MUST READS
Brazil declares new ‘currency war’ – CNN
ECB Says Overnight Deposits Surge to Record – Bloomberg
The ECB’s Policies Are Anything But Harmless – Spiegel
Greek Swaps Headed Back to ISDA Committee – Bloomberg
Negative Equity Traps One Third of American Borrowers – CNBC
Secret Commerce Department Report Shows the Economy May be Faltering – CEPR
Bill O’Reilly is Misinforming Americans About Oil Supplies – The Oil Drum
Obama, chart in hand, presses his case on gas prices – LA Times
If Stockton Is Broke, Then Why Isn’t San Diego? – Bloomberg
Will Wall Street Ever Face Justice? – NY Times
Why the stock market rally won’t last – Fortune
Financial Crisis Amnesia – Geithner, WSJ

MARKETS/INVESTING
Oil below $108 after Saudi explosion report denied – AP
Gold inches up as buyers trickle back after selloff – Reuters
Israel to Begin Investing Reserves in U.S Equities Today – Bloomberg
Thoughts on Retirement with Dignity 2.0 – The Big Picture
Has There Ever Been a Better Time to Be an Investor? – WSJ
Why retail gasoline prices are nearing a record – MarketWatch
Dollar Going Out With A Whimper, Not A Bang — So Far – Dollar Collapse
Facing Sanctions, Iran to Sideline Dollar by Using Gold in Trade – New American
Reported 31 tonne sell order triggered gold and silver price collapse – Mineweb
Did Ben Bernanke kill the gold rally? – CNN/Money

ECONOMY/WORLD/HOUSING/BANKING
Two Issues that Can Bring Down the Economy – Fiscal Times
Calling BS on ECRI’s recession call defense – Bonddad
Eurozone unemployment rate at 10.7% – CNN/Money
‘Hubrisk’ (hubris+risk) and the Greek crisis – voxeu
China state banks to boost selected property loans – Bloomberg
Germany May Support Euro Firewall Increase for Psychological Reasons – Spiegel
New home sales in Australia enter record slump – Sydney Morning Herald
Delinquent mortgage squatters predominate high-end properties – OC Housing News
Fitch outlines the hazards of principal reduction – Housing Wire
Quarter of all 4th Quarter Home Sales Were in Foreclosure – Housing Views
Fed’s Lockhart: Benefits of Low-Rate Policy Outweigh Costs – WSJ
Bernanke’s First Step Is Admitting There’s a Problem – RCM