10 Wednesday AM Read – Big picture

Happy June! Close it with our morning in the middle of the week The train WFH reads:

A Elon Musk’s 420-degree Eglord Pivot is getting stale The CEO’s relentless posting may work wonders for his ego and currency in right-wing circles, but it has destroyed value everywhere else. (Business Week)

A No one likes index funds, except investors Index funds are softly attacking corporate management vesters from the left, “awakening” from the right in support of environmental, social and governance policies and blindly buying whatever is in front of them, from active managers. (Dry stars) See more Active managers are on the winning side. That will not end. Stock pickers are beating the S&P 500, but it is wrong to assume that their success will continue. Approximately 70% of the approximately 2,850 actively operated U.S. stock mutual funds did so last week this year, with the stated goal of losing the S&P 500 index. This is a huge improvement over last year, when only 15% of US large-cap stock pickers lost ground. (Bloomberg)

A The rise and fall of Wall Street’s most controversial investor Wood’s desire to make such calls goes far beyond reality – and so out of step with the old guard on Wall Street – has earned him a rockstar reputation among Stunks-obsessed retail investors, making him a mascot for buy-the-fucking-deep robinhood traders, whose Some have dubbed her “Cathy Bay” on Reddit. (New York Magazine)

A The role of life expectancy in retirement age around the world A growing number of governments are raising the retirement age, but with consequences. (Chief Investment Officer)

A How the market crash is forcing the Hollywood giants to re-evaluate their digital strategies.. The crash marks the end of investors ‘unreasonable outbursts for the content business with a startling point – the same day last week when the TV industry was pitching advertisers’ content strategies in an upfront presentation in New York and the world’s film business elite was Tom Cruise at the Cannes Film Festival. Being. (Variety)

A The city’s horrific commute offices are mostly left empty In urban areas where people are closer to work, the rate of return to office is higher, WSJ analysis shows. (Wall Street Journal)

A The problem of global energy inequality has been explained by American refrigerators The average refrigerator in the United States consumes more electricity a year than the average person in dozens of countries. (Vox) See more Hard hit by high energy consumption, look at the Hawaiian sun The state wants to replace coal and oil with solar power, with the goal of relying heavily on roof panels for single-family homes. (New York Times)

A The most powerful story Onion ever wrote The publication runs a version of “No Way to Prevent This, Sage Nation Where This Regularly Happens” after every mass shooting in America. (Wire)

A Why Claude Shannon should be great at Wordle Some data theory can help you analyze and improve your Wordle game (Quanta)

A Space is a fragile ecosystem: Thousands of satellites are currently orbiting the earth, with commercial Internet providers such as SpaceX’s Starlink. Based on proposals for future projects, the authors estimate that this number could reach more than 100,000 in a decade. Artificial satellites have long been an important part of the space ecosystem, arguably an invasive species. (Slate)

Check out our Masters in Business this week, with Adam Parker, founder of Tribute Research. Sunford c. Former head of Bernstein’s research, he was the # 1 ranking semi-analyst before becoming Morgan Stanley’s chief U.S. equity strategist and director of Global Quantum Research. As a member of MS’s Global Investment Committee, he has helped manage $ 2 trillion in personal assets.

Revenue growth is expected to slow from 40% in 2021 to 10% in 2022 (estimates)

Source: Jurien Timmer

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