Hot Links: Good News for People Who Like Bad News

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)

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here:

Please see disclosures here.