Thanks for checking in with us for this early morning linkfest. Good luck out there today.
The ISM reports have converged and stocks take note. (Pragmatic Capitalism, SurlyTrader)
The economy continues to disappoint, will the stock market catch up? (VIX and More, MarketBeat)
If the economy is so bad why are analysts still revising up estimates? (Castellano)
Markets are no longer impressed with the defensive sectors like consumer staples and utilities. (chessNwine)
The market P/E debate. (Mark Hulbert)
The ultimate Groupon IPO linkfest. (Abnormal Returns)
What to look for in the jobs report. (Economix, WSJ)
Lumber prices are pointing towards little on the jobs front. (Global Macro Monitor)
Companies are once again willing to relocate employees to fill vacancies. (FT, Calculated Risk)
Jeff Miller, “The employment problem is best viewed as a two front war — cutting job losses and stimulating job creation.” (A Dash of Insight)
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