Wednesday 7atSeven: twists and turns

• abnormalreturns
• September 21st, 2011

Thanks for checking in with Abnormal Returns for seven (or so) links at 7AM Eastern.  Good luck out there today.

The contrarian case for banks.  (Market Anthropology)

Rio Tinto ($RIO) sees further demand weakness.  (FT Alphaville, FT)

The software business at Oracle ($ORCL) keeps on rollling.  (Reuters, Crossing Wall Street)

With the Microsoft ($MSFT) dividend hike, Wintel are the new high tech, high yielders.  (FT)

The Netflix ($NFLX) buyback meme goes mainstream.  (WSJ earlier Abnormal Returns)

A preview of the FOMC meeting.  (Money Game)

Market-based inflation expectations are in full retreat.  (Capital Spectator)

Even Operation Twist may not bring mortgage rates down much further.  (WSJ)

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