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

Squaring the circle, how holding gold and Treasury bonds makes sense.  (Pragmatic Capitalism)

The contrary case for Bank of America ($BAC).  (Distressed Debt Investing also chessNwine)

Why Apple ($AAPL) may still be undervalued.  (Daegol also TechCrunch)

The real risks to the News Corp. ($NWS) empire.  (Daniel Gross also Felix Salmon)

Why munis don’t matter – a lack of leverage.  (Bronte Capital)

Markets are pushing the issue in Europe.  (FT Alphaville, FT)

Manpower ($MAN) perspective on hiring and business demand.  (Real Time Economics)

The US economy is facing a “demographic depression.”  (The Money Illusion)

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