Tuesday links: the value of a home

MarketMarket concentration is not necessarily a bad thing. (trendlabs.com)Why predicting the stock market is so difficult. (behaviouralinvestment.com)European investors are warming to the stock market. (klementoninvesting.substack.com)Data centersMore data center deals are coming. (wsj.com)New York state just paused new data center construction. (techcrunch.com)Why farmers and ranchers are often data center opponents. (wsj.com)Data center supplies are valuable. Enter thieves. (nytimes.com)OilFrequent draws have put the U.S. strategic oil reserve at risk. (wsj.com)The Iran war is forcing oil producers to look for alternatives to the Strait of Hormuz. (axios.com)How Ukraine is taking out Russia's oil refining capacity. (wsj.com)Stay in touchDon't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)In wealth management? Sign up for our advisor-exclusive Talking Wealth newsletter. (talkingwealthpod.com)GlobalThe rest of the world is disengaging from the United St