Thursday Morning Links

MUST READS
Why ECRI’s Recession Call Stands - Achuthan, TBP
UK could lose coveted AAA rating, warns Fitch - Telegraph
Watch Bernanke’s ‘Little’ Inflation Capsize U.S. - Bloomberg
Not All Risks Addressed in Stress Tests: Sheila Bair - CNBC
Greek Bonds Signal $2.6B Payout on Credit-Default Swaps - Bloomberg
On Goldman Executive Greg Smith’s Brave Departure - Taibblog
Public Rebuke of Culture at Goldman Opens Debate - DealBook
Goldman Roiled by Op-Ed Loses $2.2B for Shareholders - Bloomberg
Former Goldman Intern: What It Was Like Working Under Greg Smith - BI
Analysis: Goldman top brass takes another knock - Reuters
Greg Smith, Goldman Sachs – It’s All About the Benjamins - Kid Dynamite
Why I am joining Goldman Sachs - Washington Post
The Villain - The Atlantic

MARKETS/INVESTING
Oil hovers below $106 as US crude supplies grow - AP
Gold bounces after 2 pct drop,U.S. dollar eyed - Reuters
Nikkei closes at over 7-month high - Channel News Asia
World Energy Consumption since 1820 in Charts - The Oil Drum
Oil-and-Gas Boom Interrupts Greening of America - Bloomberg
Are Treasuries FINALLY the Short of the Decade? - Dollar Collapse
US Treasurys Selloff Won’t Last, Still a Safe Haven: Experts - CNBC
What Do Rising Rates Say About Markets - CNBC
Buying a Hairway to Steven with Gold - Safehaven
The Science of Gold & Other Precious Metals - GoldMoney
China consolidates position as World No. 1 gold miner - Mineweb

ECONOMY/WORLD/HOUSING/BANKING
Economics without a blind-spot on debt - Steve Keen
Proof of What Inflation Has Done to Our Economy - Econ Monitor
Jobs Bill Stalls as Congress Fights Over Agency - NY Times
Britain’s inflationary route to default - Telegraph
10,000 Portuguese Seek Greener Pastures in German Town - Spiegel
Chinese economy likely to grow by 8.3% in 2012 - China Daily
India’s GDP growth projected at 7.6% for 2012-13 - Commodity Online
Foreclosure activity rising in some states - MarketWatch
Home prices rise for first time in 18 months: RE/MAX - Housing Wire
What $250,000 Can Buy In Different U.S. Housing Markets - ZillowBlog
Why The Fed Will Have To Do At Least Another $3.6 Trillion In QE - Zero Hedge
The Fed: A Populist Target, but Untouchable - CQ
Life at the Zero Lower Bound - Modeled Behavior