Wednesday 7atSeven: overseas activism

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

Markets

How much longer can hedge funds explain away poor performance?  (Pragmatic Capitalism)

Some companies, like ExxonMobil ($XOM) are borrowing cheaper than the US Treasury.  (WSJ)

Activists

Is Icahn’s ploy at Netflix ($NFLX) going to flush out a buyer?  (Dealbook)

Nelson Peltz is going activist on Danone.  (FT, Dealbook)

Companies

What’s wrong with HP ($HPQ)?  (WSJ)

AOL ($AOL) has been a huge winner year-to-date. The question is what comes next?  (Pando Daily)

Media

How to fix the e-book market.  (SAI)

If the FT is in play, who is playing?  (Felix Salmon)

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