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

Why you should be on the look out for “risk flares.”  (SurlyTrader)

Jeremy Grantham’s new quarterly letter is out and it is a natural resource downer.  (FT Alphaville)

The CFTC is taking a closer look at commodities-focused mutual funds.  (WSJ)

Why sell-side analysts hate putting on sell ratings.  (Felix Salmon)

Why is Netflix (NFLX) buying back shares near all-time highs?  (Herb Greenberg also Dragonfly Capital)

How higher gasoline prices affect buying decisions.  (Real Time Economics)

Laying out a Brady style-debt restructuring plan for Europe.  (Global Macro Monitor)

We need curation now more than ever.  (GigaOM)

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