Monday links: AI assumptions

MarketsWeed stock came in with a lot of hype, but have been a disaster. (trendlabs.com)New all-time highs are not, in and of themselves, any kind of sell signal. (awealthofcommonsense.com)FinanceWhy the cashtag (still) matters for consumers of financial content. (howardlindzon.com)Another sign that hedge fund trader recruitment is off the rails. (bloomberg.com)Secondary stakesWill the FASB revisit its rules on valuing secondary stakes in private funds? (institutionalinvestor.com)How long can the 'NAV squeezing' cycle continue? (thealtview.substack.com)Private assetsAn example of how a BDC handled a non-performing loan. (roddubitsky.substack.com)Why private credit isn't a systematic risk. (morningstar.com)UkraineUkraine has given up seeking assistance from a Trump-led U.S. (theatlantic.com)Ground drones now do the work of soldiers on the front lines of Ukraine. (nytimes.com)How Ukraine is able to strike so deeply into Russia. (giftarticle.ft.com)Ukraine's drone progress is stunning. (t