Winners, Losers and Links

Winners

Russia’s Defenses - Ukraine counteroffensive not making big gains.

Advocates for F-16s to Ukraine - If only the Ukrainians had air support, it would have worked.

Crypto - The growing grey market pushed the Venmo/PayPal transaction rules. The grey market will adapt.

Losers

The Donbas - The war isn’t ending soon even if some are laying groundwork for a potential negotiation. It’s going on 10 years of conflict.

Insurance Companies - These firms hold many bonds that if not hedged are hurting. They also are CRE securities holders. They also need to sell those holdings at times to pay liabilities so they cannot just hold and pray.

DeSantis - No momentum. There are no real challengers out there for the #2 spot in polls, but if donors turn off the spigot it’s Walker 2.0.

Links

CNN goes full Tumblr Shit That Did Not Happen on parents talking to teens about sex.

Permanent alimony gone in Florida. Legislature passed this multiple times but no governor would ever sign it. Good work DeSantis.

Banning ski masks is rooted in racism.

An update on the Doug Mackey Appeal. Report from the actual trial unlike the pearl clutching reports that were done during the trial.

Leaks from a trans antifa chat that paint a pretty scary picture.

Even Vanity Fair knows California is broken.