Stuff I'm Reading this Morning...

Who Goes to Cash Shows Extent Bonds Will Become Bear Market. (Bloomberg)

Welcome to Year Five of Recovery. (RealTimeEconomics)

As Beijing deliberately slows things down, how much of an economic drag will that be on the rest of earth? (MoneyBeat)

Ritholtz on counter-trend rallies and the prospects for a gold bounce here. (TBP)

How a poorly-timed investment in gold as a "storehouse of wealth" can ruin you. (JoeTaxpayer)

Sarge: "The sudden darling this morning is Europe, particularly the most troubled nations in Europe." (MacroRecon)

The gold-denominated version of David Eimhorn's Greenlight Capital hedge fund is a debacle. (Reuters)

Whoa - did Citibank just freeze cash transfers at its Chinese branches? Gordon Chang says yes. (Forbes)

Central and Eastern Europe beginning to emerge amid continent-wide gloom. (Reuters)