Saturday links: the active squeeze
Tadas Viskanta
Abnormal Returns
22 hours ago
4 MIN READ
Autos
- All the data point toward Waymo’s being safer than human drivers. (theargumentmag.com)
- Tesla’s ($TSLA) FSD will soon be a monthly subscription. (sherwood.news)
Energy
- A lot of capital is tied up in unfinished offshore wind projects. (nytimes.com)
- Strains from data center demand is making the grid less reliable. (wsj.com)
- The scale of China’s push into renewables is stunning. (e360.yale.edu)
Environment
- Net zero is off the table. (axios.com)
- The last 11 years have been the hottest 11 years on record. (npr.org)
- The ocean just keeps getting hotter. (arstechnica.com)
- Europe’s forests are in trouble. (theguardian.com)
- We are all paying a ‘heat tax’ but it is behind the scenes. (bloomberg.com)
- Want to cool the planet? We may need to remake the oceans. (nytimes.com)
- The Trump administration is taking the P out of EPA. (grist.org)
Science
- Some good news. Congress is looking to reinstate cuts to research programs. (nytimes.com)
- Some evidence that myths about ancient cities lost to the sea could be true. (bigthink.com)
Technology
- The Vision Pro is dead, right? Not so fast… (spyglass.org)
- Disposable vapes are tech products. (blog.jgc.org)
- Why right‑to‑repair laws matter. (whyisthisinteresting.substack.com)
Behavior
- Why some people simply don’t like music. (sciencedaily.com)
- 59 non-human primate species engage in same-sex behaviors. (nbcnews.com)
Vaccines
- A big measles outbreak is happening in South Carolina. (npr.org)
- Other countries still want to vaccinate their children against hepatitis B. (npr.org)
- Doctors groups are pushing back against RFK’s new vaccine schedule. (statnews.com)
- A look at the diseases the CDC no longer thinks are threats. (npr.org)
- Anti-vaxxers keep getting appointed to federal vaccine advisory panels. (washingtonpost.com)
Public health
- Despite talk to the contrary, drug companies continue to raise list prices. (npr.org)
- What ‘The Pitt’ tell us about America and medicine. (theatlantic.com)
- It’s hard to disentangle the MAHA movement from the supplements industry. (wsj.com)
- Health innovations matter, but underlying societal constraints can bind. (papers.ssrn.com)
Health
- Five year cancer survival rates in the U.S. hit 70% for the first time. (semafor.com)
- Maybe we aren’t full of microplastics. (theguardian.com)
- Are statins underperscribed? (sciencedaily.com)
- More women are choosing to have children in their 40s. (npr.org)
- Six insights from Dr. Ezekiel Emanuel’s new book, “Eat Your Ice Cream: Six Simple Rules for a Long and Healthy Life.” (nextbigideaclub.com)
Drink
- Cutwater sales are booming. (vinepair.com)
- Alcohol consumption is falling in China. (sherwood.news)
- Canadian consumers have little interest in resuming purchases of American liquor. (msn.com)
- American brewers are focusing on 2.5 to 3.5% ABV beers. (foodandwine.com)
- This January, should you swap weed for alcohol? (theatlantic.com)
- Five insights from “Why We Drink Too Much: The Impact of Alcohol on Our Bodies and Culture” by Charles Knowles. (nextbigideaclub.com)
Beef
- The structural reasons why beef prices will continue rising over time. (thecounterpoint.substack.com)
- Carbon credits are a lifeline for some ranchers. (wsj.com)
- Can beef ever be ‘green’? (wri.org)
Food
- Protein mania has gone too far. (theatlantic.com)
- Banning junk food is harder than it looks. (theatlantic.com)
- The new food pyramid is ‘internally inconsistent.’ (statnews.com)
- How much of improvements in crop quality accrue to farmers? (papers.ssrn.com)
- Florida’s orange business is fading away. (bloomberg.com)
- How heirloom beans became cool. (wsj.com)
Media
- A closer look at Ted Sarandos’ pitch for Warner Bros. ($WBD). (spyglass.org)
- More TV stations are dropping their network affiliation. (cjr.org)
Sports gambling
- Another basketball gambling scandal just hit. (frontofficesports.com)
- Gambling is going to force leagues are going to have to shore up their reputations. (awfulannouncing.com)
Sports
- Premier League team owners are taking a page from the NFL. (bloomberg.com)
- Fanatics is now getting into content production. (frontofficesports.com)
- Can bowling pull from the TopGolf model? (frontofficesports.com)
- Tanking is now a feature of the NBA. (theringer.com)
Children
- Learning is hard. AI is easy. Why combining the two may not work. (forklightning.substack.com)
- How home schooled children can fall through the cracks. (theatlantic.com)
Earlier on Abnormal Returns
- What you missed in our Friday linkfest. (abnormalreturns.com)
- Podcast links: rebuilding infrastructure. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
Terms and Conditions
This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
Please see disclosures here.
