Payrolls Probably Rose for Seventh Month: U.S. Economy Preview BL
Five U.S. bank failures bring 2011 total to 39 MW FDIC
Imagining a world without the dollar Eichengreen
How to Profit From the Shrinking Dollar WSJ
The Endgame Headwinds Mauldin
Henry Simons was Right Noland
Headwinds Rising Swenlin
Riled Rosenberg Still Thinks Economy Is Terrible CNBC
Inflation: Loaded For Bear? BMO
The Keynesian Growth Discount WSJ
Imagine if President Obama had introduced his original stimulus in February  2009 with the vow that, 26 months later, GDP would be growing by 1.8%  and the jobless rate would be 8.8%. Does anyone think it would have passed?
A Reversal for Real Estate After Some Mild Gains NYT (Norris)
A top businessman and banker explains our political and economic challenges FM Dr. HB
Contrarian Take Databank, updates plus thoughts on the Euro USD Cross Pollaro
Buffett: Sokol's actions 'inexcusable' WSJ
“I obviously made a big mistake not saying, 'Well, when did you buy it?”
'Ruthless' Buffett fails to show in Omaha Barr
U.S. Banks Are Less Attractive as Profits Decline, Buffett Says BL
The Party’s Over for Buffett Nocera
Buffett Disciples Want Oracle to Come Clean Schroeder
U.S. Prosecutors Probe High-Frequency, Algorithmic Trades BL
Parallels to the 1970s Suggest Parabolic Move in Gold Ahead Puplava
GLDX Gold Explorers ETF ZEAL
What Is the Purpose Of A Gold Standard? Forbes
Will BOK raise gold holdings? Korea Times
Parties Seeking to Blame Each Other’s Policies for Gas Prices NYT
Battle Pits Cocoa Speculators against Chocolate Makers Spiegel
China’s Manufacturing Grows at Slower Pace, Survey Shows BL
Saudi Shares Rise for Seventh Day as Oil Climbs, Greenback Drops BL
Report says Calgary housing market a “bust” Calgary Herald
Spain jobless rate hits euro zone record AP
Yuan breaks through 6.5 dollar mark Shanghai Daily
God's bankers: How evangelical Christianity is taking a hold of the City of London’s financial institutions Inde
Banks face probe into credit-default swap trade Telegraph

Weekly Focus: Recovery losing pace Danske Global Views - Global Equity


Personal Spending in U.S. Increases 0.6%; Incomes Up 0.5% BL
Silver and gold near lifetime highs Reuters
Most Americans say U.S. in recession despite data: poll Reuters
How Asia Copes with America’s Zombie Consumers Roach
Capital Markets: Special Update - Will Markets Wilt Post-QE2? Scotia
The End of QEII: It’s Time to Make the Donuts PIMCO
The Fed’s purchases have the sweet aroma of freshly baked jelly donuts and many a Treasury bond investor has been drawn to their savory, sugary, scrumptious taste
Cheap Dollar Fuels One-Way Bets in Everything Else Reuters
What's wrong with America's economy? Economist
Jean Valjean and Black Swans Bedlam
U.S. GDP data starts to spell stagflation   Hutchinson
For the Fed, faith may not follow transparency Saft
Ben Bernanke, are $5 Wheaties a fluke? Bonner
Why the power of the mighty Fed is finally on the wane Warner
The Next Wave Armstrong
Can you protect your portfolio against a U.S. debt default? USAT
U.S. debt: riskier than Bulgaria's? Barr
Think the debate about U.S. creditworthiness can't get any sillier? Guess again
If Bill Gross Sees U.S. as Shaky, Check Japan Pesek
The Intimidated Fed Krugman
Monetary Policy's Effects on Unemployment FRBSF
Historical data do not suggest that increases in the monetary base have reliable and significant positive effects on aggregate output and employment....
Earnings aren't as good as they seem Jubak
Drill down in the numbers and you find those companies benefiting from temporary tax breaks and facing climbing costs
Buffett may not feel much love at his "Woodstock" Reuters
Wal-Mart: Our shoppers are 'running out of money' CNN
The Shrinking U.S. Banking Sector: On Balance, Who Benefits? Wharton
Silver mania may abruptly end - Silver fever is about to break, and break badly
CFTC Files Anti-Fraud Case Against California-Based Precious Metals Company Kitco
Big oil: Massive profits, big problems G&M
Coffee May Rise 40% on Frost After Kraft, Smucker Raised Prices BL
Yuan Breaks Through 6.5 Per Dollar for First Time Since 1993 BL
Fact Book UK: Rain on your wedding day Danske
Chile, Colombia, Mexico, Peru in economic alliance AP
Advanced Economies: Minutes to Midnight? Part I YALE
First offshore renminbi IPO tumbles on debut FT


