Monday Morning Links

MUST READS

3 scenarios for sequester – Politico

If Not a US Downgrade Now, When? – CNBC

Obama renews offer to cut social safety nets – Reuters

Euro Leaders Demand Austerity as Italy Nears New Vote – Bloomberg

BIS paper urges new look at output gap calculation – CentralBanking.com

Druckenmiller Sees Storm Worse Than ’08 As Seniors Bankrupt Kids – Bloomberg

Bloomberg: ‘U.S. Can Borrow INFINITE Amount Of Money’ – Daily Bail

The Coming Higher Education Bust: “Some Will Survive” – Dollar Collapse

So You Want To Short The Student Loan Bubble? – Zero Hedge

Reaching Our Debt Limits – Our Finite World

The Reverse-Joads of California – WSJ

Italy and “Ro, Ro” – Noland, Prudent Bear

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MARKETS/INVESTING

Oil falls as US government cuts spending – AP

Gold firms as appetite for European stocks wanes – Reuters

Dow Likely to Bust Through Record—Then What? – CNBC

Asset Allocation: More Stocks, Fewer Bonds – Barron’s

Investing Again After the ‘Shock and Awe’ of Losses – CNBC

Has the bull market in stocks become ‘too big to fail’? – LA Times

An Investor’s Guide to X-treme Monetary and Fiscal Conditions – Hussman Funds

Ted Butler: Highest Concentrated Position In Silver In History – GoldSilverWorlds

Debunking Credit Suisse & Goldman Sachs’s Bear Thesis On Gold – Seeking Alpha

Traders split on gold outlook – Financial Post



ECONOMY/WORLD/HOUSING/BANKING

Of Krugman & Minsky – Azizonomics

The Business of the Minimum Wage – NY Times

Recovery in U.S. Is Lifting Profits, but Not Adding Jobs – NY Times

BOJ nominee Kuroda vows aggressive policy action – Globe & Mail

China well-prepared for currency war: official – WantChinaTimes

Chinese Stocks Fall on Steps to Curb Property Prices – NY Times

China property curbs may trigger short-term home buying rush – Bloomberg

The Housing Bubble and the Limits of Human Knowledge – The American

Will Reform of Fannie and Freddie Kill the 30-Year Mortgage? – Time

Bernanke on long-term interest rates – Econbrowser

Dissension is Overrated – Part II – aucontrarian

Promises, Promises at the New York Fed – NY Times

via Iacono Research http://iaconoresearch.com/2013/03/04/monday-morning-links-117/