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

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.  (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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