Israel says Iran warships to transit Suez for Syria Reuters
FOMC Saw Stronger U.S. Recovery, Disappointed on Jobs BL Minutes
Politics of Inflation Merk How Inflation Could Be 66% Higher Daily Finance  Pump prices...
Crude, Crack and Rates Puplava  Wikileaks Reveals Imminent Saudi Oil Peak Rubin
Gold's Bull Market Aden
Wholesale Prices in U.S. Increase 0.8%, Led by Fuel Rise BL
U.S. Housing Starts Rose in January More Than Forecast BL PDF File
Banks Push Home Buyers to Put Down More Cash WSJ
Confidence in Equities Among Global Investors at Record, BofA Merrill Says BL
A net 67 percent of respondents, who together manage $569 billion, had an overweight position on global equities
Too early to be crowing about the U.S. economy Rosenberg
So by the end of the second quarter of this year, we shall see what the U.S. economy looks like...Its amazing what a 25-per-cent jump in the stock market can do to ones memory.
Paradise Regained Bears Lair
Brazil Finance Chief Renews Attack on Fed WSJ
Alan Greenspan: feted for failure Baker
Alan Greenspan was at the wheel, apparently asleep, when the US economy drove off a cliff. Why on earth is he still lionised?
Feds Lacker Warns More Easing Would Lead to Inflation WSJ
The Weak and the Slow Get Crushed Sheehan
All You Need to Know About Why Things Fell Apart Lewis
Histrionics will only cloud budget debate Pearlstein
The fog of currency war VOX
This column argues that the US is in fact the exchange rate manipulator
FX Forecast Update: EUR/USD to break above 1.40 by summer - Presentation Danske
Sports Illustrated Swimsuit Issue: Score One For the Bears BeSpoke
A Krugman Post [Template] EofC Calculated Risk - Panzner - Mish - Bulwa
What Is the New Normal Unemployment Rate? FRBSF
Sizable labor market slack is expected to persist for years.
Asset bubbles: Origins and implications VOX
Cash Hoards Shrinking at S&P 500 for First Time Since 2009 BL
Junk bonds are hot despite record-low yields USAT
Borders Files Bankruptcy as Expense Cuts Don't Stem Losses BL
Gross's Ex-Rainmaker Recruits Pimco Alumni as Bond Rally Falters BL
For a firm to pursue more aggressive strategies as the bond rally fizzles
JPMorgan CEO: Bank Won't Be 'Goaded Into Doing Something Dumb' Reuters
From Prison, Madoff Says Banks Had to Know of Fraud NYT
Legal Fees at Fannie Are Called Avoidable NYT (Morgenson)
Vanishing Act: Advisers Distance Themselves From a Report Dealbook
Bubble 2.0: will the new dotcom boom go bust? Independent
Planet Money - The Gold Standard (Grant) NPR
Asians Buying SLV to Take Delivery of Silver? King World
Farmland Boom Provides Bright Spot for U.S. Midwest Real Estate BL
Japan gains on China in dollar race Barr
In the be careful what you wish for department, Japan may soon pass China as the biggest official U.S. creditor.
With Policy Thrust, China's Yuan Steps Out Caixin
Hong Kong Banks Begin Yuan Promissory Notes Caixin
Beijing City Limits Home Purchases After Government Curbs, CCTV BL
Shanghai facing pension problem Shanghai Daily
Debt-laden Portugal raises $1.3B in T-bill sale AP
EM capital flows portfolio equity flows up, bank lending down DB Research
Almost everyone condemns naked short selling.But not the British Treasury Guardian
Beware the housing bubble Courier-Mail
China rice laced with heavy metals - report AFP

Wave of Unrest Rolls Into Gulf WSJ
Egypt Bourse Weighs Canceling 14% Drop in EGX 100 Amid Protests BL
Egypt's protests flare despite military warning AP
Bahraini Protesters Demand Regime Change Global Insight
ran Escalates Warnings to Protesters - Libya NYT
Middle East crisis: Yemen the early favourite to fall next, Paddy Power claims Telegraph

