The Deleveraging of U.S. Households Since the Financial Crisis FRBSL
Buffett's annual letter: What you can learn from my real estate investments Fortune
“The goal of the nonprofessional should not be to pick winners...”
Back to a Downton Abbey economy! Hutchinson
Inequality worse now than on Downton Abbey Arrends
Why Is the 2008 Crisis Taking So Long to Resolve? (Part 1) Triple Crisis
Possible Tapering Pause Schwab
NABE economists divided over pace of Fed tapering AP
Natural Big Lies Krugman  RB - BeSpoke - PC
Buffett Warns of Liquidity Curse, Celebrates Property Bet BL
JPMorgan Chase to cut thousands more jobs FT
The Unlikely Tale of How ARM Came to Rule the World BW
Ex-Soros man Druckenmiller's recent moves MW
Gold-coin investors feel shined on by Newport firm OC Register
Website of Bitcoin exchange Mt. Gox offline AP Mish
A theft of that magnitude would equate to losses of $350 million at current bitcoin prices
Jaffe: Regulator to warn on  bitcoin MW
Commodities Update: Extreme drought threatens Brazilian crops Danske
Yuan Shifts Roil Copper Market WSJ
That's Enough Yen Depreciation BL
Real estate price growth loses steam CD
Banks deny halting home loans CD
China's $12 trillion corporate debt pushes up refunding costs, drives mergers BL
China calls US to halt probes on solar items SD
For Abenomics, 'Third Arrow' is the Hardest and Most Needed WSJ
Euro Inflation Research 2: ECB's current inflation forecast Danske
Is Ukraine's misery the next Black Swan for West's financial markets? Warner
Ukraine  unrest may grind grain markets MW
Ukraine Delays Vote on Picking New Government to Feb. 27 BL
HSBC hands allowances to hundreds of bankers to avoid EU bonus cap Guardian

Hussman Funds Semi-Annual Report Hussman
Forty centuries of learning nothing Price
Dealers Seek U.S. Treasury‘s Help in Regaining Grip on Debt BL
The Dollar and the Deep State Smith  Mish
Use of logarithms in economics EB
Is the US in real trouble? We're about to find out CNBC
A Walk Thru Of China's Hard Landing, And The Upcoming Global Harder Reset ZH
Fears Over Gold Price Rigging Put Investors on Alert via GATA
IMM positioning: Investors added net shorts in CAD and RUB Danske
Make Banks Safer: Tax Them BL
Ackman Sees Big Upside to Fannie, Freddie Bet WSJ
Buffett has some explaining to do ahead of AGM Keenan
Mexico to trump Japan as No. 2 car exporter to US WP
Million-Dollar Gamblers Spark Latest Macau Turf Fight BL
A Star in a Bottle New Yorker
Industrial Bank Halts Property Loans, Securities News Says BL
China: Overheating Despite Slowing Growth? Asia Sentinel
More Chinese cities see home prices decline China Daily
Yuan may end one-sided appreciation: experts China Daily
Risks ahead for Asian banks, says S&P FA
India central bank: Emerging markets 'on their own' CNBC
Is Abe Encouraging Japan's Nut Jobs Pesek
Carney: banks should pay their own way Telegraph
Draghi: Europe may decide on stimulus in March MW
Greece resumes protracted bailout talks with lenders Reuters
Scottish referendum: Salmond offers the independence of a granny flat Elliott
Osborne says EU ready to provide Ukraine financial aid AFP
U.S. warns Russia to keep its military out of Ukraine after protesters force president out WT
India is now biggest foreign buyer of US weapons FT

