Columnist for @bopinion. Portfolio manager at @NewRiverInvest. Demographics, fintwit, Atlanta.
The mid-Atlantic/northeast is the only part of the country that goes back to school exclusively around Labor Day — we start next week!
My model for Delta is something like an intense summer afternoon thunderstorm. The peak is going to be steeper but shorter than appreciated. I could see us have a handful of days in the 200-300k case range but then it plummets once it runs out of “fuel.”
Goldman is late to downgrading their near-term GDP forecasts, but their reasoning is a bit sloppy imo, and I’m still not convinced by their view that growth will be back to pre-covid levels by 2H 2022:
Who are all these new home sales forecasters who aren’t reading @JBREC ?
Warnock saying it's a contradiction to protect minority rights in the Senate while denying minority voting rights in society.
The McConnell strategy is optimized for a world where Dems are unwilling to break norms. If they are, it’s not unreasonable to say you could undo a decade of McConnell’s work in one congressional term.
GOP satisfaction with the way things are going in the country has plunged, per Gallup:
Just as some people thought in September, one of the candidates is on drugs and refusing to debate.