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


Another record low Treasury yield, today the 5 year.  (Sober Look)

Investors need a richer metaphorical toolkit to succeed.  (The Psy-Fi Blog)

Wall Street

David Swensen, “So much of what passes for research on Wall Street today is pablum. ”  (WSJ)

Goldman Sachs ($GS) is ramping up loans at its private bank.  (WSJ also Pragmatic Capitalism)


Surprises are rare on Wall Street, but Marissa Mayer being named CEO of Yahoo! ($YHOO) seems to qualify.  (Dealbook, WSJ)

The reactions to the Mayer hire are pretty positive.  (ReadWriteWeb, Pando DailyAllThingsD)


Q2 GDP is tracking at 1%.  (Calculated Risk, Money Game, Real Time Economics)

Another sign of deceleration that should goad the Fed to act.  (Tim Duy)

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