Readings and listenings ..

http://www.zerohedge.com/article/deep-thoughts-kyle-bass-0

http://www.zerohedge.com/article/charles-biderman-trashes-bls-flawed-payroll-model

http://www.zerohedge.com/article/joseph-stiglitz-market-irrationally-exuberant

http://www.zerohedge.com/article/guest-post-bank-america-how-much-should-bond-holders-be-haircut-restore-solvency

http://www.safehaven.com/article-3766.htm