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

Two longtime bulls are getting cautious.  (MarketBeat, Bloomberg)

Traders should be careful trading new markets.  (Crosshairs Trader)

The uniform commodity trade is breaking down.  What are the implications?  (Credit Writedowns, The Source, FT Alphaville)

Keeping an eye on corn as a market tell.  (Dragonfly Capital)

ETF investors are notoriously bad market timers.  (FT Alphaville)

NAV changes with the price of the underlying. Next question. (Kid Dynamite)

More levered ETF simulators.  (SymmetricInfo)

The economic case for McDonalds (MCD) at least in Europe.  (Real Time Economics)

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