MUST READS
Proposed bank settlement dealt a setback – Washington Post
Banks Paying Homeowners to Avoid Foreclosures – Bloomberg
Frustrations soar as Greeks seek elusive bailout deal – Reuters
Eurozone crisis live: Greek bailout talks delayed again – Guardian
Opinion: It’s Time To End the Greek Rescue Farce – Spiegel
Credit-Card Borrowing Surged Over Holiday Period – WSJ
Bernanke-Led Economy Proves Critics Clueless About Fed – BusinessWeek
Why China’s housing market will slow, not collapse – CNN/Money
China releases plan to create 45 million jobs – China Daily
Gold standard believers are anti-government: FBI – Commodity Online
Ron Paul’s Flinty Worldview Was Forged in Early Family Life – NY Times
The Sad Spectacle of Obama’s Super PAC – Robert Reich

MARKETS/INVESTING
Oil rises above $99 after US crude supply drop – AP
Gold on solid ground as Greece lifts euro – Reuters
Bottom to Natural Gas at long last – Peter Brandt
Investing for Inflation (and Deflation) – WSJ
Three Phases of the Rally to Watch Out For – CNBC
Brent-WTI spread wider on Iran fears and US supplies – Sober Look
Hong Kong’s 2011 gold exports to China more than triple – Reuters
Yields trump capital gains – Dividend strategies are working – MarketWatch
India,Iran reach oil payment deal without gold – BullionStreet
Silver: The Bastard – Commodity Online

ECONOMY/WORLD/HOUSING/BANKING
Economic Confidence Climbs for Fifth Straight Month – Gallup
Business cycles, interest rates, and NGDP – The Money Illusion
Chinese Electricity Consumption Fell Massively In January – Business Insider
As Growth Slows, India Awakens to Need for Foreign Investment – NY Times
Merkel Approval Climbs to Highest Level Since 2009 Re-Election – Bloomberg
China to help first-time home buyers – MarketWatch
Mortgage mods in 2011 down 40% from prior year – Housing Wire
Fannie Mae: Outlook for Home Prices Rises Again – WSJ
Fed’s REO-to-Rental Experiment Begins – Housing Finance
Sessions Criticizes Fed’s Lack of Foresight – WSJ
The Fed’s Quasi-Fiscal Policies – Mises
Bernanke’s Anti-Stimulus – Cato