What I'm reading this morning:
- Saudi Arabia beginning to introduce capital controls as all hell breaks loose (Bloomberg)
- AEP fired up this morning: World faces wave of epic debt defaults (Telegraph)
- Ray Dalio: There's a better chance of more QE than another tightening (CNBC)
- Houston real estate smashed by falling oil prices (Wall Street Journal)
- Joe Fahmy: Two scenarios from here (Joe Fahmy)
- The sovereign wealth funds of oil nations skipped Davos this year. (Bloomberg)
- Three things that matter during a market sell-off (A Wealth Of Common Sense)
- Expect Some Unicorns to Lose Their Horns, and It Won’t Be Pretty (DealBook)
- The Mark of a Truly Great Investor (TRB)
- Is Merrill about to see a broker exodus as the crisis-era retention deals run off? (Wall Street Journal)
- Morgan Stanley lends Steve Cohen money against his billion-dollar art collection (DealBook)
- American companies struggling in China (Wall Street Journal)
