The Big Picture

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• Asset Trading and Valuation with Uncertain Exposure
• How New Yorker Cartoons Get Chosen
• 10 Monday PM Reads
• Fed “Stress Test” Results
• High Flying Tech Stocks Come Back to Earth
• 10 Monday AM Reads
• Things I Don’t Care About On This Miserable Monday

Asset Trading and Valuation with Uncertain Exposure Posted: 25 Mar 2014 02:00 AM PDT

How New Yorker Cartoons Get Chosen Posted: 24 Mar 2014 04:30 PM PDT New Yorker cartoon editor Bob Mankoff lets 60 Minutes cameras into the weekly process of picking the magazine's famous cartoons 60 Minutes ~~~ Morley Safer's favorite New Yorker cartoons Morley Safer picks some of his favorite cartoons from his 60-odd years as a reader of The New Yorker magazine

10 Monday PM Reads Posted: 24 Mar 2014 02:30 PM PDT My afternoon train reading • Jeremy Grantham: The Fed is killing the recovery (Fortune) • Luck and Skill Untangled: The Science of Success (Wired) • Shiller: The Global Economy's Tale Risks (Project Syndicate) • The article that got Doug Kass banned from FinTV: CNBC cheerleaders (NY Post) • History of Money (Millenial Invest) • Author Elizabeth Kolbert talks to Ezra Klein about a possible sixth mass extinction (Vox) • Wind Industry's New Technologies Are Helping It Compete on Price (NY Times) • NYC Is America’s Dirtiest City, Says Magazine That Belongs In The Trash (Gothamist) • Meet Cloak, the 'antisocial' network that helps you avoid people (The Style Blog) • Jackson Brings Sun Tzu With Nietzsche for Knicks Melo Drama (Bloomberg) What are you reading?     Levels of Income Inequality as Measured by the Gini Coefficient & S90/S10 Ratio Source: Barclays

Fed “Stress Test” Results Posted: 24 Mar 2014 11:30 AM PDT Zion’s Bank — really? Fed “Stress Test” Results Source: WSJ

High Flying Tech Stocks Come Back to Earth Posted: 24 Mar 2014 10:57 AM PDT Fall from recent highs Source: RWM   Some of the most prominent names in technology are getting shellacked today. These companies got way ahead of themselves and now they are, well, to be polite, let's just call it "retrenching," as they give up a large percentage of their gains. I don’t think that Twitter Inc., LinkedIn Corp., Netflix Inc. or Tesla Motors Inc. are the force that has been driving the market higher — but they certainly garner an enormous amount of attention from the trading public and financial press. Continues here

10 Monday AM Reads Posted: 24 Mar 2014 07:15 AM PDT These reads will ease you back into your work week. • Did Yellen intend to tighten policy last week? (Gavyn Davies) see also Investors Fret as Prospect of Rate Rise Gets Closer (MoneyBeat) • Go Active for Bonds, but Index Your Stocks (Barron's) • Yes, Biotech is a Bubble. SFW. (Reformed Broker) •  Kass: Tips from Coach Valvano; Nikkei Is a Dud (The Street) continues here

Things I Don’t Care About On This Miserable Monday Posted: 24 Mar 2014 05:46 AM PDT It's a cold and miserable Monday in what was supposed to be Spring. Winter was supposed to have ended lat week, but it refuses to depart peaceably. March (along with January and February) came in like a Lion, and should be going out like a Lamb. Instead, it has us in its icy death grip. I don't know about you, but I am sick of it. I am going to use the nasty weather as an excuse to vent my spleen. What follows is a list of things I simply don't care about. Far be it for me to tell you how to prioritize your life, but I suspect you will be better off if you stop caring about these things as well. Battling Billionaires:  Yes, yes, you keep telling me it makes for "great television," but I simply do not care about the feud that this 80 year old billionaire has with that 60 year old billionaire. I don't care about their divorces, ex-wives, art collections, SEC troubles, yachts, or gay lovers on the side. It is none of my business, and to be blunt, none of yours either. Yes, I know the media has 24 hours a day to fill, and this helps meet that impossible target, but I simply cannot believe there is noting of greater import going on in the world. continues here

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