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)
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 Daily, AllThingsD)
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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