Monday links: personal agents

MarketsOil refiners are winning, while truckers are losing. (trendlabs.com)Demand for credit is real. (mrzepczynski.blogspot.com)StrategyWhat has to go right for your stock pick to work out. (obliviousinvestor.com)No single portfolio works for everyone. (tker.co)AIHow to get to a $2 trillion valuation for Anthopic. (ft.com)AI makes us nervous because there is so much we don't know. (theatlantic.com)Why can't we build AI that won't kill us all? (newyorker.com)Personal agentsThe battle to be your personal agent is here. (axios.com)Why didn't Google ($GOOGL) build Muse? (spyglass.org)Stay in touchWork in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)EconomyThe economy is now exposed more to the stock market than ever before. (advisorperspectives.com)What economic policy mistakes are we at risk of making? (awealthofcommonsense.com)Earlier on Abnormal Re