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

On the dangers of anticipating a market reversal.  (VIX and More)

Another weak China PMI.  (FT Alphaville, Money Game)

The ‘dash for trash‘, i.e. CCC bonds, is on.  (FT)

Can Lululemon ($LULU) keep up its momentum?  (WSJ)

JOBS Act or no: “The retail investor will always be screwed.”  (The Epicurean Dealmaker)

Wall Street isn’t so sure about this Twitter thing just yet.  (Dealbook)

Paging the next debt crisis: student loan debt now tops $1 trillion.  (WSJ)

A look at three companies in the nascent online money management space.  (Slate also Abnormal Returns)

Nobody can seem to wrap their head around the new name for Kraft’s grocery business: Mondelez.  (WSJ also Abnormal Returns)

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