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)

Who has a smarter acquisition strategy:  IBM ($IBM) or HP ($HPQ)?  (WSJ)

Can the Blackberry recover?  (Asymco)

What current volatility tells us about the state of the world.  (FT Alphaville)

Higher labor costs in places like China are forcing jobs back to the US via ‘onshoring.’  (WSJ, FT)

An employment report preview.  (Calculated Risk)

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