Thursday links: annoyingly excited

StrategyIt's naive to think publicly available data will help you pick stocks successfully. (ritholtz.com)Joe Wiggins, "If you want to understand how an investment team behaves, you really want to know what it measures, how and why." (behaviouralinvestment.com)FinanceThe CME ($CME) is set to launch 24/7 crypto futures trading. (theblock.co)Polymarket and Substack have a new partnership. (thehill.com)Morgan Stanley ($MS) is making it cheaper to trade on EquityZen. (fa-mag.com)Private assetsPrivate equity firms love cars wash companies. (pitchbook.com)Blue Owl ($OWL) has halted redemptions from one of its retail-focused private credit funds. (fa-mag.com)401(k) providers are succumbing to the siren's song of private assets. (finance.yahoo.com)The hedge fund rich keep getting richer. (bloomberg.com)StarlinkHow shutting down Russia's access to Starlink has affecting the Ukraine's front lines. (wsj.com)The U.S. has smuggled Starlink terminals into Iran. (independent.co.uk)GlobalTrump has eff