Wednesday Morning Reads–hedge funds are getting crushed

Some things I’m reading this morning:

• Major hedge funds are getting crushed, including David Einhorn’s Greenlight Capital (DealBook)
• The Emerging Market rout continues (WealthOfCommonSense)
• Fool’s game to time this market (YahooFinance)
• ADP: private employment number out this morning (CalculatedRisk)
• 5 forces driving the global selloff (WSJ)
• Maybe this global slowdown is different (Bloomberg)
• Bernstein: the obfuscating start of the John Fox era(CBSlocal)

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Tuesday Afternoon Reads–shares fall on bleak Chinese manufacturing data

Some things I’m reading this afternoon:

• Shares fall on bleak Chinese manufacturing data (Dealbook)
• Market pullback:  1997 or 1998?  Or 2011 or 2014 (FV)
• The 1998 Playbook (PragCap)
• Most volatile two weeks for crude oil since the financial crisis (Bespoke)
• For 99 percent of investors, volatile markets with zero leadership mean do less, do it slower and keep it small (HowardLindzon)
• Short-termism (AQR)
• Market pundits weigh impact of recent volatility (Barrons)