US Fed chief Yellen asked for ID at G20 AP
The Global Week Ahead Scotia
The Worst Ten-Letter Word Mauldin
Curriencies, Carry Trades, Fat Pigs and Pythons Noland
Equities are right back to near record highs - yet something just doesn't feel right.
Global Views Scotia Global Equity BMO
Weekly Focus: Global manufacturing cycle is peaking Danske
The Zombie Numbers That Rule the U.S. Economy Atlantic
A New Light on Regulators in the Dark Morgenson
Uranium Supply Disruptions Spell Opportunity For Investors: David Talbot SA
Big Gold-Stock Buying ZEAL
Detroit bankruptcy plan faces widespread backlash CNBC
Stash of unsold clogs costs Crocs millions MSN
Mysterious $1.5 million bet has traders buzzing CNBC
If Only Buffett Could Buy These Five Small Caps Forbes
Obama meets with Dalai Lama, upsetting China Reuters
Ukraine Pulls Back From Brink WSJ

Fed Officials Kept Humor in 2008 With Jokes on Spouses, Food BL
By the end of 2008, the Fed had launched so many emergency lending programs that then-Chairman Bernanke spoke of "the various credit facilities for which even I do not know all the acronyms anymore."
Fed Failed to See Lehman's Fallout for Economy BL

Fed at crossroads: Transcripts detail crisis CNBC 2008 Transcripts
Sales of U.S. Existing Homes Slump to Lowest Since July 2012 BL
Looking Beyond The Weather Comstock
With 2015 budget request, Obama will call for an end to era of austerity WP
World Money Analyst Update on Russia Outside The Box
France is looking straight down the barrel of a deflation shock Pritchard
The Lurking Threat of Deflation BW
Do Euro Zone Stocks Signal Euro Deflation? TheStreet  WSJ
Clarifying the debate about deflation concerns VOX  Sober Look
Grand Central: Maybe Inflation Isn't as Low as Fed Thinks WSJ
Dissension In The Central Banking World EPJ
Debt Ceiling Redux? YALE
3 Reasons Bulls Need To Pay Closer Attention Ciovacco
The Stimulus Tragedy Krugman  Baker - Smith
What can we expect from the US economy in 2014? FMaximus
The Hefty Yoke of Student Loan Debt Norris
Buffett's Moats Are Breached Kass
Why the super-rich get richer and you don't Nutting
Herbalife is Ackman's biggest loser ever MW
Fannie Mae Pays Off U.S. Government Bailout HP
Boeing Paid No Federal Income Tax Last Year: Analysis HP
Madoff Said JPMorgan Execs Knew About Ponzi Scheme: Lawsuit HP
Currency Traders' Strategies Foiled as Trends Go Missing BL
Gold Rush Ghost Town Bodes Ill for California Power Flow BL
Tomorrow's hamburger may cost as much as today's steak MW
Natural Gas Backwardation At Extreme Levels BeSpoke
Gold miners' stock rally has just begun MW
Half of German gold reserves will be stored in Germany by 2020 Bundesbank
Commodity Price Index Scotia
China: Overheating Despite Slowing Growth? Asia Sentinel
Canada Inflation Accelerates Most Since 2012 on Heating Costs BL
Spanish Exports Mark Record Year as Rajoy Craves Repeat BL
Ukraine likely to default, says S&P Telegraph
Chess in a Minefield:The Global Implications of the Ukraine Conflict Spiegel  Mish
Japan's Record Trade Deficit Shows Risks Mounting for Abenomics BL
Fishermen worried about Fukushima leak NHK