World Bank: Food Prices at "Dangerous Levels" AP
China's economic "hard landing" will cause a commodity crash, says Gary Shilling TTicker
Silver, gold prices break key resistance marks TheStreet
World Gold Council, ICBC Launch Physical Gift Gold-Investment Bar In China Kitco
U.S. Homebuilder Confidence Stagnates in February on Slow Sales BL
Businesses add to inventories as sales rise AP PDF File
Retail Sales in U.S. Increased Less Than Forecast in January BL
Manufacturing in New York Area Grew at Faster Pace in February BL
Deception at the Fed Paul
Fed dictator Bernanke needs to be toppled Farrell
Forget Mubarak, its Fed reign of terror that must end
Bernanke Would Defend Lehman Actions to His `Deathbed' BL
No free lunches in debt-fuelled bear rally Rosenberg (Complete via Google)
As far as equities are concerned, make no mistake, we are in the throes of an intense bear market rally, which is likely at the very late stage...
The Cocktail Theory Saut
Bullish sentiment is high - maybe too high Hulbert
Food Chain: Do Spiking Food Prices Warn of Generalized Inflation? Sonders
South Carolina lawmaker wants separate currency for state AP
If folks lose faith in the dollar, we need to have some kind of backup
Liquidity-Induced Bubble Could Burst: Fund Manager CNBC
Obama tests bond markets with mega-deficits Pritchard
Economic Outlook: Current Administration vs. CBO NTrust
U.S. Federal Budget 2012: Big Questions Remain to Be Addressed GI
U.S. Budget Is `Marginal Positive,' More Needed on Deficits - Moody's BL
Budget chiefs: Not happy with Obama plan CNN
Obama's wackiest budget cuts CNN
Despite red ink, some governors push big tax cuts for businesses Stateline
US and State Default Risk BeSpoke
Why the stock market is increasingly irrelevant Salmon
A 5-Year Scenario: 2011-2016 Smith  Reich - Sanders - Keen
NY Fed Q4 Report on Household Debt and Credit Calculated Risk
The Boom, the Bubble, and the Bust Abroad Freddie Mac
IMM positioning: Short USD positions becoming stretched Danske Indicators Review NBF
Warren Buffett's firm sells off several US stocks AP SEC
Caution Signs for Corporate Bonds Morningstar
A volatile commodity Finance Asia
Very few players have been able to foresee the crash in implied volatilities since the peak of the crisis
Ecuador Judge Orders Chevron to Pay $9 Billion NYT
Companies Raise Prices as Commodity Costs Jump NYT
Clothing prices to rise 10 pct starting in spring AP
Eat People Outside The Box
Gold Bug Wins Test in Race for White House BL
Yes, the Gold Rush Is Still Onbut How Long? WSJ
Iron ore imports skyrocket to record China Daily
Gold-buying companies told to polish up their act   Independent
Commodities put Canada in the driver's seat G&M
Mervyn King on the defensive as inflation hits double the target Telegraph
China's Inflation Exceeds Target, Adding Rates Pressure BL
China to raise RRR, interest rates further - report Reuters
Chinese consumers squeezed by rising prices CNN
Mainland forex boost on the cards Standard
More shops lie empty as high street feels the cuts Independent
Japan's Potential Inflation Problem WSJ (Complete via Google)
Japan's Debt: One For The Record Books iStockAnalyst
Cross-Market Commentary: Companies In The BRIC Nations Are Cash Heavyweights S&P
Egypt Illustrates Emerging Market Risks Wells Fargo
Frozen Mubarak Assets Show Swiss Fighting Taint of Dirty Money BL
Eighteen Days That Shook the Middle East - Part I YALE
S.Korea-U.S. Drill to Prepare for Regime Collapse in N.Korea Chosun

Are Silver Prices Ready to Break Out? TheStreet
In Iran, Bahrain and Yemen, protesters take to streets LA Times
Obama's budget only boosts spending Frotune
The administration's claims that it's tackling the budget deficit depend entirely on projected tax increases that probably won't happen
France wants new global finance system RTE
Gross Cuts Government Holdings to Lowest Since 2009 BL
Rich Valuations and Poor Market Returns Hussman
We should not deserve to be called "investors" if we fail to recognize that valuations are richer today than at any point in history... Prices still reasonable USAT
Go with the flow, but wait for the sell signal Brimelow
Stocks Likely to Bleed If Congress Slashes Budget Dorfman
U.S. investors fear muni defaults, job losses Reuters
Obama budget to cut $1.1 trillion in deficits CNN
It's not clear yet where all of the estimated $1.1 trillion in deficit reduction will come from... White House Expects Deficit to Spike to $1.65 Trillion WSJ
Geithner Tells Obama Debt Expense to Increase to Record BL
Its a slow train wreck coming and we all know its going to happen
Dont go Dutch Price  Grapes of Wrath - 2011 JimQ
Panzner - Mish - EB - FabiusM - Russell - Gregor - Smtih - Krugman - Mankiw - Samuelson
Roubinis Next Crisis Is Scary Food for Thought Pesek
Housing Crash Is Hitting Cities Thought to Be Stable NYT
Number of the Week: Governments Overwhelming Role in Mortgages WSJ
Egypt Protests Hold Lesson for U.S. Wastrels Baum
Bernankes Confusion Is Our Economic Ill Health Forbes
Ignorance is Confidence: Fedtalk or Newspeak? Jackson on Repealing a Central Bank IRA
How the market learned to stop worrying and love the downgrade G&M
Most Heavily Shorted S&P 500 Stocks BeSpoke
Wall Streets Dead End NYT
Study: Strict Derivatives Regulation Could Cost 130,000 Jobs WSJ
The Dirty Little Secrets of Search NYT
GE Makes Big Move Into Oil Business Reuters
Silver in Backwardation and the Emperor, Once Again, Nearly Naked Jesse
China Profits From Solar-Power Strategy as Europeans Backpedal BL
Surging corn set to fuel widespread price hikes G&M
Brent oil climbs above $101 AFP
Aussie Farmers, Chinese Miners Vie for Water BW
Japan's GDP Contracts, Surpassed by China in 2010 BL
Video: China Overtakes Japan to Become Worlds #2 Economy WSJ
Vibrant exports will save Spain, and perhaps the euro Pritchard
Yuan rate 'at right level but fluctuation possible' China Daily
All go for trading platform on launch of first yuan IPO Standard
Still no deal on WestLB's future - source Reuters
Weber's ECB About-Face Makes Merkel Look Vulnerable Spiegel
Not Too Big to Fil Weekly Standard
The death of Irelands crony capitalist party
Economist on Vietnam: Not only was it the fourth devaluation since late 2009 (and the sixth since the summer of 2008), but it was a big one: a full 8.5%
2 analysts fined for manipulating stock prices Shanghai Daily
Fury as 'anti-Semitic' banker is invited to speak at LSE Independent

Egypt CBank sells $1.1B in Treasury bills AP
Egypt shutters banks after new protests from employees, police CNN
Egypt stock exchange delays reopening till Wednesday Reuters
Worrisome Words From Jordan Dorfman
Unrest in the Middle East - Monday 14 February Guardian

