lung-cancer – Tuna Thoughts

The share of elite MBA grads still looking for work 3+ months after graduation is up sharply at practically every high-ranking school. The traditional elite-MBA absorption process—1) Get degree; 2) Glide path to Big Tech/Consulting—seems disrupted.

_________________________________________

Gen Z is the most money-centric generation we’ve seen yet.

________________________________________

The face of cancer in the U.S. is getting younger—and more feminine. Cancer rates for women in the U.S. have risen over the past half-century, particularly among women under age 65 diagnosed with breast cancer. For decades, the cancer burden in the U.S. was higher for men, who started smoking en masse in the 20th century. Their rates of lung-cancer cases and deaths soared. Lung cancer remains the biggest cancer killer for men in the U.S., but case and death rates have dropped, after smoking rates declined.

Women started smoking heavily later than men and have been slower to quit, so their lung-cancer decline started later and hasn’t been as steep. That has had a significant impact: Lung cancer incidence among women under 65 was greater than among men for the first time in 2021. Women are also more likely to get diagnosed with lung cancer as nonsmokers.

_________________________________

We rank nine major U.S. airlines on seven equally weighted operations metrics: on-time arrivals, flight cancellations, delays of 45 minutes or more, baggage handling, tarmac delays, involuntary bumping and what the Transportation Department calls passenger submissions (which are mostly complaints).

_______________________________________

Parlays, the tough-to-win multipart wagers with tantalizing payouts, are bringing in casual and newbie gamblers, and betting companies are making a killing. FanDuel said 90% of its same-game parlays, or bets on multiple developments within one event, have a wager of $30 or less, while 60% are $5 or less. About 20% of all money spent by DraftKings on national TV advertising last year hyped parlays, compared with 11% in 2022.

Parlays accounted for about 27% of the money wagered on all sports bets last year through October in Illinois, New Jersey and Colorado, states in which gambling regulators report data by bet type. That’s up from 22% of all sports bets in 2021. The multi-leg bets delivered about 56% of sports-betting revenue after payouts for companies in the three states during that period, up from 50% in the same stretch of 2021.

Multi-leg bets are so lucrative that FanDuel parent company Flutter Entertainment recently increased its expectation for total online gambling revenues in the U.S. to $63 billion by 2030, up from its estimate of $40 billion two years ago, driven in part by parlays, the company said.

___________________________________

People are usually surprised when they see how Japan has grown its dividends at a 6.9% annual clip over the last 20 years, outpacing the 6.7% growth pace of the S&P 500. Japan trades for 13.5x forward earnings, or a 37% discount to the S&P’s P/E of 21.3.

______________________________

A massive wage arbitrage has opened between the US and its competitors. The overwhelming majority of people in the US have no idea just how much more money they make than the Japanese, French, British, etc.