MUST READS
The world economy: Can it be…the recovery? – Economist
Cameron and Obama plan to force down oil prices – Telegraph
Report of SPR release denied by White House – Washington Post
IMF approves 28-bln-euro rescue funding for Greece – xinhuanet
Euro zone may up bailout fund capacity to near 700B euros – Reuters
China Adds Treasuries For First Time Since July – Bloomberg
Buy New IPad. Flip Over. Understand U.S. – Bloomberg
Why is Wall Street full of psychopaths? – The Week
Goldman’s Greed: This is News? – Barron’s
Why Joe Nelson Left Goldman Sachs – Bloomberg
Oil Prices and the Recurring Monetary Nightmare – RCM
Natural Born Drillers – Krugman, NY Times

MARKETS/INVESTING
Oil near $106 as US denies plan to release crude – AP
Gold price sags as India raises import duty – Reuters
How Long Will this Market Rally Last? – CNBC
It’s not your father’s Nasdaq 3,000 – MSN Money
Is the bond bubble finally bursting? – CNN/Money
Market Keeps Rising, but Who’s Doing All the Buying? – Net Net
The end of the gold bull is on the horizon – MarketWatch
Gold Bulls Weakest in Two Months as Economy Gains – Businessweek
Is JPM Metals “Whistleblower” Letter A Fraud Or A Mockery? – Zero Hedge
Gold likely to consolidate as markets look on the bright side – Mineweb
India gold demand may weaken as customs duty doubled – Commodity Online

ECONOMY/WORLD/HOUSING/BANKING
Inflation that the CPI won’t show – Bloomberg
The American economy: Unmired at last – Economist
Gas prices spike, American motorists angered – Washington Post
China Central Bank Lowers Repurchase Rate – Caixin Online
We simply can’t afford to pay for our old age – Telegraph
Chinese Companies Forced to Falsify Data, Government Says – Bloomberg
Some states saw spike in foreclosures in February – Associated Press
House prices: first-time buyers ‘sleepwalking’ into property problems – Telegraph
Lacker Says Fed May Need to Raise Interest Rates in 2013 – Businessweek
Why Fed’s Easy Money Policy Is ‘Straining Credulity’ – CNBC
Why Quantitative Easing Is the Only Game in Town – Financial Times
The High Cost of Low Interest Rates – Fiscal Times

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

MUST READS
Why I Am Leaving Goldman Sachs – NY Times
Reacting to Goldman Executive’s Resignation Letter – DealBook
Public Exit From Goldman Sachs Hits Wounded Wall Street – NY Times
Four US banks fail Federal Reserve stress test – Bloomberg
Fed’s Stress Test Results Can’t Be Trusted: Strategist – CNBC
Stress Tests Show How Fed Pushed Banks to Bolster Balance Sheets – Bloomberg
SocGen: Tuesday FOMC was “as good as it gets” for QE3 hopefuls – Zero Hedge
PIMCO’S Gross disagrees with Fed on inflation – Reuters
Retirement dreams shattered by massive mortgage debts – Telegraph
Payroll tax extension adds to deficit, analysis finds – Reuters
Zombie Banks and Vampire Governments – LewRockwell.com
California: The Sick Man Of America – IBD

MARKETS/INVESTING
Oil falls to near $106 after US crude supply jump – AP
Dollar, Fed push gold to lowest since late Jan – Reuters
Stocks: 3-year-old bull market still has legs – CNN/Money
IEA sees ‘bumpy ride’ ahead for oil market – Globe & Mail
Shaming the Non-Stock Buyer – Daily Capitalist
Will Treasuries be this decade’s bubble? – Peter Brandt
SocGen’s Dylan Grice Writes The Ultimate Guide To Gold – BI
Is the Banque de France eager to show it still has its gold? – GATA
How can gold and silver not rise? – Mineweb
HUI Stocks vs Gold – Profitimes

