
What I'm reading this morning:

Stuff I’m Reading this Morning…
The positive turn in China is real and obvious – here’s how to play: (HumbleStudent)
All ten S&P sectors now deeply oversold – all of them trading at least two standard deviations below 50-day moving average. (Bespoke)
Good news for people who like bad news – hyper-correlation is making a comeback. (MarketBeat)
All the latest Apple TV rumors. (AllThingsD)
Cullen Roche on the Profits Cliff (which I call the Earnings Cliff, but whatever, same thing). (PragCap) read also (TRB)
Investors are buying….European bank bonds? Huh? (DealBook)
The Hostess Cliff: Labor and management relations remain frosted, liquidation is nigh. (ZeroHedge)
No. the weekly jobless claims numbers are not manipulated. Here’s how we know: (ArmoTrader)
In terms of voting demographics – should we be looking at Southern White as an ethnicity? (CrookedTimber)
How Mumford & Sons became the biggest band in the world (and why English people are such dicks about it). (Guardian)
Plot twist! Sainthood candidate Michael Lohan fathered a love child in 1995 who just came forward. You’re welcome, Lindsay! (TMZ)