Thanks for checking in with us for this early morning linkfest. Good luck out there today.
Chart of the morning
The Nasdaq 100 index is getting rebalanced. Apple (AAPL) loses, everyone else wins. (WSJ)
The repo market is in turmoil with a lack of Treasury bonds. (WSJ, FT Alphaville)
Time for another dip in stock correlations? (FT Alphaville)
Ford (F) is once again back on the move. (Bespoke, Lex)
When will higher oil prices bite into the transport stocks? (VIX and More, Market Anthropology)
On the “perfect storm” facing the commodities markets. (Pragmatic Capitalism)
Anecdotal evidence points to more women trading these days. (Forbes)
StockTwits gets more social with enhanced discovery tools. (TechCrunch)
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