Tuesday 7atSeven: contrarian themes

Here are seven (or so) links at 7AM Eastern.  Good luck out there today.

Does it matter if stocks are cheap?  (Pragmatic Capitalism)

How to search for contrarian themes with a reasonable time frame.  (A Dash of Insight)

Given their performance in October hedge funds are likely to be chasing through year-end.  (WSJ)

Big oil stocks are moving higher as crude oil is above its 200 day moving average.  (Dragonfly Capital also Bespoke)

Are bankers to blame for Hewlett-Packard’s ($HPQ) poor acquisition track record?  (Dealbook)

Matt Levine, “Jefferies and Berkshire look like two extremes in how to think about contagion risk in the financial system.”  (Dealbreaker)

The interbank funding market is grinding to a halt.  (WSJ, Liberty Street Economics)

Italian bond yields are on the ‘edge of a cliff.’  (FT, Global Macro Monitor, Credit Writedowns, naked capitalism, Reuters)

Life isn’t fair, go build something.  (Leigh Drogen)

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