Note that you can get a risk-free real return of 3.5% on inflation-indexed U.S. Treasurys.

FORBES: The great stock illusion

And the continuing recession increased the number of people willing to risk a note-job.

ECONOMIST: Bank robberies

Analysts expect a win there, but analyst Timothy Anderson at Prudential Securities recently issued a note arguing that the risk to Lilly's Zyprexa patent may be higher than many analysts expect.

FORBES: The 'Buy' Case For Bristol-Myers