Good morning and welcome to another edition of our early morning linkfest.  Tell us what you think.

Cullen Roche, “The risk of rising oil is not a hyperinflationary spiral, but rather a deflationary spiral.”  (Pragmatic Capitalism)

Why haven’t arbs brought the Brent-WTI spread down already?  (Econbrowser)

The unbelievable story (and profits) behind Molycorp (MCP).  (WSJ)

What is happening to consumer expectations for inflation?  (Bespoke)

Is Wal-Mart (WMT) a spent force?  (WSJ, Bloomberg)

The inflation debate at the Bank of England goes public.  (Big Picture, FT Alphaville)

Does the Borders bankruptcy open up an opportunity for independent bookstores?  (TechCrunch)

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