Oracle, Cisco join Cyprus in jangling Street's nerves MW
Grosss Pimco Trounced by Chileas Junk-Fueled 371% Gain BL
Gold Rises to 3-Week High on U.S. Jobless Claims, Europe BL
Initial Jobless Claims in U.S. Rise Less Than Forecast BL
Why Global Economies Face an Age of Deflation Shilling
Debt-Friendly Stimulus Shiller
With much of the global economy apparently trapped in a long and painful austerity-induced slump, it is time to admit that the trap is entirely of our own making.
Banking system still dangerous and distorted Finance Asia
Bond traders are apparently terrified by the ghosts of 94...
The Bankers' New Clothes
Bernanke Recap: "Mr. Chairman: Do I Still Have Time To Get In The Market?" ZH
US Government Debt Monetization Watch, The Fed Leads the Charge Pollaro
Exiting from Monetary Stimulus: A Better Plan for the Fed CFR
Lone Dissenter: George Continues to Call for Less Stimulus WSJ
Equity Bubble is Based on Unsustainable Earnings Pento
Investment Bulletin: Global Equity Strategy Bedlam
Can the U.S. Dollar Become Almighty Once Again? TIME
Bernanke: '100 Percent' Agree With Warren On Too Big To Fail HP
Too Big To Fail In Action BeSpoke
Why renters are still driving America's building boom Fortune
Regulator finds flaws in how Deutsche Bank oversaw Libor : paper Reuters
Commodity Price Index Inches Forward in February BMO
Swiss right-wing forces referendum on banning SNB gold sales Reuters
Gold reserves aren't speculative objects for the SNB or politicians. They belong to the people
Gold Giants Shrink to Fit as Paulson Pushes Breakup BL
Eagle Sales Soar Even as Metal Prices Fall Numismaster
German Manufacturing Output Surprisingly Contracted in March BL
Cyprus Seeks New Finance Plan as Bank Closure Extended BL
Cyprus scrambles to avert meltdown, EU threatens cutoff Reuters
Russian Prime Minister Dmitry Medvedev...said the bloc had behaved "like a bull in a china shop" and likened its proposals to Soviet-era confiscations.
ECB guarantees Cyprus aid only through Monday AP
Eurogroup's Dijsselbloem: large Cyprus depositors must pay more Reuters
Research - Euro area: From recession to slow growth Danske
George Osborne warns of more spending cuts to tackle debt Telegraph
UK unleashes the dogs of subprime Saft
These are truly terrible policies; they risk re-inflating a housing bubble, will allow banks to transfer risk to the public finances and will lure people into buying more house than they have any business owning.
Chinas Hidden Debt Risk Monan
In the last 200 years, there have been more than 250 cases of sovereign-debt default, and 68 cases of domestic-debt default.
New yuan lending drops 42% at 'Big Four' banks Shanghai Daily
Lifting the Veil: Book Review of Chinas Superbank Brookings
Easy money over for Asian junk bonds Finance Asia
China remains top for foreign investments: report Xinhua
Japan Posts Longest Run of Trade Deficits in Three Decades BL
New BOJ Chief Pledges All-Out Efforts to Combat Deflation Jiji
North Korea issues fresh threat to U.S., South probes hacking Reuters

Fed Keeps Easing, Not Worried About Stock Bubble CNBC
Fed Maintains $85B Pace of Monthly Asset Purchases BL Statement
Do Western Central Banks Have Any Gold Left??? Part II Sprott
Fed to Remain Wall Street's Sugar Daddy: Survey CNBC
Fed to stick to stimulus as Cyprus rekindles global risks Reuters
Bond crash dead ahead: tick, tick ... boom! Farrell
Commentary: Investors have no idea whats about to happen
Buy or Sell the Euro? Chaos Investing Unplugged Merk
If they could steal money in Cyprus, then they could do it anywhere... Embry
Bad Omens: Mila and the Maestro Forsyth
Have you seen the on-going currency wars? Real Asset Company
How I Became a Trillionaire (and Some Thoughts on Inflation) Smith  Keen
Research US: Recovery No. 4: this time is different Danske
Vertigo: Why Not to Fear Dow's String of New Highs Sonders
Freddie Mac Sues Banks Over Libor Losses HP
US Said to Look Into Microsoft Bribery Allegations NYT
Defying Gravity: Miami Condos Soar Again CNBC
Houses Are Getting Bigger Again WSJ
Law  targets U.S. taxpayers hiding money abroad MW
The Department of Energys Strategy for Exporting Liquefied Natural Gas Brookings
We hope we will be getting some support from Russia  Saris
Cyprus risks German anger as it looks to Russia for aid Tele
Reuters: Austria's finance minister made clear the European Central Bank could soon pull the plug
After Cyprus Vote, ECB Says Ready to Offer Liquidity Within Rules Reuters
Cyprus government discusses 'Plan B' after bailout plan rejection leaves rescue in chaos Inde
Cyprus works on Plan B to stave off bankruptcy AP
Europe Sets a New Standard for Stupidity in Cyprus Crook
Europes Lost-and-Found Decade Eichengreen
Why Europe Must Play Hardball with Cyprus Spiegel
Is Cyprus Too Small To Fail? Ritholtz
Warning! Double-Digit Drop Coming for China Stocks CNBC
Failed Baltic Bank Raises Risk of Broken Hearts 1,000 Miles Away BL
Bank of England remains split 6-3 on asset purchases in March Reuters
BRICS to mull development bank, forex reserve pool Xinhua
Malaysia Faces Capital Flight, Falling Trade Surplus Asia Sentinel
Iraq War To Remain A Significant U.S. Debt-Driver For Years To Come HP

