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

Two things that matter

People can’t stop talking about the fiscal cliff.  (Money Game)

No matter how you slice it Q3 earnings are slowing.  (MarketBeat)

Housing

Homebuilders are rolling over here.  (All Star Charts)

While housing data continues to improve.  (Sober Look)

Bonds

Fixed income investors are running out of options to pick up additional yield.  (Economic Musings)

Munis are at-risk in any resolution to the fiscal cliff.  (InvestmentNews)

China

China is getting tired of the steady rise in the yuan.  (WSJ)

October industrial production rebounded in China.  (Also Sprach Analyst)

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