Monday links: ignoring geopolitical turmoil

StrategyInternational stocks are finally having a moment. (morningstar.com)On the hunt for 100-baggers. (downtownjoshbrown.com)Alternatives What the big alternative asset managers are saying about Q1. (altgoesmainstream.substack.com)Does PE belong in your 401(k) plan? (alphaarchitect.com)Berkshire HathawayBerkshire Hathaway ($BRK.A) trades like an anti-AI trade. (sherwood.news)Greg Abel feels no urgency to spend down Berkshire's ($BRK.A) cash pile. (kingswell.io)Prediction marketsWhales are earning profits on prediction markets, minnows not so much. (wsj.com)How Kalshi plans to keep children off the platform. (axios.com)GlobalUkraine had no plans of becoming a leading exporter of drone technology, but here we are. (newatlas.com)On the dangers of pulling troops out of Germany. (thebulwark.com)Oil is raining from the sky in parts of Russia. (msn.com)EconomyThe U.S. has not sidestepped energy market chaos. (ft.com)It's the mega caps that are spending big on capex. (apollo.com)How worr