Bennet Sedacca has an article on Dead Banks Walking, where he discusses the extremely unique situation facing a growing list of struggling financial institutions. Their survival may not be a matter of "if", rather, "when".
John Hussman has his weekly on the topic of rising credit spreads in the non-financial space and the growing disconnect between the credit and equity markets we have been talking about for weeks now.
Kevin Depew continues his streak of fantastic dailies with Five Things You Need To Know: Fear Mixed With Incredulity.
Yves Smith has a long-winded and decidedly boring, yet perhaps important review of some commonly held views pertaining to the future direction of global trade. Read the article here.