Sunday links: taking a stake

MarketsThere's little sign of stress in the financial markets. (trendlabs.com)Why the stock market often seems to defy common wisdom. (tker.co)PodcastsPatrick O'Shaughnessy talks with Dan Loeb of Third Point game. (youtube.com)Jon Reeder talks with CEO of Fairlight Capital. (podcasts.apple.com)Jim O'Shaughnessy talks with Jason Buck, founder and CIO of Mutiny Funds. (newsletter.osv.llc)Fund managementWhy aren't more ETFs closing? (insight.factset.com)How MSCI ($MSCI) rode the index boom. (fiscal.ai)Venture capitalIt's the Wild West when it comes to AI company secondaries. (cashandcarried.substack.com)How to use data to make for better venture investments. (gettheleverage.com)CompaniesOm Malik, "Whether it is OpenAI or Anthropic, revenue cannot be resolved without an S-1." (om.co)Multinational companies are cashing in on the use of tax havens since the start of 2025. (nytimes.com)Michael Dell's ($DELL) bet on Trump has paid off. (cnbc.com)A renewed fertility push isn't great for contr