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

The value vs. growth equation seems set to move.  (Dynamic Hedge)

The Dow Transports are not cooperating with the rally.  (MarketBeat)

Investors (and traders) love the SPDR Sector funds.  (FT)

Ten signs you are in a bubble.  (Pragmatic Capitalism)

How have Morningstar managers of the year performed subsequently?  (Morningstar via Total Return)

More companies are adopting Macs as their PCs.  (WSJ)

Jerry Yang leaves Yahoo! ($YHOO) and it is believed that more board members will leave.  (WSJAllThingsD, PandoDaily, SAI)

Foreigners really love Australian government debt.  (FT Alphaville)

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