Winners, Losers and Links

Winners

Newsom Futures - Knives out for Biden. Kamala is a non-entity. Who else is capable or telegenic?

Repo Men - More work coming their way as consumers struggle & recession officially arrives.

Pre-covid Homebuyers - You’re locked in. Moving is unlikely, but you got a sweetheart mortgage rate and bought before the price explosion.

Losers

Americans - Stagflation officially arrives.

Low margin producers - Inflation killing them and shrinkflation might be done.

Europeans - Energy use reduction plans going into effect as winter approaches and Russian gas deliveries are reduced.

Links

Fraud in science? That no one corrected? That built out more research and expensive treatments for pharma firms? No way.

An interview with Peter Thiel. What is progress?

Chemical imbalance theory was spotty. We drug millions with little justification.

This is interesting as Russia and China seek a new financial basis for trade, but what will replace the dollar? Working that out will be very hard.

Why are Haiti & the Dominican Republic so different? Read all the reasons why except for the most obvious.

A sensationalist piece on Montana. We doubt the implications but the bifurcation in American society is real.

Are Navy surface ships dinosaurs and we just need one modern battle to prove it?

The chutzpah to write this about Americans moving to Mexico city is off the charts.

The Hunter Biden corruption fiasco continues to bubble up.