Good morning and welcome to another edition of our early morning linkfest. Tell us what you think.
What Gaddafi hath wrought (market-wise): (FT Alphaville, Big Picture)
The S&P 500 is off to its best start since 1997. (Global Macro Monitor)
A warning from the chip space. (Pragmatic Capitalism)
Moody’s lowers outlook on Japan’s finances, although Japanese stocks are apparently a buy. (WSJ, NYTimes also FT Alphaville)
When do higher oil prices put the brakes on the global economic recovery? (Money Game also Capital Spectator, beyondbrics, The Telegraph)
A freer North Africa would be a boon to the world economy but in the mean time all it implies is volatility. (Free exchange)
The stock market hates dirty air. (FinanceProfessor)
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