VOTE AS THOUGH YOUR LIFE, LIBERTY, AND PROPERTY DEPEND UPON IT:

(Because they do.)

ABOUT THAT COMING DEM BLUE WAVE: Odds are it isn’t going to happen, despite the best cheer-leading efforts of top Democratic strategists and their aiders and abetters in the Mainstream Media. Check out my latest Substack column, “Not So Fast on the Coming Democratic Blue Wave.”

BIRDS OF A FEATHER: Mamdani Will Be Honored Alongside Group with Alleged Ties to Iranian Regime. “New York Mayor Zohran Mamdani will be honored next Monday alongside the National Iranian American Council, an organization long suspected of being the unofficial lobbying arm of the Iranian government. Both Mamdani and NIAC will receive William Sloane Coffin Jr. Peacemaker Awards recognizing their advocacy for peace and diplomacy.”

DISPATCHES FROM THE EDUCATION APOCALYPSE: Governor replaces DA with New York AG Letitia James as special prosecutor in Cornell case.

I’m sure this won’t devolve into a circus:

UPDATE:

VERONIQUE DE RUGY: ‘When Will Markets React to Debt?’ Is the Wrong Question.

Federal debt held by the public now equals the size of the annual economy — and is growing. Yet investors continue buying Treasury securities. No government bond sale has really failed, no one has suddenly refused to finance Washington’s spending, and no unmistakable moment has forced Congress to change course.

That leads some people I cross paths with in academic life to conclude that despite decades of dire warnings, we’ve managed to go from a 35% debt-to-GDP ratio in 2007 to 100% today with no devastating consequences. Their implication is that we can keep going right up to 175% in 2056, which is the trajectory if Congress fails to reform Social Security and Medicare and if interest rates rise only modestly.

The idea that all this debt won’t bring a reckoning may sound tempting, but it’s questionable at best.

And that 2056 date assumes no black swan events between now and then, which on a 20-year timeline, seems (ahem) somewhat optimistic.

CITY JOURNAL DIDN’T MINCE ANY WORDS WITH THIS HEADLINE: San Francisco’s Frat Houses for Pedophiles.

According to this City Journal investigation, more than 25 percent of sex offenders in San Francisco with addresses in the Megan’s Law database live in taxpayer-subsidized buildings. Many live near a park, school, or daycare, or reside in a neighborhood with a high concentration of children. They do all of this despite statewide efforts to ban concentrating pedophiles so close to children. Instead of listening to California voters, San Francisco has become a taxpayer-funded dumping ground for sex criminals.

The Taylor Street Center is one of San Francisco’s most heavily populated sex-offender residences. Located in the Tenderloin, Taylor Street houses at least 31 registered sex offenders. The taxpayer-funded California Department of Corrections and Rehabilitation and the federal Bureau of Prisons contract the private GEO Group to run the facility.

The reentry complex can house 240 people. It hosts specialized programs for residents like “cultural diversity education,” “gender-responsive groups,” and a “weekly meditation group.” The facility sits just 400 feet from a daycare center, 1,000 feet from a fourth-to-eighth-grade school, and five blocks away from a preschool.

Any sex offender housed in the Tenderloin is bound to encounter children. Along with having a high concentration of immigrant and low-income households, the neighborhood also has the highest concentration of kids in the entire city.

What could possibly go wrong?

FRAUD ALL THE WAY DOWN:

Couldn’t they at least be a little less obvious about it?

NO RELIEF IN SIGHT: Memory executives expect RAM shortage to continue through 2028.

“For 2027, a large part of the volume is already sold out for 2027 for HBM, and the prices are much higher than 2026 prices,” Mehrotra said.

Micron doesn’t know when its supply will catch up with demand because the “demand trends of larger models, growing context, more concurrency, greater agents across enterprise, and consumer only continue to drive greater need for memory [and] greater need for memory content, as well as for higher performance memory,” Mehrotra said.

Mehrotra’s statements are supported by comments that Kim Taewoo, EVP at Micron competitor Samsung, made this week. He said HBM will account for almost 30 percent of DRAM manufacturers’ wafer capacity in 2027, compared to 20 percent this year, Reuters reported. That would limit the amount of DRAM made for consumer devices.

Ouch.

FRANCE: