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Stephen Semler

@stephensemler.bsky.social

Policy analyst/advisor. Newsletter: stephensemler.com

2,758 Followers  |  395 Following  |  893 Posts  |  Joined: 18.08.2023  |  2.1649

Latest posts by stephensemler.bsky.social on Bluesky

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Not to state the obvious, but if voters had no problem affording increasingly high costs, they wouldn’t rank it as their top concern. But since they do, they do.

www.stephensemler.com/p/why-afford...

04.12.2025 16:03 — 👍 31    🔁 5    💬 1    📌 2

bsky.app/profile/step...

05.12.2025 18:18 — 👍 1    🔁 1    💬 0    📌 0
Preview
Why “affordability” suddenly matters in Washington Polygraph | Newsletter n°324 | 3 Dec 2025

www.stephensemler.com/p/why-afford...

05.12.2025 16:41 — 👍 2    🔁 1    💬 0    📌 0
Affordability has topped voter concerns since mid-2022. Issues voters ranked as most important, 2021 to 2025. “Inflation/prices” has remained the most popular response every month since July 2022. Figures are monthly averages. Data: YouGov. “Inflation/prices” became an option in July 2022. Issues shown are the six most popular selections on average from January 2021 to November 2025. Other issues listed: “jobs, economy” “civil rights/liberties” “health care” “immigration” “climate, environment.”

Affordability has topped voter concerns since mid-2022. Issues voters ranked as most important, 2021 to 2025. “Inflation/prices” has remained the most popular response every month since July 2022. Figures are monthly averages. Data: YouGov. “Inflation/prices” became an option in July 2022. Issues shown are the six most popular selections on average from January 2021 to November 2025. Other issues listed: “jobs, economy” “civil rights/liberties” “health care” “immigration” “climate, environment.”

Both parties had taken turns embracing the politically poisonous "vibecession" narrative, and losing because of it (Democrats in 2024, GOP in 2025).

After voters punished them for it, both parties now (begrudgingly) acknowledge the affordability crisis.
www.stephensemler.com/p/why-afford...

05.12.2025 16:41 — 👍 1    🔁 1    💬 1    📌 1

bsky.app/profile/step...

05.12.2025 18:18 — 👍 1    🔁 1    💬 0    📌 0
Preview
Why “affordability” suddenly matters in Washington Polygraph | Newsletter n°324 | 3 Dec 2025

www.stephensemler.com/p/why-afford...

05.12.2025 16:41 — 👍 2    🔁 1    💬 0    📌 0
Affordability has topped voter concerns since mid-2022. Issues voters ranked as most important, 2021 to 2025. “Inflation/prices” has remained the most popular response every month since July 2022. Figures are monthly averages. Data: YouGov. “Inflation/prices” became an option in July 2022. Issues shown are the six most popular selections on average from January 2021 to November 2025. Other issues listed: “jobs, economy” “civil rights/liberties” “health care” “immigration” “climate, environment.”

Affordability has topped voter concerns since mid-2022. Issues voters ranked as most important, 2021 to 2025. “Inflation/prices” has remained the most popular response every month since July 2022. Figures are monthly averages. Data: YouGov. “Inflation/prices” became an option in July 2022. Issues shown are the six most popular selections on average from January 2021 to November 2025. Other issues listed: “jobs, economy” “civil rights/liberties” “health care” “immigration” “climate, environment.”

Both parties had taken turns embracing the politically poisonous "vibecession" narrative, and losing because of it (Democrats in 2024, GOP in 2025).

After voters punished them for it, both parties now (begrudgingly) acknowledge the affordability crisis.
www.stephensemler.com/p/why-afford...

05.12.2025 16:41 — 👍 1    🔁 1    💬 1    📌 1

Voters only think the costs on the receipt they're holding have gone up because Tiktok/vibes/Chinese propaganda

04.12.2025 22:51 — 👍 13    🔁 1    💬 0    📌 0

Nor could that boat, before it was bombed, reach the United States. That’s important because it refutes the laughable claim of “imminence” necessary to wrap the strikes under the auspices of a lawful armed conflict.