Key U.S. Data Releases and Events GInsight
Four banks fail, costing fund $145 million MW FDIC
The Future of Public Debt Mauldin
No Exits Noland Harding
Bernanke's Free Ride Is Over North
'Biflation' Bernanke WSJ
Bernanke cant be the sorcerer behind every ill Reuters
Imagining Life Without Fannie and Freddie Morgenson
As U.S. Exports Soar, Its Not All Soybeans Norris
Wall Street rally based on fantasy valuations... MyBudget
Buy that dip, baby! Reuters
'No losses' on Fannie, Freddie holdings Shanghai Daily
From Pentagon, a Buy Rating on Contractors Nocera
The Fiat Kilogram? NYSun
Ron Paul captures CPAC presidential preference straw poll WT
Level Global Hedge Fund to Close After FBI Raid BL
Unfortunately the ongoing government investigation presents significant challenges to maintaining our collective focus
Bernanke's 2009 Interview Withheld by Crisis Panel BL
Bernanke will be long gone when it comes out, and thats not a way to establish responsibility
SEC files fraud charges against 3 ex-IndyMac execs AP
Copper Correction 2 ZEAL
Gas pump prices highest ever for this time of year AP
Gold market shrugs off Arab turmoil Dow Jones
Shanghai rebar, iron ore prices at record China Daily
Investors Hope to Harvest Returns on Grain Commodities NBR
Japan looks to Australia for rare earth supplies SMH
Middle East Shares Rise After Egypts President Mubarak Resigns BL
Egypt exchange braces for first-day volatility MW
Measures include broad-market circuit breakers, relaxed margin requirements
Egypt May Need Stimulus to Create Jobs, Finance Minister Samir Radwan Say BL
Swiss freeze possible Mubarak assets Reuters
Will household debt crush economy? Korea Times
China to become biggest luxury consumer market Finance Asia
An old problem Economist
Will it take more than monetary policy to cure Japans deflationary ills?

Weekly Focus - Weekly Credit Update - Global Views - Global Equity - E-Recap
Stocks Advance as Mubarak Resigns; Egypt Default Swaps Slide BL
Wall Street rises to 30-month high WSJ

Egypt's President Mubarak Resigns; Stocks Advance Reuters
Trade Gap in U.S. Widens for Second Month as Oil Imports Jump BL
Federal Budget Cheat Sheet WSJ
Obama Administration: Fannie, Freddie Model 'Dead' Reuters
Bonds, risk and Bernankes intentions Saft
You can bet your last Confederate dollar that all the previous central bankers who bought their own bonds with their own printed money promised that they too would withdraw before it was too late.
Kevin Warsh could become the next Paul Volcker Hutchinson
Warsh Departure May Reduce Fed's Insights Into Wall Street BL
The Two Faces of Ben Bernanke Schiff
America's inflation alarm is growing ever louder Telegraph
Bernanke to testify on Dodd-Frank next week Reuters
Derivatives: The Real Reason Bernanke Funnels Trillions Into Wall Street SA
Has this rally only just begun? G&M
Birinyi is looking for this bull market to rack up 162 per cent to 210 per cent gains from the March 2009 lows. That would put it among the top-performing bull markets of the past 50 years.
Irish Times: The bulls appear to have little appreciation for the damage the Great Recession inflicted...
Abraham Lincoln, Inflationist Krugman  Baker - Smith - Mish
The Lost Cause: The Failure of the Financial Crisis Inquiry Commission AEI
Chinese Economist Warns Of Risks In Freddie, Fannie Bonds DJ (Complete via Google)
...looking at the current political situation in the U.S., for the U.S. congress to give a clear guarantee on this issue is almost impossible
A Dozen Ideas for What to Do About Fannie and Freddie Pollock
Bill Ackman's Soft Power BW
Goldman: 'no special ability to predict the future' Barr
Goldman Sachs Former Chief Whitehead Says NYSE Deal `An Insult' BL
Victims Who Deserve Their Fate Norris
Kraft says more price increases ahead AP
Report: Blockbuster plans to try to sell itself AP
Snapshot of an Apple flash crash Fortune
The most famous stars who have lost their money MW
Commodities are overbought: Marc Faber Commodities Online
Dutch Central Bank: pension fund must sell gold BL
ICE Contemplates Emergency Position Limits In Cotton After Yet Another Limit Up Lock ZH
Natural Gas in Bear Market 'Grand Slam' CNBC
Embattled Egyptian President Crushes Expectations, Vows to Remain in Power GInsight
Crisis Puts White House in Disarray WSJ  Mubarak stays, so do crowds
Rage in Egypt as Mubarak hangs on Reuters
In China, Tentative Steps Toward Global Currency NYT
'Madoff-style' public pensions will spark crisis Telegraph
Greece Joins Italy in Objecting to EU Debt-Cut Target BL
Research Euro area: Higher commodity prices may trigger ECB hikes Danske
EM Equities: Breaking Down?   BCAR
A triple test for investing in emerging markets G&M
First, could you walk down the capitals main street with a sign saying The President is a so-and-so and not only do so safely, but also reasonably expect the police to protect you?
Trade balance tilts in Canadas favour G&M
As India Thrives, Its People Remain Hungry NYT
Vietnam devalues dong again in step to mend economy Reuters
Friday's devaluation was the sixth -- and by far the biggest -- in nearly three years.

