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


Selling Apple ($AAPL) because it has attracted the wrong kind of investors.  (Aswath Damodaran)

Mean reversion works. The question is over what time frame.  (Ivanhoff Capital)

Should you discount valuations based on government policy?  (A Dash of Insight)

Why traders might want to consider streamlining their feeds with an “un-follow Friday.”  (Michael Martin)

ETF providers are working hard to layer fees on fees.  (Herb Greenberg also IndexUniverse)

The SEC probe into high frequency trading is focusing in part on order types.  (WSJ also Falkenblog)

The Fed

Why the stock market is so fixated on QE.  (Economic Musings)

Fed minutes show the Fed is on hold.  (Gavyn Davies, Tim Duy)

What three options does the Fed have?  (FT Alphaville)

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