ECONOMY/WORLD/HOUSING/BANKING
Jobless Rates Fall in Most States – WSJ
What Higher Gas Prices Could Really Do to the Economy – The Atlantic
Many Moving Parts: The Latest Look Inside the U.S. Labor Market – St. Louis Fed
Has the Global Economy Become Less Vulnerable to Oil Price Shocks? – The Oil Drum
India consumer prices rise as fuel and power costs jump – BBC
Japan to buy $10.3b in Chinese govt bonds – China Daily
Wen Says Curbs Needed to Avoid China Property ‘Chaos’ – Bloomberg
Canada’s housing market flirts with bubble – MarketWatch
Spring Ritual Returns: ‘For Sale’ Signs Sprout – WSJ
ForeclosureRadar: Nevada foreclosure filings and sales plunge – Housing Wire
Everyone hates the mortgage settlement, except the banks – O.C. Housing News
Federal Open Market Committee forecasts: Guesses or guidance? – voxeu
In Otherwise Dour Report From Fed, a Touch of Optimism – NY Times

MUST READS
Fed Unveils Doomsday Scenario for Banks – CNBC
Fed to release results of bank stress tests – Washington Post
Fed seen biding time in order to assess jobs gains – Reuters
Inflation Solution: Will the Fed Cage the Hawks? – Fiscal Times
Rage continues to grow over bank foreclosure deal – CNN/Money
Deeply underwater homeowners to get most aid from mortgage deal – LA Times
Bailout can make Greek debt sustainable, but risks remain: EU/IMF – Reuters
Job Insecurity, Debt Weigh on Retirement Confidence, Savings – EBRI
Rubin Says He Has Too Many Dollars 13 Years After Departing Treasury – Bloomberg
How the Depression Made Keynesians of Capitalists – Bloomberg
The Myth of the Non-Paying 47 Percent – CBPP
Losing the Belt – Krugman, NY Times

MARKETS/INVESTING
Oil rises to $107 on improving economy – AP
Gold erases gains ahead of FOMC – MarketWatch
Hedge Funds for Everyone? Don’t Hold Your Breath – CNBC
Gasoline and diesel prices continue rising – LA Times
10 reasons Wall Street will hit bottom, crash – MarketWatch
Here Are The Four Things That Keep Bank Of America Up At Night – Zero Hedge
Forget China. ‘Hard Landing’ in US, Europe: Strategist – CNBC
Speculators reduce gold, silver bullish bets: CFTC data – Commodity Online
Not a stellar year ahead for gold, but still positive – Mineweb
Gold Gets Support in Long-Term Uptrend from Alan Greenspan – GoldSilver.com
What Force in the World Could Take Gold Down $100? – Daily Capitalist
On gold and the risk of being right – Fleckenstein, MSN Money

ECONOMY/WORLD/HOUSING/BANKING
Recent Job Gains Are Real and They’re Spectacular -WSJ
Hiring plans strongest since ‘08: Manpower – MarketWatch
U.K. Inflation basket: iPads are in, step ladders are out – Telegraph
Spain Faces Deeper Deficit Cuts, Juncker Calls Rajoy Plan Dead – Bloomberg
Germany Fails To Meet Its Own Austerity Goals – Spiegel
German investor confidence most in 21 months – BBC
A Rising Tide Lifts Rents, Sinks Home Values – WSJ
Home repossessions set to jump in 2012 – Housing Wire
New Rent Report Suggests Possible Bubble – CNBC
Fed to Release Stress Test Results Thursday Afternoon – WSJ
ZIRP Has a Big Hidden Cost To U.S. Savers – NY Sun

MUST READS
Greek debt swap could be short-lived reprieve – Reuters
Report Shows Depth of the Distress in Europe – NY Times
Global liquidity peak spells trouble for late 2012 – Telegraph
China Has Biggest Trade Shortfall Since 1989 – Bloomberg
China central bank eyes freer yuan, policy flexibility – Reuters
Financial Repression Has Come Back to Stay – Reinhart, Bloomberg
Can California’s Economic Self-Immolation Be Exported? – RCM
GAO: Banks Paying Back TARP with Federal Money – FBN
Gas Price Disparity Seems Here to Stay – NY Times
What Retirees Wish They’d Done Differently – Reuters
Student Loan Bubble Nonsense – Baker, CEPR
“Do I Feel Lucky?” – Hussman Funds
Uncle Sam’s Teaser Rate – WSJ

