Hot Links: Monster Trades

Stuff I’m Reading this Morning…

“European stocks, Italian bonds and market sentiment in general are rebounding into the black…”  (CreditWritedowns)

China trade data shows weakening world demand is now taking a toll.  (WSJ)

The Five Monster Trades of My Life.  (bclund)

Is this the Angela Merkel capitulation?  (HumbleStudent)

Tadas tackles the whole sell in May, rotate back in for the fall concept.  (AbnormalReturns)

Goldman Sachs on the four key themes of the Q3 earnings season.  (ZeroHedge)

Einhorn wins as Green Mountain is shattered after an earnings miss – but now all the analysts are defending it:  (NotableCalls)

Speaking of Einhorn, will he be moving on to do battle with the hapless Sprint now?  (DealJournal)

US employers post most job openings in three years – green shoots?  (NPR)

Russ Koesterich is fading the ECRI’s recession call.  (iSharesBlog)

Are traders asking themselves the right questions here?  (EconomicDisconnect)

Howard: Sometimes you just have to call the cops.  (HowardLindzon)

Is it time for Occupy Wall Street to pack up and do their work from home?  (NewYorkObserver)

Julian Hebron’s mortgage business smackdown on Zillow.  (TheBasisPoint)

Michael Lewis on the kinks in human reasoning.  (VanityFair)

It turns out that, ye, the big banks are afraid of you moving your money.  (TBP)

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



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