Hedge Funds Build Treasury Bets to 07 High in Bear Rebuke BL
What Shiller P/E ratio says about markets top MW
Does America Need A Strong Dollar Policy? NPR
Bernanke Tightens Hold on Fed Message Against Hawks BL
More homeowners got back above water in fourth quarter: CoreLogic Reuters
NAHB Sentiment Indicator Disappoints Again BeSpoke
Chronicle of a (European) Debt Crisis Foretold Das
Europes hair-trigger economy Summers
REDUX: Beware the Ides of March! G. Long Kass - Keen - MyBudget - Baker
Global Scenarios: US take-off to drive global recovery Danske
Global Real Estate Trends Scotia
Meredith Whitney never this bullish MW
U.S. Workers Are Saving Too Little for Retirement WSJ
Cohen's SAC tells investors that government scrutiny is not over Reuters
Paulson hedge fund seeks dismissal of Abacus lawsuit Reuters
Supreme Court Knocks Down Goldman Reuters
Apple cash hoard may hit $170 bln MW
Lululemon Pulls Yoga Pants From Stores WSJ
Lego plans first China factory as Asian sales leap AP
Credit Growth Imperiled as Gold Lures Deposits: Corporate India BL
Risk, complacency, perception and gold Grant Williams Mineweb
VSPACE=3 HSPACE=6 ALIGN="LEFT" BORDER=0 ALT="">The Cypriot crisis is more complex than elsewhere in peripheral Europe, not because of the size of the Cypriot economy (less than 0.5% of eurozone GDP), but because of the Russian involvement... Schroders
Economist: The politics of saving wealthy Russians with money loaned by thrifty Germans were always going to be tricky.
How Russia Could Take Revenge Over Cyprus Deal CNBC
Daylight robbery in Cyprus will come to haunt EMU Pritchard
Troika Technical Manual: How to wreck (another) country? Billy Blog
Cyprus: The next blunder VOX
Cypriots angry at being EU 'guinea pigs' AFP  Cyprus parliament ready to veto deposit tax R
Cypriot savers have it cushy. Weve had worse haircuts in Britain Warner
Risky Rescue: Danger for Europe Lurks in Cyprus Bank Levy Spiegel
The worst-case scenario would be a run on the banks, which could drive several institutions into bankruptcy.
The Eurozone's Gambling Problem: Rolling the Dice on Cyprus Brookings
German Economist: 'Europe's Citizens Now Have to Fear for Their Money' Spiegel
Yen Shows Off Its Safe-Haven Status WSJ
India cuts key interest rate FT
European February Car Sales Drop 10% as Recession Deepens BL
China Housing Bubble Up, Up And Away Forbes
Defaulting on bonds is 1st for mainland firm Shanghai Daily
Irish Foreclosure Wave Risks Housing Recovery BL
Icelands Lost Billionaires Unmourned as Riches Draw Ire BL
Magazine-Cover Curse Takes on New Meaning in Asia Pesek

Investment, Speculation, Valuation, and Tinker Bell Hussman
Gleanings Raymond James
The Big Freeze Price  Is gold ready to turn? Fleck
Muni bonds collapsing! What it means Weiss
Options Point to Big Market Move Barrons
The Deficit Deniers Should Do the Math Barrons
A Lot More Recovery Before Housing Bubble Redux WSJ
Two Sides of Cyprus Krastings  Krugman - Smith - Summers - MyBudget - Baker
Americas Latest Phony Fiscal Crisis Johnson
Central banks want Libor replaced with several rates Reuters
Global Currency Battles: A Waiting Disaster or a Win for All? Wharton
IMM positioning: Moving from CAD into AUD Danske
Is Government Spending a Free Lunch? -- Evidence from China FRBSL
Analysis: JPMorgan and other banks tinker with risk models Reuters
US Probes High-Speed Traders for 'Wash Trades' Reuters
Caterpillar's Chinese Lessons   BW
Americas Dirtiest Coal Company BL
Malls Getting Desperate In Fight For Survival HP
Gold Climbs Above $1,600 as Cyprus Turmoil Spurs Haven Demand BL
Bullish Bets Jump Most Since July as Gold Rebounds: Commodities BL
Cyprus: banks shut till Thursday
Europe is risking a bank run Wolfgang Mnchau
The Cyprus rescue has shown that the creditor nations will insist from now that any bank rescue must be co-funded by depositors.
Euro Tumbles Against Yen, Dollar as Cyprus Turmoil Roils Markets BL
S&P warns of socially explosive situation in euro zone Reuters
What You Need to Know About Cyprus El-Erian
Cyprus: The next blunder VOX
Cyprus Can't Put 'Genie Back in the Bottle': O'Neill CNBC
Chaos as banks empty cashpoints and ban online transfers DMail
After Cyprus, Depositors Race to Withdraw Their Cash. Is the Rest of Europe Next? DBeast
Cyprus works on tax levy deal to get bailout approved Reuters
Cyprus Bailout 'Disaster' Risks New Euro Crisis CNBC
Barclays Says Cyprus Bank Crisis Won't Spread To Southern Europe Forbes
TIME: The $13 billion bailout package may seem like chump change, but in fact it represents about 50% of Cypruss total economy
Russian Oligarchs Lose Friend In Cyprus Banks Forbes
Moodys Sees Defaults as PBOC Warns on Local Risks BL
China Showing Symptoms of Financial Crisis: Report CNBC
We believe the true extent of financial risks in China is not fully appreciated by investors
China Home Prices Rise, Posing Policy Challenge BL
The old regime and the revolution Economist
Why some think China is approaching a political tipping point
Hong Kong tycoons face eviction Stephen
A devalued pound cant save the British economy Gumbel
8bn hole in public finances to embarrass Osborne Inde
Australia Faces Massive Hit to Government Revenue, Swan Says BL

