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.
Signs of a turn in the large cap-small cap spread. (Bespoke)
Check out the rally in the Euro. (Money Game)
Signs of life (and demand) in the IPO market. (Dealbook, Tech Musings)
A sign of the times: commodities powerhouse Glencore International AG plans to go public. (WSJ, Dealbook)
Jeremy Grantham’s latest quarterly letter: ‘Pavlov’s Bulls.’ (Investment Postcards)
The state of the state of the union speech. (Economist’s View, Pragmatic Capitalism, Washington Post)
FCIC: the financial crisis was avoidable. (NYTimes, Big Picture)
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