Monday links: counting your blessings

StrategyFund performance consistency is overrated. (morningstar.com)If your portfolio manager has skill, you want a concentrated portfolio. Otherwise, index. (klementoninvesting.substack.com)Why rules matter for investors. (thefinancialpen.substack.com)CompaniesGoogle Gemini is going to power Apple's ($AAPL) Siri. (spyglass.org)The revival of GE ($GE) is an underhyped story. (bloomberg.com)Influenza Roche's Genentech manufactures Xofluza and Tamiflu. (wsj.com)More people should be taking Xofluza for influenza. (theatlantic.com)Weight lossAmazon ($AMZN) Pharmacy is going to offer Wegovy weight loss pills. (semafor.com)How obesity pills will transform the market for weight loss. (cnbc.com)People on weight loss drugs spend less on groceries. (sciencedaily.com)The FedBernanke, et al. "The reported criminal inquiry into Federal Reserve Chair Jay Powell is an unprecedented attempt to use prosecutorial attacks to undermine that independence." (jointstatement.substack.com)Trump REALLY wants c