Stocks risk harder drop if Fed hints at tapering MW
Insights from Former Fed Chairmen Noland
Would the Real Peter and Paul Please Stand Up? Mauldin
Sooner or later, bear market will growl back Chicago Tribune
A Fateful Meeting That Shaped the World WSJ
In 1944, John Maynard Keynes and a Treasury official who was later unmasked as a spy hashed out an economic system for the post-war era.
1987 Vs. 2013: The Pros and Cons Harrison
In Repurchase Craze, Companies Rush to Buy High Santoli
Remain Invested But Alert! Harding
Suddenly, Optimism Is in the Air Kudlow
Is Government Spending a Free Lunch? -- Evidence from China FRBSL
Global Views Scotia Global Equity BMO  Finally!! Now What?   Schwab Market Perspective
Weekly Focus: US up, Europe down, China sideways Danske
Staring Armageddon In The Face But Hiding It With Official Lies Roberts
Seen From Greece, Great Depression Looks Good Norris
JPMorgans Follies, for All to See Morgenson
The nation supposedly has new safeguards against another financial crisis. But...
Dallas Fed president: No banks too large to fail MW
SAC Settles Insider Trading Charges for $614 Million NYT
Braunstein Recites I Dont Recall When Questioned on Dimon BL
It is difficult to imagine how Mr. Dimon will not be asked to testify.
Buffett Reaps $102 Million as Dimon Gets Dividend Raise BL
Bill Gates $184 Million Away From World's Richest Slim BL
Thieves or saviours? -- Why China is buying U.S. startups Canadian Business
Ethanol Surplus May Lift Gas Prices NYT
Commodities Update - Tug of war: stronger US data, stronger USD Danske
Euro zone agrees 10 billion euros bailout for Cyprus Reuters
Cyprus is the fifth country after Greece, Ireland, Portugal and Spain to turn to the euro zone for financial help in the wake of the sovereign debt crisis that started in 2010.
Economic Crisis Risk For Euro WSJ
Has Germany killed the eurozone? MSN
Loonie Grounded? BMO
Fossil-Fuel Subsidies Help Asia Roar YALE
Greenland government falls as voters send warning to mining companies Guardian
Voters feared that ministers were surrendering their country's interests to China and foreign multinationals...

Consumer Sentiment Hit by Fiscal Policy Concerns in March Reuters
Consumer Prices in U.S. Climb as Gasoline Jumps Most Since 2009 BL
Industrial Production in U.S. Increases by Most in Three Months BL
No 'Irrational Exuberance' in Stocks Now: Greenspan CNBC
The Case For A Triple Top Comstock
Here Come the Bulls! BeSpoke
Remember lessons of 2007 in rush for junk Tett
7 ways to bet against the rally Mirhaydari
If Alan Greenspan Wants To 'End The Fed', Times Must Be Changing Forbes
JPMorgan Sees Home Prices Up 14% as BofA Touts Party BW
Ben S. Bernankes efforts to revive housing are making real estate bulls even more bullish.
Bankrupt countries are coming after investors Lynn
The Importance of Printing Your Own Currency Duy
Sorry Paul Krugman, But We Still Need Say's Law Forbes
Don't worry about a stock market drop Kaletsky
Letter: Zero-interest policy by Federal Reserve is war on America's seniors TCPalm
Cyclical Outlook: Glimmers of Hope PIMCO
Goldman Sachs,J.P. Morgan Hit WSJ  Fed Release
Is Goldman Sachs riskier than it says? Fortune
Senate Report Says Bank Misled Investors, Regulators To Hide Massive 'Whale' Losses HP
JP Morgan attacked over 'London Whale' loss Telegraph
JPMorgans Macris Was Paid More Than His Boss Before Whale Loss BL
Hidden Numbers Make Banks Even Bigger Norris
Under American accounting rules, banks that trade a lot of derivatives can keep literally trillions of dollars in assets and liabilities off their balance sheets.
US farm land prices surge despite drought AFP
If you are sitting on some cash, there is no better place to put it in than in agricultural land
Illinois Farmland prices hit double-digit increases again News-Gazette
Farmland poised for more big gains in 2013 Agriculture
Are Global Central Banks Manipulating Gold? CNBC
It is simply just a paper claim on metal that's not there.
Bullion firm reveals that British holdings increased tenfold in five years Guardian
Incredibly Important Developments In Gold & Silver Markets Norcini
'Abenomics Is Going to Fail: Mr Yen CNBC
Analysis: New BOJ chief faces credibility test after landing top job Reuters
Critic of Japans Central Bank Is Now Its Leader NYT
Foreign investors buy record amount of Japan stock MW
ECB needs 800 more staff to supervise eurozone banks Telegraph
UBS pays 17m 'golden hello' to the man who broke RBS Inde
China tightens controls on local government loans Finance Asia
Greece Counts on Gas, Gambling to Revive Asset Sales BL
Locals Abandon BRICs as Russian Fund Outflows Hit 1996 High BL
Germany Emerges, After America and China, as the Powerful Third Postion in the New World Order Conrad Black
Dennis Rodman Rebounds Into Nuclear-Arms Race Pesek

The ability of CIO personnel to hide hundreds of millions of dollars of additional losses over the span of three months, and yet survive internal valuation reviews, shows how imprecise undisciplined, and open to manipulation the current process is for valuing credit derivatives.
JPMorgan Chase Whale Trades: A Case History of Derivatives Risks and Abuses Senate