In Buffett We Trust: Berkshire Annual Report Lacks Disclosure BL
Jobless Claims in U.S. Fell Last Week as Firings Abated BL
Owners again borrowing against homes as housing market recovers LATimes
Bitcoin investor fury at Mt Gox delays CNBC
Interest Rate Blues:Emerging Nations Demand Western Support Spiegel
Markets look past 1929 chart Hulbert
Cashin: Fed 'flying blind' on economy CNBC
Have the Bears Given Up Too Soon? Minyanville
Emerging markets: Why Wall Street is split El-Erian
Should you fire your economists? Saft
Why the stock market is a sham for regular investors MyBudget
Featured Article: (Video) Want a Sure-Fire Forex Trade Setup? Look for a Triangle EW
Further weakness in US housing not just weather related Danske
Marx Was Right: Five Surprising Ways Karl Marx Predicted 2014 RStone
Facebook to buy WhatsApp for $19 billion in deal shocker Reuters
WhatsApp's Founder Goes From Food Stamps to Billionaire BL
Zuckerberg Bonded With WhatsApp CEO Over Coffee and Dinners BL
Einhorn Says Don't Be Fooled as Companies Beat Estimates BL
Watch for companies to claim 'Jack Frost ate our profits' Reuters
Wall Street Girds for China Bribery Probe as IPOs Beckon BL
The giant bet that Tesla will fall 75 percent CNBC
Gold Losing Stigma for UBS as Tully Increases Forecasts for 2014 BL
China Factory Gauge Falls Amid Risks of Credit Souring BL
Record Japan trade deficit highlights risk of economic stumble Reuters
Turkey spoils emerging market story as politics go haywire Pritchard
China Properties struggles to print note Finance Asia
China increases holdings of US bonds China Daily
Singapore's Soaring Land Prices 'Suicidal' for Developers BL
Dent says Brisbane's housing bubble will burst ABC
Portugal counts days to end of bailout program AP
Elliott vs Argentina: 3 possible resolutions Salmon

Some Fed officials sought early rate hike: FOMC minutes AFP  Minutes
Crash of 2014: Like 1929, you'll never hear it coming Farrell
China Cuts Treasury Holdings Most Since 2011 Amid Taper BL
The Chinese move to sell suggests central banks are becoming more wary of taking duration risk now with the Federal Reserve firmly into the tapering process
China Moves to End Its Codependency with US Roach
The Retail Real Estate Implosion G. Long
'Probably too late' to buy US stocks: Marc Faber CNBC
The European Debt Crisis: Karlsruhe & Quantum Physics Das
Censusgate: When and what did Labor know? Crudele
What's So Dangerous About Austerity? Triple Crisis
Currency Returns During the Financial Crisis and Great Recession FRBSL
Life stinks making 6 figures on Wall Street CNN
JPMorgan Employee Falls to Death From Building Roof in Hong Kong BL
Sometimes JPMorgan Gets Paid for Advising on Mergers BL
Corporate Cronyism: The Secret to Overpaid CEOs Baker
Standard Bank in prime position for Deutsche's gold fix seat: sources Reuters
Buffett 's Coca-Cola Complacency Warning Foretells Troubled Year BL
How the big money is betting on gold now CNBC
China becomes world's largest gold consumer FA GOLD
Bitcoin ATMs roll out as cryptocurrency faces hackers, regulation and volatility FT
Japan says prices 'rising moderately' for first time in more than five years Reuters
FTZ launches cross-border yuan payment China Daily
Record year for foreign yuan exchange CD
China - Is renewed surge in credit forcing PBoC to tighten further? Danske
Is China at Risk of a Debt Crisis? Not Really, Bank Says WSJ
An independent Scotland risks becoming eurozone mark 2 Tele
Tourism boom drives Greece to first current account surplus on record Reuters
London still worlds most costly office market SD
What the Heck Is Going on in Venezuela? (Could the Maduro Regime Fall?) BW
Ukraine crisis: Police storm main Kiev 'Maidan' protest camp BBC

