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

The Brazilian stock market has been a real laggard of late.  (Bespoke, Global Macro Monitor)

Equities and commodities perform well in a period of low (and rising) inflation.  (Pragmatic Capitalism)

Six problems for silver investors.  (Money Game)

How much is Google (GOOG) worth?  (Crossing Wall Street)

The muni market is higher this year due in part to a lack of supply.  (WSJ)

Meredith Whitney is not backing down from here muni crisis call.  (Dealbreaker, Money Game)

An April employment report preview.  (A Dash of Insight)

Good trading is boring trading.  (Downtown Trader)

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