Some things I’m reading this morning:

  • This is what makes the bulls nervous (WSJ); see also, market’s defensive tone is concerning (CiovaccoCapital)
  • When a great deflationary bear turns inflationary (Zerohedge)
  • Why retailers ask for your zip code (NYT)
  • The economy is ‘recovering’ by creating more low-wage jobs, increasingly filled by graduates (AlterNet)
  • Three myths about the housing market rebound (WSJ)
  • It wasn’t David Stockman who wrecked the economy (TheNation)
  • Seinfeld turns ‘nothing’ into rerun gold (WP)