Decoding Politics @DecodingPoliti2
Focused on big trends of 2025 Follow to invest in the next big thing before it hits the radar of other investors decodingpolitics.substack.com Joined January 2022-
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Never go full libtard
In the September polls that tested a full field & one with just Mamdani/Cuomo/Sliwa, here’s how Adams’ voters broke: 🟡 52% went to Cuomo 🔴 17% went to Sliwa 🔵 10% went to Mamdani ⚫️ 21% went to undecided So Cuomo basically nets ~4 points, but he’s still down by ~15 points.
In the September polls that tested a full field & one with just Mamdani/Cuomo/Sliwa, here’s how Adams’ voters broke: 🟡 52% went to Cuomo 🔴 17% went to Sliwa 🔵 10% went to Mamdani ⚫️ 21% went to undecided So Cuomo basically nets ~4 points, but he’s still down by ~15 points.
One more to go, but it's not happening (Sliwa)
One more to go, but it's not happening (Sliwa)
Even though people aren't talking about it, the real estate market rollover is still ongoing.... !
Even though people aren't talking about it, the real estate market rollover is still ongoing.... !
Highly unusual Let's see what actually comes out of this
Highly unusual Let's see what actually comes out of this
That will reorder a whoooole bunch of things globally!!
That will reorder a whoooole bunch of things globally!!
Canada is a zero
The Shiller PE cracked 40 for the first time since 2000. Only the December 1999 summit at 44.19x remains, ya filthy animals.
Goldman's head of Delta One slams Nvidia's increasingly grotesque vendor financing circle jerk "... definitely not old enough to have been around trading during the tech bubble and let’s level set, multiples are now where near that point in time. That said, vendor financing was…
Goldman's head of Delta One slams Nvidia's increasingly grotesque vendor financing circle jerk "... definitely not old enough to have been around trading during the tech bubble and let’s level set, multiples are now where near that point in time. That said, vendor financing was…
Bessent and Trump go all in on Milei HUGE news Milei will serve six more years
Bessent and Trump go all in on Milei HUGE news Milei will serve six more years
Canada is a zero
Robert F Kennedy still taking a wrecking ball to the health care establishment
Robert F Kennedy still taking a wrecking ball to the health care establishment
Nasdaq not looking like the best pick out there
Nasdaq not looking like the best pick out there
Housing so fucked in Canada that houses are starting to sell below 2016 prices in some pockets. Few understood when I said rate cuts were a sell the news event and they will continue to be as we cut further. Fewer than few understood when I said we’d see 2014 prices. 🤫🇨🇦
Can we abandon this fantasy already It's not a head to head race, and Mamdani has been ahead since June
Lla majority possible
Good analysis of Brazilian market Set up for big market move
Good analysis of Brazilian market Set up for big market move
66% of forced sales are by individual private lenders. The Canadian Carry Trade is getting blown up: 1. Borrow variable HELOC at record low rates 2. Lend it out at 12+2% as a private mortgage 3. Capture 7%+ spread for 1 year 4. HELOC rate goes up 1.5x 5. Spread drops to 3% 6.…
UK: today's Find Out Now poll shows the governing centre-left Labour Party (LAB-S&D) on 16%. This is the lowest vote share the party has ever received in any national parliament poll since the birth of modern polling. If repeated in an election, it would be Labour's worst result…
Before he was a Senator, a candidate for President, and our greatest champion in the fight against oligarchy, @BernieSanders was the four-term Mayor of Burlington, VT. I sat down with Bernie in Astoria to talk about the lessons he learned—and the work ahead.
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