Everyone must still be on vacation, because we had some difficulty finding items for today’s linkfest. If you are still not satisfied check out some of the sites on our blogroll and feel free to peruse our previous archives.

CXO Advisory Group looks at the relative importance of the shocks from total CPI and core CPI on equity discount rates.

Ticker Sense looks at the biggest market cap losers in the second quarter.

Some people think the Vanguard Group is up to something with their move to rename their ETFs. (via WSJ.com)

Sharesleuth.com is up and has its first post. Given the high profile of this start-up site it will be interesting to see the market impact of its first investigation.

Menzie Chinn at Econbrowser examines some numbers on the profitability of ethanol at various oil prices.

Tenille Tracy at the Wall Street Journal reports on the growing list of politicians who have signed up with private equity firms in a variety of roles.

Holly Yeager and Neil Buckley at the FT.com look at the political support William Browder has garnered in his attempt to re-enter Russia.

Randall W. Forsyth at Barrons.com thinks the move by the Bank of Japan to remove excess liquidity has had a significant effect on world markets.

Andrew Feinberg at Kiplinger’s thinks a recent, popular investment book is a “pile of investment junk.”

On the other hand, Eric Savitz at Tech Trader Daily plugs a couple of books that could be of use to technology investors.

Frank Barnako looks at the blogosophere piling on the Internet’s story du jour.

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