?

1. The New Mag …ORCL, PLTR, AVGO

?

2. “Circularity” The New Buzz Word in Tech

…

3. China won the electric car race. Up next: freight trucks

China vs World EV Production

By ANANYA BHATTACHARYA

• China’s BYD and Sany dominate the global electric freight truck market.

• Fewer than 1% of heavy-duty trucks are electric in India, the U.S., and Europe, compared with 22% in China.

• High upfront costs, a lack of charging infrastructure, and fragmented ownership make electrification of trucks difficult.

China flooded the world with electric cars. Its next target is freight trucks.

BYDi, the Chinese automaker that overtook Tesla in sales of electric cars last year, now ships electric freight trucks to Italy, Poland, Spain, and Mexico — alongside eight other Chinese companies that dominate the global market. Chinese automakers accounted for 80% of the world’s 90,000 electric cargo-truck sales last year, according to the International Energy Agency. 

Globally, CO2 emissions from heavy-duty vehicles have risen by almost 3% every year between 2000 and 2018. Trucks accounted for 80% of the increase. Their outsize impact on the environment has made the electrification of trucks crucial for climate goals. Chinese companies are capitalizing on their massive home-market scale to export commercial-truck solutions, building factories from Mexico to Europe

“They bring cost competitiveness, manufacturing know-how, and proven technology stacks,” Bill Russo, founder and CEO of Automobility Limited, a Shanghai-based advisory firm, told Rest of World. “In many ways, they act as enablers for global fleet operators who want to decarbonize but lack local suppliers at scale.”

In China, electric trucks captured 22% of the heavy-duty market in the first half of 2025. In contrast, India sold just 280 long-haul electric trucks out of 834,578 total commercial truck sales last year. In Europe, EVs represent about 1% of truck sales. Tesla’s much-hyped Semi truck — announced in 2017 and delivered in token quantities to Pepsi in 2022 — has all but vanished due to component failures, range anxiety, and high costs.

…

4. Vanguard Softens Its Stance: Crypto ETF Access May Be Coming

As alluded to in the main segment, the institutional tide in crypto continues to turn - this time with Vanguard.

The world’s second-largest asset manager, with $10.4 trillion in AUM, is preparing to allow access to crypto ETFs on its brokerage platform, Crypto in America has learned. This change in tune is notable coming from one of the most conservative firms - and one that not long ago said, “We also have no plans to offer Vanguard Bitcoin ETFs or other crypto-related products—our perspective is long-standing that cryptocurrencies’ high volatility runs counter to our goal of helping investors generate positive real returns over the long term.”

The significance is hard to miss. One of the industry’s most prominent crypto holdouts may now be preparing to open the door. With regulators fast-tracking ETF approvals and Vanguard’s new CEO, Salim Ramji, bringing direct experience from BlackRock’s blockbuster IBIT launch, the competitive pressure to offer access is mounting. If Vanguard moves forward, it could mark another milestone in bringing crypto into the mainstream toolkit of American investors.

https://thecryptoadvisor.substack.com/

…

5. Private Equity Transactions Still Trending Down

…

6. America’s Immigrant Population

…

7. Federal Workers Long-Term Trend

?

8. Luxury Home Market Slows

WSJ The number of luxury-home sales nationwide dropped 0.7% during the three months ended Aug. 31, compared with the same period last year, according to data from real-estate brokerage Redfin, which said luxury sales nationwide dropped to the lowest level for that period since it began tracking the market in 2013.

Price growth also slowed. During the three months ended Aug. 31, the median sale price for luxury properties—defined as the top 5% of the market—increased 3.9% year over year to $1.25 million, according to Redfin. But that is down from a 6.1% year-over-year price jump for the three months ended Aug. 31, 2024. 

Updated Mortgage Rates Across the Spectrum

?

9. How Religious is Your State? Pew Research

?

10. How to Become a Super Learner

Psychology Today Science-based techniques can help you learn more effectively. 

George S. Everly, Jr. PhD

Key points

• Science has revealed how to accelerate the learning process, with exercise, multimedia learning, and more.

• Super learning techniques may even help overcome learning challenges.

• Super learning techniques may enhance the brain's learning capacity through increased neuroplasticity.

In my first year of high school, my father was summoned to my counselor’s office. He was advised to remove me from high school as I would likely not graduate. And if I did graduate, I would certainly never be accepted into college. It seems I was simultaneously burdened with two debilitating syndromes — dyslexia and ADHD. So, while my academic performance was short of outright failure, my prognosis did not seem very positive to my teachers at the time. Against my counselor’s advice, my father insisted I continue in high school.

