What I'm reading this morning:
- Okay, write this down: Now we're rooting for a weak dollar (Wall Street Journal)
- “Sell Hubris, Buy Humiliation” (TRB)
- Conoco cuts its dividend. Begun, the Div Wars have. (Bloomberg)
- Tough Start for Markets Catches Hedge Funds Off Guard (Wall Street Journal)
- A hedge fund has laid out why it is closing — and it is enough to set alarm bells ringing everywhere (Business Insider)
- The Yield Curve Inverted! (kind of) (MoneyBeat)
- Toxic Loans Around the World Weigh on Global Growth (New York Times)
- Money managers that do not add value are losing assets in droves (Bloomberg)
- What the f*** is going on with bank stocks around the world? (stockcharts.com)
- This is cray - in calendar years in which the S&P 500 makes a 52-week low, you're twice as likely to finish lower (Irrelevant Investor)
- MC Meb Faber drops a scorching new white paper on portfolio construction in a low-yield environment (Meb Faber)