Budget Deficit in U.S. Rose to $49.8 Billion as Spending Grew BL
House Budget Lawmaker Disappointed In Bernanke's US Dollar Answer WSJ
IMF urges global monetary reform Reuters
Fed's Warsh Resigns; Bernanke Adviser Questioned Stimulus BL
Egypt's Mubarak to step down MSNBC
USD Hits an All-Time Low Puplava
Chanos on CNBC ~  Ron Paul: QE2 Is a "Total Failure" ~  Part II TT
U.S. Wholesale Inventories Rise More Than Forecast, Sales Climb BL
U.S. Initial Jobless Claims Fell 36,000 to 383,000 Last Week BL
Global inflation scare: Commodities super-cycle resumed Danske
Sovereign Debt Crisis - A Roadmap for Investors Morgan Stanley
Pay, Profit, and Growth, Part 8 Lui
Gold and fiat currencies
Paul calls Fed's Bernanke "cocky" in House hearing Reuters  End the Fed?
Bernanke Makes Sure Fed Reminds Congress Deficit Bigger Than QE2 BL
Bernanke's Worst Nightmare Is This Man's Boxes Baum
China defends yuan policy after Bernanke swipe AFP
The Federal Reserve vs. Widows North
Currencies: war, tragedy or farce? Saft
Bull vs Bear Ritholtz Distressed Debt - Smith - Keen - Pesek - Mish - Panzner - Crudele - Laffer
Q&A: Ken Rogoff Says Crises Are Like Heart Attacks, Predicting Timing Is Tough WSJ
Business Cycle Monitor: Clear skies ahead Danske
Hedge Funds to Short American States and Cities HP
In their corporate laboratories, they are working furiously to whip up wondrous new financial products that will allow them to reap millions from misery.
States, Public Unions Collide Over Pensions FOX
Avoiding foreclosures: More states give help to homeowners USAT
US Home Foreclosures Rise in January, More Seen Reuters
Tempting Fate: The Federal Budget Outlook Brookings
Exclusive: Assange suggests bank documents are a snore Reuters
Google, Facebook a Twitter for $8bn site WSJ
Forget the spin, we're doomed: Nokia boss does a Ratner Independent
TMX-LSE better hope commodity bubble doesnt burst G&M
All's fair in love and exchange war Telegraph
Short sellers gang up on weaklings   24/7
Skewed the CBOEs new fear indicator FT Alphaville
Basically its meant to measure what the equity options market thinks about the risk of a black swan event.
IEA raises global demand estimates for 2011 MW
New drilling method opens vast oil fields in US AP
Update about the potential for another year of bad harvests FabiusMaximus
Egypt government warns of military crackdown... WP
Egyptian Party Pulls Out of Talks After Threat of Army Role BL
Resetting Egypts economy El-Erian CBank launches T-bill auction AP
China rejects foreign role in solving Egypt crisis AP
Egypt crisis echoes fall of Indonesia's Suharto
Bank of England holds interest rates at 0.5pc Telegraph
Yuan rises to new high against dollar Thursday Xinhua
Local Governments Still Feel Investment Pulse Caixin
The central government wants new economic direction, but provinces and municipalities simply can't stop investing
Moody's warns on Japan debt, urges fiscal reform Reuters
Dire warnings sinking in for Canadian home buyers G&M
Billionaire Ambanis Wealth Eroded on Panic Selling BL
Report: Saudis Warned Obama Not to 'Humiliate' Mubarak FOX
With Egypt in chaos, the kingdom is Washington's only major ally left in the Arab world and the Saudis want the Americans to remember that
America's Unraveling Power NYT  Israel Braces for a New Egypt WSJ

Paul Tudor Jones Calling A Top? via Zero Hedge
Geithner: Debt Ceiling Will Be Raised WSJ
Bernanke-Ryan square off as Ron Paul waits in the wings TTicker
Ron Paul slams Fed - Ryan: There is nothing more insidious that a country can do to its citizens than debase its currency
Lack of Job Growth Still a Problem: Bernanke Reuters  Testimony
Easy Money and the Decapitalization of America CATO
House Panel Plans Scrutiny of `Excessive Burdens' in Swaps Rules BL
Obama Plans to Rescue States That Have Debt Burdens NYT
IMF `In Awe' of Rich Nations Missed Coming Crisis, Audit Says BL
Japan's debt, fiscal deficit not sustainable: IMF AFP
Global Bond Bear Market Underway BCAR
Bernanke to face sharp questions from Republicans AP
Fed Easing Could Cause Global Run on Dollar: Ron Paul CNBC
Feds illusion of prosperity bound to vanish Rosenberg
I have little doubt this cyclical bull market and stimulus-led economic expansion has been built with straws and sticks as opposed to bricks.
Uncle Ben Wants You! - To Buy Stocks Sheehan 
'Let them eat cake' ATimes
Bernankes Chewbacca Defense WSJ
Two Fed Skeptics of QE Say Inflation Underscores Risks BL
Will market soon surpass its all-time high? Hulbert
Commodity prices could squeeze economy, just as in 2008 Forsyth
Foreclosures ramp up; 30% of mortgages underwater CNN
Stiglitz Expects 2 Million U.S. Foreclosures This Year BL
The End Of Fannie And Freddie? WSJ
Faber And Taleb via ZH Einhorn & JOE - Dr. HB - Crudele - Smith - Keen - Mish
The Blight of Population Growth Bears Lair
SE buys Canada's TMX Telegraph  7 companies ripe for a takeover MSN
SEC to wean markets off credit ratings Reuters
Beazer Homes USA loses money in 1Q AP
AIG Has $4.1 Billion Charge on Insufficient Reserves BL
Goodbye office space? The shrinking American cubicle CNN
WikiLeaks cables: Saudi Arabia cannot pump enough oil to keep a lid on prices Guardian
US diplomat convinced by Saudi expert that reserves of world's biggest oil exporter have been overstated by nearly 40%
China's Yuan Seen Reaching 17-Year High on Rate Increase BL
Curbs starting to bite as mainland home sales fall Standard
US slaps 450% duty on China steel pipes Shanghai Times
Emerging-market veteran taps Egypt, Mideast, BRICs MW
Why Egypt Should Worry China Eichengreen
El-Erian: Germany Finds Itself in a Very Delicate Situation' Spiegel
Debt casts shadow over Main Street as budget crisis looms Independent
BOE Needs Woman to Make `Tough' Rate Decisions, Lawmakers Say BL

