Tuesday links: celebrity value extraction

MarketsWhy are housing stocks rallying? (conorsen.substack.com)Picking stocks is always tough, especially. now. (awealthofcommonsense.com)The stock market is not the answer on how AI will turn out. (behaviouralinvestment.com)FinanceThe hyperscalers continue to float new bond issues. (axios.com)The CDS market is heating back up again. (ft.com)The big banks don't want you to post their charts on X. (bloomberg.com)AppleApple ($AAPL) sold more Macs this year than ever. (sixcolors.com)How John Ternus differs from Tim Cook. (asymco.com)Stay in touchDon't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)Venture capitalSmaller VCs are increasingly trying to thread the needle. (hunterwalk.com)Why a venture capitalist's network matters. (alphaarchitect.com)EconomyThe median American consumer is doing alright. (awealthofcommonsense.com)Three items that argue again