United States gets sovereign rating of 'C’ MW
Fight of the Century: Keynes vs. Hayek Round Two YouTube
Pending Sales of Existing Homes in U.S. Increased 5.1% in March BL
Economy in U.S. Grew 1.8% in First Qarter, Less Than Forecast BL
Jobless Claims in U.S. Unexpectedly Rise to Three-Month High BL
A Dearth of Bulls BeSpoke
Investors in Dangerous Position TheStreet
Holding stocks at the top of a secular bear market rally is the single most dangerous position an investor can find. Unfortunately, that's exactly the situation investors could face shortly.
Investors, it's time to run and hide MSN
2008 crash deja vu: We’ll relive it, and soon Farrell
“It’s as if 2008 never happened. Once again the worlds investors are pumping up bubbles that will probably explode in their faces.”
Debt Saturation & Money Illusion Gordon Long
US Banks Warn Obama on Soaring Debt FT
Unloved greenback might now be a ‘buy’ G&M
“The U.S. dollar is the opposite of an asset that is priced to perfection; it is priced to oblivion.”
The Dog That Didn’t Bark NYSun
Not a word about gold at the press conference.
Fed Wants Even Higher Inflation Merk
Bernanke Must Have Lost My List of Questions Baum
Bernanke's Press Conference, August 1, 2012 Smith  Reich - Credit Slips
Mapping Change In The U.S. Housing Bubble: 2000-2010 HP
U.S. gold hits record, silver jumps on weak dollar Reuters
How The Comex Lost 20% Of Its "Registered" Silver In One Week ZHedge
For those looking for a smoking gun, this is probably as close as you will get to one, short of JPM actually declaring "force majeure."
Sound Advice worries about gold Brimelow
Sokol Misled Buffett, Violated Trading Rules, Board Audit Finds BL SEC probing
The report, released three days before Berkshire’s annual meeting, is “something of a reprimand” to Buffett for not fully vetting Sokol’s trades and statements
Big Money Managers' Top 10 Favorite Stocks to Beat Inflation Fool
Bank of Japan holds steady, details quake loans MW
Central bank rejects proposal for further easing
China Property Slowdown Poses Growth Risks, World Bank Says BL
China Real Estate ETF and the Housing Bubble ETF Trends
China’s Population Flocks to Cities, Grows Older BL
Markets shun debt of rescued nations Telegraph
Europe's bailed-out economies saw their borrowing costs hit fresh records on rising concerns they will not be able to pay their debts.
Britain 'on the edge of a double dip recession' Telegraph
Nokia to cut 4,000 jobs worldwide AP
Panasonic to cut 40,000 workers on cost-cutting drive: source Reuters
Why Germany's Offshore Wind Parks Have Stalled Spiegel