Consumer Credit Card Debt Increased For First Time Since 2008 HP
Fed's Lockhart: Inflation Still Too Low Reuters  Speech
Job openings fall for second straight month AP
More investors nervous about U.S. debt CNN
In the past year, a growing number of investors are buying what's known as credit default swaps on AAA-rated nations like the U.S.
America, poised for a hyperinflationary event? Pollaro
Calpers sues ex-Lehman execs over mortgage risks AP
Hedge Fund Managers Arrested in Insider Trading Case Reuters
US Small Business Confidence at 3-Year High in January Reuters
A Sideways View of the World Outside The Box Ciovacco
Gold Tsunami Sprott The Conversation Saut
Secret China war plan: trillions in U.S. debt Farrell
The Bernanke-bashing bubble Barr Whalen
US backs Brazil in currency war with China Telegraph
World currency system needs overhaul WSJ
The role of the IMF as a lender of last resort would need to be recognised and it should be given the means and the resources to do it...
Inflation numbers are rotten to the core Kellner
Get Ready for Rising Rates, Falling Bonds Barrons
Changing Perception of the Economy - Food for Thought NTrust
Cash Buyers Lift Housing WSJ
The percentage of buyers in Phoenix paying cash hit 42% in 2010more than triple the rate in 2008
Underwater homeowners face 'new normal' in housing bust USAT
How to Prevent the Next Housing Bubble Atlantic
Big Changes Coming for Mortgage Market CNN
Bankruptcy Filings Hit 2-Year Low CS FabiusM - Mish - Hook - Chapman - MyBudget - Shales
Florida: Deficit be damned - Cut taxes CNN
Surplus Labor Keeps Inflation Contained Wells Fargo
Are Jobless Claims Overstating Labor Pain? WSJ
If the proportion of eligible workers who applied were held constant, 2010 claims would have averaged roughly 20% less than the actual reading...
What if the US labour market never returns to normal? Brooks
House Dems To Reintroduce Longshot Bill For Long-Term Unemployed HP
IMM positioning: More long euro positions added Danske
Corporate insiders continue to unload their shares Hulbert
Wall Street Knows Meltdown Was Just Bad Dream Johnson
Wall St. Joins S.E.C. in Plea for Bigger Budget Sorkin
A Seer on Banks Raises a Furor on Bonds NYT
Few market oracles have been able to repeat the brilliance of their first call.
Yuan gold trade `reality' by April Standard
The $100bn bet on precious metals Telegraph
China Raises Key Interest Rates to Counter Inflation BL
Egypt protesters call for push to eject Mubarak Reuters
Bias in the Bank's inflation strategy risks losing public backing it needs King
Trichet warns against forced losses on sovereign bonds AFP
The cult of equity is dead, long live equities Warner
Pipeline suggests another busy year for Chinese IPOs in the US Finance Asia
China's finance minister visits Zimbabwe to bolster bonds AFP
Japan bank lending down 1.9% in Jan. for 14th straight monthly fall AP
China Sells Japanese Government Debt After Yen, Benchmark Bonds Declined BL
Capping the biggest yearly decrease since at least 2005
The Arab Rising - Part III YALE Global

Bernanke Bets Commodities Won't Fan Inflation Concern BL
Pain threshold nears with bond yield G&M
Super Bowl ad featuring Tibet triggers angry reaction in China CNN
Gold is good to go at JPMorgan repos FT Alphaville
Misquoting Keynes Hussman
How long will bull market last? Answer could be found in history USAT Mish
Some 80% of bulls lived past their 2nd birthday. But the survival rate drops after that...
The Great Panic of 2015 Slate
Sputnikonomics Surowiecki Special Situations Price
5 Ominous Signs the Bond Bubble Is Breaking Smart Money
More storms in store for debt-ridden nations G&M
I see no way to hold this sick contract together much longer
Fed Spends 40% on Benchmark Treasuries as Newest Proves Cheapest BL
Inflation is coming! Inflation is coming! Fabius Maximus
Jacob Lew's Scary Oped Baker  Mason - Smith - Krugman - Panzner - Weiss - Russell -
Food stamp rolls reach historic levels Stateline
A Modest $500 Billion Proposal Rand Paul
Betting on News, AOL Is Buying The Huffington Post NYT
An Analysis of Berkshire Hathaway Tilson Funds
Whitney Whips Up Wall Street as Bear in Heels Schroader
Many of Whitneys critics have a vested interest in tearing her down.
S&P 500 Beating Estimates for Sales by Most Since 2006 BL
Number of the Week: Businesses Unemployment Taxes Rise WSJ
US to Force Wall Street to Defer Half Bonuses: Report Reuters
The rise and fall of a foreclosure king AP
Nine Stocks Only Short Sellers Should Embrace Dorfman
Has gold turned the corner? Brimelow
Investors' $102 Billion Metals Wager Showing Bull Market Intact BL
Meet the rational gold investor, a rare bird Burns
Guru says avoid gold and emerging markets MW
Blowout Earnings Expected From Global Miners Reuters
United States slow to learn its lessons in Age of Oil Samuelson
Einstein was right - bee collapse is a risk to food security Pritchard
Almost a third of global farm output depends on animal pollination, largely by honey bees.
Super Bowl ads: Recession's over! CNN
Possible Exile in Germany - Clinic Near Baden-Baden Considered For Mubarak Spiegel
Egyptians Line Up for Cash as Banks Open, Currency Plummets to 2005 Low BL
Euro Buys Merkel Time as Bund-Treasury Spread Widens BL
Entranced by Chinas bubbling economy Chancellor (Complete via Google)
George Orwell once accused fellow socialists of playing with fire without knowing fire was hot. The same could be said of investors who are repeatedly drawn towards speculative bubbles without understanding the risks.
In China, alpha males carry designer purses LAT
Luxury leather goods makers can't believe their luck: Both sexes in the world's most populous country adore purses
Summers: Asia's growth is the story of our times Finance Asia
Gores Investment Firm Said to Start $500 Million Asian Fund BL
Australia: Cautious consumers may retreat further Dow Jones
Fearful Russian lawmaker flees to US AP

