Elsewhere on Monday,
– A new investment thesis for China.
– On slime and water.
– Awaiting Apple’s big announcement.
– But did someone know about it ahead of time?
– The extent of Mike Daisey’s lies.
– Central banks and gold puzzles.
– There’s a lot of Saudi tankers heading to the US.
– The vix curve is really steep.
– Europe’s two depressions.
– Further, further reading.