How I’m playing this tape right here, right now.

Your morning linkage.

Emerging Markets Junkies, here is that dip you’ve been waiting for… The one-way trade of the last 18 months has finally seen a reversal of flows – money is now being yanked out of the BRICs at an increasing pace. From USA Today: Investors are fleeing emerging markets funds — which may in itself push…

Expect these changes at AOL when Arianna takes control.

My latest idea is for a Groupon-like service in which traders and investors across the country can band together and be issued deeply-discounted shares in a stock.

Nothing can be more damaging to a portfolio than emotional decision-making and nothing engenders more emotion than politics.

I had no idea how important Monsanto seeds were to the US sugar supply until I read this:

A big deal in blogland.

Infograph.

Cartoon.