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

Gold miners

Gold miners are finally beginning to outpeform the shiny metal.  (Barron’s)

Which gold mining ETF is right for you?  (IndexUniverse)

Strategy

Even seemingly winning strategies are difficult to follow.  (Optionetics)

It’s hard to go too far wrong buying funds at a 30-50% discount to NAV.  (World Beta)

Europe

Germany and France escaped economic contractions in Q2.  (FT, NYTimes)

Italy has a growth problem.  (Sober Look)

Technology

Magazines don’t have a paper problem, they have a bundling problem.  (Pando Daily)

In praise of more pixels.  (Daring Fireball)

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