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Brian Beutler and Dave Pell posted new notes

Impeachment has become a kitchen-table issue.
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Thus far, bond market reactions have spooked Trump, he’s backed off, the market has steadied, and the cycle has repeated. If Trump is to abruptly ruin his presidency, one likely…” — Brian Beutler
2024
When people lie every time, like every single time, maybe…
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On this of all nights, Tim Cook was at the White House for a screening of…
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