Thanks for checking in with us for this early morning linkfest.  Good luck out there today.

For now a cyclical bounce.  (Bespoke)

The sentiment picture at the moment is a bit confusing.  (Mark Hulbert)

What does John Malone see in Barnes & Noble (BKS)?  (WSJ, Deal Journal)

Bill Ackman might feel better about his Borders loss if he had held onto a Barnes & Noble position.  (Deal Journal)

You have to have a fair amount of faith in LinkedIn (LNKD) at current prices.  (Mean Street, Rational Irrationality, Felix Salmon, WSJ, Abnormal Returns)

iTunes in the cloud inches closer to reality.  (TechCrunch)

Are we on the brink of high inflation?  (Econbrowser also Felix Salmon)

Another example of how round numbers matter to consumers.  (voxEU via Economist’s View)

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