NirajOnTheGo

Longform links: environmental contagion August 7, 2025

✍️ Longform links: falling cardiovascular mortality rates, the pain of perfectionism, and living in a world of knocks and dupes. abnormalreturns.com/2025/08/07/l...

image: ourworldindata.org/cardiovascul...

This is notable because McDonalds’ breakfast daypart has long been seen as a proxy for employment. You’re more likely to visit if you have somewhere to go in the morning.

$MCD

Needs to be updated to “I keep asking AI, and it keeps working!”

Bring up the 1970s/80s bird logos and ask again.

Thanks Jenna. The immediate benefit is Teddy saw a version of this offense in 2022 in Miami. Sounds as if it may be changing from Liam Coen’s offense. Maybe more vertical. Maybe that’s why Mike Evans is so into it. 😏

Used Sun OS and HP’s Linux at college in the early 1990s.

Music to my Buccan-ears!

See this, I was like are the militias are on the side of the constitution as they always claimed, and would they oppose Trump? Like, where’s the Michigan Militia? No statement that I am aware of against the federal government overreach.

So Long to Tech’s Dream Job

The NYT documents how the culture of big tech has gone from pampered employees and companies talking about psychological safety to “shut up and grind” or get laid off.

The article points to Elon Musk’s brutal layoffs at Twitter as the industry turning point.

The Age of the Super IC Taste in building products is a function of energy and runs a real risk of waning if not cultivated properly.

In response to my previous post, @c0up.bsky.social shared this link which matches my observations.

Hot tech companies don’t want senior managers. They want senior individual contributors who can use AI tools to do work that used to take a group of people. A “super IC” as this post describes them.

Why Value Investing Still Works—If You Do It Right And why there’s more to the story when it comes to non-US equities as a value play.

www.morningstar.com/stocks/why-v...

“I think people maybe overextrapolate what we’ve seen the US do in the last 25 years, not realizing how much of it has come from people just willing to pay more and more for the same fundamentals in the US compared with other places.” - Cliff Asness

The Value Premium: Reports of Its Death Have Been Greatly Exaggerated The meteoric rise of the S&P 500 since the Great Financial Crisis has dominated financial headlines and sparked a provocative question among investors: Is value investing dead?

open.substack.com/pub/larryswe...

“The evidence suggests that value investing is far from dead. While U.S. markets have presented challenges for value strategies over certain periods, international markets demonstrate that the value premium remains robust globally…”

Thanks Matt. That first game of the season is looming big.

Hi Matt, can my Bucs win the division again? Are the Falcons or Panthers a serious, or surprising contenders for the division?

Europe’s Turkey Dilemma Europe needs Turkey to shore up its defense. But is Ankara committed to European security?

nationalinterest.org/feature/euro...

“In view of Turkey’s defense buildup and President Erdogan’s attempt to dismantle the secular opposition, there is good reason to question the wisdom of the German and British decision to approve the sale of 40 Eurofighter Typhoon jets to Turkey.”

Don’t know if she went weird or was always weird

The two Tests India won in this series were precisely the two in which Bumrah didn't play.

India win by 6 runs

INDIA SEAL A THRILLING 6-RUN VICTORY IN AN OVAL CLASSIC TO DRAW THE SERIES! #ENGvIND

Cliff Asness: ‘The Problem Was Never Beta. The Problem Was Paying Alpha Fees for Beta’ Podcast Episode · The Long View · 07/29/2025 · 54m

podcasts.apple.com/us/podcast/t...

The Gen Xers Who Waited Their Turn to Be CEO Are Getting Passed Over More companies are holding on to older leaders or passing over a generation in search of the next ones.

Gen X, aka the forgotten generation, is being overlooked again. Boomers won’t retire (41.5% of Russell 3000 CEOs are 60+, up from 35.1% in 2017), while CEO gains are happening among 30s & 40s.

Same story in politics, Boomers cling to power as energy shifts to younger candidates in their 30s & 40s.

Wow. I keep waiting for him to break out. Not sure what the problem is.

As a Bucs fan, it’s crazy to hear other fans say Alstott belong in the HOF. At best, he belongs in the Bucs Ring of Honor. That’s it.

Howard Levitt: The myth of work–life balance is dead, and employers aren't afraid to say it Howard Levitt: Not long ago, “work–life balance” was a buzzword parroted by people who never met a deadline. That era is over. Read more.

The idea that employee well being is important to companies is well and truly dead. This article documents this shift in employee relations where even companies with a reputation for pampering employees, like Google, are asking for 60 hour work weeks in the office or else.

As Malwarebytes reports, cybercriminals are targeting Instagram users by sending fake login alerts.
bit.ly/45gaxOl

Thank you.

Tom Brady preaches balance, despite vowing to "give up his life" to win Earlier this week, I posted a little something on Tom Brady's response to golfer Scottie Scheffler's comments about work-life balance.

Tom Brady's discussion of work-life balance falls flat, when considering this past quote: "If you’re going to compete against me, you better be willing to give up your life because I’m giving up mine.”
www.nbcsports.com/nfl/profootb...