Wednesday links: always in training

MarketsWhat's behind the rise in Treasury yields? (ritholtz.com)Falling earnings expectations would kill the bull market. (spilledcoffee.co)Is this market more like the Nifty Fifty era than the Dotcom boom? (awealthofcommonsense.com)ManagersGreat investors aren't exactly normal. (economist.com)A big profile of Leopold Aschenbrenner, portfolio manager of Situational Awareness. (wsj.com)ETFsSpaceX's ($SPCX) share of various index ETFs is going up. (morningstar.com)A closer look at the Alpha Architect 1-3 Month Box ETF ($BOXX). (barrons.com)FinanceWhy the alternative asset managers have struggled this year. (morningstar.com)Victory Capital Holdings Inc. agreed to buy First Eagle Investments (bloomberg.com)Signs that institutional investors are coming to embrace evergreen funds. (ft.com)Concerns from Mark Walters are spreading through the insurance industry. (wsj.com)Vanguard is buying upstart custodian Altruist. (wsj.com)Stay in touchDon't miss a thing! Sign up for our daily e-mail ne