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

Technology

The blowout Q2 earnings from Apple ($AAPL) in visual form.  (ReadWriteWeb, Asymco)

Is late moving Google Drive a threat to Dropbox?  (GigaOM also Fortune, SAI)

Is Netflix ($NFLX) doomed?  (New Yorker)

Funds

Nontraded REITs are providing owners with a nasty surprise.  (WSJ)

How activist is your index fund?  (Ari Weinberg)

What good does it do to do a bunch of analysis on a hedge fund index that is uninvestable?  (Dealbreaker)

Global

The UK economy is back in recession.  (FT Alphaville)

BTG Pactual, the “Goldman of Brazil,” just went public.  (Dealbook, beyonbrics)

Why are the Saudis stockpiling oil?  (FT Alphaville)

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