Winners, Losers and Links
Winners
Repo Men - Student loan repayments restart and credit cards are tapped. Going to be busy for repo men.
Used Car Buyers - If cars get repossessed, there will finally be inventory. You will finally have choices and leverage.
Gavin Newsom - DeSantis is going to debate him allowing him some national exposure. Weird how DeSantis agreed to a 2028 debate now.
Losers
Nikki Haley - She had a good debate previously (per Boomers) but followed it up with an awful debate.
Tim Scott’s Girlfriend - Is she in Canada?
Inflation Deniers - Oil hovering around $100 is going to snake through the economy and ruin their temporary narrative.
Links