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We have recovered 50 points from last week's 150 point loss. Firming up. We look at whether BHP is a gift horse at this price for income investors. TLS ex-dividend tomorrow. A$ and the 10-year bond yield tell a story of economic pessimism. We look at the US market which has blown the top off its trading range, compare Australia and ask, what could be important and shocking enough to cause a correction.