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


Major asset classes saw a reversal of fortune in April.  (Capital Spectator, EconomPic Data)

Push back against the idea of selling in May.  (MarketBeat, Marketblog, Global Macro Monitor, Pragmatic Capitalism)

A TAA portfolio for May 2012.  (MarketSci Blog)

Barnes & Noble ($BKS)

Whitney Tilson and the importance of finding conflicting opinions.  (Kid Dynamite)

The Nook business is now worth more than its parent Barnes & Noble.  (Dealbook, MarketBeat)


China’s PMI ticked up in April.  (FT)

South Korea may soon be richer than Japan.  (Economist)

The Reserve Bank of Australia cut interest rates by 50 bp last night.  (FT, Money Game)

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