Good morning and welcome to another edition of our morning linkfest.  Tell us what you think.

If the Hang Seng Index is a leading indicator, then look out.  (Global Macro Monitor)

Merger mania in the exchange space.  The NYSE (NYX) and Deutsche Borse are in advanced merger talks.  (Bloomberg, WSJ, ibid, TRB)

Cisco (CSCO) has been left in the dust by the tech sector.  (Bespoke)

iPad 2.0 isn’t even out yet and talk has shifted to iPad 3.0.  (TechCrunch, Daring Fireball also Asymco)

Rumors are swirling around Twitter as Andreeson Horowitz reportedly ups their stake in the company.  (WSJ, BoomTown)

Is it really a positive sign that consumers seem to be borrowing again?  (Pragmatic Capitalism)

In praise of Ben Bernanke.  (Calculated Risk)

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