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

Another indication of extreme investor bullish sentiment.  (Dynamic Hedge)

Pay attention when some long lagging sectors perk up.  (chessNwine)

The last shall be first:  Bill Gross and Bruce Berkowitz performance bounces back in 2012.  (MarketBeat, InvestmentNews)

Xstrata and Glencore agree to merger terms, form a big mining and trading hybrid.  (FT, WSJ also FT Alphaville)

The best case for why Apple ($AAPL) might be ready to initiate a dividend.  (Adam Lashinsky also GigaOM)

How the economic recovery could become self-sustaining according to Krugman.  (Money Game)

Don’t underestimate this:  the housing bottom is here.  (Calculated Risk, ibid also Money Game)

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