Hot Links: No Idea What They're Doing

Stuff I’m Reading this Morning…

Barry: Look Out Below, the guys running this thing have no idea what they’re doing.  (TBP)

Tech Industry:  Oh, god, please not Meg Whitman at Hewlett-Packard ($HPQ).  (NYT)

John Cochrane on why it’s so hard to identify a bubble.  (Bloomberg)

Robert Sinn:  What on earth are purchasers of the 30-Year Treasury thinking?  (StockSage)

China PMI weakening, data shows the economy is facing a broad slowdown.  (MarketWatch)

David Merkel: Dear China, Please Sell Your Treasury Bonds.  (AlephBlog)

Commodities now flat on the year, erase all gains.  (Bloomberg)

Perma-Bull Brian Wesbury being, well, perma-bullish.  “Not a single sign of recession.”  (InvestmentNews)

Hot trend: iPads as menus popping up at restaurants across the county.  (USAToday)

Meb on the impact of inflation on stock market PE multiples.  (WorldBeta)

Don’t miss my daily linkfest for financial advisors!  (WSJFA)