Key U.S. Data Releases and Events GInsights
China not manipulating currency: U.S. AP Treasury
An Excerpt from Endgame Mauldin
The 'Risk On' Lemming Stampede G. Long
Be Careful - It's Not Easy to Get Rich Quick! Harding
Just the Facts Noland Wakefield
The Peak Oil Chronicles, Part I: When The Giants Run Dry Puplava
The Inexact Science of the Jobless Numbers Norris
Housing Bubbles Are Few and Far Between Shiller
Gold Portfolio Management HindeSight
Global Views Scotia  The Economic Outlook FRBSF
For Smaller Government, Get Shorter Lawmakers Baum
Clash of dollar vs. euro Fleck  U.S. faces euro-like crisis, George Soros warns G&M
Empty houses: The ownership society is over USAT
Palin says Obama's policies have US on road to ruin Reuters
Preapproved: Well, It Sounded Good NYT (Morgenson)
Madoff lawsuit: N.Y. Mets owners owe victims $300M USAT
In a Graying Population, Business Opportunity   NYT
Hackers penetrate Nasdaq computers: report Reuters
Marshwood students get taste of 1929 stock market crash Seacoastonline
Global Silver Exploration ZEAL
Gas prices climbing despite inventory at an 18-year high AP
Panic buying as cotton price nears 150-year high Telegraph
A little town on the oil sands G&M
Betting on the weather: Win, place, or snow CNN
Cheap Egypt assets attractive but not yet: funds Reuters
Investors ignore Egypt turmoil at their peril FT
History suggests markets often get their reactions to shocks wrong.
Egypt unrest costing $310m per day: Bank AP
Egypt chaos hikes food prices in Kingdom Arab News
Sources of information about the situation in Egypt Fabius Maximus
Germany, France Face Opposition on Strategy to Tackle Europe's Debt Crisis BL
Trader Error Prompts Canadian Dollar Dip Dow Jones
Japanese commercial real estate down by 20% Property Wire
Inflation, an Old Scourge, Plagues Argentina Again NYT

Weekly Focus - Weekly Credit - Global Equity - E-Recap
U.S. Stocks Rise as Dow Climbs Over 12,000 on Economic Optimism, Earning BL

Friday February 4, 2011
Copper Shoots Above $10,000 on US Data Reuters
U.S. Payrolls Rise 36,000 BL BLS - Participation Rate Plunges ZH
Employment numbers dashing the Recoveristas™ fantasy world Fabius Maximus
Canada Adds 69,200 Jobs, Four Times More Than Forecast BL
It's 2000 and 2007 All Over Again Comstock
Good luck hedging against inflation Saft
Taleb Advises ‘First™ Avoid Treasuries, Then Dollar BL
Pete Peterson: State budgets a "potentially explosive problem" TTicker
Pimco: Whitney Analysis 'Not Worth Paper It's Written On' FOX Business
Bernanke urges Congress to act on debt CNN
“..the implications of that on our financial system, our fiscal policy and our economy would be catastrophic”
Bernanke Takes Credit for Stocks' Rally, Disavows Commodities' Rise Forsyth
Bernanke: Does He Really Think We're This Dumb? Denninger
Smoot-Hawley Redux JimQ Chapman - Dr. HB - Panzner - Fry - Stiglitz
From 1983, Hope for Jobs in 2011 Norris
Ready for 'Splash Crash,' the Ultimate Market Meltdown? CNBC Flash Crash Committee
The end is near - almost Hulbert
Inequality, leverage and crises VOX
Rising Commodities Put Profits Through the Wringer Forsyth
Lawsuit: JPMorgan knew about Madoff CNN
The Ruinous Fiscal Impact of Big Banks Economix
More Back Patting by the Private Equity Industry WSJ
Rothschild: investment banking out after 200 yrs Telegraph
Fear, Shame And Your Underwater Mortgage HP Suspended animation Economist
Gold Has Bottomed—Buy, Buy, Buy! Cramer
Ben Davies: Pensions need gold, the currency of hard assets KingWorld
Bets on $250 Oil Rise as Traders See Saudi, Suez Risk BL
“What we are seeing is similar to people buying a lottery ticket”
The battle of ‘copper versus wheat™ MW
Egypt Braces for More Violence as Mubarak Refuses to Quit BL
Mubarak: 'If I Resign Today There Will Be Chaos' ABC
Egypt Chaos Defines Bleeding... B  Chaos Theory or Domino Effect? R
Intelligence Guidance: The Situation in Egypt Statfor  Soros
No Quick Fix for Arab Youth's Economic Woes Spiegel
Egypt Could Face Run on Banks: Analyst TheStreet
Germany's Merkel, in Reversal, Urges Rescue of Euro NYT
Chili Peppers Drive Indonesia Inflation Pesek

