Monday links: shifting standards

February 2026The S&P 500 fell 0.76% in February 2026. (on.spdji.com)How major asset classes performed last month. (capitalspectator.com)CompaniesWhat makes for a 'HALO' stock? Think in-person. (downtownjoshbrown.com)Greg Abel is planning no major changes at Berkshire Hathaway ($BRK.A). (kingswell.io)How Databricks has surpassed Snowflake ($SNOW). (tomtunguz.com)FinanceA profile of Blue Owl's ($OWL) co-CEOs as they face public scrutiny. (wsj.com)How the weekend played out for the two big prediction market companies. (nexteventhorizon.substack.com)AIOpenAI takes the government at the word. Anthropic wanted guarantees. (thezvi.substack.com)Why are we relying on a CEO to ensure the government does the right thing? (stratechery.com)A company should be able to say no to the government. (theargumentmag.com)IranWhat's at play in the energy markets? (ft.com)The world economy is now less dependent on Mideast oil. (paulkrugman.substack.com)It's unclear what the end-strategy is for Iran. (danield