Here are seven (or so) links at 7AM Eastern.  We will see you later with the daily linkfest.  Good luck out there today.

There have been some important shifts in sector relative strength.  (Bespoke)

Why rebalancing in times of turbulence doesn’t work.  (Aleph Blog)

Is the writing on the wall for Sears Holdings ($SHLD)?  (FT, Modeled Behavior also Dealbook)

Believe it or not somebody wants a piece of American Airlines.  (WSJ)

Two new ETFs now let you play the TIPS-derived inflation rates.  (IndexUniverse)

The best thing you can say about natural gas is that it is nearing long term support.  (Minyanville)

Food inflation seems to be less of an issue as grain prices fall.  (FT)

Keep an eye on a disconcerting drop in rail car loadings.  (Pragmatic Capitalism)

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