Empire Manufacturing Weaker Than Expected BeSpoke
Appetite For Distraction Things That Make You Go Hmm...
German government source said U.S. should normalize monetary policy Reuters
Canada Sees Active Work on Currency Benchmarks Amid G-20 BL
Debt and Growth: Is There a Magic Threshold? IMF
"Soros Put" Hits Record As Billionaire's Downside Hedge Rises By 154% in Q4 To $1.3 B ZH
China Digs Itself Deeper Into Dollar Trap Pesek
What struck me most, though, is that China still can't see that it's the dupe in this giant pyramid scheme.
Yuan takes another step forward as a world currency CNBC
Yellen's Wishful Thinking Lachman
What really happened to Bear Stearns? Butler Embry
Evading the welfare trap Hutchinson
UK fraud agency charges three ex-Barclays bankers over Libor Reuters
FX Traders Facing Extinction as Computers Replace Humans BL
Danske Bank Bonus Culture Investigated as Bond Probe Deepens BL
David Einhorn Will Say What Stocks He Owns When He's Good and Ready BL
Study Finds Hormones' Surprising Affect On The Markets Reuters
The new class system for young Wall Street bankers NYP
Your Car Is Spying on You and Congress Isn't Sure What to Do About It BW
Top Two Gold Forecasters Remain Bearish After 2014 Rally BL
Gold falls as report highlights drop in demand MW
Chart of the Day: Bitcoin's rapid plunge CNBC
A Question in Some Corners of Tokyo: You Take Bitcoins? WSJ
Bank of Japan boosts loan programmes BBC
Asian Stocks Climb to Three-Week High After BOJ Statement BL
Abenomics' wobbly arrows Saft
Europe Says No Rush on Greek Debt Help, Leaving Samaras in Limbo BL
China Tackles $1 Trillion Data Gap as Xi Changes Metric BL
China Fooled the World (But It Cannot Last Mish
China's FDI rose 16.11% in January China Daily
Inflation falls below Bank of England's 2% target Guardian
Australia's RBA is asleep at the wheel Keen
India's Parliament Descends to Chaos Asia Sentinel

Topping Patterns and the Proper Cause for Optimism Hussman
10 tricks Wall Street uses to manipulate you Farrell
Deflation Threat Worries G-20 Roiled by Emerging Markets BL
Rosenberg Sees Inflation After Calling Housing Bust in Recession BL
America risks becoming a Downton Abbey economy Summers  Reuters
IMM positioning: Investors broadly square on GBP Danske
Education: The USA's Problem & Its Solution Smith & Long
Do banks sense a change in the California housing market? Dr. HB
The End Of Bretton Woods And The Race To The Bottom, 1971 IGWT
Economists in the dark Samuelson

Inside hedge fund pay: $10M for a 10% return CNBC
Swaps market prepares for its big bang FT
Forget high prices, gasoline demand to fall: BofA CNBC
These Gold Charts Will Make Your Heart Beat Faster Value Walk
Gold Rises to 3-Month High on Haven Demand as Silver Extends Run BL
Central bank soothes cooling concerns China Daily
FT
Japan Growth Trails Forecasts as Sales-Tax Increase Looms BL
Japan's Consumers Still Cautious Reuters
German Home Prices Rose Most in Decade on Cheap Finace BL
Carney Proving Favored Banker in Sterling's Revival BL
Average house prices rise above £250,000 stamp duty threshold Telegraph
Australia’s unemployment rate same as 10 years ago, but what lies ahead is a worry Gurdian
How Thailand's political turmoil will weigh on its economy SBR

The Global Week Ahead Scotia Wall St. Week Ahead Reuters
Transitions Noland
The Economic Singularity Mauldin
Watch For A Taper Time-out Harding
Don't fall in love with your stocks Hulbert
Fewer Layoffs, but Not Much Hiring Norris
Global Views Scotia Global Equity BMO
Weekly Focus: Weaker US growth leaves risk assets vulnerable Danske
Arresting disinflation will require taking up the slack NT
The Untouchable Profits of Fannie Mae and Freddie Mac Morgenson
Soros exits J.C.Penney, trims Herbalife, others follow Reuters
Berkshire dumps stake in Dish, Glaxo Reuters
Gold-Stock Breakout 2 ZEAL
This Is What A Rap Song Commissioned By Criminal Traders Sounds Like HP

Carney Says Forces Suppressing U.K.'s Interest Rate Will Persist BL
Risk Aversion at the Country Level FRBSL
Canada’s Post-Crisis Fiscal Landscape BMO

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