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Friday Morning Links

MUST READS
Margin Calls Bite Investors, Banks – WSJ
Shanghai shares end wild week down 8% – BBC
Rising Anxiety That Stocks Are Overpriced – Shiller, NY Times
China Sells U.S. Treasuries to Support Yuan – Bloomberg
China’s economic woes extend far beyond its stock market – Guardian
Man reportedly leaps to his death over stock market crash in China – RT News
Money Pours Out of Emerging Markets at Rate Unseen Since Lehman – Bloomberg
‘Total Risk Surrender:’ Record $29.5B yanked from stock funds – MarketWatch
JPM Head Quant Warns Second Market Crash May Be Imminent – Zero Hedge
Computers are the new Dumb Money – Reformed Broker
The Great Wall Of Money – HindeSight Letters
The Invincible Trump – Politico

MARKETS/INVESTING
Stocks set for bumpy end to wild week – CNN/Money
The ETF Flash Crash – Wealth of Common Sense
Oil Rally Is Biggest In Six Years: Short Covering, Anyone? – Barron’s
Fed Up Investors Yank Cash From Almost Everything Just Like 2008 – Bloomberg
Why Have US 10-Year Yields Risen 30 bp since Monday? – Marc to Market
Gold eyes biggest weekly drop in five on U.S. data, Fed hike view – Reuters
Something Quite Interesting Happened In The Silver Market – SRSrocco Report
It’s Time to Pile Back Into Gold Stocks – Visual Capitalist
Gold – A Bullish Scenario – GoldSilverWorlds
Gold no longer a safe haven asset – Mining.com

ECONOMY/WORLD/HOUSING/BANKING
A dangerous idea threatens to derail the American economy – Vox
Does the American Dream Still Apply at the National Level? – Atlantic
Japan inflation stalls and spending slides, keeps policymakers under pressure – Reuters
Saudi Arabia’s Troops Have Crossed Into Yemen for the First Time – Vice News
Ukraine and Top Creditors Agree to Restructure $18 Billion in Foreign Debt – NY Times
The cities Aussie property investors really made some coin. – Australia: Boom to Bust
U.S. Housing: An Economic Bright Spot After a Wobbly Week – Atlantic
Now’s the right time for Yellen to kill the ‘Greenspan put’ – MarketWatch
Joseph Stiglitz explains why the Fed shouldn’t raise interest rates – LA Times
The Fed’s Goldilocks Problem – Bloomberg

 

Thursday Morning Links

MUST READS
Dudley Puts The Kibosh On September – Fed Watch
Stocks fly after Fed cools September rate hike talk – Reuters
Market turmoil spoils Fed’s get-away in Jackson Hole – MarketWatch
U.S. stocks set for gains after global rebound – CNN/Money
Asia stocks jump after Fed dashes prospect of September rate rise – Telegraph
Here’s why the stock market correction isn’t over yet – MarketWatch
China’s Central Bank Won’t Do Beijing’s Dirty Work – Bloomberg
China Brings Back High-Risk Debt Structures to Increase Leverage – Bloomberg
Forget China, Here’s What’s Really Frightening Stock Investors – Wall St. on Parade
China’s Real GDP Now Negative 1.1%, Evercore ISI Calculates – Zero Hedge
Jackson Hole – Meeting of the Physics Envy Brigade – Acting Man
Central bankers at Jackson Hole search for answers – Marketwatch
The “New Normal” Was Never Normal – DOTE

MARKETS/INVESTING
Chinese stock index jumps 5.3%, Asian stocks rise – AP
Wall St. hopes Dow can deliver back-to-back up days – USA Today
More Oddness In Funds: Pricing Glitch Hits NAV Calculations – Barron’s
Securities-pricing problems hit U.S. mutual funds, ETFs – MarketWatch
$2.1 trillion erased from U.S. stocks in 6 days – CNN/Money
Stock-market rally still leaves S&P 500 $1.4 trillion in the red – MarketWatch
Gold climbs as bullion funds see assets rise most in 7 months – Bloomberg
Jim Rogers: Commodity bull market hasn’t gone away – Mining.com
Top Forecaster: Gold Headed To $1,050/oz as Fear Diminishes – Kitco

