Hot Links: The Rubber Meets the Road

Stuff I’m Reading this Morning…

Chinese exports explode.  Again.  (Bloomberg)

Yves Smith says the rubber is about to meet the road on the Lehman fraud.  (NakedCapitalism)

Rob Enderle: “Larry Ellison is borderline bat-shit crazy on a good day.”  (DailyFinance)

Deutsche Telecom, British Sky Broadcasting, BNP Paribas and other megacaps are listing on the US pinksheets to avoid regulatory hassles.  (BusinessWeek)

Patience usually wins in the stock market.  (ChartsAndCoffee)

A new backlash of foreign companies finding it impossible to do business in China.  (TIME)

A rather depressing poll from StrategyOne – 65% of Americans looking for a double dip.  (FelixSalmon)

The new Fiduciary Standard for brokers, if enacted, could disrupt the process by which IPOs are rammed down customers’ throats.  (Reuters)

David Rosenberg and other polarizing pundits at inflection points for the market.  (JustinPaterno)