Monday links: continual creation

MarketsA look at emerging market stock performance in 2025. (novelinvestor.com)China tech stocks are having a moment. (mrzepczynski.blogspot.com)How to assess Japanese bank stocks. (mailchi.mp)A look at devloped market stock performance in 2025. (novelinvestor.com)StrategyInvesting lessons don't change on January 1st. (awealthofcommonsense.com)Portfolio liquidity is double-edge sword. (giftarticle.ft.com)VersantComcast spinoff Versant ($VSNT) is now trading. (cnbc.com)What is Versant, besides CNBC? (frontofficesports.com)GlobalAmerica's chip export controls are working. (noahpinion.blog)Europe has an organic growth problem. (mrzepczynski.blogspot.com)What is happening with the Russian economy? (econbrowser.com)VenezuelaAll of the unknowns with American policy in Venezuela. (danieldrezner.substack.com)Regime change rarely goes how you think it will. (flyovertakes.substack.com)What do Venezuelans think? (theargumentmag.com)Increasing Venezuelan oil production is no small thing. (newyorke