Bull market milestones: S&P 500 doubles from 2009 low; Nasdaq at highest since 2000 LAT
Fed Says Recovery is ‘Moderate’; Bond Buying to End in June BL
Orders for U.S. Durable Goods Increase for Third Straight Month BL
As Inflation Surges, Central Banks Run Amok Xie
Super heroes for the world economy they're not, as the Federal Reserve's inflation-stoking policies prove
Bernanke's Code: Guide to the Fed Q&A WSJ  20 Questions ZH
Economists, Readers Offer Questions for Bernanke WSJ
What's a Central Bank to Do? Bob Eisenbeis
Will the Fed Kill the Greenback at Today’s FOMC Meeting? Money Morning
When analysts are studying the death of the U.S. dollar they'll look back and see that the greenback's demise began on a specific day...
Fed Policy Boosts Wall Street, Not Main Street CNBC
For A Few Dollars More - Part I JimQ
Sociapitalism: How the Government Became the Next Bubble Kaspar
Dollar Falls to 16-Month Low Against Euro Amid Fed Speculation BL
Hegelian energy outcomes Bear’s Lair
Paul Tempted To Walk Away From Race, But Fears U.S. Is In ‘A Slow Motion Default’ NYS
Watch Earnings Reports? Then See This Chart EW
Summary of First Quarter EPS for S&P 500 Stocks by Sectors BL
Wall Street Scion Lost in China Agritech as Shorts Cry “Scam” BL
Shiller vs Siegel via Mankiw Smith - Mish - Panzner
Wealthy Leaving Las Vegas Mansions as Foreclosures Spreading BL
Gold Glitters Amid Economic Woes Reuters Report (via Sribd)
Warning: Are commodities about to crash? MW
Jim Rogers Concerned by Silver's 'Parabolic' Rise CNBC
Gold And Silver Bubble? ZH
Gold’s increasing currency in China G&M
“It boils down to one thing: Chinese always look to gold as a means of preservation of wealth.”
Get gold -- unless you've already got it Cramer
How can you love gold? Let us count the ways G&M
Why the Silver Market Has Gone Nuts Smart Money
Scotiabank Commodity Price Index Scotia
Saudi Oil Production Doesn’t Add Up WSJ
Oil gets “evil speculator” buy signal Saft
S&P cuts Japanese outlook to negative Dow Jones
“If the government's debt trajectory remains on its current course or begins to erode the nation's external position, the long- and short-term ratings could be lowered.”
Britain: next in line to go bust, or a model of fiscal rectitude? Prosser
Euroland: Debt figures slightly worse than expected Danske
Hot money' will keep pressure on economy China Daily
Reducing government intervention in the capital account is a must if China wants to float the yuan...
Can China really dump the dollar? MW
EM Inflation - Rising and Surprising Morgan Stanley
Australian Consumer Prices Jump Most Since 2006 BL
Probe Seeks N.Korean Hand in Bank Server Breakdown Chosun
Rebuilding Japan after the tsunami - one soy sauce business at a time CSM


Consumer Confidence in U.S. Rose More Than Forecast in April BL
Geithner Says U.S. Won’t Pursue Strategy to Weaken Dollar BL
Why Ron Paul's campaign threatens the GOP establishment - and Obama TTicker
Home Prices Fall for 8th Straight Month: Case-Shiller Reuters  S&P
Time to Wake Up: Days of Abundant Resources and Falling Prices Are Over Grantham
Rude Crude Saut
2008 crash deja vu: We’ll relive it and soon Farrell
Monetary Watch April 2011, the Austrian take Pollaro
Downgrade, Default, and the Messy Economic Situation Stelzer
Americans depend more on federal aid than ever USAT
State pension gap continues to grow Stateline
A Financial Atom Bomb Weiss  Into The Economic Abyss Alt-Market
Waking Up to Economic Realities Paul
This demonstrates absolutely that no one in power right now has any real intention of addressing our spending problems or paying down the debt.  They simply expect to continue to borrow and run up more debt forever, without limit.  Yet they always imagine our dollar will have value no matter how many we print...
Ron Paul Launches Presidential Campaign NJ
Give Me Life, Liberty and a Tank of Cheap Gas Baum
Baker - Smith - Econbrowser - Panzner - Gasparino - Ritholtz
Fed Sweating the Details of First News Conference WSJ
The small details "matter because we don't really know what to expect”
One Question for Bernanke, Three Possible Answers CNBC
An “All-In” Bet By Fed Chairman Ben Bernanke Forbes
Who Owns the Fed? Freeman
The biggest loser from Fed’s easing Kellner
The world tries to protect itself from U.S. monetary policy WSJ
Sarah Palin for the Fed? NYSun
Is Buffett's Teflon Wearing Off? Reuters
Inside The Mind of Madoff: NYT's Diana Henriques Discusses New Book 'Wizard Of Lies' HP
How Gold Compares to Past Bubbles Kedrosky
Silver: Is it different this time? G&M
"The rally has been great as traders are buying silver like mad” Shanghai Daily
Should gold bugs fear dollar’s revenge? Hulbert
Buy Gold Weidner  Turk
Gold Bugs Beware Of Fed Extermination Forbes
Barrick's rival bid a test of China's mining ambitions G&M  China drops out of bidding
Saudi Uneasy With High Oil Price, Worried About Economy Reuters
G20 investigates agencies over oil price transparency Telegraph
Shortages in East, Midwest, raise new red flags on rising gas prices SacBee
Drivers, beware: Catalytic converter thefts on the rise USAT
'New funds considered' to protect reserves China Daily
Move aims to reduce threat of exposure to US debt and inflation
China Said to Raise Capital Adequacy Ratios for 5 Biggest Banks BL
Greece's 2010 Government Deficit Significantly Larger Than Predicted AP
Merkel Aide Says Debt Must Be Restructured BL
Spain seeks to reassure as borrowing costs rise Reuters
Asia Faces “Serious Setback” on Rising Food Costs, ADB Says BL
For many, the real recession is just about to start Warner
Easter tips for bubble watchers: Ten signs of an impending bust Inde


