What I'm reading this morning:
- Bill McBride: What to make of the housing market now (Calculated Risk)
- Brazil has now been cut to junk by all three ratings agencies (Zero Hedge)
- Financial stress indicators hit 4-year high (Capital Spectator)
- What Happens To Stocks After They Make A Big Comeback? (Irrelevant Investor)
- Managing Risk vs. Managing Returns (A Wealth Of Common Sense)
- "Being above average does not necessarily translate to outsized returns." (Enterprising Investor)
- Is The Fed Running Out of Ammo? (A Wealth Of Common Sense)
- Matt Taibbi destroy's MSNBC's Trump lap dogs (Rolling Stone )
- The real oil crash will happen when electric cars become the standard (Bloomberg)
