Thanks for checking in with us for this early morning linkfest.  Good luck today!

Ben Bernanke wanted you to buy stocks.  Why didn’t you?  (Barron’s)

Where the earnings are, and are not.  (Bespoke)

Stocks are not cheap.  (Credit Writedowns)

Deja vu, Cisco (CSCO) style.  (Dragonfly Capital)

Investors stepped up and bought into the fall in Japanese stocks.  (NYTimes)

On the VIX reversal in the face of macro uncertainty.  (SurlyTrader also FT Alphaville)

Portugal and the next stage in the Euro crisis.  (FT Alphaville, Pragmatic Capitalism)

How did the reopening of the Egyptian stock exchange go?  (Money Game, WSJ, beyondbrics, IndexUniverse)

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