A mighty 37-day winning streak snapped for the S&P 500.

This morning everything is lower, from techs to gold to banks to bonds. Hopefully you weren’t among the super-reckless buying semis and software names at 70 multiples like tomorrow would never come. It’s here.

Yes Yes Y’all – your links are ready.

Infograph.

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.