Thursday February 3, 2011
Gold futures climb over $20 an ounce MW
Bernanke Says Faster Job Gains Needed to Assure Recovery BL Speech
Egyptian army starts rounding up journalists AP Suez Canal Disruptions? - Fitch downgrades
Copper soars to $10,000 G&M
Reagan for President...of China! Merk
How "Big Short" author Michael Lewis got duped by Wall Street TTicker
ISM U.S. Non-Manufacturing Index Rose to 59.4 in January BL ISM
US Retailers Post Surprisingly Strong Sales Gains for January CNBC
Productivity in U.S. Unexpectedly Accelerates, Labor Costs Fall BL
U.S. Initial Jobless Claims Fell 42,000 to 415,000 Last Week BL
Roach Says U.S. Faces Dollar Decline as China Becomes Importer BL
Grant Sees Interest Rate Risk for Municipal Bonds BL Video  Chanos
Bernanke, BLS Lie About Inflation: Dr. Doom Faber - Faber: New Crisis on Horizon... BLV
“I guarantee you … the annual cost of living increases are more than 5 percent, and the Bureau of Labor Statistics is lying”
The Super Bowl of jobs reports is out tomorrow Crudele
State Finances: Troublesome, But Surmountable BMO
Pay Profit and Growth, Part 7 Lui
Political response weak towards ineffective regulation
Don't Believe Goldman Sachs, The U.S. Economy Has Endured 3 'Lost Decades' HP
Debt ceiling battle could turn into trench warfare - Pethokoukis ‘Dangerous™ - Interest on debt
Spending crunch ahead: Where our money could go in 2020 CNN
Permabears™ growling, grudging bullishness Brimelow
Tilson Massively Reduces Short Exposure After Missing The Rally For Another Month BI
More Social Unrest, Currencies Turmoil: Jim Rogers CNBC
USD OMG Russell  Fabius Maximus - Mish - Mogambo - 100-year TBonds? -Legerdemath
Some 43 Million Use Food Stamps WSJ
FX Outlook Scotia  Rates Scenario BMO  Monthly Monitor - Indicators Review NBF
Ron Paul Schedules First Hearing on Fed Economix
Exclusive Interview with Paul: It's Going To Take A Crisis For Real Reform At The Fed BInsider
Pity the Hedge-Fund Cops Who Can™t Carry Guns Weil
Rethinking Stocks for the Long Haul Farrell
Under the Microscope: Microfinance™s Latest Growing Pains Wharton
States Widen Currency-Trade Probes WSJ (Complete via Google jump)
“The investigations could cast new light on an important corner of the $4 trillion-a-day international foreign-exchange market.”
SEC at odds with CFTC on swap trade rules FT
Calif. settles lawsuit against Countrywide execs AP
Chevron sues defendants in Ecuador case   FT
China on track to become top gold buyer FT (Complete via Google jump)
Barrick CFO: Central Banks May Shift More Reserves Into Gold WSJ
The Simple Truth About Gold Leverage Programs Schiff
Oil breaks through $103 on Egyptian crisis AFP
Oil Prices: Too Early For A Choke Point   BCAR
Sugar Prices Hit New Heights on Australian Cyclone WSJ
Global food prices hit record in January Reuters
“The new figures clearly show that the upward pressure on world food prices is not abating.”
World Bank chief urges action on rising food prices Reuters
Once so close, copper and China growing apart G&M
The Market for Concentrated Solar Power is Hot and Getting Hotter Lux
Egypt Violence Escalates After Gunfire Assault WSJ
Shanghai details housing restrictions Shanghai Daily
China property bubble to pop this year: analyst MW
Irish bank flight quickens despite EU rescue Pritchard
Investors are watching warily as Ireland prepares for an election on February 25.
Portugal Crumbles as Century-Old Rent Controls Choke Investment BL
India's `Hamptons' Lures Rich, Famous as Economy Booms BL
Household Debt Clock is Ticking EDC
The Arab Rising - Part I YALE Global
City banker gets record three-year jail term for insider dealing Independent
Exclusive: US and China in military standoff over space missiles Telegraph

Wednesday February 2, 2011
Gold falls as much as $13 as U.S. dollar rallies MW
Moody's cuts 5 Egyptian banks G&M
Oil up 1% as Egypt clashes worsen MW
Yemen's president says he won't seek re-election or hand power to son CNN
Devil™s Bargain PIMCO (Gross)
“A low or negative real interest rate for an “extended period of time” is the most devilish of all policy tools.”
Euro Experiment - Beware of Lurking EU Bank Runs G.Long
Fed passes China in Treasury holdings FT
ADP Estimates Companies in U.S. Added 187,000 Jobs BL
Planned Layoffs Rise 20 Percent In January: Challenger Reuters
Embarrassment of riches Xie
Commentary: If world is getting wealthier, why do we feel poorer?
War and peace: The flip side of fiscal policy Harrison
Much of nation's recent growth may have been a mirage Pearltsein
The world's factories pick up speed   WSJ Factory Activity, by Country
Despite China's might, U.S. factories maintain edge AP
The story of American factories essentially boils down to this: They've managed to make more goods with fewer workers.
Rally Hits New Heights But Ritholtz Sees Correction Coming TTicker  Cramer
Europe debt woes take a vacation La Monica
IMF raises spectre of civil wars as global inequalities worsen Pritchard
IMF throws cold water on a global rebound CNN  Speech
Another Whitewash for Wall St. Whitney Mish - Dr. HB - Salmon - BeSpoke - Keen - CW - EB
Bond `Sensation' Should Make Investors Nervous Lynn
Personal Bankruptcies Declined in January WSJ
Fed's Hoenig says QE3 "may get discussed"-MNSI Reuters
On Street, Pay Vaults to Record Altitude WSJ
The Paradox of Corporate Taxes Leonhardt
Bet on Foreclosure Boom Turns Sour for Investors NYT
Hedge Funds Seek Clarity on 'Expert Networks WSJ
Rising demand for methanol puts focus on Methanex G&M
Canada halts wheat supply on poor quality BL
BP accused of gas price manipulation Dow Jones
Street Clashes Erupt in Cairo; Pressure on Mubarak Mounts   Reuters
China's PMI drops to 5-month low of 52.9% in January Xinhua
China's Wen to Curb Property Speculation, Add Low-Cost Homes BL
China Is Poised to Raise Rates Again, Bankers Say NYT
Q&A: Michael Lewis and the Irish Politicians That Sank Ireland Vanity Fair
S&P downgrades Ireland's debt rating AP
Germany Rules Out Bond Buybacks by Bailout Fund, Official Says   BL
Canada eager to increase timber exports to China FT
Japan Debt Downgrade Could Turn Positive WSJ (Complete via Google)
Japan's total government debt equals 198.4% of its annual economic output...
Public debts exceed assets at end of '09 Asahi
Korea Express sale to trigger local M&A frenzy Korea Times

