What the people who move markets are saying about this, in their own
words. These are views on the record, not scored bets: when a call here grows a number
and a deadline, it moves to the scoreboard. Newest first.
Bear2026-08-02
Predicts Mamdani city stores end with empty shelves and incompetence. EVENT: will (stores open by 2029).
It may play and, you know, look, when people first go to these stores and they first open and the shelves are full, yeah, the people will be like delighted. And then over time, what's going to happen is that the store shelves will be empty and it's going to be in competently run.
Contrarian: subsidized stores wildly popular, outperform named chains. EVENT: will. Direct duel with Sacks same tape.
I think these grocery stores are going to be wildly popular. They're going to pay their employees above market wages. Employees are not going to have to work very hard to work there. So they're going to be a better place to work. Everyone's going to want to use them. They're going to outperform Whole Foods. They're going to outperform Safeway. They're going to outperform Albertsons.