My father delayed telling me about his encounter with my counselor until my graduation, but it wasn’t my high school graduation. My father decided to reveal his encounter with my counselor only when I reached the age of 27 and had just completed my first doctoral training program. What happened? Now, many years later, having been a professor at two of the leading universities in the world and the author of over 20 books I look back and try to answer the question “What happened?”

Jim McCann (author of the book Lodestar: Tapping into the Ten Timeless Pillars of Success) hosts a popular podcast, “Celebrations Chatter.” He recently interviewed Dr. Barbara Oakley. Oakley’s book, Learning How to Learn, is a national best-seller and her MOOC of the same name has been accessed by over 4 million learners. In her interview, her book, and her MOOC, Oakley describes how she went from an 18-year-old military recruit who hated math to a professor of engineering. What happened? She unravels the mysteries of learning. She describes how to harness an understanding of how the brain works so as to help you become a super learner. Most importantly, however, her message is a message of hope for all of us, especially those of us challenged by formal education or just learning in general.

The Secrets of Super Learning

Interestingly, my own personal journey with learning seems like a confirming case study of many of the techniques advocated by Oakley. Here are several techniques that appear to accelerate learning and creativity that almost anyone can utilize.

1. Moderate physical exercise before studying appears to facilitate learning.

2. Moderate physical exercise prior to taking a test appears to enhance test performance.

3. Try the Pomodoro Technique, wherein you engage in highly focused study, but only for 25 minutes. Then relax for 10-15 minutes. Then repeat.

4. Try “pre-sleep learning” (hypnogogic learning). This technique involves studying a problem as you literally fall asleep. The technique is purported to enhance retention and creativity. It was used by Thomas Edison and by Friedrich Kekulé, the chemist who famously envisioned a snake biting its own tail as an analogue for the structure of benzene. And it helped write a textbook that has been in print 45 years (Everly & Lating, 2019).

5. Multimedia learning involves taking the material to be learned and converting it into multiple media, such as a) text material, b) listening to an audio presentation of the same text, c) converting the text into a rhythmic poetic cadence, d) combining the text with music, and e) even converting key concepts into representative pictures.

6. Use a four-step active learning process: a) study the material for 25 minutes, b) reduce the material to an outline of only the key points, c) close your eyes and relax for 10 minutes, and finally d) have someone quiz you on the material just learned.

7. Lastly, harness the Pygmalion Effect. Find a friend or mentor who believes in you and who will support you in difficult times but most importantly be a relentless advocate and source of encouragement.

These techniques may be useful because they harness several mechanisms known to facilitate learning, especially overcoming barriers to the learning process (Oakley et al., 2018; Everly & Lating, 2019).

1. They seem to facilitate neuroplasticity, wherein the brain reorganizes itself in order to understand and retain new material. Physical exercise, pre-sleep learning (hypnogogic learning), and repetition are all associated with enhanced learning, likely predicated upon increases in brain-derived neurotropic factor (BDNF). Finding ways of enhancing the release of BDNF may be a key to becoming a super learner.

2. Multi-media learning is associated with the recruitment of varied and diverse brain regions serving to complement and enhance the learning process.

3. Interpersonal support is the single best predictor of human resilience. The belief and expectations that a teacher, coach, mentor, or parent have for their students can significantly impact who those students become.

While we have yet to discover a practical variant of a "limitless" pill as depicted in the 2011 movie, there is hope. Regardless of what kind of learner you were born, you can be better at it because whatever brain you have, you can make it better – my own journey would seem to support such a conclusion.

https://www.psychologytoday.com/us/blog/when-disaster-strikes-inside-disaster-psychology/202509/how-to-become-a-super-learner

…

Did someone forward this email to you? Get your own:

Disclosure

Indices that may be included herein are unmanaged indices and one cannot directly invest in an index. Index returns do not reflect the impact of any management fees, transaction costs or expenses. The index information included herein is for illustrative purposes only.

Material for market review represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results.
Material compiled by Lansing Street Advisors is based on publicly available data at the time of compilation. Lansing Street Advisors makes no warranties or representation of any kind relating to the accuracy, completeness or timeliness of the data and shall not have liability for any damages of any kind relating to the use such data.

To the extent that content includes references to securities, those references do not constitute an offer or solicitation to buy, sell or hold such security as information is provided for educational purposes only. Articles should not be considered investment advice and the information contain within should not be relied upon in assessing whether or not to invest in any securities or asset classes mentioned. Articles have been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Securities discussed may not be suitable for all investors. Please keep in mind that a company’s past financial performance, including the performance of its share price, does not guarantee future results.

Lansing Street Advisors is a registered investment adviser with the State of Pennsylvania.