Tuesday links: painful failures

MarketsBitcoin and gold seem to be trading together again. (econbrowser.com)Why is gold down? Pick your explanation. (ft.com)Strategy ($MSTR) is trying to shore up its business. (wsj.com)StrategyWhat history tells us about the sustainability of the AI boom. (fa-mag.com)Why it's unrealistic to have a fund manager invest their own money exactly as their clients. (behaviouralinvestment.com)Private assetsHow private equity managers are borrowing to fund their financial commitments. (pitchbook.com)PE firms are pulling out all the stops to extract capital from their funds. (ft.com)CompaniesGreat companies iterate faster. (mastersinvest.com)CEOs rarely give up a perk for nothing in return. This one did. (linkedin.com)AOL owner, Bending Spoons has created its own path. (barrons.com)Securitize ($SECZ) will soon be public. (theblock.co)EconomyFreight companies are seeing a bounce. (thetranscript.substack.com)The Case-Shiller national house price index, through April, was up 0.8% year-over