Thanks for checking in with us for seven links (give or take) at 7AM Eastern. Good luck out there.
Take it easy this summer, traders. (Dynamic Hedge)
On building a competitive advantage in investing. (Pragmatic Capitalism)
Going overseas makes sense for value investors if they can keep to their investing criteria. (Contrarian Edge)
Have we entered a new golden age of shadow banking? (FT)
In praise of sovereign default. The case of Iceland. (Daniel Gross)