Monday links: clearing out the junk

StrategyA sign that bonds could be in for a bounce. (trendlabs.com)Why investors are often fighting the last war. (safalniveshak.com)Five things that always make sense for your portfolio including 'Take out the trash.' (ritholtz.com)Prediction marketsPrediction markets are turning into another opportunity for people to bet on long shots. (awealthofcommonsense.com)Do we really want people betting on the outcome of court cases? (wsj.com)Data centersWhy the Firmus Grid IPO went off the rails. (ft.com)Not every news organization views the data center story the same. (semafor.com)A look at why Europe is lagging in the data center business. (apollo.com)Why data centers cost so much. (bloomberg.com)AIOn the state of coding in the age of AI. (theatlantic.com)Even book publishers can't stay away from AI. (wired.com)Why AI erodes our will to persist at hard tasks. (news.berkeley.edu)UkraineHow Ukraine targets Russian oil refineries. (wapo.st)Why Ukraine is now targeting Russian data center