Monday links: Euro stress

Quote of the day

Peter L. Brandt, “I am much more interested in being profitable than in being right. ”  (Peter L. Brandt)

Chart of the day

 Monday links:  Euro stress

The Nasdaq is still oversold.  (@jackdamn)

Markets

European markets drop while the US vacations.  (Bloomberg, NYTimes)

Financial market conditions are reminiscent of 2008.  (Bloomberg, Marketwatch, FT Alphaville)

The market week in review.  (Global Macro Monitor, ibid)

Hedge funds got caught long as August started.  (FT)

Strategy

Why it sometimes makes sense to pass on a company trading a big discount to fair value.  (Frank Voisin)

Dealing with the emotional volatility of clients.  (InvestmentNews)

How did trend following systems do in August?  (Au.Tra.Sy Blog)

On the similarities between golf and trading.  (Trade Ideas)

Companies

An Apple TV is so obvious it has got to happen.  (Monday Note, TechPinions)

More mobile devices has led to more mobile OS.  (Asymco)

More bankruptcies are on the horizon for tanker companies.  (FT, ibid)

Finance

US money market funds continue to shun Euro banks.  (FT Alphaville)

What next for the alread huge Blackrock ($BLK).  (Economist)

Have target-date funds stepped up their game?  (Morningstar)

Global

The ugly week ahead in Europe.  (Stock Sage)

Why is South Africa’s mining sector shrinking amidst a commodities boom?  (FT)

Which Chinese economic indicators are worth following.  (Globe and Mail)

A look back at Mongolian mining IPOs.  (beyondbrics)

The roots of the Sino-Forest mystery.  (Globe and Mail)

Economy

Last week was all about data, this week is all about speeches.  (A Dash of Insight)

The economic schedule for the coming week.  (Calculated Risk)

On the state of California.  (Money & Co., New Geography)

Mixed media

The failure to forecast:  life expectancy.  (Infectious Greed)

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