Traders, Who are You? Kirk Report
The bond kings head to the stock market. Reuters
The amazing yield conundrum at Scott Grannis.
Household debt service payments as a percent of disposable personal income is falling markedly. St. Louis Fed
The end of cheap China is positive for the U.S. and elsewhere (CME Group).
Hoisington Investment Management – Quarterly Review and Outlook at Mauldin.
Why housing permits keep me optimistic about 2013 at Bonddad.
The widely read Ambrose Evans-Pritchard calls for European politicians to print wildly at the Telegraph.
Gold – Visualized in Bullion Bars at Democracy Info.
Metals over the miners: All Star Charts
Enjoy the weekend.