10 Thursday AM Read – The Big Picture

my morning the train WFH reads:

Thursday really is the new Friday.Work patterns that we thought would fade away are actually intensifying as the easing of Covid rules. (Financial Times)

Big Oil’s message to investors: You are too pessimistic: Despite the recent rally, crude prices are down for August, and data suggests investors have reduced their exposure to commodity markets. (Wall Street Journal) see more Saudi Arabia’s EV battery bet is a warning No other country has achieved the scale of production except China. That may change. (Bloomberg)

How value investing has changed: Some growth stocks are now in the bargain. Rabbit, welcome to the turtle-hood. (Chief Investment Officer)

30-year-old spends $1 billion to save crypto: Sam Bankman-Fried, owner of a sprawling crypto empire, is trying to bail out the industry after a severe downturn. (Wall Street Journal)

California’s pot legalization toll: Growers who legalized A blue state tax and regulation has encouraged corporate producers, leading to the demise of the small marijuana grower. (Washington Post)

What happened when Minneapolis ended single-family zoning:The city’s path-breaking shift has drawn much national attention and has so far produced fewer than 100 new housing units. Still, it’s a step. (Bloomberg)

Newfound brain switches label experiences as good or bad: A molecule tells the brain whether to put positive or negative spin on the event. Up/down labeling can lead to mental disorders. (Scientific American)

1 million square feet of LA streets are being covered in solar-reflective paint: The initiative covers streets, playgrounds and parking lots and has already cooled the surface by 10 to 12 degrees. (fast company) see more Clean Energy Loan Expansion Is Climate Bill’s ‘Sleeping Giant’: The bill recently signed into law by President Biden would greatly expand government loans and loan guarantees for clean energy and automotive projects and businesses. (New York Times)

Critics say nothing will change after Sandy Hook. Actually, there are many: How Moms Demand Action has advanced the gun conversation over the past decade. (Vox)

An illustrated guide to the 6,887 deaths in ‘Game of Thrones’ After years of frame-by-frame analysis, here it is: a complete database of every on-screen death from “Game of Thrones,” including the who, how, why and where. And after eight seasons of ever-increasing body count, we can affirm with absolute certainty that—”morghulis of the good”—all men must die. (Washington Post)

Be sure to check out our Masters in Business next week with Eric Balchunas, senior ETF analyst at Bloomberg, where he’s co-creator of the Bloomberg Podcast Trillions and co-host of Bloomberg TV’s ETF IQ. He has written several books, most recently “The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions

International Stocks Underperform Now Near *15 Year*…

Source: @NateGeraci

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