U.S. New-Home Sales Rose 11.1% in March BL
Monetary Policy in 3-D Hussman
US policymakers' failure to act has merely justified the S&P downgrade King
America appears to be sleepwalking towards disaster Telegraph
IMF bombshell: Age of America nears end MW
China Says It Must Watch for US Treasury Yield Rise Reuters
China should cap forex reserves at 1.3 trillion U.S. dollars: China banker Xinhus
That $4 Trillion Isn't Enough to Save World Pesek
Bill Gross Battles Bond Dealers on Outlook as Treasuries Gain BL
The Bipartisan March to Fiscal Madness NYT  Pearlstein - Krugman
Anatomy of a Crisis: 2011 Smith  Is It 1994 Again? Sheehan
Silver Surges to All-Time High on Inflation Hedge, Industry Use BL
Russell endorses gold manipulation thesis Brimelow
Five “Below Book” Stocks Look Ready to Rebound Dorfman
Market structures and systemic risks of exchange-traded funds BIS
Bill Gates largest shareholder in CN G&M
Buffett on the Spot Newsweek

Inflation worry sends market sliding Shanghai Daily Inflation to reach 5.1% high
Hong Kong awaits Fed MW
When commodities boom ends, will Canada be going Dutch? G&M

Number of the Week: Americans Buy More Stuff They Don’t Need WSJ


Week Ahead: New Transparency at the Fed and a Gusher of Earnings CNBC
The “Miracle” of Compound Inflation Mauldin
S&P Commences the Process Noland
US economy just a notch above Greece The Times
US government’s fiscal plight, the numbers say it all Pollaro
Fed QE and SPX ZEAL
As the easy money ends, an uncharted road lies ahead G&M
“I think the main thing to do is end QE2 and not ever try such a harebrained scheme again.”
Investors In For a Shock If Rising Rates Sink Bonds, Envision's Cohen Says BL
“The baby boomers, who really have been all-in to all kinds of bonds and bond funds since the end of the credit crisis, they’ve never lived through a bear market with skin in the game.  It’ll freak people out.”
How Much Debt Is Too Much Debt? Wells Fargo
Too Many Similarities To A Year Ago! Smith  MyBudget - Jesse - ZHedge - FSNewshour
The Dollar and Gold: A 20-Year Perspective dshort The “Real” Mega-Bears
Look Out Below Abelson
There's still plenty of room on the downside for home prices. Sizing up Donald Trump
Builders of New Homes Seeing No Sign of Recovery NYT
Big banks still aren't lending Barr
It's clear the banks are not lending quite as freely as their press release claims would have you believe.
A Crack in Wall Street’s Defenses NYT (Morgenson)
World Is Bitten by the Gold Bug WSJ
As the metal barrels higher, investors of all stripes are jumping in. And buyers are increasingly taking possession of gold, instead of trading futures contracts.
Silver Still Soaring Swenlin
Silver's Rally Spurs Betting by Doubters WSJ (Complete via Google)
FP: “Looking back over the last decade, experts pointed out that gold has never had the kind of massive break-out that silver is experiencing now.”
Triumph of gold, the anti-investment Saft
TD: “In sharp contrast to gold, many investors see silver as still being significantly below its all time highs, in both nominal and real terms”
Saudi Arabia Sees Need to Pump More Oil Reuters
Sleepwalking into the Imperial Dark Engelhardt
Throw Out the Money Changers TruthDig
Higher education - Is it really the next bubble? Economist
New nuclear plants 'set to be approved' China Daily
McDonald's warns on commodity costs Dow Jones
Trader fined $US30m for manipulation WSJ
It is the largest civil penalty levied by FERC since Congress broadened the regulator's powers in 2005.
After Years of Red Flags, a Conviction NYT
Trump: I'm worth whatever I feel CNN
China Yuan Forwards Predict Fastest Appreciation in Five Months BL
No let-up in monetary policy tightening China Daily
Test of 50% house price drop Shanghai Daily
Euro Benefits Germany More Than Others in Zone NYT (Norris)
Euro restructuring could overshadow Lehman - ECB's Stark Reuters
Greek PM: Ratings agencies running our lives AP
London trader's email 'damaged Greek economy' Independent