Greece: A Gathering Storm Threatens Europe and America EW
Consumer Comfort in U.S. Improves to Highest Level Since April BL
Jobless Claims Slip While Producers Paying More Reuters
Current-Account Deficit in U.S. Narrowed 1.8% in Fourth Quarter BL
Sharp drop in US homes lost to foreclosure in Feb. AP
Low volatility worries some MW
The blue chip index hasn't logged a longer winning streak since November 1996 -- less than a month before then Fed Chairman Alan Greenspan uttered the now infamous "irrational exuberance" phrase.
CNN
Bear Market to Take Hold in 2013: Expert CNBC Faber
If Theres No Inflation, Why Are Prices Up So Much? TIME
Commodities on the Rise Project Syndicate
Fed Changes Release Time of All Policy Statements AP
By reducing the time in between, Bernanke can more quickly manage how the statement is interpreted
Yield-to-worst in junk bond market hits record low Reuters
Hyperinflation: A Currency Event YouTube (G. Long)
Merkel Coalition Doomed; Italy Exit Only a Matter of Time? Mish  MyBudget - MoneyIllusion
Big Sugar Is Set for a Sweet Bailout WSJ
Graham Fisher Sees Parallels to Fannie Mae in JPMorgan BL
Inside The Other All-Out Housing Crisis Facing America Marketreplace
U.S. may probe London gold price setting: WSJ MW
Which Aspect of the FDICs Litigation Failures is the Most Embarrassing & Damaging? Black
Bank: private equity crash could trigger next crisis Guardian
Recession Replaces Debt as Top EU Worry With Joblessness Rising BL
Japan's silver savers will bear the brunt of "Abenomics" Reuters
China to Free Currency in 5 Years, Says Hong Kong Exchanges Li BL
Yuan forwards advanced for a seventh day on optimism China will embark on further currency reforms.
Hong Kong Banks Boost Rates as Government Cools House Market BL
China's power consumption drops in February Xinhua
Shanghai Finds 6,600 Dead Pigs as Farm Confesses to Dumping BL
Venezuela plans new exchange for better dollar supply AFP
State-controlled Companies Learn the Power of Gov't Bailouts Caixin
Korea's Biggest Urban Development Project Goes Bust Chosun

Budget gap narrows in February from year ago Reuters
Sales at U.S. Retailers Advance By Most in Five Months BL
Dow 36,000? Try 6,300 Weidner  The Odds Favor the Bulls Barrons
The Stock Market Is a Debt-Fueled Bubble: Steve Keen DTicker
What we need in a leader: Fed, CEO or pope Farrell
Commentary: Fixing 26 years of Bernanke-Greenspan failures
Fed model suggests U.S. stocks will soar - and then land with a thud Reuters
How You Manage Debt Is an Artform: Jeremy Grantham BL Video
So, How Did the Market Timers Do? Hulbert
Bretton Woods: Keynes' Fall of Singapore Bears Lair
Wells Fargo economist warns of higher interest rates, housing bubble Charlotte Observer
Warren Buffett on Investing CXO
Rosenberg to investors: Be wary of following the herd G&M
Bond bubble may be closer to popping La Monica
Federal Reserve Forecasts: Asymmetry and State-Dependence FRBSL
Sequestrations impact on municipal credit quality Schroders
Is Paul Ryan an Inflation Nutter? BL Krugman
Will growing momentum be slowed by the sequester? Northern Trust
Bond Market Observations March 2013 Standish
Dollar-Crash Proofing a Portfolio: Interview with Axel Merk Merk
Google Admits Drive-By Data Collection Was Privacy Breach NYT
China Probes Coca-Cola Over Illegal 'Mapping' FT
Hostess Sells Twinkies Brand to Investment Firms Dealbook
Dimons Extra $1.4 Million Payout Hangs on Fed Decision BL
7 Wall Street Bankers Pushing To End 'Too Big To Fail' HP
Feds Bank Stress Tests Make Dubious Assumptions BL
The rich pay majority of U.S. income taxes CNN
Green Cars Have a Dirty Little Secret WSJ
China housing bubble will pop in second half of 2013: Forensic Asia Reuters
PBOC Chief Says China Should Be on High Alert on Inflation BL
China Goes for Luxury Cars Asia Sentinel
Recession, corruption investigations slowing sales only slightly
China's rising labour costs: opportunity as well as challenge DB Research
China - Executive Briefing Scotia
Specter of Stagflation Haunts UK FT
UK on track for triple dip - NIESR Telegraph
Manufacturing slump sends sterling crashing to three-year low Guardian
City on alert as SFO opens inquiry into Autonomy Inde
A short history of austerity: it almost never works Guardian
S. Korean shippers to brace for massive amount of maturing debts Korea Times
China's next-generation internet is a world-beater New Scientist
Korea's Default Risk Once Again Greater Than Japan's Chosun
Venezuela to probe Chavez cancer poisoning accusation Reuters


