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Worth Reading, May 14

How to fix the banks? Get them out of the hedge fund business and back to basics.

Recession over by the fall - Say economists in latest WSJ survey.

Options for unwinding the Fed's reserves 

Changes for ratings agencies may be coming - Bernanke hints in letter released today.

Wal-Mart now competing with dollar stores - The consumer spending bellwether also says year-over-year sales were flat.

--Zubin Jelveh