Here are seven (or so) links at 7AM Eastern. Good luck out there today.
Does it matter if stocks are cheap? (Pragmatic Capitalism)
How to search for contrarian themes with a reasonable time frame. (A Dash of Insight)
Given their performance in October hedge funds are likely to be chasing through year-end. (WSJ)
Matt Levine, “Jefferies and Berkshire look like two extremes in how to think about contagion risk in the financial system.” (Dealbreaker)
Life isn’t fair, go build something. (Leigh Drogen)