Here are seven (or so) links at 7AM Eastern.  We will see you later with the daily linkfest.  Good luck out there.

Markets

Something is spooking the consumer enough to cancel out the effects of the market rally.  (Sober Look)

What did John Paulson say on his much anticipated investor conference call?  (The Reformed Broker, WSJ)

ETFs

Investors in search of yield are diving into international dividend ETFs.  (Financial Advisor)

Four new popular bond ETFs.  (Income Investing)

Global

Mario Draghi on how much the ECB can, and will, do.  (Money Game)

What has happened to uncovered interest rate parity in a world of zero interest rates?  (Econbrowser)

Media

ESPN just bet big to extend its deal with MLB.  (WSJ, FT)

Membership not subscriptions: a new model for the New York Times ($NYT).  (Nieman Journalism Lab)

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