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Situational awareness:

  • A Huawei executive was arrested in Poland "amid widening global scrutiny by Washington and its allies of the technology giant." (WSJ)
  • The government shutdown is now tied for longest ever and shows no sign of ending. Today is the first missed payday, and Trump ominously cancelled his trip to Davos. (Axios)

The top story in Situational Awareness in Wednesday's newsletter was corrected to show Reuters reported VW is spearheading a $300 billion spend on EVs (not $300 million). That mistake was all me. My bad.