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

If this is a cyclical bull market in a secular bear market, look out.  (Pragmatic Capitalism)

Still waiting on a “major sell signal.”  (Money Game)

Everything China-related is presumed guilty until proven innocent.  (The Reformed Broker)

Hedge funds are still heavily in the commodities trade.  (WSJ)

Why market liquidity is so tenuous these days.  (Reuters)

Oil prices may have overshot their mark, but not for long if economic growth continues.  (Gavyn Davies)

Mixed messages from the past week’s market and economic news.  (A Dash of Insight)

A look ahead at the economic week ahead.  (Calculated Risk, beyondbrics)

Thanks for checking in with Abnormal Returns. For all the latest you can follow us on StockTwits and Twitter.