10 Thursday AM Read – The Big Picture

my morning the train WFH reads:

Is the era of low interest rates over? That was the fundamental reason interest rates were so low three years ago. Those fundamentals have not changed; If anything, they’ve gotten stronger. So it’s hard to see why, once the dust settles on the fight against inflation, we won’t return to a world of very low rates. (New York Times)

What to buy? bond When? now. “What to buy and when?” My short and simple answer to the question is: buy bonds today. There are still developments that need to be addressed before we can get clarity on the stock and labor markets, which calls for patience, but I believe bonds are attractive right now. (Van Eyck) see more Goodbye, Tina: For years, we’ve been hearing that there is “no alternative” – ​​TINA – to equity, and thanks to the Fed, “cash is junk.” No more. The Federal Reserve, in a belated attempt to fight inflation, cranked rates to where, today, there is an alternative to stocks: bonds. (large image)

Was that the bottom? The stock washed out in the third quarter. Whether you’re looking at prices or people’s reactions to said prices, it’s been hard to say anything positive other than that things are so bad that they’re actually good. (irrelevant investors)

oh come on We will be! That was stupid. Elon is back although he has days to change his mind again. (Bloomberg)

Climate crisis spells big business for carbon capture: At a recent expo in Houston, inventors claimed they could save us from a global catastrophe—and make billions in the process. (Texas Monthly)

Working from home is not an urban escape hatch: Contrary to popular belief, the country’s WFH hotbeds are big-city neighborhoods and not expensive suburbs, mountain retreats and beach cottages. (Bloomberg) see more Working from home in the US as office occupancy stalls: New York City results hit by last week’s religious holiday; Some large employers have mandated RTOs due to pushback from workers. (Bloomberg)

Scientists know why we’re so indecisive — and how to overcome it: People are generally pretty bad at perceiving and using probabilistic information.” (opposite)

A brief guide to the strange and revolutionary world of quantum computers. This year’s Nobel Prize in Physics went to the pioneers of quantum technology. Here’s how their work can change the world. (Vox)

Everyone has misconceptions about EV-converted classic cars: People ask me about converting their troublesome old sports cars into low-maintenance EVs. It’s a mistake – they’re looking at the wrong genre of car. (Roads and Tracks)

What do dogs know about us? Man’s best friend is surprisingly good at getting inside your head. (Atlantic)

Be sure to check out our Masters in Business interview with Crowe Holdings CEO Michael Levy this weekend. The firm is the largest developer of multifamily-homes in the United States. Crowe is both a developer and investor in commercial real estate, specializing in multifamily, industrial and office properties across 21 markets in the United States.

Solar power and batteries account for 60% of planned new US electric generation capacity

Source: US Energy Information Administration

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