Winners, Losers and Links
Never get used to losing
Winners
Folksy Demeanors - Garsh! It’s okay to be folksy right now. Those white libs in the Rust Belt get to be Judas cows for 90 days with a mascot sell the ticket. Huh-huck!
Joe Biden - The heat is off and he can eat all the ice cream he wants.
Car buyers - The market softened so lower APR deals are back and pricing is more flexible.
Middle Distance Runners - Amazing finishes to Olympic races with big surprises.
Losers
Media - A lot of pressure on them to carry another cipher across the finish line.
Ukraine’s Armed Forces - Steady retreats along the Donetsk front. Manpower issues still the top issue.
Frequent Flyers - More anecdotal reporting of hundreds of foreign families parked in terminals. Makes layovers more crowded.
Links
How bad is it for America's chip manufacturing situation? Read this thread.
More studies coming out that show UBI is a failure. Our underclass just spends, go figure.
Great Substack essay below trying to answer the question Brits must be pondering.
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Losers : Ukraine’s Armed Forces - Steady retreats along the Donetsk front. Manpower issues still the top issue.
So, the invasion of Russia was after your deadline?
The thread on CCP just casually grabbing and running Taiwan made me cringe. Ryan, please stop letting Hank write his doomer geopol takes.