Monday 7atSeven: first day factors

Thanks for checking in with Abnormal Returns for seven (or so) links at 7AM Eastern.  Good luck out there today.

A look at the profitability of the first day of the month (and quarter).  (Pragmatic Capitalism, MarketSci Blog)

What happens after five down months in a row for the stock market?  (Big Picture)

Investor sentiment is still very bearish.  (The Technical Take)

Asian manufacturing continues to cool off.  (Reuters, WSJ)

Why dividend cash outs are evil.  (Felix Salmon)

Week in review/preview

Where markets stand at week-end.  (Global Macro Monitor, ibid)

On the big disparity between the economy and consumer sentiment.  (A Dash of Insight)

A fresh recession or continued stagnation:  either possibility is unacceptable.  (Gavyn Davies)

The economic schedule for the coming week.  (Calculated Risk, ibid)

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