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


Is the bull market too old or simply too expensive?  (Mark Hulbert)

Is the $VIX really all that low?  (Pragmatic Capitalism)


David Merkel, “I don’t so much believe that dividends have value, as many companies that pay dividends have value.”  (Aleph Blog)

Just how important are tax rates to the relative performance of dividend-strategies?  (World Beta)

Hedge funds

It’s good to be a hedge fund focusing on mortgage backed securities as the moment.  (FT)

Quite a launch for Peter Muller’s PDT Partners hedge fund.  (Bloomberg)


How econ blogging can affect an academic’s career.  (Noahpinion)

Has economics become more mathetized over time?  (MPRA via FT Alphaville)

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