Thanks for checking in with us for another edition of our early morning linkfest.  Good luck today.

“PSLV’s 20% premium to NAV is NOT an indication of supply shortages in the silver market.  PSLV’s 20% premium is NOT an indication of the true cost of “physical” silver.”  (Kid Dynamite)

Putting the two-year bull market into perspective.  (Mark Hulbert)

Cheap stocks (10x P/E or less) are becoming a rarity.  (Money Game)

When it comes to hedging don’t get hung up on the issue of false precision.  (Dynamic Hedge)

How many wireless networks can the US realistically support?  (GigaOM)

Europe’s new round of bank stress tests are plenty strange.  (FT Alphaville, WSJ)

What is the “signature effect“?  (Farnam Street)

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