 Jan 2025: 83 remaining. The President should immediately revoke Executive Order 14020; the United States must be prepared to take appropriate steps in respons…; The President should immediately revoke the security clearances of any…; The next conservative Administration should rescind all climate policie…; Enforce the death penalty where appropriate and applicable.; withdraw from climate change agreements that are inimical to the prospe…20 Jan 2025: 82 remaining. The President should immediately revoke Executive Order 14020; the United States must be prepared to take appropriate steps in respons…; The President should immediately revoke the security clearances of any…; The next conservative Administration should rescind all climate policie…; Enforce the death penalty where appropriate and applicable.; withdraw from climate change agreements that are inimical to the prospe…20 Jan 2025: 81 remaining. The President should immediately revoke Executive Order 14020; the United States must be prepared to take appropriate steps in respons…; The President should immediately revoke the security clearances of any…; The next conservative Administration should rescind all climate policie…; Enforce the death penalty where appropriate and applicable.; withdraw from climate change agreements that are inimical to the prospe…21 Jan 2025: 80 remaining. The President should eliminate OFCCP by simply rescinding EO 11246.23 Jan 2025: 79 remaining. Prevent the institution of a central bank digital currency (CBDC).24 Jan 2025: 78 remaining. Protecting life should be among the core objectives of United States fo…27 Jan 2025: 77 remaining. Reinstate servicemembers to active duty who were discharged for not rec…12 Feb 2025: 76 remaining. the next President should immediately begin to undo those changes and d…14 Feb 2025: 75 remaining. Ensure that LNG export applications are reviewed and approved expeditio…18 Feb 2025: 74 remaining. Regulatory analysis and OIRA review should also be required of the hist…3 Mar 2025: 73 remaining. Repeal the Affirmatively Furthering Fair Housing (AFFH) regulation rein…4 Mar 2025: 72 remaining. Of the utmost urgency is immediately ending CISA’s counter-mis/disinfor…25 Apr 2025: 71 remaining. the Department of Justice should use all of the tools at its disposal t…21 May 2025: 70 remaining. Seek to terminate any unnecessary or outdated consent decree to which t…22 May 2025: 69 remaining. Eliminate Marxist indoctrination and divisive critical race theory prog…4 Jul 2025: 68 remaining. Re-implement work requirements. The statutory language covering food st…17 Jul 2025: 67 remaining. Several ORD offices and programs, many of which constitute unaccountabl…24 Jul 2025: 66 remaining. he will not sign an appropriations spending bill that contains a penny…7 Jan 2026: 65 remaining. Minimally, the next Administration should reform the Dietary Guidelines.29 Jun 2026: 64 remaining. The Supreme Court ruling in Humphrey’s Executor upholding agency indepe…29 Sep 2026: 63 remaining. Commence a new agency rulemaking process to rescind the current Adminis…12 Nov 2026: 63 of 87 remaining
  • Backlog 28
  • In progress 11
  • In review 17
  • Blocked 7
  • Done 24
  • Won’t do 4

The latest moves

Project 2025 is the Heritage Foundation’s 920-page plan for this term, Mandate for Leadership 2025. Every sticky note is a sentence from it, with the page number. A task counts as done only when a signed order, rule or law puts it in effect, and blocked means a judge has stopped it. The chart is how many tasks are left; the dashed line is the pace needed to finish by the end of the term. Sprint 7, day 62. The whole board.

“The front page is a ledger with better fonts. Somebody paid, somebody collected, and the flag's up there so you don't ask which one you were.”
— Sal

FOUND 35 unpermitted gas turbines, running in a Black neighborhood in Memphis. Cancer risk four times normal. No reward offered. — Classifieds

PERSONALS Deficit hawk, dormant eight years, seeks sudden urgency. Reappears only when someone proposes feeding children. No tax cut too large to overlook. — Classifieds

PERSONALS Governing party seeks a spine, any condition, willing to relocate to Washington. Discretion assured. You'll need it. — Classifieds

“A strong edition for people who enjoy being upset. The economy is historic, the deportations are orderly, and the lakes have never been better named. I'm told every story on this page is real, which — frankly, that's the part I'd have fact-checked.”
— Chip
The second winter, a man watched the pass. Salt came, and no cart brought it.
Enoch · the Ownership Desk

From each according to his ability, to each according to his needs. Our ability is the link under every claim; your need is to check it. Free, forever. Continued: the serials · the -m edition · the classic front · contact us.