El-Erian: Fed Now Facing One Of Its Toughest Jobs Ever CNBC
Job Openings Increase as U.S. Labor Market Improves BL
Watsa: China Has Biggest Housing Bubble in History VWalk  Watsa Letter To Shareholders
"The Ambergris Factor!" Saut
Is Anything Cheap? WSJ
Bonds Fall for 7th Day in Longest Losing Run Since 2006 BL
Howard Marks: The bond bubble is only in the "fifth inning Barrons
Lombard Odier: A theme for 2013 might well actually be the rotation out of equities and back into bonds CNBC
An Orwellian America G. Long
Ben jobs another set of employment numbers Crudele
Fantasyland for Policy-Makers Saville
A bull($#!t) market Trugman
Strong Dollar Is Flashing a Warning Sign for Stocks CNBC
Dennis Gartman: I Was Wrong Sitting Out Stocks CNBC
Whos afraid of an S&P 500 triple dip? MW
I'm Not Confident About US Markets: Goldman's O'Neill CNBC
The Global Endgame Smith  Macroblog
Economic Indicators Review NB Financial Credit Crunch Watch Oxford
SEC nominee White promises "unrelenting" enforcement Reuters
Big Bank Immunity: When Do We Crack Down on Wall Street? Baker
Realities Behind Prosecuting Big Banks Sorkin
In major policy shift, scores of FDIC settlements go unannounced LAT
Since the mortgage meltdown, the FDIC has opted to settle cases while helping banks avoid bad press, rather than trumpeting punitive actions as a deterrent to others.
GE, Pfizer, Microsoft, Apple And Other Major US Corporations Are Parking More Cash Abroad To Avoid Paying Taxes IBT
Shale Oil: A Deep Dive Into Implications for the Global Economy and Investors PIMCO
Two Years on, Fukushima Casts No Shadow Over Nuclear BW
Gold Sales From Soros Reveal 12-Year Bull Run Decay BL
China politics keep central bank hawks at bay, for now Reuters
Brisk sales boost buying of new homes Shanghai Daily
Chinas Exploding Debt Triple Crisis  Spot China's "Hot Money" Time-Bomb ZH
Millions of Europeans Require Red Cross Food Aid Spiegel
Shanghai Races to Clean River Where 2,800 Pigs Died BL
Former trader jailed for four years for insider dealing Inde
Back to Business in Venezuela? WSJ

Two Myths and a Legend Hussman
Bernanke Provokes Mystery Over Fed Stimulus Exit BL
Ask Vince Cable Price
Waiting for the recognition Fleck
The market has more going for it than easy monetary policy Barrons RBroker
Preparing for Day When Rates Rise WSJ
Central Banks Pause but 'Currency War' Not Over CNBC
Why China fears currency wars Stephen
Specter of competitive currency devaluation lingers Xinhua
US Concern on China Currency Fades as Yuan Grinds Higher Reuters
The market strikes back Samuelson
We now know the promise and peril of paper wealth.
Bond rally shows fresh signs of fatigue MW
Hedge Funds Cut Bets to 09 Low as Goldman Says Buy BL
Fiscal tipping point? EB Krugman - Mish - Smith - Angry Bear - FMaximus
Theories of financial crises VOX
Fugitive Fund Manager Stuffed Underwear With Cash, Fled BL
Paulson Explores Puerto Rico as Home With Low Tax BL
Intrade shut down due to financial probe CNN
Goldman leads decline as Wall Street commodity revenues plummet Reuters
Investors seek cold, hard gold Reuters
U.S. investment-manager guru says silver a good bet G&M
EU Chiefs Seeking to Stave Off Euro Crisis Turn to Cyprus Rescue BL
The European Central Banks pledge to intervene in bond markets and the prospect of an economic recovery by the end of the year are holding the three-year-old sovereign debt crisis in check.
French Industrial Production Tumbles as Recession Looms BL
Italy's economy shrinks as EU leader warns of lost generation Telegraph
Italy Could Be the Next 'Bad Boy of Europe' CNBC
Germany's anti-euro party is a nasty shock for Angela Merkel Pritchard
Japan Machinery Orders Fall 13% in Sign of Limits on Investment BL
Shanghai new home sales rise 20.7% Shanghai Daily
Bundesbank Enters as Japans Funds Dump Bonds: Australia Credit BL
Australian Central Bank Hacked by China Malware, AFR Says BL
U.S., South Korea begin military exercises as North ends armistice CNN
Over 2,200 dead pigs found in Chinese river prompting pollution alert Reuters

Q4 2012 Flow of Funds Noland
Out On A Limb: An Investors Guide to X-treme Monetary and Fiscal Conditions Mauldin
Here Is What Investors Need To Realize After The Terrific Jobs Report! Harding
A Long Road Back for the Dow Industrials Norris
Dow is down 11 percent since 2000 adjusting for inflation MyBudget
Dow record not necessarily a buy signal Reuters
Jobs Report: Firing up fed foes Crudele
Markets Continue to Power Higher Puplava
Interest Rates Turning Up? Swenlin
Why the Global Economy Is Still Stuck Xie
In the wake of the financial crisis, policies the world round remain focused on the wrong things, especially speculation
Yes, Were Confident, but Who Knows Why Shiller
How to Go Gold National Interest
Wealth Inequality in America YouTube
Global Views Scotia Global Equity BMO
Weekly Focus: ECB signals low for long Danske
U.S. Housing Recovery: Only the Beginning BMO
The Market Speaks Krugman
Rigging the I.P.O. Game Nocera
Corralling Mobsters, if Not Many Big Banks Morgenson
NYSE prepares disaster backup plan: WSJ   Reuters
Ferrari $1.3 Million Hybrid Hits Resurgent Luxury Market BL
BofA Gave Itself a Lower Grade Than the Fed CNBC
Fugitive Hedge Fund Manager Homm Is Arrested BL
Nortel bankruptcy to be resolved in trial G&M
Commodities Update - Stabilisation but gearing up for a comeback Danske
That Dow record is nice, but $3,000 gold is nicer: Rosenberg MW
The Price of Marriage in China NYT
Another step towards an East-West trade war Pritchard
Germany's New Anti-Euro Party Spiegel
Japan urged not to escalate tensions over Diaoyu China Daily

