MUST READS
Central Banks Move Into Riskier Assets – Financial Times
Portugal puts euro breakup trade back on table – MarketWatch
Greek bank shares plunge after merger plans called off – BBC
Two Developments over the Weekend: Portugal and Italy – Marc to Market
Bass: “Japanese Retirees Will Lose Up To Half Their Savings” – Zero Hedge
Protecting Yourself From the Insanity in Japan – Forbes
How Americans Game the $200B ‘Disability-Industrial Complex’ – Forbes
Workers Stuck in Disability Stunt Economic Recovery – WSJ($)
Disability Fund to Be Depleted by 2016 – WSJ
Kuroda Leapfrogs Bernanke – Noland, Prudent Bear
Krugman-Stockman TV debate fizzles – MarketWatch
Taking Distortion at Face Value – Hussman Funds
The Death of Peak Oil – The Oil Drum

MARKETS/INVESTING
Oil price rises past $93 after sharp drop – AP
Gold slips as funds shift towards equities – Reuters
Beware of those who cry ‘bubble’ about bonds – USA Today
A stock-market rally built on the fear of missing out – Globe & Mail
China’s Stocks Drop to 2013 Low on Bird Flu, Property Concerns – Bloomberg
As stocks mark new all-time highs, many investors are left behind – Washington Post
Now It’s Earnings That Could Stall the Stock-Market Rally – CNBC
Trust in Gold Not Bernanke as U.S. States Promote Bullion – Bloomberg
Gold & Silver Comex Prices May Be Manipulated But Still Accurate – GoldSilverWorlds
Bear market for gold still gleams tantalisingly thanks to money-printing – Telegraph
Soros & Weisenthal Want to Separate You From Your Gold – EPJ

ECONOMY/WORLD/HOUSING/BANKING
Is the recovery dying? – Econbrowser
Why US Jobs Market Is Going to Get a Lot Worse – CNBC
Will retail sales join the spring swoon? – MarketWatch
Beware of Economists Peddling Elegant Models – Bloomberg
The template that nobody is watching – A View from the Trenches
If Britain is ‘broke’, it has been for most of the last 300 years – Guardian
Secret Athens Report: Berlin Owes Greece Billions in WWII Reparations – Spiegel
California Housing Still Bouncing Along the Bottom – The Big Picture
The ‘Hunter S. Thompson of Real Estate’ – Jim the Realtor – Businessweek
Housing Prices Are on a Tear, Thanks to the Fed – WSJ($)
The Fed, Primary Dealers, and the Ineffectiveness of Monetary Policy – Angry Bear
Fed Faces Risk of Fourth Summer Slump While Pushing QE – Bloomberg
Why has the US broad money supply flat-lined in 2013? – Soberlook