Thanks for checking in with Abnormal Returns for seven (or so) links at 7AM Eastern.  Good luck out there today.

Consumer discretionary stocks continue to lead the market.  (All Star Charts)

A really long term look at gold vs. equities.  (Money Game)

Apple ($AAPL) is now almost worth as much as Google ($GOOG) and Microsoft ($MSFT) combined.  (SAI)

Netflix ($NFLX) is disrupting itself, but is it doing it the right way?  (Slate, Atlantic Business, GigaOM)

Time Warner ($TWX) should think about the implications of a Netflix split.  (WSJ)

George Soros hires a new money manager.  (WSJ, Dealbreaker, Dealbook)

Welcome to 21st century monetary policy.  (Pragmatic Capitalism)

S&P downgrades Italy.  (FT Alphaville, Bloomberg, Money Game)

Greece should just get it over with already.  (The Reformed Broker)

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