Treasury Yields Rise to 11-Month High as Job Gains Top Forecasts BL
Fitch Cuts Italy Rating After Election Impasse Reuters
Gross Raises U.S. Economic Growth Forecast to 3% in 2013 BL
Payrolls in U.S. Rose More Than Forecast; Jobless Rate at 7.7% BL
Dow 36,000 Is Attainable Again Glassman
80s Bull Redux Bernstein
It's 2000 And 2007 All Over Again Comstock
The market has climbed on the basis of an almost childlike faith in the Fed as well as record corporate profits.
Bad-News Bears Crash the Party WSJ
At Dows peak, two bulls pull in their horns MW
Roubini: Brace for Market Shock Later This Year CNBC
Roubini: Bigger Economic Bubble in 2013 than 2004 BL Video
Losing Jobs and Lying About It TheStreet
Chavez death could hit Florida real estate CNN
Roach on U.S. banks, Economy, Fed, China BL Video
Stock Run Will End Badly This Year: Marc Faber CNBC
Icahn Pads Herbalife Stake, Ups Pressure On Ackman Short Forbes
Icahn Unbound Takes Activism to New Peak in Deal Fights BL
Fed Tests Show 17 of 18 Banks Weathering Severe Slump BL FED
Holder admits megabanks are too big to jail MW
Global Auto Report Scotia
Italian Banks Bad Loans Seen Rising as Gridlock Hampers Growth BL
Is the Yen Going Into a Free-Fall? CNBC
Chinas Exports Top Estimates While Imports Miss Forecasts BL
China Inflation Over 3.5% May Prompt Rate Rise: NDRC Chen BL
Hong Kong clamps down on quirky property buys CNN
China's rising labour costs: opportunity as well as challenge DBR
U.S. says U.N. sanctions 'will bite' after North Korea threatens nuclear attack CNN
China Drives Solar Growth Becoming Biggest Market BL


AAII Bullish Sentiment Posts Small Increase BeSpoke
Trade Deficit in U.S. Widens More Than Forecast on Oil BL
Jobless Claims in U.S. Unexpectedly Fall to a Six-Week Low BL
The risky task of relaunching Japan FT
Bernanke Drives Bull Market to 4th Birthday, 130 Percent Gain CNBC
Is it Safe . . . . ? Hinde
We are getting more and more into debt with less and less growth to service it and pay it off.
What if they held a bull market and no one came? Saft
The remarkable thing about the Dow Jones Industrial Averages new all-time record is how few people give a damn.
Dow Record Eerily Similar to 2007: SocGen CNBC
The new market bubble Mirhaydari
Enthusiasm for the Dow's record high looks dangerously frothy
Stronger Growth Needed to Sustain Bull Market Morici
The Fiat Dollar: As Unreliable As My 1971 Fiat 124 Sedan Forbes
Debt based delusion MyBudget Fiscal tipping points EB
Unpopped Housing Bubbles Abound Smith  Keen
Dollar-Euro Exchange Rate, U.S. Stocks and Gold CXO
U.S. economy, world's engine, remains in "neutral": Fed's Fisher Reuters
It is not possible to create jobs through monetary policy alone
Morality and monetary policy Hadas
Carl Icahn Takes Up to a 6% Stake in Dell: Sources CNBC Jim Chanos: I'm Short Dell
The secret bull market in gold Arrends
ETFs dumping gold holdings at rapid rate FT Embry on silver
The acceleration in gold ETF outflows is worrying
Gold Bears, Watch Out! Don't Take On Central Banks CNBC
Paulson Gold Fund Down 18%, Foiled by Metals Slump BL
Post-Chavez Venezuela: oils next Saudi Arabia? MW
Polands rate cut: a shocker FT
German Factory Orders Fall as Euro Crisis Curbs Demand BL
Shanghai gaining favor as financial center China Daily
No US-Style Housing Crash in China: JPMorgan CNBC
Hong Kong Mortgage Rule May Boost Rates, Standard Chartered Says BL
China well on way to being largest oil importer China Daily
Floats back in fashion as market conditions improve Inde
Seoul Vows 'Stern' Response to N.Korean Provocation Chosun
UN Security Council Unanimously Votes Sanctions on N. Korea BL