04.12.2025 18:46 — 👍 1750    🔁 409    💬 16    📌 8

"Maximum lethality, not tepid legality"

The U.S. Secretary of Defense boasting mere days after the start of the maritime killing spree.

For some reason, the administration's claims that its boat strikes are lawful are not particularly convincing.

www.war.gov/News/News-St...

02.12.2025 12:14 — 👍 70    🔁 23    💬 2    📌 1

Hell yeah

04.12.2025 21:30 — 👍 2    🔁 0    💬 0    📌 0

Semlerism>Stancilism

04.12.2025 21:15 — 👍 32    🔁 3    💬 2    📌 0

someone do a wellness check on billy pencils

04.12.2025 21:19 — 👍 13    🔁 1    💬 0    📌 0

what the fuck is up Will Stancil

04.12.2025 21:16 — 👍 182    🔁 19    💬 9    📌 0
Affordability has topped voter concerns since mid-2022. Issues voters ranked as most important, 2021 to 2025. “Inflation/prices” has remained the most popular response every month since July 2022. Figures are monthly averages. Data: YouGov. “Inflation/prices” became an option in July 2022. Issues shown are the six most popular selections on average from January 2021 to November 2025. Other issues listed: “jobs, economy” “civil rights/liberties” “health care” “immigration” “climate, environment.”

Affordability has topped voter concerns since mid-2022. Issues voters ranked as most important, 2021 to 2025. “Inflation/prices” has remained the most popular response every month since July 2022. Figures are monthly averages. Data: YouGov. “Inflation/prices” became an option in July 2022. Issues shown are the six most popular selections on average from January 2021 to November 2025. Other issues listed: “jobs, economy” “civil rights/liberties” “health care” “immigration” “climate, environment.”

The affordability crisis has suddenly taken over headlines. It’s about time: Voters have ranked it as their top concern for the last 41 consecutive months.
www.stephensemler.com/p/why-afford...

04.12.2025 16:00 — 👍 38    🔁 9    💬 2    📌 7
Preview
Why “affordability” suddenly matters in Washington Polygraph | Newsletter n°324 | 3 Dec 2025

Both parties had taken turns embracing the toxic “vibecession” narrative — and losing because of it (Democrats in 2024, GOP in 2025).

Now’s the first time both parties acknowledge there’s a crisis at the same time.

www.stephensemler.com/p/why-afford...

04.12.2025 16:09 — 👍 19    🔁 3    💬 1    📌 2
Preview
Why “affordability” suddenly matters in Washington Polygraph | Newsletter n°324 | 3 Dec 2025

For the affordability crisis to finally be recognized as a crisis, voters had to

1) punish incumbents who dismissed economic insecurity as just bad “vibes”
2) support candidates running on an affordability agenda. Namely, @zohrankmamdani.bsky.social had to win
www.stephensemler.com/p/why-afford...

04.12.2025 16:20 — 👍 17    🔁 4    💬 1    📌 0
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Voters definitely punished them for it.

Trump called the affordability crisis a “con job” (again) on Tuesday, but GOP reps/senators have already acknowledged the reality of it, and committed to addressing it (unconvincingly, in my opinion, but that’s besides the point)

04.12.2025 17:32 — 👍 1    🔁 0    💬 1    📌 0
After taking turns denying its existence, Democrats and Republicans now recognize the existence of the affordability crisis at the same time. I think this marks the beginning of the end of the indiscriminately toxic “vibecession” narrative. The smart vibes guys will hedge their past takes (Krugman already has) or move on to something else. The dumb vibes guys won’t see the writing on the wall — they’ve got that special kind of antisocial arrogance, the type that leads one to conclude, All these women at this Whole Foods must be too shy to ask for my phone number, so I guess I’ll just start yelling it.

After taking turns denying its existence, Democrats and Republicans now recognize the existence of the affordability crisis at the same time. I think this marks the beginning of the end of the indiscriminately toxic “vibecession” narrative. The smart vibes guys will hedge their past takes (Krugman already has) or move on to something else. The dumb vibes guys won’t see the writing on the wall — they’ve got that special kind of antisocial arrogance, the type that leads one to conclude, All these women at this Whole Foods must be too shy to ask for my phone number, so I guess I’ll just start yelling it.

