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)
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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