Tuesday February 1, 2011
Egypt's Mubarak to Leave in September BL Oil falls as tensions ease
GM, Chrysler, Kia report big Jan. US sales gains AP “No Money Down”? ZH
Looking For Love In All The Wrong Places? Contrary Investor
Cairo Protests Reach Largest Crowd Yet WSJ
Atwood Egyptian customer declares force majeure on rig Reuters
Egypt, inflation and Japan debt crisis Saft
Kissinger Says U.S. Should `Stay Out' of Egypt Dispute BL
Construction Spending in U.S. Unexpectedly Fell to Decade Low BL Census
ISM Index of Manufacturing in U.S. Rose More Than Expected BL ISM
Trendlines: How a Straight Line on a Chart Helps You Identify the Trend EW
A free 14-page Club EWI report shows you 5 ways trendlines can improve your decisions
U.S. briefs Wall Street about al Qaeda threat Reuters
Back in Black: Economy Moves to Expansion From Recovery Sonders  Kellner
Contrarians!? Saut Tug-of-war over equity ratios Smithers
Market Analytics-2011-February G.Long
Wikileaks v. Wall Street in a war for our souls Farrell
The Financial Crisis of 2015 Wyman Group
An Avoidable History
Nearly 11% of Houses Empty - Foreclosure pain index - Ownership - BIS Property statistics
Banks still holding 70% of REO from market Housing Wire
Judge strikes down healthcare reform law Reuters
USAT: “Nothing matters in the federal courts until Anthony Kennedy flips his magic coin”
Grant: "The Fed Is Now...Manipulating The Stock Market...” via ZH
Bernanke's biggest blunders Barr Bernanke to Testify Next Week - Paul
Tuesday marks the fifth anniversary of Ben Bernanke's taking the reins at the Federal Reserve, not that anyone's counting.
Estimating the macroeconomic effects of QE2 via PragCap
Bernanke, Ethanol Subsidies Sink Egypt Kudlow
Fed's Easy Money Helps European Banks Refinance BL
Even a caveman could have fixed the system Crudele
Hedge Funds Say They Don't Pose Systemic Risk HP How to Land a Whale
Event Risk Returns WFargo Economic Directions Scotia New Waves of Growth OxfordE
The German-Chinese World Bear™s Lair  Smith - Panzner - E.Warren - Mish - MB - Suplacz
Cleveland Fed: US jobless rate likely to stay high Reuters
IMM positioning: Sentiment toward EUR improves further Danske
Whitney Municipal-Bond Apocalypse Is Short on Default Specifics BL
“We are not calling for any specific defaults within the scope of this report”
Gold versus stocks Hulbert  ETF holdings inch up
Commentary: A gold bull turns bullish on stocks
Get more gold, Beijing told Standard
Copper, tin hit record highs... Reuters  Purchasing Managers Index Increases BL
Oil over $100 as Egypt protests intensify FT
No Oil Supply Crisis Because of Egypt: IEA Chief Reuters  Peak Not? CFP
Will food prices continue to rise, destabilizing the third world? Fabius Maximus
Will Commodity Prices Pass Through to the Core? WSJ  Scrap Metal Cowboys
How To Play The Uranium Breakout HardAssetsInvestor
Like most commodity superfast rallies, this one ended in tears.
Gas Drilling Technique Is Labeled Violation NYT
When you buy commodities, you™re shorting human ingenuity WSJ
Crowd swells for 'march of millions'; internet shut down CNN  Factbox
Egypt Ratings Cut at S&P on Unrest; May Lower Further BL
Egypt's Improbable Path Traces Four Points El-Erian
Egypt Youth Unemployment Was 'Time Bomb': IMF Head CNBC
Jordan's king dismisses government CNN
German Unemployment Declined in January to Lowest Since 1992 BL
Economy is too weak to handle cuts, Osborne is warned Independent
Derivatives Plan for European Watchdog May Exceed EU Power BL
Pinnacle Envy Signals a New Bubble Is Inflating Pesek
China's Heavyweight R&D Spending Asia Sentinel
Renminbi deposits in HK exceeds 300b yuan China Daily
New home sales rise by volume and price Shanghai Daily
Hongqiao scraps $2.2 billion Hong Kong IPO Finance Asia
The End of China™s Surplus Feldstein
Iceland Proves Ireland Did `Wrong Things' Sacrificing Taxpayers BL
Macroeconomic paradigm shifts and Keynes™s General Theory VOX