Keith McCullough – CEO
Rupiah Forwards Plunge to Lowest Since 2009 as Bond Risk Surges (via Bloomberg)
Asia stocks hit by fears about emerging markets (via MarketWatch)
Fukushima Plant Has 300-Ton Water Leak (via New York Times)
Brian McGough – Retail
J.C. Penney Posts Slower Sales Decline on Ullman Plan (via Bloomberg)
Retailer Dick's Sporting Goods misses estimates, shares fall (via Reuters)
Jonathan Casteleyn – Financials
Capital Flows Back to U.S. as Markets Slump Across Asia (via Bloomberg)
1997 Asian financial crisis (JC note: If someone blows up in China this is your analog. via Wikipedia)
Kevin Kaiser – Energy
E&P Investors Fear the Oil Party Hangover (via Wall Street Journal)
BHP delays $14 billion Canada potash push as profit drops (via Reuters)
Go Your Own Way – Offloading Heavy Canadian Crude On The Gulf Coast (via RBN Energy)