What I'm reading this morning:
- The $2 Trillion Emerging-Stock Drop Fixing All Eyes on China (Bloomberg)
- The smell of Chinese desperation hangs in the air as the situation goes from bad to worse (Market Monetarist)
- Why everyone's afraid of September (MarketWatch)
- Justin Fox: Secular changes to the global economy mean this time really is different (Bloomberg View)
- Your favorite brand-name hedge funds are getting their asses handed to them (DealBook)
- Ritholtz: The Fed's excuses for staying on zero are unconvincing (Bloomberg View)
- Cliff Asness on why factor investing will survive its own popularity (CIO)
- There's a glut of quality TV shows and no one has time for another one (New York Times)