There are two types of vibes guys, and I’m not sure he’s the first type I mention in the article

www.stephensemler.com/p/why-afford...

04.12.2025 17:02 — 👍 1    🔁 0    💬 0    📌 0

Does Will Stancil still think it’s all fake

04.12.2025 16:39 — 👍 43    🔁 2    💬 6    📌 0

The reality of this makes me completely crazy.

It was so obvious that both Biden (when actually visible and audible), and then Harris, ran the wrong campaign. It's really hard for people to forgive the Dems is Washington for all of that.

04.12.2025 16:08 — 👍 4    🔁 1    💬 1    📌 0
Preview
Why “affordability” suddenly matters in Washington Polygraph | Newsletter n°324 | 3 Dec 2025

For the affordability crisis to finally be recognized as a crisis, voters had to

1) punish incumbents who dismissed economic insecurity as just bad “vibes”
2) support candidates running on an affordability agenda. Namely, @zohrankmamdani.bsky.social had to win
www.stephensemler.com/p/why-afford...

04.12.2025 16:20 — 👍 17    🔁 4    💬 1    📌 0
Preview
Why “affordability” suddenly matters in Washington Polygraph | Newsletter n°324 | 3 Dec 2025

Both parties had taken turns embracing the toxic “vibecession” narrative — and losing because of it (Democrats in 2024, GOP in 2025).

Now’s the first time both parties acknowledge there’s a crisis at the same time.

www.stephensemler.com/p/why-afford...

04.12.2025 16:09 — 👍 19    🔁 3    💬 1    📌 2
Post image

Not to state the obvious, but if voters had no problem affording increasingly high costs, they wouldn’t rank it as their top concern. But since they do, they do.

www.stephensemler.com/p/why-afford...

04.12.2025 16:03 — 👍 31    🔁 5    💬 1    📌 2
Affordability has topped voter concerns since mid-2022. Issues voters ranked as most important, 2021 to 2025. “Inflation/prices” has remained the most popular response every month since July 2022. Figures are monthly averages. Data: YouGov. “Inflation/prices” became an option in July 2022. Issues shown are the six most popular selections on average from January 2021 to November 2025. Other issues listed: “jobs, economy” “civil rights/liberties” “health care” “immigration” “climate, environment.”

Affordability has topped voter concerns since mid-2022. Issues voters ranked as most important, 2021 to 2025. “Inflation/prices” has remained the most popular response every month since July 2022. Figures are monthly averages. Data: YouGov. “Inflation/prices” became an option in July 2022. Issues shown are the six most popular selections on average from January 2021 to November 2025. Other issues listed: “jobs, economy” “civil rights/liberties” “health care” “immigration” “climate, environment.”

The affordability crisis has suddenly taken over headlines. It’s about time: Voters have ranked it as their top concern for the last 41 consecutive months.
www.stephensemler.com/p/why-afford...

04.12.2025 16:00 — 👍 38    🔁 9    💬 2    📌 7
Preview
Why “affordability” suddenly matters in Washington Polygraph | Newsletter n°324 | 3 Dec 2025

@stephensemler.bsky.social

open.substack.com/pub/stephens...

03.12.2025 23:14 — 👍 7    🔁 3    💬 0    📌 0

The Pope left Beirut a couple of hours ago and there are already reports of Israeli drones flying low over parts of the city.

02.12.2025 14:33 — 👍 20    🔁 7    💬 0    📌 1

5 - the Syrian people overthrew a tyrant and Israel saw it as such a threat they bombed around the country & invaded it. They have disappeared people from s. Syria

International reaction is basically to shrug.

bsky.app/profile/alju...

21.11.2025 08:41 — 👍 14    🔁 6    💬 2    📌 2
Red circle on a map

Red circle on a map

Red circle on a map

Red circle on a map

Israel announced that they will bomb two villages in Southern Lebanon

That’s how they do it. They tell you that they will violate the ceasefire for the thousandth time, and there will be no consequences.

19.11.2025 12:32 — 👍 100    🔁 59    💬 1    📌 2

This debate so often boils down to whether we believe people when they say that they're struggling. Many economists don't.

01.12.2025 15:58 — 👍 22    🔁 4    💬 1    📌 0

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