MOScout Sunday6: ESG, EV, RSV, LLM, AI, MM and more...
1. If Texas were a nation, it would be the fourth largest oil producer in the world.
2. Meanwhile EVs look like a mostly coastal phenomenon right now.
3. There’s been a lot of cheering and fist-shaking at ESG investing. It’s modestly outperformed or underperformed depending where you draw the starting line, but the truth is that ESG investing has largely tracked with the overall market.
4. To celebrate his 67th birthday this week, former US Senate candidate Mark McCloskey posed topless…
5. Will the large language model AIs spur a productivity bump?
6. Or is it part of the hype cycle that will go the way of “blockchain?”
7. Finally, here’s a Wall Street Journal chart on the winter spike in illness. Get those covid and flu shots! I got mine thanks to Charlie Hinderliter.