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Consumer discretionary stocks continue to lead the market.  (All Star Charts)

A really long term look at gold vs. equities.  (Money Game)

Apple ($AAPL) is now almost worth as much as Google ($GOOG) and Microsoft ($MSFT) combined.  (SAI)

Netflix ($NFLX) is disrupting itself, but is it doing it the right way?  (Slate, Atlantic Business, GigaOM)

Time Warner ($TWX) should think about the implications of a Netflix split.  (WSJ)

George Soros hires a new money manager.  (WSJ, Dealbreaker, Dealbook)

Welcome to 21st century monetary policy.  (Pragmatic Capitalism)

S&P downgrades Italy.  (FT Alphaville, Bloomberg, Money Game)

Greece should just get it over with already.  (The Reformed Broker)

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