MARKETS/INVESTING
Oil below $107 on weak China growth – AP
Gold slips, eyes on Fed meeting – Reuters
Gas prices top $3.80 a gallon – CNN/Money
A play on consumers in China – Financial Post
Banks Buying Treasuries at Seven Times 2011 Pace – Bloomberg
Investors Ignore Politics at Their Peril – Kass, The Street
BIS: Currency Trading at Record $5 Trillion a Day – Bloomberg
Gold Declines as Hedge Funds Cut Holdings of Bullion – Bloomberg
Does gold rise with inflation or is it just rising anyway? – Mineweb
Miners now pay dividends in physical precious metals – BullionStreet
Dude, where’s my gold? – The Real Asset Company

ECONOMY/WORLD/HOUSING/BANKING
Great Expectations? – New Yorker
Japan’s Two Lost Decades – And Ours? – RCM
America’s real inflation rate is above 8% – NY Post
Italy in recession, headache for Prime Minister Monti – Reuters
China sacrifices growth to satiate inflation dragon – Reuters
China’s yuan nearing fair value: PBOC’s Zhou – MarketWatch
Iceland to pick new currency (I can’t stand the suspense) – Globe & Mail
BIS: Operation Twist’s Effect on Yields Comparable Easing – Bloomberg
State-backed mortgage scheme NewBuy ‘threatens negative equity’ – Telegraph
As Fed Officials Prepare to Meet, They Await Clearer Signals – NY Times
Fed’s sterilized purchases will raise short term rates – Sober Look
Sterilized quantitative easing – Econbrowser
Now, Sterilized QE? – Noland, Prudent Bear

>MUST READS
Debt crisis and Greek bond swap: live – Telegraph
Greek debt swap ’success’ welcomed by European leaders – BBC
Greece averts immediate default, markets skeptical – Reuters
Greek Debt Swap at 95% After Bondholders Forced to Join – Bloomberg
Hedge funds find loophole to trigger Greek default – Reuters
Legal skull-duggery in Greece may doom Portugal – Telegraph
U.S. Government sets record deficit in February – Washington Times
Happy Birthday, Alan Greenspan: The Housing Bubble Wasn’t Your Fault – The Atlantic
Goldman Bankers Shower Romney With Cash, Snub Obama – The Street
The US Deleveraging Is Now Over – Zero Hedge
Buffett’s Bursting Bubble – LewRockwell.com
BofA Makes a Deal on Side – WSJ

MARKETS/INVESTING
Oil rises to near $107 ahead of key US jobs report – AP
Gold edges up on easing hopes after China data – Reuters
Don’t count on stocks as an inflation hedge – MarketWatch
Nikkei Touches 10,000 First Time Since August – Bloomberg
Greek Deal Leaves Market in ‘Uncharted Territory’: Experts – CNBC
OPEC sees flat oil market for 2012 – Globe & Mail
Fed reaction key to precious metals case – BullionStreet
Gold, silver fighting back on improved Asian demand, Greek deal – Mineweb
Switzerland Wants Its Gold at Home and Out of Fed Hands – GoldSilver
Silver’s fresh swings heighten need for strategy – MarketWatch
Time To Sell Gold? – The Big Picture

ECONOMY/WORLD/HOUSING/BANKING
A Philosophical Look at Unemployment – Azizonomics
Wall St. workforce rises despite layoff fears – Reuters
U.S. household wealth up 2.1 percent in Q4 2011 – xinhuanet
China’s Slowing Inflation, Factory Output Aid Stimulus Case – Bloomberg
One in two young Greeks are unemployed as jobs crisis spirals – Telegraph
Draghi Lays Groundwork for ECB Stimulus Exit, Focus on Inflation – Bloomberg
EU Debt Issue to Rile Markets for ‘Many More Years’ – CNBC
There’s Never Been a Worse Time to Buy a House – counterpunch
Obama unveils new foreclosure measures to aid housing market – Washington Post
CoreLogic: Clogged foreclosure pipeline in Northeast slowing recovery – Housing Wire
Morgan Stanley: QE As We Know It Is Over – Business Insider
The Fed’s latest plan to boost the economy – Moneywatch
An interesting model of asset bubbles – Noahpinion