*** Wired: Cracking the Scratch Lottery Code ***
*** The Washington Post: Why politics and investing don’t mix***
*** FT Alphaville: Gold is good to go at JPMorgan repos ***
*** FT Alphaville: HuffPo proves there IS (a lot of) money in blogs ***
*** FT Alphaville: Merrill’s missing Ireland note ***
*** The Big Picture: Investors Bet $102 Billion on Gold ***
*** The Big Picture: Gross: Fed is Contributing to rise in Commodity Prices ***
*** The Big Picture: Results: Egypt Crisis Poll ***
*** The Big Picture: American Warships Heading to Egypt ***

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*** The Big Picture: NFP Day: The Most Over-Analyzed, Over-Emphasized, Least-Understood Data Point ***
*** The Big Picture: Intelligence Guidance: The Situation in Egypt ***
*** The Big Picture: It’s not just commodities that will drive inflation ***
*** The Big Picture: Bernanke, still not worried about inflation ***
*** Calculated Risk: Norris: From 1983, Hope for Jobs in 2011 ***
*** FT Alphaville: S&P: yeah, housing is still terrible ***
*** The Slope of Hope: AAII Sentiment Survey – Week Ending 2/1 (by Runedge) ***
*** The Slope of Hope: How To Spot And Trade Negative Divergence ***

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*** The Infrastructurist: China To Create World’s Largest City ***
*** FT BeyondBRICs: Chinese property bubble: a myth? ***
*** The Big Picture: How U.S. Income Groups Get Squeezed By Food Prices ***
*** The Big Picture: Watch yields here ***
*** The Big Picture: Blogonomics: A New Chapter ***
*** The Big Picture: Microsoft the Innovator: Bing Copies Google Search Results ***
*** The Slope of Hope: Nope. No Inflation Here. Not At All. ***

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*** FT Alphaville: Dear Nokia and Microsoft CEOs ***
*** FT Alphaville: Meredith Whitney and the muni fifth dimension ***
*** FT BeyondBRICs: Mubarak won’t run for re-election ***
*** FT BeyondBRICs: Russia’s oil windfall: how to spend it? ***
*** The Big Picture: 90/90 Down Days Followed by Rally, Then… ***
*** London Banker: Egypt, China and Famine Futures ***
*** Bond Vigilantes: Inflation Hedging for Long-Term Investors – the most important academic paper you will read this year ***

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*** The Big Picture: Fusion IQ Technical Overview ***
*** The Slope Of Hope: For The Sake Of Tim’s Sanity ***
*** FT Energy Source Blog: Oil hits $100/bbl ***
*** FT Alphaville: Oil spikes, shocks and stocks ***
*** FT Alphaville: Another Egypt downgrade – S&P cuts to BB ***
*** FT Alphaville: Remittances to Egypt ***
*** FT Alphaville: A conspicuously absent ECB ***
*** FT Alphaville: More on the bank business lending recovery ***
*** FT BeyondBRICs: Food drives Indonesian inflation again ***
*** Calculated Risk: Q4 2010: Homeownership Rate Falls to 1998 Levels ***
*** Economix: The Haves and the Have-Nots ***
*** Reuters: Gold premiums highest since 2004; India, China stock up ***
*** CNBC: Why Is Wall Street So Addicted to Prestige Colleges? ***

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*** FT BeyondBRICs: Egypt downgraded ***
*** Econbrowser: Geopolitical unrest and world oil markets ***
*** Reuters: RPT-FACTBOX-The Suez Canal ***
*** JESSE’S CAFÉ AMÉRICAIN: Despite the Miss on Expectations Today’s US 4Q GDP Number Was Still a Puffball ***
*** JESSE’S CAFÉ AMÉRICAIN: SP 500 and NDX March Futures Daily Chart – The Sleeper Awakens ***
*** JESSE’S CAFÉ AMÉRICAIN: Gold Daily and Silver Weekly Charts – Potential Intermediate Bottom in Gold ***
*** JESSE’S CAFÉ AMÉRICAIN: Gold Chart – This Is What I Thought Was Probably Going To Happen Ex Egypt ***
*** Consumer Metrics Institute: What the BEA’s Advance Estimate of Fourth Quarter 2010 GDP Was Really Telling Us ***
*** The Big Picture: Dimon: Let the big dumb banks fail ***
*** The Big Picture: Ch 18, Bailout Nation: Citigroup: Too Big to Succeed? ***
*** The Big Picture: Limerick: FOMC January Meeting ***
*** The Big Picture: Marc Faber on China, Obama, Politicians ***
*** Daily Options Report: VIX-Plosion 2011 ***
*** Seeking Delta: World Market Valuation Heat Map ***
*** Zero Hedge: Complete John Paulson 2010 Year End Letter ***

