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

Silver is once again the story this morning.  (beyondbrics, Pragmatic Capitalism, Money Game)

Blackrock vs. Pimco:  the outlook for Treasuries.  (WSJ also Bloomberg)

Bernanke steps to the podium this week.  Is that a good idea?  (A Dash of Insight)

The economic schedule for the week ahead.  (Calculated Risk)

Why has the US economy slowed?  (Gavyn Davies)

An early review of Howard Marks‘ The Most Important Thing.  (The Inoculated Investor)

How to become a macro strategist in five easy steps.  (The Reformed Broker)

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