This is an early (and abbreviated) edition of the linkfest.  We will get back to our normal schedule shortly.

Markets

Six signs of capitulation.  (Pragmatic Capitalism)

Another obscure indicator, the Coppock Curve, signals worse times ahead.  (FT Alphaville)

Why correlations rise when markets fall.  (ETFReplay)

A lot of things markets worry about never happen.  (A Dash of Insight)

An emerging markets buy signal.  (Money Game)

Are steel stocks putting in a bottom?  (chessNwine)

Strategy

The ability to experiment is a great benefit of working with other traders.  (SMB Training)

Value investors need not rely on financials.  (Aleph Blog)

Fear, greed, risk and uncertainty.  (Above the Market)

Barry (Ritholtz) meets Ray (Dalio).  (Big Picture)

Five signs you have matured as a trader.  (Joe Fahmy)

ETFs

More low volatility ETFs are coming to market.  (IndexUniverse)

Using sector ETFs to play momentum.  (AllETF)

Companies

What is next for Apple ($AAPL)?  (Ultimi Barbarorum)

Netflix ($NFLX) is now finding out just how price conscious its customers are.  (Atlantic Business)

A look at the mess that is Research in Motion ($RIMM).  (Asymco)

Some not-so-hidden hints in the latest Berkshire Hathaway ($BRKB) news.  (Bloomberg, Felix Salmon)

Speaking of Berkshire it has never been cheaper according to Whitney TIilson.  (MarketBeat)

Finance

Losing $2 billion without someone knowing about it is tougher than you think.  (Kid Dynamite, ibid also IndexUniverse, FT)

On the profitability of Delta One desks.  (Dealbook)

Has John Paulson lost his touch?  (Businessweek)

Why Citigroup ($C) was not broken up.  (NYTimes)

Are most stock quotes really just spam?  (FT Alphaville)

Ugh.  The student loan bubble illustrated.  (The Reformed Broker)

Global

Congrats America you are now on the hook for part of the ongoing Euro bailout.  (MarketBeat, Free exchange, Felix Salmon, Credit Writedowns)

Asia has switched back to fiscal easing.  (Money Game)

Just when you thought the IPO market was closed to Chinese IPOs.  (WSJ)

All eyes are now on the Hong Kong dollar.  (MarketBeat)

Economy

The US economy had a good July.  (Macroadvisers)

What can America still do well.  (Econbrowser)

Mortgage rates revisit all-time lows.  (Carpe Diem)

Earlier on Abnormal Returns

Correlation does not imply causation, nor is correlation destiny.  (Abnormal Returns)

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