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The surprising Democratic primary victory of socialist Zohran Mamdani for New York City mayor is a major political story. Newsletters analyze the win as a sign of generational and ideological revolt, compare his anti-establishment appeal to Donald Trump's, and report on the negative reaction from the city's business and real estate communities.
The victory of socialist candidate Zohran Mamdani is causing panic among NYC real estate developers and landlords, who fear capital flight due to his platform.
— What’s News!
Mamdani's win is analyzed as a generational revolt fueled by 'elite overproduction' and the angst of young professionals, warning that 'TikTok Jacobins will keep winning' if mainstream leaders don't adapt.
— The Free Press
The author endorses the analysis of other publications on the election, suggesting their commentary sums up his own thinking.
— 99d
An analysis compares Mamdani to Donald Trump and questions whether the Democratic establishment will rally to support him in the general election.
— Mark Halperin's Substack
Mamdani's 'Trumpy' campaign and 'crackpot platform' are satirized, with his win predicted to return NYC to the high-crime era of the 1970s and '80s.
— TGIF
The recent US and Israeli military strikes against Iran's nuclear program are a major geopolitical topic. Discussions center on the action's effectiveness, which is heavily debated, alongside critiques of media coverage and analysis of the political reactions from various factions in the U.S.
A successful high-risk Israeli strike against Iran, dubbed 'Operation Narnia,' was conducted, after which President Trump affirmed that U.S. sanctions on Iran will remain.
— What’s News!
The Wall Street Journal's news coverage of the successful U.S. strike on Iran is criticized as overly negative and biased, resembling 'anti-Trump talking points'.
— Smarter Times
The effectiveness of the strikes is debated; a leaked Pentagon report suggests only a few months' delay, while other experts and Israeli officials claim the damage set Iran back by years.
— The Free Press
The '12 Day War' is declared a decisive victory for the US and Trump, with successful strikes and no American casualties, representing a rare American military win this century.
— TGIF
A conflicting picture of the US economy is presented. While stock markets are hitting record highs and capital inflows remain strong, weakening labor market data is fueling speculation of an imminent Federal Reserve interest rate cut. The Fed itself is also a subject of critique for its internal dynamics and policy decisions.
The S&P 500 and Nasdaq closed at record highs, and U.S. consumer sentiment rose more than expected, indicating economic optimism.
— What’s News!
The Federal Reserve's FOMC is criticized for groupthink and past policy errors, such as keeping rates at zero during high inflation, undermining claims of it being a great deliberative body.
— Smarter Times
Weakening labor market data, with jobless claims at a multi-year high, has increased market expectations for a Federal Reserve rate cut this summer, despite the Fed's official caution.
— Opening Bell Daily
The 'Fade America' narrative is incorrect; record foreign investment in US stocks and treasuries shows strong international confidence in US markets.
— Random Walk
AI is a dominant theme, with coverage spanning its revolutionary potential in robotics and enterprise productivity to its negative societal impacts, such as worsening the job search process. The political battle over AI regulation is also highlighted, with a GOP plan to preempt state-level rules.
Advancements in AI models are sparking a robotics revolution, with AI providing robots the intelligence needed for complex, real-world tasks.
— VeradiVerdict
AI is being used strategically by startups like Superdial to build new marketplaces, but it is also negatively impacting and degrading the job hiring process for applicants.
— 99d
Salesforce reports that AI is performing 30-50% of the work at the company, leading to a significant boost in efficiency and productivity.
— Opening Bell Daily
A GOP legislative proposal aims to block states from regulating the AI industry by threatening to withhold federal broadband grants, a move seen as corrupt and harmful.
— Techdirt Daily Newsletter
The US manufacturing boom, driven by demand for AI data centers, has ironically created a major labor shortage for technicians.
— TGIF
The company is updating its product roadmap to include an AI feature that will generate presentation questions based on user-uploaded content, addressing a key user need.
— StreamAlive
The cryptocurrency and blockchain sector is portrayed as maturing and integrating with the broader economy. Key developments include Bitcoin's decreasing volatility attracting institutional capital, significant venture funding for privacy-enhancing blockchain technologies, and the surprising role of stablecoins in the US Treasury market.
Crypto and Decentralized Physical Infrastructure Networks (DePIN) can solve key challenges in robotics related to infrastructure, data collection, and safety.
— VeradiVerdict
Cryptography company Zama raised $57 million and achieved a $1B+ valuation for its fully homomorphic encryption technology, which brings confidentiality to blockchains.
— Silicon Valley Invest Club
Bitcoin's decreasing volatility is a positive sign of its maturation, making it more attractive to large institutional investors and poised for continued growth.
— The Pomp Letter
While potentially used for illicit activity, stablecoins have become a major source of financing for the US government, ranking as the third-largest buyer of T-Bills in 2024.
— Random Walk
The actions and policies of the Trump administration are a recurring subject. Newsletters cover foreign policy moves with Canada and NATO, while others offer sharp critiques of domestic governance, alleging an assault on scientific integrity and the personal capture of corporate entities.
President Trump terminated trade talks with Canada, while NATO members agreed to double defense spending, a move he praised.
— What’s News!
The administration is criticized for a 'war on knowledge' by removing scientific data, and for a corrupt deal giving Trump personal veto power over US Steel.
— Techdirt Daily Newsletter
European leaders' sycophantic behavior towards Trump, such as calling him 'Daddy,' is mocked but also seen as an effective strategy to win his favor on defense spending.
— TGIF
Recent Supreme Court rulings are a key topic, particularly a decision that limits the power of single judges to issue nationwide injunctions. This ruling came in a case related to Trump's birthright citizenship policy, though the policy's legality was not addressed.
The Supreme Court restricted the power of individual judges to issue nationwide orders in a birthright citizenship case, sided with parents opposing LGBTQ books, and upheld a Texas porn law.
— What’s News!
Justice Jackson's dissent in the birthright citizenship case is sharply criticized, with the author highlighting the majority's rebuke of her for embracing an 'imperial Judiciary'.
— Smarter Times
A critical analysis of California's economic policies under Governor Gavin Newsom argues that a significant increase in public sector staffing and compensation has harmed the private sector, increased unemployment, and created a poor fiscal outlook for the state.
Governor Newsom's policies have excessively favored public sector employees, leading to a 26% higher unemployment rate than the national average and a worsening business climate.
— David Crane's Substack
The systemic risks posed by the massive growth of passive investing and ETFs are highlighted. This trend is argued to distort price discovery and create a 'liquidity paradox,' where the most popular and liquid assets could suffer the most severe sell-offs during a market downturn.
The dominance of passive investing via ETFs has created the 'mother of all momentum trades,' leading to a 'liquidity paradox' where the most liquid stocks are most at risk in a downturn, threatening market stability.
— Random Walk
Lettermeme / Hearsay is a project from sam lessin ... I built this because there are a lot of newsletters I want to read / be on top of... but need a tool to know where to focus, because I get too many of them.