Here are seven (or so) links at 7AM Eastern. We will see you later with the daily linkfest. Good luck out there.
Chart of the morning
The hard truths of ugly bond math. (EconomPic Data)
Effort does not equal results when it comes to investment research. (A Dash of Insight)
Hedge fund activists’ weapon of choice: the letter to management. (FT Alphaville)
Fade managers who think the rules (of physics) don’t apply to them. (Bronte Capital)