Links 7/1/10

There have just been too many interesting pieces in the last few days for me to quote them all on this blog, so for once my dear readers, you are going to have to read it all (trust me it's worth it):

• Bill Gross: Let's Get Fisical, also: Time's interview
  
• Tim Duy: Fed Watch: Out of the gate with a bang
  
• a sell signal from Mark Hulbert: Bullishness now at dangerous levels
• From The Pragmatic Capitalist: The ultimate guide to 2010 investment predictions and outlooks