Housing

• Year by year look at single family home builders view of the market Valeo Financial Advisors
• Older families emerged from the housing boom and bust with the largest net increase in mortgage debt St. Louis Fed

Investing

• What’s the difference between investing and speculation? Howard Marks, CFA responds: CFA Institute

U.S. Economy

• Manufacturing in U.S. at highest level since mid-2011 Bloomberg Percentage of all U.S. workers employed in manufacturing sector Chart: FRED
• Compare U.S. recoveries and recessions. Charts include this week’s update to Q4 2012 GDP. Minneapolis Fed
• U.S. consumer confidence index rebounds to 69.6, topping expectations. Moody’s

Etcetera

• Value and volume of U.S. currency in circulation since 1990 San Francisco Fed