MUST READS
House prices hit post-bubble low – Washington Post
China PMI tops forecast, hard landing fears ease – Reuters
Hong Kong Homes Face 25% Drop in Year of the Dragon – Bloomberg
U.S. federal gov’t to run 1.1 trillion USD deficit in FY 2012 – xinhuanet
The perils of Mario Draghi’s €1.5 trillion blitz – Telegraph
In Talks on Greek Bailout, Eyes Turn to Central Bank – NY Times
The EU summit: A deal, but to what end? – Economist
EU Summit Marred by Fears of German Domination – Spiegel
Liens filed on American Airlines after pension payment comes up short – McClatchy
Consumer Financial Protection Bureau Complaints Tallied For 2011 – HuffPost
California Faces Cash Shortfall by March on Low Receipts, – Bloomberg
After a Delay, MF Global’s Missing Money Is Traced – DealBook

MARKETS/INVESTING
Oil inches above $99 on China data, US supply jump – AP
Gold keeps up rally after best January in 32 years – Reuters
‘January Barometer’ predicts good year for stocks – USA Today
Get Out Of Stocks Now! – ETF Daily News
How best to play the gold market in February – MarketWatch
Fleckenstein: Get Ready, Public to Enter Gold & Silver Markets – KWN
Long term gold prices, short term speculators and macroeconomics – Mineweb
Silver off to perfect start with 20% gain in January – BullionStreet
Gold to hit 2,000/oz in 2012: PwC – Commodity Online
The reasons behind gold’s break out – Mineweb

ECONOMY/WORLD/HOUSING/BANKING
Jobs Increase as Health Care Eclipses Factories – Bloomberg
Krugman Doesn’t Tell Whole Story About British Austerity – Bloomberg
The free market doesn’t make people poor. People do. – Mises, CSM
China export and import demand dips amid global fears – BBC
Inflation stays high in Asia, central banks face dilemma – Reuters
Europe May Be Planning 1.5 Trillion Euro Backstop Fund – Spiegel
Chinese travelers are seeing the USA in record numbers – USA Today
Seeds of Housing-Market Recovery Have Been Planted, Case Says – Bloomberg
In Atlanta, Housing Woes Reflect Nation’s Pain – NY Times
Homeownership rates fall to 66% as downturn nears a bottom – USA Today
Fed Reveal Assets From Ranchland to Inflation-Linked Bonds – Bloomberg
I Don’t See How This Can Continue – Fed Watch