#ed elson

[tomorrowusa]

Many people in the news media who were shocked by Zohran Mamdani's win in the NYC mayoral primary are the same ones ignoring the mechanics of his victory.

The panel on the MSNBC vid above pretty much gets it right. My views on it are not terribly different.

Mamdani was able to energize younger voters at a time youth turnout had been falling.

The Mamdani campaign had a great ground game. Volunteers talked to voters in person in the neighborhoods.

Mamdani made himself easily available to journalists and community groups.

The issue most central to the Mamdani campaign was affordability – something almost all voters can relate to.

Self-serving scare tactics by the wealthy establishment were dismissed by voters who warmed to Mamdani's more positive messaging.

In short, Mamdani largely ran a notably traditional old school campaign with the help of some contemporary technology.

Interacting personally with voters is the easiest way to bypass broligarch social media and cable. People on our side who endlessly wail about pro-Trump media and social media making it impossible for us to win forget that precinct work was the very open secret for the success of 20th century political machines. A "machine" is simply an in-person network.

Finding out what is on voters' minds rather than preaching to them is how you win their votes.

Duplicating the methods of the successful Mamdani campaign and applying them to campaigns across the US should be a high national priority for Democrats.

[madewithonerib]

The Fed Just Chose Inflation... And the Bond Market Called Its Bluff | Peter Schiff https://www.youtube.com/@peterschiff/videos https://youtu.be/F6ylB-FNCGw

Q1: 30 year bond yield last 20 years (FRED)

1.1] is the 30 year bond yield going up bc ppl are selling it to buy up gold

1.2] So investors are concerned inflation will eat up the bond yield?

1.3] I don't see how investors wouldn't sell 30 Year Bonds regardless if the Feds raise or not, aren't most investors holding highly leveraged positions as it is?

1.4] analyze how these forced hedge fund liquidations are spilling over into stock mkt

1.5] see how rising repo market rates are increasing the cost of maintaining leverage?

1.6] examine the structural changes coming to this market via the SEC's mandatory central clearing rules for repos

1.7] look at how the Federal Reserve's standing repo backstop is handling the daily strain?

Q2] But if the feds raise interest rates to cap inflation that will cause investors to sell-off or limit costs of running their businesses which will dampen GDP

2.1] So because of all the headwinds going against the US deficit crisis (Iran War/Rising Inflation/Govt spending/Japan's Rising Inflation) investors are not buying up 30 year Bonds as they did during other crises, liquidity is drying up?

2.2] Are Japanese investors (borrowers of JPY) selling US bonds & stocks in order to abide by Article 589?

2.3] What is Article 589 & how is it being enforced?

2.4] Why doesn't the USG care that there are so many ppl dropping out of participation?

Legendary Short Seller: We’re In The Golden Age Of Fraud | Prof G Markets

Today on Prof G Markets, Ed Elson & Scott Galloway are joined by Jim Chanos to discuss biggest risks he sees in today's AI-driven mkt & the warning signs that remind him of the late stages of the dot-com bubble. He also breaks down the companies he's long and short on, explains why he's increasingly concerned about fraud in the market, shares advice he'd give to young investors navigating today's environment. Jim Chanos is the Founder and Managing Partner of Chanos & Company, formally known as Kynikos Associates, the world’s oldest exclusive short selling investment firm. https://www.youtube.com/@ProfGMarkets/videos https://youtu.be/VxpxLIuPxLA

Patrick Boyle: Wall Street Is Pumping SpaceX — So Why Is It Falling? Patrick Boyle, professor at King’s College London and portfolio manager, fills in for Scott. He and Ed discuss how SpaceX’s stock has traded over the past couple weeks. They break down the price targets that analysts have issued and explain why they’re concerned about potential conflicts of interest in equity research. Then, they discuss why crypto bros don’t find crypto exciting anymore and have moved onto AI. Finally, they explore why the housing market is showing new signs of strain and what it would take to get home prices back to a reasonable place. Patrick Boyle is a professor at King’s College London and a portfolio manager with more than 20 years of experience at hedge funds, investment banks and private wealth management firms. He’s also the author of several books on finance and hosts the podcast, Patrick Boyle On Finance. https://www.youtube.com/channel/UCASM0cgfkJxQ1ICmRilfHLw/videos https://youtu.be/nzh3ltTkBFA

1.1] Did the US effectively dissolve Sarbanes-Oxley?

Conflict Widens in ME, Bonds Send Warsh Credibility Warning | Bloomberg TV https://www.youtube.com/@markets/videos https://youtu.be/AGo3wTjcazY