Fed Says Modest Growth Spurred by Housing in Survey BL BB
ADP Says Companies in U.S. Added 198,000 Workers in February BL Factory Orders Fall
Central Bank Revolution Part II HindeSight
Your sequestered brain cant see next crash coming Farrell
Things That Make You Go Hmmm: Its Just Bluefish Williams
Achuthan: At These Charts And Tell Me We're Not In Recession via BInsider
As Confetti Settles, Strategists Wonder: Will Dow's Rally Last? WSJ
Lessons from past Dow milestones MW
All Of The Gurus Made To Look Like Fools By This Market BInsider
The sequester doesn't seem to worry the stock market WSJ
Letting the VIX tell us when to get out Hulbert
Five Charts That Matter More Than the Dow Jones Industrial Average NY
The Misguided Money-Easing Plans Of England, Japan's Central Banks Forbes
Low interest rates enrich the government and starve the economy WT
The Great Senior Sell-Off Could Cause the Next Housing Crisis Atlantic
Some Thoughts On The U.S. Participation Rate BCAR Yardeni
Young Adults About-Face on Saving WSJ
Forecasting Bond Returns in the New Normal PIMCO
Business Cycle Monitor: Rise in global growth moderating Danske
There are more sellers than buyers in the world economy Northern Trust
March - International Journal of Central Banking BIS
Fallout from 'Untouchables' Documentary: Another Wall Street Whistleblower... Taibbi
US Banks and Traders Wary of Two-Step Stress Test Reuters
Microsoft fined $731 million for breaking EU antitrust promise Reuters
Martha Stewart defends J.C. Penney deal in Macy's trial Reuters
FSA was warned of 'significant' Libor problem in 2008 Telegraph
Regulators Didn't Know What Libor Was In 2008 HP
Einhorn, Ackman and how to play them Weidner
Prince Alwaleed And The Curious Case Of Kingdom Holding Stock Forbes
Whiny Billionaires in Need of Sequestration The Nation
Siegel on Why Stocks Are -- and Will Remain -- the Best Bet Wharton
7 Commodity Stocks Yielding up to 10% Street Auhthority
S. Korean central bank buys more gold in Feb. Yonhap
Silver Coin Sales Hit Feb. Record, On Track To Double From Last Year Hard Assets
John Paulson's Gold Fund Limps Forward CNBC
Traders Flee Asia Hedge Funds as Job Haven Turns Dead End BL
China central bank eyes reform, more flexible yuan in 2013 Reuters
Chinas debt and investment slow down Saft
China Bails Out Local Governments Asia Sentinel
Covert "financing vehicles" face hundreds of billions of debt
Charts key understanding of China bubble fears MW
Fear of China bank crisis keeps Aberdeen alert Asian Investor
Chinas Wen leaves office under cloud of suspicion, warning of corruption G&M
Was he genuinely the populist Grandpa Wen who cried at disaster scenes and occasionally advocated for greater democracy and freedoms? Or was he Chinas best actor...
Chanos wants you to watch this video on Chinas property bubble MW
Merkel Looks East for Austerity Allies in Talks With France's Hollande BL
Europe's structural youth unemployment DB Research
RBS should be fully nationalised and broken up, says Mervyn King Telegraph
Bank of Japan nominees mix bold policies with caution Reuters
Home sales slip further, but signs of traction emerge G&M
Fitch ratings agency said Canadian prices are overvalued by about 20 per cent.
Norway Cracks Down on Mortgage Debt to Fight Bubble Risk BW
Tokyo Real Estate Tycoon Arrested for Tax Evasion Jiji
Payday lenders have 12 weeks to clean up their act or face being shut down Inde

Hugo Chavezs economic legacy the two graph version Market Monetarist
Chavezs 692% Bond Gain Seen by Fidelity as Living On BL
Chavez never missed a payment, producing returns that more than doubled the regional average.

Hugo Chavez, Venezuelas Anti-U.S. Socialist Leader, Dies at 58 BL
Vital Signs Chart: Household Incomes Treading Water WSJ
Proof the Fed is Juicing the Markets FOX
Does Any Country Deserve an AAA rating? Bears Lair
Exclusive: DoubleLine's Gundlach shifts gears, now buys U.S. bonds Reuters
Sequester Leaves US in 'Fantasy World': Analysts CNBC
Return of the housing bubble Macleans
Around the world, housing is fuelling a whole new frenzy of speculation and unrealistic optimism
Mistaking housing rebound for bubble Lanser
The Hollowing Out of Private-Sector Employment Smith  Black
The Next Housing Bubble: Student Loan Willis
Young Adults About-Face on Saving WSJ
Kass: Im Honored to Be Buffetts Credentialed Bear WSJ
Fannie, Freddie to Start New Securitization Firm Reuters
Since they were seized by the government, the companies have drawn nearly $190 billion from the U.S. Treasury to stay afloat.
Goldman Is Trying To Get Around A Controversial New Rule HP
Senate report may fault JPMorgan execs in trading loss - NYT Reuters
Saudi Prince Challenges Forbes Over His Billions FT
Ferrari to sell new supercar for 1 million euros: chairman Reuters
Insiders snapping up shares in junior miners on the cheap G&M
Sprott: Central Bankers Are Gaming Gold Gold Report  Celente
If its the largest real estate bubble in human history then it may not be too early to
sell Chinese stocks
Currency Currents
Chinas debt and investment slow down Saft
Rising trade feuds expected Shanghai Daily
Rising trend of overseas investment China Daily
Global investment by Chinese companies will grow rapidly "for quite a long time"
Outrage as HSBC hands 2m bonus to chief Stuart Gulliver after fine in US Inde
Hungarys New Central Bank Chief Tightens Grip NYT
Analysis: Egypt is in for trouble with or without the IMF Reuters

Tokyo blamed for islands tension China Daily

Currency War Turns Stimulus War as Brazil Surrenders BL
Out On a Limb - An Investor's Guide to X-treme Monetary and Fiscal Conditions Hussman
The Policy Portfolio and the Next Equity Bear Market Hester
Them was rotten days Price
The Magic of Compound Interest Saut
Buffett Still Buying Stocks, Sees 'Good Value' CNBC
“I™m jealous of the Fed. I™d like to have a machine like that myself”
In our asset-allocation survey, wealth managers see smoother sailing Barron™s
Understanding Failed Policies Smith  Duy - Reformed Broker
Michael Pettis on Misguided European Optimism Mish
Sovereign default and the rules of engineering VOX
Las Vegas Sands Probably Violated Foreign Corruption Act BL
Ackman™s Ill-Fated Bike Ride: “His Mind Wrote a Check That His Body Couldn™t Cash” VFair
Dimon: 'We Took Huge Exposures To Keep Lehman Alive HP
Recovery in U.S. Lifting Profits, Not Adding Jobs NYT
Miners gather amid gloom, uncertainty G&M
China Reserves Ample to Buy World™s Gold Twice BL
Gold speculation scams on the rise China Daily
China™s Stocks Slump as Developers Tumble Most Since June 2008 BL
China's Property Sector, Just Before The Crash Forbes
China's top real-estate CEO sees housing bubble, hopes leaders can fix it: report MW
Non-manufacturing sector shrinks in February China Daily
Brave Ireland is the poster-child of EMU cruelty and folly Pritchard
Euro Leaders Demand Austerity as Italy Nears Re-Vote BL
Swiss vote to impose world's strictest rules on executive pay WT
BOJ nominee Kuroda sets out aggressive policy ideas Reuters
“You cannot deny the possibility that the central bank will ease before the  scheduled first monetary policy meeting in early April to provide surprise”
'Zombie' fears as insolvencies rate falls to lowest for five years Inde

