Thursday links: falling valuations

ReturnsHow major asset classes performed in September 2026. (capitalspectator.com)The Breakwave Tanker Shipping ETF ($BWET) has had quite a year. (etf.com)Energy stocks had a big Q3. (axios.com)A look at asset class returns YTD. (novelinvestor.com)RatesFour upsides from higher bond yields including, 'Higher bond yields may create more options for long-run asset allocators.' (ft.com)Contrarians are buying into the iShares 20+year Treasury bond ETF ($TLT). (marketwatch.com)Muni bonds look cheap relative to Treasuries. (bloomberg.com)FinanceBill Ackman's investment management company, Pershing Square ($PS), is getting the benefit of the doubt from investors. (barrons.com)The story behind Ethos Technologies ($LIFE) which you have likely heard advertised on podcasts. (hntrbrk.com)It's not your imagination, companies are talking a lot about AI. (apollo.com)A brief history of the Bloomberg Terminal. (spectrum.ieee.org)Weight loss drugsMore GLP use is for non-weight related issues. (wsj.co