Greece not a threat to banks, Goldman says Independent
Credit cards may be next trap Korea Times
Boiler rooms: 'I lost £400,000 in a share scam' Telegraph

Global Views Scotia Global Equity


Gold settles at record above $1,500 MW
Silver ends at $46.06 an ounce, gaining 3.6%
Philly Fed: “Firms See Slower Pace of Growth in Business Activity”
Leading Indicators Increased 0.4 percent in March CB
Home Prices Slid 5.7% in February From Year Earlier BL FHFA
Initial Jobless Claims in U.S. Fell 13,000 Last Week to 403,000 BL
Bearish Sentiment Up for the Second Week in a Row BeSpoke
Follow the Money Sprott
Does Unreal GDP Drive Out Policy Choices? Fundamental Index Newsletter
Bernanke to Open Up as Fed Embarks on Era of Glasnost WSJ
“There's always the chance you'll say something you regret”
Bernanke’s QEX Box Gordon Long
Putin: U.S. Monetary Policy Is “Hooliganism” WSJ
'The US Shouldn't Play with Its Credibility' Spiegel
Obama, at Facebook, Says U.S. Finances Are “Unsustainable” BL
US debt outlook clouds Chinese dollar assets Xinhua
Debt at 200% of GDP Dares S&P Amid Succession   Pesek Mirhaydari
The Credit Rating Hoax The Nation Baker - Baseline - Credit Suisse
Grasping budget's billions and trillions Philly
Incomprehensibly huge numbers mask real burdens.
Fiscal Conservatives Dodge $10 Trillion Debt BL
Geithner Downgrades His Own Credibility to Junk Weil
5 reasons why S&P just guaranteed U.S. debt will lose rating Pethokoukis
Kass - Dr. HB - Salmon - Smith - Martenson - Implode-O-Meter - Chapman - Norcini - Russell
Featured Article: Understanding the Fed EW
A new IMF reserve currency VOX
GE Posts Fourth Straight Profit Rise as Industrial Orders Gain BL
Foreign Firms Aren’t Hiring in U.S. WSJ
Liquor Stores satisfies thirst for yield, but beware of hiccups G&M
Evidence against Rajaratnam “devastating” prosecutors G&M
Rajaratnam had tried to "conquer the stock market at the expense of the law".
Retirees lose everything in Ponzi scheme CNN
Toyota to cut output by 70 percent in North America Asahi
Royal wedding bets: Happily ever after for Prince William and Kate? CNN
Gold Is the Canary in Coal Mine – GFMS CEO Kitco
Analysts Polish Crystal Balls, See $1,520 Gold Soon, Even Higher Later Kitco
Gold as an each-way bet is fantasy Reuters
Gold's glittering history Guardian
Special Report: China set to unearth shale power Reuters
American farmland - Sowing bubbles Economist
Shiller on farmland: “my favourite dark-horse bubble candidate for the next decade or so”.
$6 Gas? Could Happen if Dollar Keeps Getting Weaker CNBC
Will the decline in world oil supply be fast or slow? OilDrum
Solar on the Water NYT
Australia Won’t “Manipulate” Currency Now at Record, Rudd Says BL
“We don’t intend to drift back to anything which seeks to manipulate our exchange rate and those countries that do I think ultimately pay a price.”
Yuan at 17-year high to reduce inflation Shanghai Times
China-US ties have global impacts - official Xinhua
September yuan pool launch China Daily
China and the End of the Deng Dynasty Stratfor
For Many Chinese Men, No Deed Means No Dates NYT
Amid a real estate boom, men are finding themselves lovelorn as women hold out for a mate with property.
Emerging Stocks Face Risk of Earnings Downgrades, Citi Says BL
OECD sounds warning on lost generation Independent
Where will the money come from? Yomiuri
North Americans Bought Most Japan Stocks Since 2005 After Quake, Tsunami BL


