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


Why we shouldn’t be surprised by the relative performance of corporate bonds and equities this year.  (Sober Look)

Bill Gross is making a big bet on Mexican bonds.  (LearnBonds)

Where did all the convertible bond issuance go?  (FT)


For the umpteenth time: low expenses matter.  (The Reformed Broker)

Rick Ferri on bond ETFs and the benefits of reblancing.  (IndexUniverse)

Some (smallish) stocks are shackled to ETFs.  (Total Return)


What the Yammer acquisition says about Microsoft ($MSFT).  (Pando Daily)

The Groupon ($GRPN) experience as a public company is a big embarrassment.  (Dealbook)

Is Twitter killing its ecosystem in pursuit of ad dollars?  (peHUB)

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