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.