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Friday look-in: a dangerous beast

This is the first week of what we plan to be daily (weekday only) early morning linkfests.  It is essentially a “live look-in” at the day’s forthcoming linkfest.  Tell us what you think.

David Blair, “You are known by the traders you attract.”  (Crosshairs Trader)

Might we see an upside surprise to 4Q GDP?  (Pragmatic Capitalism)

The earnings season isn’t coming in as strong as the bulls might want.  (Money Game)

Crowded shorts, like Netflix (NFLX), are a dangerous beast.  (Phil Pearlman)

And so it begins.  LinkedIn files to go public.  (Deal Journal, Dealbook, TechCrunch)

A bank IPO courtesy of your Uncle Sam, BankUnited (BKU). (WSJ)

More praise for the idea that Frannie should simply raise its fee to guarantee mortgage securities.  (Floyd Norris, Megan McArdle)

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