Thanks for checking in with Abnormal Returns for seven (or so) links at 7AM Eastern. Good luck out there today.
What the Shiller P/E ratio tells us about stocks, bonds and the Fed. (Turnkey Analyst)
What the sector rotation model saying about the market. (Afraid to Trade)
John Paulson cannot catch a break. (Money Game)
Can the Blackberry recover? (Asymco)
What current volatility tells us about the state of the world. (FT Alphaville)
An employment report preview. (Calculated Risk)