Obama Presses Congress for Deal to End Cuts Reuters
All Of This Whining About The Sequester Shows Why America Is Doomed ZH
Berkshire Profit Advances 49% on Buffett™s Derivatives BL 2012 Annual Report
When the partnership I ran took control of Berkshire in 1965, I could never  have dreamed that a year in which we had a gain of $24.1 billion would be subpar...
Fifty Trades of Grey Mauldin
Italy and "Ro, Ro" Noland
Easy money will end in tears, Meltzer says MW
“We™re in the biggest mess we™ve been in since the 1930s.  We™ve never had a more problematic future.”
Promises, Promises at the New York Fed Morgenson
Bernanke says hasty end to easing could backfire MW Speech
Globalization, Measured by Investment, Takes a Step Backward Norris
You Haven't Missed the Stock Rally: Goldman's Cohen CNBC
Politicker: Mr. Bloomberg argued the United States could owe “an infinite amount of money” and there is no specific amount that would cause the country to  default.
Politicians Still Don't Get It! Harding
The Housing Bubble and the Limits of Human Knowledge Pollock
Global Views Scotia Global Equity BMO
Weekly Focus: Can the ECB save Europe from Italy? Danske
NDX Exhaustion Divergence Swenlin
Warning: Stocks Likely to Crater from Here Martenson
Forbes Evaluates Ken Fisher™s Stock Picking CXO
Goldman trims risk-taking to lowest level in 7 years Reuters
How Food Companies Trick Consumers Into Eating Their Unhealthy Products DTicker
3D Printing Promises to Change Everything (PBS) Scientific American
3D printing's dangerous downside Ajazeera
Bullish Gold Supply ZEAL
Gold™s bull run  isn't over; it™s just taking a break MW
Silver May Extend Drop as Bear Market Nears: Technical Analysis BL
Thousands march in Portugal to protest austerity AP
Beppe Grillo claims Italy may have to leave euro and return to lira Telegraph
Political Pressure on the Bank of Japan: Interference or Accountability? FRBSL
Canada: Growth Drivers Wanted BMO
More spending cuts may be needed to tackle deficit: Flaherty Reuters
Leaked conversation reveals insiders' secret A-share pessimism Finance Asia
The conversation offers a rare opportunity into the true sentiment of  Chinese industry professionals towards a market where only those with the right connections are able to make big profits...

Fiscal Talks Fail, U.S. Stumbles Toward Steep Budget Cuts Reuters
Two Signs That Deflation is Far From Over EW
Oil Falls to 2013 Low on Slowing Manufacturing, Spending BL
U.S. Michigan Consumer Sentiment Rises Above Estimate BL
Americans see biggest monthly income drop in 20 years CNN  BEA Release
Manufacturing Expands at Strongest Pace Since 2011 ~ Construction Spending Fell in Jan
Death By A Thousand Cuts Comstock
Obama-Congress Talks Unlikely to Avert $85B Midnight Spending Cuts BL Mish
Fiscal Fatigue: Tracking the Budget Outlook as Political Leaders Lurch from One Artificial Crisis to Another Brookings
Druckenmiller Sees Storm Worse Than ‘08 as Seniors Bankrupt Kids BL
“While everybody is focusing on the here and now, there™s a much, much bigger storm that™s about to hit”
Why Won't Americans Listen to Alan Simpson and Erskine Bowles? BW
The Fed's market farce Mirhaydari
Tepid economic growth, political turmoil, budget cuts, stalled earnings  growth, yet stocks are pushing to new highs? It's all about the Fed.
Ten QE Questions Roubini
Policies are becoming more unconventional, not less, with little clarity about short-term effects, unintended consequences, and long-term impacts
Two Dollar Fallacies Feldstein
Currency Wars, Part I - The Belligerents G. Long
Ben Bernanke, Hippie Krugman  Johnson - EB - BeSpoke
Global Forecast Update Scotia
We Aren™t the World Pacific Standard
Bank Of America Under Investigation For Mortgages HP
JPMorgan No. 1 Investment Bank Amid a Flurry of New Deals BL
Bless David Einhorn for Taking the Fight to Apple Weil
The hollow promise of the iEconomy Economist
Banker bonuses down? Don't believe a word of it Fortune
Is Investing in Collectibles a Recipe for Disaster? WSJ
America has an energy boom. Now what? CNN
Commodities Update - Oil set for better flow Danske
Japan Consumer Prices Fall BL High hopes for Japan's central banker CNN
A Brief History of the European Debt Crisis 2010-2013 Carlyle
Euro-Area Unemployment Climbs to Record on Recession BL
China says it could tighten property controls Reuters
In Japan, the Rising Cost of Elder Care—and Dying Alone BW
Lloyds bonus pool stands at £365m despite £570m loss Inde
Burning Around the Clock: Berlin Airport Can't Turn Lights Off Spiegel
US must assure China of its strategic intentions China Daily

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