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


Be wary when momentum leaders take it on the chin.  (Dynamic Hedge also Money Game)

Apple ($AAPL) drops five days in a row. People freak out.  (MarketBeat, Focus on Funds, Bespoke, Global Macro Monitor)

How dividends provide an anchor for investors.  (The Psy-Fi Blog)

The Big Short 2? John Paulson is shorting Euro bonds.  (Bloomberg)


Argentina renationalizes YPF ($YPF). Spain and former majority owner Repsol are not happy.  (FT, WSJ)

India cuts interest rates in an attempt to boost growth.  (FT, beyondbrics)

Comparing central bank balance sheets.  (FT Alphaville)

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