Tuesday links: playing by its rules

MarketsStill no meaningful pick up in risk-off assets. (trendlabs.com)AI fears have put a bid into cybersecurity stocks. (axios.com)The third wave of ETFs is dominated by leveraged and single stocks. (morningstar.com)Bonds10-year Treasury yields are back to 2007 levels. (cnbc.com)Hedge funds have become a huge player in the Treasury market. (wsj.com)30-year mortgage rates are back around 7%. (wsj.com)What if bond market are simply normalizing? (mrzepczynski.blogspot.com)StrategyWhat would you want to know about the future? (behaviouralinvestment.com)Optimal portfolios are only known in retrospect. (ofdollarsanddata.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)Real estateWhere in the U.S. the office market is actually tightening. (barrons.com)How rising residential mortgage rates affect apartment rents. (conorsen.substack.com)