Gold breaks $1,500 as investors seek security Reuters
Dollar weakens against most major currencies AP
Delay in raising U.S. debt cap would cause broad damage: JPMorgan G&M
U.S. Existing Home Sales Rise, Fail to Recover Ground Lost BL
Debt debacle Bear’s Lair
S&P U.S. warning — late and welcome Saft
The U.S. and its supposedly risk-free Treasuries are at the heart of all global finance, and a system in which people will have to find alternatives, both as investments and yardsticks, is difficult to imagine.
S&P Tells Biggest Debtor Don’t Blow Final Act Baum
USA: Downgrade could serve as a wake up call Danske
Would the real muni default rate stand up? Reuters
Austerity Chills Ardor for Muni Debt WSJ
Wieseman - Schiff
Funds accuse banks of manipulation FT (Complete via Google jump)
The complaint argues that the banks had two motives for suppressing Libor...
”Grossly Undervalued” Diamonds Outpacing Gold BL$1,500 Gold
Gas Prices Nearing Point Where Americans Cut Back CSM
Farmers Get Rich as Wheat Drives Deere Profits: Freight Markets BL
South Koreans eye Arctic LNG shipments G&M
GE puts new conditions on CEO's 2010 stock options AP
Meredith Whitney to Goldman: What's the Endgame? CNBC
Sarbit renews his love affair with U.S. stocks G&M
Want a mortgage? Tough CNN
Greece made to pay for debt loan Inde
China’s “Shift in Rhetoric” May Signal Faster Yuan Gains BL
Hong Kong’s Chan Sees More Regular Yuan IPOs, China Bond Sales BL
Hot Money Flows Again in Asia   Asia Sentinel
Wynn Macau Jumps to Record After First-Quarter Profit Surges 66% BL
Honda announces production of electric cars in China Asahi
Lamborghini’s China Sales May Surpass U.S. on $364,000 Aventador BL
Wealthy Chinese falling in love with luxury - Driving force for luxury cars
“China will overtake Japan as the largest luxury market in the world in 2015”
MPs hit out at 'alarming' lack of transparency from banks Scotsman
Consumption tax hike may fund recovery / 3 years at 8% would cover bulk of costs Yomiuri
As Fidel Castro steps down, a political shakeup in Cuba? CSM


Gold Tops $1,500 on Outlook for Escalating U.S. Debt, Dollar BL
Goldman Sachs Shares Fall on Earnings Concern BL
Featured Article: Does Deflation Remain a Threat? EW
Geithner: U.S. Will Not Lose 'AAA' Credit Rating FOX Business
China Urges US to Protect Creditors After S&P Warning Reuters
“We hope the U.S. government will take responsible policies and measures to safeguard investors' interests”
Gartman: Beware S&P's Hidden Ripples CNBC
Goldman's shrinking bonus pool Barr Buffett buyout hits Goldman profits
Housing Starts in U.S. Increased 7.2% in March to 549,000 Pace BL
10 Doomsday trends America can’t survive Farrell
The great Bernanke-ite burn-out Brendan Brown
In the near 100-year history of the Federal Reserve, the central bank has shown one perpetual blind spot.
When Will the Fed Take the Punch Bowl Away? WFargo Worrying about QE2
Bernanke May Sustain Stimulus to Avoid ‘Cold Turkey’ End to Aid BL
How Risky is the Global Economy? El-Erian
Have Profit Margins Already Peaked? NB Financial
Gangs of New York Saut
Inside Information Schwab Market Perspective
Shock Report Says PIMCO Is Already Buying Treasuries Again After Going Short BInsider
Japan ministers confident in Treasuries Reuters  Economists React
El-Erian: “This is a timely reminder of the seriousness of America’s fiscal issues, for the country and for the rest of the world”
Could The U.S. Default on its debt? USAT Spending Madness SSI
...Furthermore, the U.S. repays all its debts in dollars. At a 3% annual inflation rate, the value of U.S. debt falls more than 25% in 10 years.
U.S. sole triple-A country with negative outlook MW
S&P’s Negative Call Stems From Crisis That Some Say It Caused CNBC
Baffling bonds defy expectations Hulbert
IMM positioning - GBP longs scaled back as downbeat UK data is factored in Danske
Holding Congress Accountable Mish Ritholtz - Trump - Greenspan - Salmon
Nassim Taleb on Living with Black Swans Wharton
Representative Ryan Puts the Republicans on the Record Baker
A century of inflation forecasts VOX
Americans Shun Cheapest Homes in 40 Years as Owning Loses Appeal BL
Big U.S. Firms Shift Hiring Abroad WSJ (Complete via Google)
The growth of their overseas work forces is a sensitive point for U.S. companies. Many of them don't disclose how many of their workers are abroad.
Letting the Banks Off the Hook Nocera
Goldman Spins Away From Success Sorkin
Throw Out the Money Changers TruthDig
Commodities Quarterly - Rising energy costs support metals and grains alike Danske
Gold and currencies: an historical perspective Mineweb
Japan, China and lessons from nuclear leaks Caixin
3D Technology Could Brighten Solar-Industry Output Solar Global
Greece Default Drive Risks Reviving Contagion as Bonds Plunge BL
Greece’s economy teeters on brink of default G&M
Greece’s ability to pay its debt seems to diminish by the day.
Delaying doomsday in Athens may help to stave off economic apocalypse Independent
Europe - Regional Economic Outlook Scotia
China to let yuan rise faster to ease prices - paper Reuters
Chinese Facebook sets price range for US IPO Finance Asia
Bankers or bubbles: What caused the financial crisis? Finance Asia
China Housing Bubble: The Next Big Crash IBTimes  Vancouver
China’s Foreign-Policy Balancing Act - Part II YALE Global
US economists fear spillover from Japan AFP
No need to rush into Japanese equities G&M

