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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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