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Hot Links: Under the Microscope

Stuff I’m Reading this Morning… Passport Capital makes the case for the agriculture investment theme.  (MarketFolly)  The unsinkable Whitney Tilson on housing’s non-bottom.  (TechTicker) Like the rich kid paying off bullies in school, Goldman is set to give a big charitable donation to deflect our attention from $23 billion in bonuses.  Andrew Ross Sorkin has…