Juggling Dynamite

Steen Jakobsen, chief economist at Saxo Bank, recaps why the autumn calendar is full of tail risks coming in and September is going to see a lot more speed and velocity. Here is a direct link.

Paul O’Neill, former Treasury secretary and founder of Value Capture, offers insight on how America can fix its fiscal imbalance. Here is a direct link.

Hedgeye’s Keith McCullough explains why he went short the stock market today even as the Dow approaches a new high for the year.

Here is a direct link.