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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