The Big Picture

The Impact of Missed Payments and Foreclosures on Credit Scores
Do Sovereign-Bank Interlinkages Affect the Net Cost of a Fiscal Stimulus?
Ex Machina
DHL Global Connectedness Index 2014
MiB: Mark Cuban
10 Weekend Reads
Voting

The Impact of Missed Payments and Foreclosures on Credit Scores

Posted: 09 Nov 2014 02:00 AM PST

Do Sovereign-Bank Interlinkages Affect the Net Cost of a Fiscal Stimulus?

Posted: 09 Nov 2014 02:00 AM PST

Ex Machina

Posted: 08 Nov 2014 05:00 PM PST

To erase the line between man and machine is to obscure the line between men and gods.

Ex Machina, in theaters April 10, 2015. Meet Ava

DHL Global Connectedness Index 2014

Posted: 08 Nov 2014 01:00 PM PST

This is a fascinating dive into data by a large transportation firm:

Dhl Gci 2014 Study Low

Source: DHL

MiB: Mark Cuban

Posted: 08 Nov 2014 06:30 AM PST

Our guest this week is Mark Cuban, owner of Dallas Mavericks, co-founder of Broadcast.com, and regular on ABC’s Shark Tank. This is a fascinating and wide ranging interview with a brilliant and innovative investor. (You will not be disappointed!)

You can listen to the show live here.

After the show broadcasts, you can stream it at Soundcloud (live now) or download the 1 hour 36 minute podcast here or on iTunes (live now).

Yes, all of the prior Podcasts are finally on Apple iTunes.

Next week, we speak with Jack Rivkin, former head of research at Lehman Brothers, Chief Investment Officer at Neuberger Berman, and now CIO at Altegris.

10 Weekend Reads

Posted: 08 Nov 2014 04:00 AM PST

Heckuva week. Settle into your favorite easy chair, pour yourself a hot cup-o-joe, and enjoy our longer form weekend reads:

• Dell's Life After Wall Street (NY Times)
• Tony Robbins, The CEO Whisperer: When no one was looking, Tony Robbins went from infomercial pitchman to C-suite coach. Now captains of industry and finance pay him seven-figures for his wisdom. (Fortune)
• Shareholder Value Maximization: The World’s Dumbest Idea? (CFA Institute)
• Jon Stewart on 16 Years of The Daily Show and His Directorial Debut Rosewater (NY Mag)
• Health Tip: Find Purpose in Life (The Atlantic)
• Dunkin and the Doughnut King: Ted Ngoy overcame poverty and escaped genocide, made a fortune off doughnuts and gambled it all away. Today, Ngoy is back on top — but America's biggest doughnut chain could threaten the hundreds of California shops that are his legacy. (California Sunday)
• The Birth of the Internet Troll (Gizmodo) see also The Creepy New Wave of the Internet (New York Review of Books)
• The Most Fascinating Profile You’ll Ever Read About a Guy and His Boring Startup (Wired)
• Carry That Weight: A glimpse into the life of the seventh-strongest man on the strongman circuit (Grantland) see also Getting Better at Getting Better: How the “performance revolution” came to athletics (New Yorker)
• The Man Who Got America High: He chartered the Rolling Stones and Grateful Dead in private jets, while smuggling planeloads of Pablo Escobar's drugs on the side. (Narratively)