Thanks for checking in with us for this early morning linkfest. Good luck out there today.
Equities are still undervalued relative to high yield bonds. (Bloomberg)
State of the world via country ETFs. (My Simple Quant)
Materials and energy are once again market leaders. (Dragonfly Capital)
Four software stocks for the big data trend. (The Reformed Broker)
The New Zealand dollar is at a record high. (FT)
How much farther retail gasoline prices have to fall. (Calculated Risk)
Most things don’t work out. (Altucher Confidential)