links2Some 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)