Thanks for checking in with us for seven links (give or take) at 7AM Eastern. Good luck out there.
What is the best stock for this point in the cycle? (Pragmatic Capitalism)
The three sectors are that are leading in a weak stock market. (Dragonfly Capital)
Erik Swarts, “There is a fine line between keeping things simple and overcomplicating the obvious.” (The Reformed Broker)
Corn traders take note. Corn’s premium to wheat is a rare thing. (FT)
Soros on the inevitable exit of weaker economies from the Euro. (Bloomberg)
The IEA was able to take some of the speculative premium out of the oil market last week. (Gavyn Davies)
Jeff Miller, “The economic recovery requires confidence on the part of business and the consumer. Confidence is in short supply right now.” (A Dash of Insight)