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

Markets

Returns in 2012 have been front loaded, what next?  (UpsideTrader)

A look at the all too temporary spike in Treasury volatility.  (Pragmatic Capitalism)

Is it time for utilities to play some catch-up?  (chessNwine also ETF Trends)

Checking in on the only investment strategy with it’s own theme song.  (EconomPic Data)

Economy

The US economy continues to outperform the rest of the developed world.  (FT Alphaville)

Has warm weather really aided the economy all that much?  (Money Game also Capital Spectator)

The economic recovery has been inversely related to the extent of the housing boom.  (NYTimes)

Expect another wave of foreclosure-related home sales.  (Bloomberg)

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