Hot Links: Smart People, Natural Gas Glut & The Cupcake Bubble

Stuff I’m Reading this Morning…

Bernanke on The Hill this Thursday.  The Fed will fight back.  (InvestingContrarian)

Is there any truth to the monetary cycle theory?  (CafeAmericain)

“We have more natural gas than we know what to do with.”  (Bloomberg)

Paulson‘s old number 2 launched a fund that’s up 175%, what’s Paolo Pellegrini‘s outlook?  (Clusterstock)

Marla Singer weighs in on Dubai, their confiscation of newspapers that criticize the head Sheik.  (ZeroHedge)

The feel-good story of the day: US-born citizens now joining the ranks of day laborers in Home Depot parking lots.  (USAToday)

The Cupcake Bubble is still in full effect.  (DealBook)

The 25 Smartest People of the Decade. (DailyBeast)