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*** BBC News: China introduces first property tax for home buyers ***
*** FT BeyondBRICs: Food prices soar as EMs stockpile ***
*** FT Alphaville: Moody’s Aaa-rated American journey ***
*** FT Alphaville: Eek Eonia! ***
*** FT Alphaville: Regling looks at Manila, to help Athens ***
*** FT Alphaville: In Pharaoh’s markets ***
*** Calculated Risk: Update: Coming Existing Home Sales Revisions ***
*** The Big Picture: Coincident Indicators vs Real GDP (1959-2011) ***
*** The Big Picture: How Banking Works ***

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*** BoingBoing: Dubai’s artificial islands “sinking” ***
*** The Slope Of Hope: A Moment of Silence ***
*** The Big Picture: Has the Dow Entered a New Trading Range? ***
*** FT Alphaville: A record WTI-Brent spread, a new paradigm ***
*** FT Alphaville: The global inflation loop, a quick guide ***
*** FT Alphaville: Japan downgrade: The (umpteenth) denouement ***
*** FT BeyondBRICs: Egypt: bye-bye to the carry trade? ***
*** Macro Man: BDIY Underwater ***

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*** The Slope Of Hope: Time Saver ***
*** The Slope Of Hope: Food Inflation- More Than Meets the Eye ***
*** Daily Options Report: Fading VIX Breakouts ***
*** FT Alphaville: A very messy Ambac lawsuit for JPMorgan ***
*** FT Alphaville: Searching for BoE credibility on inflation ***
*** FT Alphaville: WTI’s upcoming ‘Keystone’ problem ***
*** Self-Evident: Far from the madding crowd ***
*** Pragmatic Capitalism: IS QE ACTUALLY WORKING? ***

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*** Pragmatic Capitalism: AN EARLY EARNINGS UPDATE ***
*** The Big Picture: Market’s topped out for now ***
*** FT BeyondBRICs: A chart for the China bears ***
*** FT Alphaville: Ugly UK GDP figures ***
*** FT Alphaville: Come one, come all, to the EFSF bond issue ***
*** FT Alphaville: John Paulson’s real 2010 success: Gold ***

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*** The Atlantic: Picture of the Day: Shanghai in 1990 and 2010 ***
*** Market Folly: David Tepper Interview: “I Am Cautious But I Am Optimistic” ***
*** The Big Picture: Is China an ‘Enormous Tail-Risk’? ***
*** The Big Picture: There Goes the Neighborhood Correlation! ***
*** The Big Picture: Gold net longs hit lowest since July ’09 ***
*** FT Alphaville: Correlation trading and the WTI-Brent spread ***
*** FT BeyondBRICs: Why the market is wrong about China ***
*** Forexlive: California Treasurer Says No Way States Enter Bankruptcy ***
*** The Slope Of Hope: Major Commodities Top? ***
*** The Slope Of Hope: Commodities At 50% Retracement ***

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*** The Big Picture: Bull Market Duration and Strength ***
*** The Big Picture: Will We Have US State Bankruptcies? ***
*** China Financial Markets: The real cost of Chinese NPLs ***
*** The Slope Of Hope: We Get It ***
*** The Slope Of Hope: Dwindling Loan Loss Reserves ***
*** FT BeyondBRICs: Early mover: Indonesia enters correction ***
*** FT Alphaville: FROB! ***
*** FT Alphaville: The food price vulnerability index ***
*** FT Alphaville: From Fed run-offs to super-sized Treasury auctions ***
*** FT Alphaville: Silver backwardation is here ***

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*** Bloomberg Businessweek: U.S. Stocks Near ‘Significant’ Top, Tom DeMark Says ***
*** Bloomberg: Apple’s `Underdog’ Analysts Outperform Wall Street From Helsinki, Caracas ***
*** Bloomberg: CFA Institute Unable to Grade Africa Exams After Papers Were Lost in Ghana ***
*** The Slope Of Hope: Did You Take A Bite Out Of Apple? ***
*** FT BeyondBRICS: China: are the risks crystallising? ***
*** FT Alphaville: From the desk of Jean-Claude Trichet… ***
*** Macro Man: Apocolypse When? ***

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*** FT Alphaville: More on the widening WTI-Brent spread ***
*** FT Alphaville: Weirdo Greek debt restructuring ***
*** FT Alphaville: Reflections on the weirdo Greek debt plan ***
*** FT Alphaville: The Pomo flip ***
*** The Big Picture: A Few Thoughts on Steve Jobs / Apple ***
*** The Big Picture: Total Market Cycle ***
*** The Slope Of Hope: We’ve Seen This Movie Before ***
*** Calculated Risk: Record Low Housing Completions in 2010 ***
*** Paper Economy: MBA Application Survey – January 19 2011 ***

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*** FT Alphaville: Chinese inflation through surging online searches ***
*** FT Alphaville: Apple and Steve Jobs ***
*** FT Alphaville: Silver shortage rumours abound ***
*** FT Alphaville: Not a fat finger, just falling US Treasuries… ***
*** The Slope Of Hope: Sky-High Copper ***
*** CBS: Sports Betting: Billy Walters ***

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