MUST READS
Why ECRI’s Recession Call Stands – Achuthan, TBP
UK could lose coveted AAA rating, warns Fitch – Telegraph
Watch Bernanke’s ‘Little’ Inflation Capsize U.S. – Bloomberg
Not All Risks Addressed in Stress Tests: Sheila Bair – CNBC
Greek Bonds Signal $2.6B Payout on Credit-Default Swaps – Bloomberg
On Goldman Executive Greg Smith’s Brave Departure – Taibblog
Public Rebuke of Culture at Goldman Opens Debate – DealBook
Goldman Roiled by Op-Ed Loses $2.2B for Shareholders – Bloomberg
Former Goldman Intern: What It Was Like Working Under Greg Smith – BI
Analysis: Goldman top brass takes another knock – Reuters
Greg Smith, Goldman Sachs – It’s All About the Benjamins – Kid Dynamite
Why I am joining Goldman Sachs – Washington Post
The Villain – The Atlantic

MARKETS/INVESTING
Oil hovers below $106 as US crude supplies grow – AP
Gold bounces after 2 pct drop,U.S. dollar eyed – Reuters
Nikkei closes at over 7-month high – Channel News Asia
World Energy Consumption since 1820 in Charts – The Oil Drum
Oil-and-Gas Boom Interrupts Greening of America – Bloomberg
Are Treasuries FINALLY the Short of the Decade? – Dollar Collapse
US Treasurys Selloff Won’t Last, Still a Safe Haven: Experts – CNBC
What Do Rising Rates Say About Markets – CNBC
Buying a Hairway to Steven with Gold – Safehaven
The Science of Gold & Other Precious Metals – GoldMoney
China consolidates position as World No. 1 gold miner – Mineweb

ECONOMY/WORLD/HOUSING/BANKING
Economics without a blind-spot on debt – Steve Keen
Proof of What Inflation Has Done to Our Economy – Econ Monitor
Jobs Bill Stalls as Congress Fights Over Agency – NY Times
Britain’s inflationary route to default – Telegraph
10,000 Portuguese Seek Greener Pastures in German Town – Spiegel
Chinese economy likely to grow by 8.3% in 2012 – China Daily
India’s GDP growth projected at 7.6% for 2012-13 – Commodity Online
Foreclosure activity rising in some states – MarketWatch
Home prices rise for first time in 18 months: RE/MAX – Housing Wire
What $250,000 Can Buy In Different U.S. Housing Markets – ZillowBlog
Why The Fed Will Have To Do At Least Another $3.6 Trillion In QE – Zero Hedge
The Fed: A Populist Target, but Untouchable – CQ
Life at the Zero Lower Bound – Modeled Behavior