MUST READS
Iran ‘halts oil exports to six EU states’ – BBC
Payroll Tax Cut Added to Gov’t Credit Card – Fiscal Times
Euro-Area Economy Contracts for the First Time Since 2009 – Bloomberg
Greek conservative takes bailout pledge to the wire – Reuters
Greece Struggles to Win Second Financial Bailout – Bloomberg
Portugal’s Debt Efforts May Be Warning for Greece – NY Times
China Pledges to Invest in Europe Bailout Funds – Businessweek
Xi Jinping’s US Visit: China’s Next Leader Takes Center Stage – Spiegel
Chris Whalen: JPM and the Banks Have the MF Global Money – Jesse’s Cafe
Bullard On Duy On Bullard On Potential Output – Econospeak
Again With Potential Output – Fed Watch
Next Up: Portugal – Dollar Collapse

MARKETS/INVESTING
Rising Iran tensions send oil higher – RTE News
Gold firm, takes cue from euro, eyes Greece – Reuters
Investors: Read a lot, get squat! – A Dash of Insight
No One Is Expecting A Big Trend. That’s Bullish. – Fisher, Forbes
Hedge Funds Switch Positions, Paulson Switches Style – DealBook
Paulson, Vinik, Tudor Sell GLD; Soros Buys – Businessweek
Papering Over The Gold Standard’s Flaws – Capital Spectator
The politics of central bank gold holdings – Mineweb
Vital Signs: Gold Losing Some Luster? – WSJ
A gold puzzle – Economist

ECONOMY/WORLD/HOUSING/BANKING
Is This Recovery? Part I – Daily Capitalist
Maxime Bernier: Give Keynes the boot – Financial Post
Is Bernanke’s shyness holding back the economy? – Fortune
North and south split as euro zone economy shrinks – Reuters
David Rosenberg – “Let’s Get Real – Risks Are Looming Big Time” – Zero Hedge
Misery in Athens: ‘New Poor’ Grows from Greek Middle Class – Spiegel
Is QE working?, asks the Bank of England – FT Alphaville
Housing inventory declines may prove temporary – Housing Wire
Faulty reasoning keeps GSEs out of foreclosure deal – LA Times
Markets Don’t Believe Fed’s 2014 Rate Timetable – WSJ
Grant: Fed Should Heed Lessons of 1920 Recession Response – Bloomberg
Some at Fed eye the gas pedal, others the brake – Reuters