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

The commodity market sell-off.  (WSJ, Buttonwood)

Why haven’t equity markets (except emerging markets) sold off more at this point?  (Money Game, FT Alphaville)

What effect has the rise of the ETF had on the commodities markets?  (FT)

Why monetary authorities shouldn’t focus too much on commodities markets.  (Rajiv Sethi, Capital Spectator)

Watch the Aussie dollar in here.  (The Source)

One reason why the Euro may have topped.  (Global Macro Monitor)

A Greek default may be “unthinkable” but is “inevitable.”  (NYTimes)

Market practitioners worth reading.  (Pragmatic Capitalism)

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