Here are seven (or so) links at 7AM Eastern. We will see you later with the daily linkfest. Good luck out there.
Macro hedge funds are awful at timing the stock market of late. (Sober Look)
How the Fed got investors to switch from bonds into equities. (Money Game)
PIK-Toggle bond deals are back. (Lex)
Investors are lapping up all manner of Indian bonds. (Deal Journal)