Wednesday 7atSeven: sell side signals

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

Markets

July was an up-month all around for major asset classed.  (Bloomberg)

Sell side strategists HATE stocks right now. (Money Game)

Biases

Beware: data mining often turns up spurious correlations.  (Above the Market)

A fancier beta won’t save the CAPM.  (Falkenblog)

Recoveries

There is hope that MF Global customers will recover their funds.  (WSJ)

Potentially good news for the future of online poker in America.  (Kid Dynamite  also NYTimes)

Economy

China’s PMI teeters between expansion and contraction.  (FT Alphaville)

There is no recession in the PCE numbers yet.  (Capital Spectator)

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