Hot Links: Crash and Burn

Stuff I'm Reading this Morning...

Europe is still totally going to crash and burn, you guys.  (Spiegel)

Mark Dow on why global macro hedge funds are struggling.  (BehavioralMacro)

Here's what Wall Street needs to know about Paul Ryan.  (DealBook)

The truth about Q2 earnings season...  (PragCap)

Chris Christie lands the keynote address role at the GOP convention.  (NJ.com)

Another $50 billion comes out of actively managed mutual funds in the first half of 2012, 6 consecutive years of AUM loss and counting.  This is amazing.  (ETFTrends)

The remodeling bull market is alive and well as Home Depot tops estimates.  (Bloomberg)

Todd Sullivan calls BS on the Gamestop buyout chatter.  (ValuePlays)

Groupon's an unmitigated disaster. Layoffs to come.  (247WallStreet)

Focus Media go-private offers thwarts the China shorts.  (FTAlphaville)

How central banks have conditioned investors.  (Alhambra)

Carl Icahn hands his son Brett $3 billion to manage. "Go crazy!"  (Bloomberg)

Oh shit! 17 foot long, 160 pound python found in the Florida Everglades.  (TheAtlantic)

Fellas: GQ picks some essentials for September style.  (GQ)

Don't miss my daily linkfest for financial advisors this morning! (WSJFA)

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