Hot Links: Chasing the Theme

Stuff I’m Reading this Morning…

Know why nobody cares about Europe anymore?  Because we’re all worried about the US now.  (BusinessInsider)

Investors are chasing the dividend theme into utility and REIT bubbles.  (247WallStreet)

GDP forecasts going down like Chloe Sevigny.  (RealTimeEconomics)

Housing Inventory declines 19.4% year-over-year in June  (CalculatedRisk)

Barton Biggs, the last of a bygone era of punditry.  (WSJ)

Bruce Bartlett: “people’s spending is largely a function of what they view as their ‘permanent income.’ Temporary increases tend to be saved and thus do not add to spending or growth.”  (Economix)

Yesterday I looked at the new tragic phenomenon of Wall Streeters forced to work all year-round.  (WSJ)

Fellas: What to wear this August:  (GQ)

Don’t let outsiders talk to your customers.  (SethsBlog)

Why the GOP wants Romney to go with a safe pick for Veep rather than a surprise.  (Politico)

The recovery actually ended in the middle of 2010, and now something clearly has changed.  (Alhambra)

Goldie is building an in-house private bank to lend to its wealthy clients, what’s that say for the state of the i-banking biz?  (WSJ)

The 15 biggest Old Skool vs New Skool rap feuds.  Yes, I’ll grow up eventually.  (InFlexWeTrust)

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