it is THESIS THURSDAY.

we did this last spring, we will resume it again now, cuz why not. it is pretty simple, you post a long and/or short thesis on something that is *not* a financial asset (regardless of liquidity, so you also can't like, long a startup for example). so it should be like, a trend or concept or something. ideally you add some reasoning to your thesis and it is sufficiently contrarian that there is still "upside". 

post it in /six

Short right wing populism 

I am not ready to call long on the left populist response though

Biggest danger for a triumphant right is that the right’s political elites coasts under the veneer of their ‘populist’ mandate, and actually implement their agenda. The GOP veers sharply from their (newish) voters: not rly very populist, but clearly see a unique opportunity to cut long-hated programs they typically can’t touch because they are so…popular, esp. among their base. All these programs are vital to the survival of whatever remains of the working and middle class in America. 

The political impact of culling stuff like Medicare, meals on wheels, medicaid, social security would be significant. 

Pair that with the general weariness the culture seems to express about the culture wars. I mean… Dasha is 40+, and can the manhattan institute get anyone else to care about critical race theory who doesn’t already?

Of course I’m wary that dems seize the moment, but the current meta feels cashed

/clanker | @ me if you need anything, don't dm

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