Libya Oil in Legal Limbo, Virtually Untouchable Reuters  Syria


Stocks Sink on U.S. Credit Outlook BL
S&P move good for gold, ominous for Treasurys MW
Only surprise is that anybody is surprised by U.S. credit outlook
S&P Places Debt on Negative Outlook WSJ  Reuters
Approaching the Eraser Hussman
Years of The Modern JimQ
Be Your Own Central Bank; Own Gold, Silver: Marc Faber CNBC
“The value of the U.S. dollar will be precisely its intrinsic value — namely zero, precisely zero”
Zoellick: "one shock away from a full-blown crisis".
Don't belittle risks of short selling Fleck  Waking up in a cold debt Price
Memo to Fed: Ignoring a problem doesn’t make it go away! Larson
If this isn't the Great Depression, it is the Great Humbling Newsweek
Busch: The Debt Ceiling Train Wreck CNBC
America’s Banker May Tell Geithner to Go Away Pesek
The real question is whether Beijing is willing to double down on a nation whose balance sheet makes Italy look good.
Super Rich See Federal Taxes Drop Dramatically AP
Cost Of Tax Cuts For America's Rich Exceeds Value Of Budget Cuts HP
Economic deja vu from the 1937-38 recession Dr. HB Ciovacco - Smith - Taibbi - Krugman
A century of inflation forecasts VOX
Citigroup Posts $3 Billion First-Quarter Net on Reserve Release BL
Bonding With ETFs WSJ
Four Unlikely Companies Signal Insider Buying Dorfman
Ferrari Should Be Valued at $7.3 Billion in IPO, Marchionne Says BL
Philadelphia Orchestra, With $116 Million, Files for Bankruptcy BL:
Shortage Threat Drives Texas Schools Hoarding Bullion at HSBC BL
Open interest in gold futures and options traded on the Comex typically exceeds supplies held in its warehouses. If the holders of just 5 percent of those contracts opted to take delivery of the metal, there wouldn’t be enough to cover the demand
Lassonde: “This is another turning point in the gold market. It’s the first large institutional holding of gold and they are quite public about it.”
Gold Climbs to Record on Concern Global Inflation Accelerating BL
Newsletter goes nuclear Brimelow
Saudi Arabia says oil market is oversupplied Independent
Some gas stations are starting to charge $5-a-gallon USAT
Finnish Election Result Clouds Euro Zone Bailouts Reuters
Greek debt default would be painful WSJ
To many private-sector economists, the idea that Greece eventually will have to default on its towering debts is almost a foregone conclusion. But the path has plenty of pitfalls.
It's the (German) Banks, Stupid! MRZine
Moody's Downgrades Irish Banks; All Rated 'Junk' Reuters
Zhou Pledges More Tightening as China Raises Reserve Ratios BL
Hong Kong Builds a Bubble Asia Sentinel
It's not only the mainland helping to raise property prices
Policies tame home price rises China Daily
Property comparisons with 1997 high put to the sword Standard
China Reshapes U.S. Pecan Business WSJ
China's traders cash in on royal wedding AFP
Technology firms struggle to cover interest payments Korea Times
1 in 3 firms on the Kosdaq failed to earn sufficient money to cover interest payments in 2010.
Morgan Stanley fund fails to repay debt on Tokyo property Reuters
This is the largest repayment failure of debt packaged in CMBS in Japan...
Japan's food crisis goes beyond recent panic buying Japan Times