Hot Links: Just Getting Warmed Up

Stuff I’m Reading this Morning…

Need a sure sign that China is slowing?  How about Mercedes-Benz sales dropping, that do anything for ya?  (WSJ)

Peter Brandt:  This sell-off is just getting warmed up, playboy.  (Factor)

Dynamic Hedge just wrote an epic, insta-classic post on what a trading room acts and feels like during a crash, please read it:  (DynamicHedge)

Key stuff here: Are copper and coal leading indicators are merely coincident ones?  (MarketWatch)

Cassandra on Greenhill ($GHL):  Shit happens, but don’t short on valuation.  (CassandraDoesTokyo)

A “strong dollar” trade would’ve been a homerun this week.  Anyone put that on?  Me neither (kicks dirt).  (DragonflyCapital)

So let’s say Greece defaults…what are the historical models for this?  John Hempton has some.  (BronteCapital)

Whither the Bernanke Put?  (TBP)

Yale’s Jeffrey Sonnenfeld on BofA and how to spot CEO hubris in real-time.  (WaPo)

An elegant mea culpa on $RIMM from Daniel Miller.  This is how a real man addresses a poor trade, gang.  (WallStreetBean)

The value of interacting with pro traders during a crash.  (HowardLindzon)

Don’t miss my daily linkfest for financial advisors this morning!  (WSJFA)



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