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Hot Links: Non-Harm Payrolls

Posted September 4, 2015 by Joshua M Brown

What I'm reading this morning:

  • August NFP is a big headline miss - 173k vs 217k expected. But wages rise, unemployment 5.1% (Bureau of Labor Statistics)
  • Higher quality stocks are holding up better than junkier names (Indexology)
  • Greggy: Stop trying to assign a story to price action (Dragonfly Capital)
  • Investors started adding back to stock funds (MarketWatch)
  • Hedge fund shitshow worsens (New York Times)
  • Beijing and Moscow are like two punchdrunk boxers trying to hold each other up (New York Times)
  • Max Abelson's Invention of Trump piece is hilarious (Bloomberg Business)
  • Should we be worried about the carry trade being unwound? (Marginal Revolution)
  • Why markets retest after crashes (Dana Lyons)
  • "All Weather" strategies are really just ambitious "Most Weather" strategies, in the end (Reuters)

For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/

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Joshua M. Brown

I’m a New York City-based financial advisor at Ritholtz Wealth Management LLC. I help people invest and manage portfolios for them.  For disclosure information please see here.

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