ECONOMY/WORLD/HOUSING/BANKING
5 Things the U.S. GDP Report May Tell Us – WSJ
How The US Economy Underwent Half A Rate Hike In The Past Week – Zero Hedge
Venezuela Is Adding More Zeroes to Its Currency to Deal With Hyperinflation – Bloomberg
Kuroda Says Bank of Japan Can Still Achieve Inflation Target – Bloomberg
Greece a step closer to formal announcement of election date – AP
Petrobras Taps Brazil Bond Market as Dollar Borrowing Costs Soar – Bloomberg
These Nations Are About to Start Running Out of Water – Vice News
Freddie Mac: Housing market nearing stability – Housing Wire
U.S. housing market seen strong enough to handle Fed rate hikes – Reuters
It’s Getting Tighter – Krugman, NY Times

 

Wednesday Morning Links

MUST READS
Why China Had To Crash Part 1 – Forbes
China stocks extend 5-day losing streak – CNN/Money
U.S. stocks stage dramatic reversal, raising new fears – Washington Post
Stock-Market Tumult Exposes Flaws in Modern Markets – WSJ
Political Risks May Foil Economic Reform in China – NY Times
Is Asia Set For Another Financial Crisis? Here’s Goldman’s Take – Zero Hedge
The Red Cavalry Comes – Goldman Says Back-Up The Trucks, Again! – Contra Corner
China Authorities Escalate Blame Game as Stock Slide Worsens – Bloomberg
Counting the Cost of Gov’t Intervention in Stock Market – Caixin Online
Many Chinese investors nonchalant about stock market plunge – LA Times
It’s time to lay siege to the robber barons of high finance – Independent
Trump, Elvis and the economic crisis – The Hill

MARKETS/INVESTING
Stock futures rise after China injects $21.8 billion – Reuters
Emerging market assets weaken again despite China’s rate cut – Reuters
JPMorgan Sheds $27B in Market Cap in Three Trading Sessions – Wall St. on Parade
Chinese Margin Debts Shrink by $156 Billion as Trades Unwind – Bloomberg
Beijing appears to wind down share-buying — now what? – Washington Post
For Oil Producers Cash Is King, and That’s Why They Can’t Stop Drilling – Bloomberg
Gold falls as nervous investors monitor China developments, Fed policy – Reuters
Why gold was the best buy in 2008-9 crash and will be this time too – Arabian Money
Natixis Offers A Strategy To Play This Gold Market – Kitco
Chinese gold imports rise 48% – Mining.com

ECONOMY/WORLD/HOUSING/BANKING
As World Markets Drop, U.S. Economic Confidence Index at -14 – Gallup
It’s Often a Curse to Be Blessed With Commodities – Bloomberg
Hong Kong Dollar Options Suggest Peg Is Most at Risk in a Decade – Bloomberg
Brazil judge says president’s ex-chief of staff may have been bribed – Reuters
First the Miners, now the Banks, then Property? A Hard Landing for Australia – Wolf Street
U.S. short sellers betting on Canadian housing crash: ‘An accident waiting to happen’ – NP
The Most Affordable Place in the U.S. to Raise a Family – WSJ
Why market turmoil won’t prevent Federal Reserve from raising interest rates – NY Times
When The FOMC Completely Loses The ‘Inflation’ Argument – Alhambra Partners
Ray Dalio sees Fed launching quantitative-easing measures – MarketWatch

 

