*** The Big Picture: Is It 1994 Again? ***
*** The Big Picture: Cheapest Homes in 40 Years? Not Even Close… ***
*** Calculated Risk: March Survey: Almost half of housing market is now distressed properties ***
*** Early Warning: Disquieting Saudi Oil Indicators and the Next Oil Shock ***
*** Econbrowser: Saudi oil production and the Libyan conflict ***
*** The Reformed Broker: Become a Macro Strategist in Five Easy Steps! ***
*** Zero Hedge: America’s Fiscal Dead End: A 2013 “Minsky Moment” ***
*** Zero Hedge: Citi Expects A 76% Haircut On Greek Debt (And 95% If Country Waits 4 Years) For Debt/GDP Ratio Back Down To 60% ***
*** The Economist: Trying to pull together ***

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*** JESSE’S CAFÉ AMÉRICAIN: Silver: Eligible Versus Registered and About That Big Inventory Change at Scotia Mocatta ***
*** JESSE’S CAFÉ AMÉRICAIN: Gold Daily and Silver Weekly Charts – The Sagging Dollar and Blythe’s Twisted Knickers ***
*** FT Alphaville: Barber-ians at the (Greek) gate ***
*** FT Alphaville: Greece is gonna get those restructuring whisperers ***
*** FT Alphaville: QEnding: rates and fates ***
*** FT Alphaville: Say goodbye to Anglo Irish ***
*** Condor Options: Why I’m Not Worried About VIX Derivatives ***
*** The Big Picture: If You Don’t Own Apple Products, Can You Be An AAPL Investor? ***
*** The Big Picture: How to Read National Association of Realtors News Release ***
*** Streetwise Professor: Don’t Blame Me! Blame Those Damned Speculators! ***

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*** Pragmatic Capitalism: RECOGNIZE THIS PATTERN? ***
*** The Slope Of Hope: The Risk to the Bears ***
*** JESSE’S CAFÉ AMÉRICAIN: Gold Daily and Silver Weekly Charts – Goal Line Stand ***
*** JESSE’S CAFÉ AMÉRICAIN: Riding the Silver Bull: Worry If It Gets to Triple Digits This Year ***
*** JESSE’S CAFÉ AMÉRICAIN: The Much Abused Spirit of Contrarianism ***
*** FT Alphaville: Royal Wedding markets, then and now ***
*** Econbrowser: Keystone Gulf Coast Expansion Project ***
*** Reuters: Only toughest thrive in Glencore’s trading culture ***
*** The Slope Of Hope: Veritas ***

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*** The Big Picture: Why Listen to S&P on US Debt? ***
*** FT Alphaville: Losing my (AAA) religion ***
*** FT Alphaville: At the outer edge of ratings territory ***
*** FT Alphaville: Hurdles to a Greek debt restructuring ***
*** The Slope Of Hope: Comment of the Day ***
*** JESSE’S CAFÉ AMÉRICAIN: How Far Can the Fed Go in Manipulating Markets Before It Becomes a Private Banking Fraud? ***
*** Pragmatic Capitalism: Y2K = QE2 ***
*** The Slate: The Double Irish and the Dutch Sandwich ***
*** Huffpost Green: Water Wars: China’s New ‘Political Weapon’? ***

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*** FT BeyondBRICs: RRR hikes: China’s liquidity mop ***
*** FT Alphaville: Smoke, mirrors, and Greek maturity swapping ***
*** FT Alphaville: The literal Bernanke put ***
*** FT Alphaville: More on the literal Bernanke put ***
*** FT Alphaville: Who’s afraid of Comex gold delivery? ***
*** Econbrowser: Brent-WTI spread ***
*** FT BeyondBRICs: Nigeria: good news for Goodluck ***
*** Slope Of Hope: The Spoiled Brats at Google ***

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*** FT Alphaville: This year’s oil bill – $2,400bn according to Morgan Stanley ***
*** FT Alphaville: Glencore’s trading strategies disclosed! ***
*** FT Alphaville: Goldman says there’s been a copper collateral crackdown ***
*** FT Alphaville: Greek-out! Again! ***
*** The Big Picture: Corporate Tax Rates, Then and Now ***
*** The Big Picture: Hoenig: The New GSEs Are Citi, Bank of America ***
*** The Big Picture: Why Has No One on Wall Street Gone to Jail (Yet)? ***
*** Macro Man: Plants vs Zombies ***
*** Casandra Does Tokyo: Credit Where Credit is Due ***
*** The Reformed Broker: Peak Fish and Other Insights from Agriculture 2.0 ***
*** Slope Of Hope: Staring at a Beautiful Top ***

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*** FT Alphaville: Goldman jolts commodities market ***
*** FT Alphaville: The qualifier in Yellen’s speech ***
*** FT Alphaville: Japan, nuclear accident upgrades, economic downgrades ***
*** FT Alphaville: UK inflation *non fail* shock ***
*** Pragmatic Capitalism: PIMCO GOES SHORT… ***
*** The Big Picture: What’s Driving Gold? ***
*** Credit Writedowns: The Sell-Off in Paper Gold ***
*** Slope Of Hope: Doe-Eyed Optimism ***

