MUST READS
Obama seeks to broaden reach of housing assistance – AP
Bernanke may say more action needed to aid economy – Washington Post
Investors Fret That Portugal Will Ask for Greek Deal – NY Times
Merkel Seeks Euro Zone Investments from Beijing – Spiegel
China’s Wen: May consider bigger role in EU rescue – Reuters
Bundesbank sinks deeper into debt saving Europe – Telegraph
S. Korea, Japan want exemption from Iran oil sanctions – Tehran Times
Private Equity and the Greenspan Put – Macroeconomic Resilience
Just Fill the Darn Potholes, We’ll Do the Rest – Baum, Bloomberg
Wall Street bets big on Romney – CNN/Money
Life – and Death Proposition – Gross, Pimco
Getting back to the gold standard – MarketWatch

MARKETS/INVESTING
Oil hovers below $98 amid mixed U.S. demand signs – AP
Gold retreats from 8-week high as dollar strengthens – Reuters
Fracking Boom Could Finally Cap Myth of Peak Oil – Bloomberg
Why I believe the S&Ps will go to 1517 – Peter Brandt
Cheap natural gas jumbles energy markets – Washington Post
Global Strategists Abandoning Bearish Views After Missing Rally – Bloomberg
BofAML expects gold price to hit $2000/oz in Q4 – Commodity Online
China enhances position as world No. 1 gold producer – Mineweb
Silver off to perfect start with 20% gain in January – BullionStreet
Myth of the Gold ETF Mass Exodus – Resource Investor

ECONOMY/WORLD/HOUSING/BANKING
January Downshift Shouldn’t Be Surprise – WSJ
Another shoddy job on employment numbers – NY Post
Planned layoffs surge in January: Challenger – Reuters
Shilling: China Headed for ‘Hard Landing’ This Year – Bloomberg
Italy top gold scrap buyer sees booming business – Reuters
World from Berlin: Germany’s Power ‘Is Causing Fear’ in Europe – Spiegel
Greeks unsettled by demands of a frustrated Europe – Washington Post
Policies, developers’ cuts push housing prices down again – China Daily
Obama Vows to Cut Red Tape on Home Loans – Bloomberg
Plosser Didn’t Back Fed’s Late 2014 Rate Pledge – Businessweek
Fed Needs To Think About Restoring Monetary Normalcy – IBD
Treasury Ponders Negative Interest Rates – NY Times