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


Sell-side strategists hate stocks.  (Money Game via Pragmatic Capitalism)

How bond markets did in the first half of the year.  (research puzzle pix)

Is the $VIX setting up for a reversal?  (VIX and More)

The “smartest man in the world” thinks things are going to hell.  (Byron Wien via Money Game)


The iPhone didn’t disrupt the handset industry and it destroyed it.  (Daring Fireball)

Mac vs. PC: guess which one is on the rise?  (Apple 2.0)

ISM aftermath

The one silver lining in the ISM Manufacturing report.  (FT Alphaville)

Will the ISM number induce the Fed to ease?  (Tim Duy)

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