What I'm reading this morning:
- Oil rallies like the one we've just had only happen around bottoms (Indexology)
- Why Sovereign Wealth Funds are Selling Equities (Institutional Investor)
- Using Relative Strength During Market Corrections (Joe Fahmy)
- Three Characteristics of a Successful Investment Firm (A Wealth Of Common Sense)
- Howard Marks bet $20 million on Team Gundlach and now it's worth a billion (Bloomberg)
- Some surprising incentives and biases come into play in volatile markets. (Enterprising Investor)
- Are Asset Managers Vulnerable to Fire Sales? (New York Fed)
- BlackRock's great scale comes with great responsibility. (Morningstar)
- Wall Street firms have laid off 20% of their traders since 2010 (The Trade News )
- How To Make Volatility Your Bitch (TRB)
- Deutsche Bank Analyst Kept Some Doubts to Himself (Bloomberg View)
- Derek Jeter gets in on the snitch racket (MoneyBeat)
- Larry Kudlow coming back to CNBC (Page Six)
