Tuesday links: how you think

MarketsNo matter how you slice it, long term capital market returns have been good. (awealthofcommonsense.com)How to read a market strategist's year-end report. (behaviouralinvestment.com)What the heck happened to NFTs? (ritholtz.com)Retail traders are here to stay. (giftarticle.ft.com)TechnologySpaceX is planning to go public in 2026. (bloomberg.com)Apple ($AAPL) stock marches to beat of its own drummer. (sherwood.news)Why IBM is buying Confluent ($CFLT). (tomtunguz.com)AIData center operators are already shifting their siting strategies. (nytimes.com)Paul Krugman talks AI with Paul Kedrosky. (paulkrugman.substack.com)How AI demand is boosting energy growth. (axios.com)A Q&A with Tim O'Reilly on AI. (bigthink.com)AI slop is flooding social media. (nytimes.com)GlobalTurning our backs on the rest of the free world seems like an own goal. (paulkrugman.substack.com)Australia is rolling out the first ban on social media for children under 16. (ft.com)Why diamond mines in Northwest Canada a