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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