Here are seven (or so) links at 7AM Eastern. We will see you later with the daily linkfest. Good luck out there.
July was an up-month all around for major asset classed. (Bloomberg)
Sell side strategists HATE stocks right now. (Money Game)
Beware: data mining often turns up spurious correlations. (Above the Market)
A fancier beta won’t save the CAPM. (Falkenblog)
There is hope that MF Global customers will recover their funds. (WSJ)
China’s PMI teeters between expansion and contraction. (FT Alphaville)
There is no recession in the PCE numbers yet. (Capital Spectator)