Thanks for checking in with us for seven links (give or take) at 7AM Eastern. Good luck out there.
Tough times for global macro funds of late. (WSJ)
Speaking of global macro, short Italian government bonds is the trade of the day. (FT)
Do not mess with the consumer discretionary sector. (Dragonfly Capital)
The five-year Treasury note is trading at a negative real yield. (Modeled Behavior)
Things that matter: earnings and employment. A deeper look at both. (A Dash of Insight)
Why Friday’s jobs number may represent a head fake. (Investment Postcards)
The economic schedule for the coming week. (Calculated Risk)
A story of friendship. (Altucher Confidential)
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