Sunday links: staying private longer

MarketsA positive seasonal window is opening. (trendlabs.com)Bonds are no longer overvalued. (mrzepczynski.blogspot.com)StrategyWhy indexing has dominated the past decade. (awealthofcommonsense.com)Why Warren Buffett succeeded: his investment strategy matched structure. (jasonzweig.com)How to avoid getting taken in by chart crimes. (contessacapitaladvisors.com)AIAll that AI capex will turn into depreciation and amortization one day. (tker.co)How to measure recursive self-improvement of models. (noahpinion.blog)There's no rush to load an AI agent onto your computer. (daringfireball.net)Law and orderHow the Trump DOJ has gutted anti-corruption prosecutions. (propublica.org)It's easy to forget why we have pension rules against 'pay-for-play.' (popular.info)The Trump administration is doing what it can to hamstring the International Criminal Court. (wsj.com)RFKUnder RFK Jr. the CDC has been hobbled. (nytimes.com)RFK Jr. is making big bucks with his side hustles. (nytimes.com)Why