MUST READS
World Bank: Global economy at turning point – BBC
Bank of America profit impresses Wall Street – CNN/Money
Central Station: The Fed’s Looming 6.5% Dilemma – WSJ
Pushback: Lessons from Gold’s Rise & Fall – The Big Picture
EU Lawmakers Seal Deal on Financial Market Rules Overhaul – Bloomberg
Early ObamaCare Demographics Worse Than RomneyCare in In 2007 – Forbes
Opening Up the Black Box of U.S. Health Care Prices – Fiscal Times
Can Wall Street Change Its Workaholic Culture? – Businessweek
U.S. Economic Confidence Steady So Far in 2014 – Gallup
The Financial Fire Next Time – Shiller, Project Syndicate
Jim Rickards: The Fed is tapering QE into a recession – Market Sanity
10 money lessons from elderly Americans – USA Today
How the Poor Get Washed Away – NY Times

MARKETS/INVESTING
Global recovery hopes shore up markets – AP
Stocks: Can good economic news gather steam? – USA Today
What Five Days of Trading Tell Us About 2014 – Bloomberg
Stock analyst herd mentality highest in nearly 30 years – MarketWatch
Bond investors will find out that PIGS can’t fly – MarketWatch
Treasuries Gain in ’14 as Gundlach to Goldman See Rates on Hold – Bloomberg
Gold Lower, Pressured By Higher U.S. Dollar Index And Firmer Equities – Kitco
Deutsche Bank jumps on the gold bear-wagon – MarketWatch
Two foreign banks get licences to import gold into China – SCMP
Goldman’s Currie still looking for $1050 gold – Mineweb
Gold isn’t the only precious metal in 2014 – CNBC

ECONOMY/WORLD/HOUSING/BANKING
Retail sales suggest strong U.S. growth – Reuters
France: the new sick man of Europe – The Guardian
Carney Fight Against Higher Rates Helped by Inflation – Bloomberg
The Eurozone’s Really Bad 2014, In Two Charts – Dollar Collapse
China Dwarfs U.S. in Monetary Stimulus – NY Times
India inflation eases as vegetable prices fall – AP
German economy grew just 0.4 percent in 2013 but picking up steam – Reuters
Sales of new private homes in Singapore down 80% in December – CNA
Troubling evidence of Coastal California housing bubble – OC Housing News
Home lending plummets at Wells Fargo, J.P. Morgan Chase – MarketWatch
Fed’s Fisher: Glad Fed Tapered, but First Cut Should Have Been Bigger – WSJ
CORNYN AND BRADY: Federal Reserve needs checkup – OA Online
Plosser wants Fed to exit QE before end of 2014 – MarketWatch