2nd Sep Early - nEurosis

Not that good.

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EUROCRISIS

Very good, with an event calendar and links to quality reads

Risk of Euro Break Up Higher Than Ever As Political Storm Hits In September – Forbes

Another good summary of policy choices and the danger points.

The Imminent Failure Of The Eurozone – The Daily Capitalist

Eurobonds will not happen politically. IMF’s advice should be followed.

Bank recapitalisation is the best euro rescue strategy – voxeu.org

If the rot spreads from the periphery, nothing will help. Credible restructuring of the periphery debt should contain the damage.

Restructuring European banking systems – voxeu.org

Europe's Banking System: A Slow-Motion Bank Run in Progress? – The Street Light

Banks Push Greek Bailout Plan – NYT

Battle Brews in Germany Over Parliamentary Approval of EFSF Funding; Italian Prime Minister Vows to Leave 'Shitty' Italy in Recorded Conversation – Mish’s

Greece Forecasts Problems With Budget-Deficit Goals - WSJ

Greek debt targets missed, says independent report – euobserver.com

Greece to Miss 2011 Budget Deficit Target - CNBC

Retaliation: Greek Budget Expert Fired For Opposing Europe, Telling The Truth About Country's Insolvency – Zero Hedge

Hooray for, erm, Greek ELA? – alphaville FT

One scenario, some market play ideas.

How to play the end of the Euro? – Capitalists@Work

(pdf) working paper

The price of liquidity: the effects of market conditions and bank characteristics – ECB

FINANCIAL CRISIS

Will the Dodd-Frank be any good, given recent news?

3 Questions on Financial Stability – Economix NYT

When a Bankruptcy ‘Event’ Doesn’t Mean Bankruptcy – DealBook NYT

Global PMI charts from a recent Credit Suisse research report

Global slowdown alerts… - alphaville FT

Nice pivot table of the data

World-Wide Factory Activity, by Country – WSJ

STOCK MARKETS

P/E for dummies

P/E: So Many Choices, Part 1 – dshort.com

P/E: So Many Choices, Part 2 – dshort.com

EMERGING

Brazil the day after: what analysts are saying – beyondbrics FT

OPERATORS

U.S. Is Set to Sue a Dozen Big Banks Over Mortgages – NYT

Fed Action Against 'Serial Offender' Goldman Stumbles Market – Zero Hedge

Securities regulators seek high-frequency secret sauce – Thomson Reuters

Robo-Signing Redux: Servicers Still Fabricating Foreclosure Documents – American Banker

Renaissance Defies August Doldrums – DealBook NYT

DIVERSION

A translation of an article originally on French magazine L’Expansion

Yakuza: "We Have To Evolve Our Business Model" – Zero Hedge

New Idea For Banks: Getting Rid Of Exposure To Terrible Mortgages Originated Elsewhere - Dealbreaker

Robert Cialdini and the Weapons of Influence –Psy-Fi blog

Is God a fan of austerity? – alphaville FT

Steve Jobs's Law: Why Founders Make the Best Leaders – The Atlantic

The behavioural economist's dilemma: induction versus deduction – Worthwhile Canadian Initiative

Better data, the rise of real experiments, and interdisciplinary advances

Sciences Still Young – Harvard Magazine