Thursday 7atSeven: getting ahead of ourselves

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

Markets

Have equity markets gotten ahead of themselves?  (Money Game)

Companies with lagging Q3 earnings are blaming Europe.  (WSJ)

Energy

World oil markets have shrugged off the prospect of supply disruptions.  (WSJ)

Cheaper feedstocks have reinvigorated the refining industry.  (NYTimes)

Technology

Pondering the endgame for Netflix ($NFLX).  (Pando Daily)

Apple ($AAPL) has left plenty of maneuvering room on price for its tablet competitors.  (Daring Fireball)

Rates

Libor rates are beginning to look a lot like CD rates. (Sober Look)

What, if anything, changed in the FOMC’s statement?  (Aleph Blog, FT Alphaville)

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