Thanks for checking in with us for another edition of our early morning linkfest. Good luck today.
The oil/copper divergence blows out. (Pragmatic Capitalism)
How much more can commodity-related equities outperform? (Minyanville)
The now troubled LBO of utility TXU has “..boiled down to an expensive bet on the price of a commodity.” (WSJ)
Aggregate short-selling data tells us very little about where the market is heading. (Barron’s also Insider Monkey)
Signs that demand for put protection is growing. (Condor Options)
Fearful of the black swan? Now’s your chance to load up on cheap volatility. (Money Game)
A deep dive into the economics of Business Insider. (Felix Salmon)
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