Thanks for checking in with us for seven links (give or take) at 7AM Eastern.  Good luck out there.

Large cap tech has been “orphaned” by the market.  (WSJ)

Signs of hope for the gold and silver miners.  (Pragmatic Capitalism also Stock Sage)

Sorting through the tech IPO hype.  (TechInsidr)

The circumstances under which stocks are safer than bonds.  (Felix Salmon)

Another down month for hedge funds in June.  (WSJ)

The muni bond market snubs Meredith Whitney in Q2.  (FT)

Banks continue to swap loans for Treasuries.  (Economic Musings)

The ECB is likely to regret its decision to increase rates this week.  (The Source)

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