Friday links: volatility clusters

StrategyStock market volatility clusters. (awealthofcommonsense.com)A look back at the seven sins of active fund management. (larryswedroe.substack.com)IPOsJust how open is the IPO window? (newcomer.co)Weakness in SpaceX ($SPCX) isn't helping. (ft.com)AppleApple ($AAPL) stock is having a moment. (trendlabs.com)Apple ($AAPL) needs to show Apple TV some more love. (sixcolors.com)Just how big a market is there for Apple ($AAPL) eyewear? (asymco.com)NetflixCan live programming turn Netflix ($NFLX) around? (variety.com)Netflix ($NFLX) has a big YouTube problem. (spyglass.org)AIPeople are freaking out about the performance of Chinese AI model Kimi K3. (axios.com)How open-source AI models should work. (tomtunguz.com)ChatGPT is back, sort of. (spyglass.org)Stay in touchWork in wealth management? Sign up for our advisor-exclusive Talking Wealth newsletter. (talkingwealthpod.com)Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)CyclosporaThe USDA and CDC have l