Here are some things I’m reading this morning:

  • Dennis Gartman has dumped all of his stocks (BusinessInsider)
  • A guide to September’s market (TRB)
  • Mark Mobius suggests taking a closer look at Emerging Europe (Morningstar)
  • Chances of QE diminishing–I believe this was penned prior to Wednesday’s release of Fed minutes (TimDuy); see also, Fed minutes suggest strongly that QE3 is coming in September (TBP)
  • China case for stimulus builds as manufacturing weakens (Bloomberg); see also, China’s slowdown can no longer be masked by cooked economic data (PragCap
  • Republicans eye return to gold standard (CNBC)
  • More senseless violence as 19 are shot in overnight shootings across Chicago (ChicagoTribune)
  • For the Ryans, a union across political lines (NYT)