Here are seven (or so) links at 7AM Eastern.  We will see you later with the daily linkfest.  Good luck out there today.


Beware bullish sentiment to start the new year.  (Market Anthropology)

Homebuilders are building a significant base.  (Hard Right Edge)

Is emerging market underperformance finally over?  (All Star Charts)


Small businesses are still not feeling it, hiring-wise.  (Calculated Risk, MarketBeat)

Stop dissing the ADP employment report.  (Money Game)

Previews of this morning’s non-farm payrolls report for December.  (A Dash of Insight, Calculated Risk, Money Game)

Mixed media

What if the SNB currency trading scandal happened here?  (NetNet, Breakingviews, WSJ)

Writing lots of op-eds and CNBC appearances pays off! Pimco nets $39 billion in assets last year. (MarketBeat)

Meet the greatest tweeter in history.  (The Reformed Broker)

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