Tuesday Morning Links

MUST READS
China cuts interest rates after days of market turmoil – BBC
China’s Stock Futures Surge After Rate Reduction – Bloomberg
Fed gets new excuse to not raise rates – USA Today
Market talk suddenly turns to specter of QE4 – CNBC
Lockhart: Planned Rate Hike Complicated by China – Bloomberg
High-Frequency Trading Firms Just Made A Killing – Barron’s
Trading was halted 1,200 times Monday – CNN/Money
China’s market Leninism turns dangerous for the world – Telegraph
Cuban: China fell prey to top mistake an investor can make – WSJ
We have reason to believe the unthinkable is happening to China’s president – BI
Japan’s Aso Says China Policies Stirring Concerns in Markets – Bloomberg
The Politics of Income Inequality – Fiscal Times

MARKETS/INVESTING
Global markets rebound on China rate cuts – AP
Don’t Panic About the Stock Market—Yet – Politico
A Month That Hedge Funds Would Sooner Forget – NY Times
Jeffrey Gundlach says stocks have further to fall – MarketWatch
5 tips for panicked investors to weather market storm – USA Today
How I made money when the Dow lost 1,000 points – CNN/Money
Gold falls as stocks, dollar recover; palladium hits 5-year low – Reuters
Gold dips; haven demand weakens as ‘stench of fear’ abates – MarketWatch
Peak Gold Is Looming And It Might Not Change a Thing for Bullion – Bloomberg
Canadian mining stocks outperform metals prices – Mining.com

ECONOMY/WORLD/HOUSING/BANKING
Great Recession Job Losses Severe, Enduring – NBER
Stock sell-off to test US economy’s resiliency – LA Times
A global trust deficit – Washington Times
Asia Should Call Truce on Currency War – Bloomberg
Joseph Stiglitz: “Deep-seatedly wrong” economic thinking is killing Greece – INET
German Business Confidence Rises With China Fears Subdued – Bloomberg
Will the Stock Market Correction Hurt Housing? – Forbes
Rethinking Mortgage Design – Liberty Street Economics
Trigger-Happy Central Bankers Reversed Course – Bloomberg
Rate Hike Fever – Krugman, NY Times

 

Monday Morning Links

MUST READS
China shares tumble 8.5% – MarketWatch
China to Flood Economy With Cash – WSJ
Stock Rout Spreads To Europe After China Plunge – Bloomberg
China still has firepower to boost its economy – CNN/Money
The Method in the Market’s Current Madness – New Yorker
Oil Falls Below $40 a Barrel for First Time Since 2009 – Bloomberg
Soc Gen: Markets lose faith in central banks – Macro Business
Angry investors capture head of China metals exchange – CNBC
Trump: “Hedge Fund Guys Are Getting Away With Murder” – Slate
They’re gonna need a bigger balance sheet – Burning Platform
It’s Always Worse Than You Think – CBB
Risk Turns Risky – Hussman Funds

MARKETS/INVESTING
Chinese stock market plunge causes global rout – AP
The Mysterious Selloff – Alhambra Partners
What the Heck is Going on in the Global Markets? – Wolf Street
China Crash: You Can’t Keep Accelerating Forever – Forbes
10Y Slides Back Under 2%, What Goldman Said Could Not Happen – Zero Hedge
Commodity Gauge Slumps to Lowest Since ’99 as China Roils Market – Bloomberg
Gold just below multi-week highs on dollar weakness, equities rout – Reuters
“Gold and silver will be your only lifeboats” warns Jim Sinclair – GoldCore
Junior miners jump into medical marijuana amid slump – Bloomberg
Theory On China’s Gold Strategy – BullionStar

ECONOMY/WORLD/HOUSING/BANKING
The Gold Standard and Price Inflation – SF Fed
Is The US Economy Headed For Trouble? – Capital Spectator
China’s economic slowdown – Econbrowser
Back from the brink: Policy reform and debt relief in Greece – voxeu
Park Says South Korea Won’t Back Off as Crisis Hits Markets – Bloomberg
Welcome to London’s new luxury hotspot – Telegraph
The Housing Market And Economic Growth – Forbes
The Fed looks set to make a dangerous mistake – Larry Summers
6 reasons the FOMC is unlikely to move in September – Sober Look
Why Government Hates Cash – Mises

 
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