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*** The Big Picture:Does Fed Intervention Produce Low Volume Rallies? ***
*** Calculated Risk: Fed’s Dudley: Not “enthusiastic about tightening policy too early” ***
*** Calculated Risk: Fed’s Yellen: Too soon to exit QE2 ***
*** Calculated Risk: Economic Outlook and Downside Risks ***
*** FT beyondBRICs: China’s deficit: bullish for the redback ***
*** Quantivity: Portfolio Theory is Dead, Now What? ***
*** The Reformed Broker: Inside the Currency Boiler Rooms ***
*** Slope Of Hope: Weekend Summary – Bulls Still in Control ***
*** Slope Of Hope: Want to Feel Inadequate? ***

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*** Macro Man: Spendor Australis ***
*** The Slope Of Hope: Google Has Gone Full ‘Tard ***
*** The Slope Of Hope: Oil Looks Ready to Run ***
*** China Financial Markets: Reforming the banks ***
*** The Big Picture: What is the Source of Record Earnings? ***
*** The Big Picture: Mistakenly ***
*** The Big Picture: The Money Network ***
*** The Big Picture: 10 Twitter Do’s and Don’t ***
*** FT Alphaville: Cut out and keep – Portugal aid timetable ***
*** FT Alphaville: Europe stress test benchmarks and banks revealed [updated] ***
*** Calculated Risk: House Prices: Nominal, Real, Price-to-Rent ***

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*** FT Alphaville: Portugal to seek EU aid ***
*** FT Alphaville: Deflated inflation expectations ***
*** FT Alphaville: Vix up, look Sharpe* ***
*** FT Alphaville: Vix wagging ***
*** The Slope Of Hope: The Past Three Years of the Silver Bears ***
*** The Slope Of Hope: Breadth Needs a Pause ***

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*** The Slope Of Hope: Will This Breakout Be Different? ***
*** The Slope Of Hope: The Bull Market That Won’t Quit ***
*** The Slope Of Hope: Bullish Breakout by Miners ***
*** The Slope Of Hope: Options Pr0n ***
*** FT Alphaville: Portugal meets its debt ceiling… ***
*** FT Alphaville: QEased commodities, chart du jour ***
*** FT Alphaville: Yen moves ***
*** FT Alphaville: Spain drifts away ***
*** FT Alphaville: Forecasting the end of fast growth ***
*** The Big Picture: When Do You Fire a Manager? ***
*** MISH’S Global Economic Trend Analysis: Roubini on China’s Unsustainable, Unbalanced Growth Model; China Unexpectedly Hikes Interest Rates to Counter Inflation, Exorbitant Home Prices ***
*** The Source: Currencies Market Hosts ‘Lobagola’ Party ***
*** Felix Salmon: The unexpected T-bill rally ***

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*** FT Alphaville: Michael Pettis on China’s useless banks ***
*** FT Alphaville: The hidden slide of Japanese business sentiment ***
*** FT Alphaville: Some circumstantial copper evidence ***
*** FT Alphaville: Head in the clouds at Autonomy ***
*** The Big Picture: WaPo: Anticipating the Next Black Swan ***
*** The Big Picture: 60 Minutes: The Next Housing Shock ***
*** FT BeyondBRICs: Week ahead: April 4-9 ***

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*** The Big Picture: Save the Date: Ben to Hold Regular Pressers ***
*** FT Alphaville: John Kemp dismantles the commodities vs global demand chart ***
*** FT BeyondBRICs: Fund flows: Investors not so hot on EM ***
*** FT Alphaville: Dear RepoClear Member, Re: Portugal ***
*** FT Alphaville: To value a caja, correctly ***
*** FT Alphaville: So long, Saleh ***
*** Seth’s Blog: The triumph of coal marketing ***
*** Foreign Policy: The paintings of Saif al-Qaddafi ***

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*** The Slope Of Hope: Precious Metals Rocket Ship ***
*** Harvey Organ’s Daily: Silver advances past $37.00/Premium interday on Sprott silver surpasses 23%***
***JESSE’S CAFÉ AMÉRICAIN: Meanwhile In the US: It’s Raining Pennies From Heaven ***
***Visualizing Economics: Real vs Nominal Housing Prices: United States 1890-2010 ***
***FT BeyondBRICs: Technology supply chain: still surviving ***
***FT Alphaville: Charts du jour, European bond yields ***
***FT Alphaville: Calculating the size of a Portugal rescue ***
***FT Alphaville: Plummeting in Iberia ***
***FT Alphaville: Bond buyback irony in Europe ***
***Macro Man: Euro Vinegarette ***
***Economics of Contempt: Goldman, the Volcker Rule, and Principal Investing ***

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Any time the market is up 100 percent in two years, there tends to be a large correction, says Barry Ritholtz, FusionIQ. Ritholtz has 30 percent of his portfolio in long positions, and one of them is Dell. He explains why. Also, Pops & Drops.

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