Friday links: bond math

BondsWhy it's time to think about bonds. (awealthofcommonsense.com)The math is now mathing for bond investors. (ft.com)Muni issuance is at multi-year highs. (axios.com)FinanceAnalysts will soon have only one Elon Musk-led company to make sense of. (ftav.substack.com)HFT firms are building their own AI data centers. (bloomberg.com)The NYSE is losing out on big IPO listings. (wsj.com)FundsThe options ETF business is booming. (barrons.com)There is no shortage of buffered Bitcoin ETFs. (thedailyupside.com)The funds that own stakes in OpenAI and Anthropic. (morningstar.com)AIWhy banks are blocking AI agents. (thedailyupside.com)Data centers use a lot of gray paint. (nytimes.com)Finland has their own issues with data center construction. (theguardian.com)The Wayback Machine is collateral damage in the fight against AI. (theatlantic.com)UkraineHow the war in Ukraine has moved underground. (theatlantic.com)How Ukraine is adapting to Starlink outages. (arstechnica.com)WorkMen are more