I know Yahoo ($YHOO) is supposed to be Yahoo! but frankly, there is so little excitement at this company that the exclamation point needs to be confiscated.

Do we care about the little things anymore or are they merely trifling datapoints in an empirical sea of economic expansion?

Scott Black came with the thunder this year. His picks are so refreshing; they are a product of that Old School, bottoms-up, earnings-driven stockpicking that no one seems to do anymore.

Your morning links, piping hot and doused in maple syrup.

Reactions to the big beat.

Two major debates for the wealth management business get underway this week.

Being bullish and being observant are not mutually exclusive terms. I’ve been bullish on this tape since early fall but in my opinion, there are now yellow lights flashing everywhere.

Infograph.

Infograph.

Some great links for a quiet Monday.