Pre-Marketing: Silicon Valley’s welcome irrationality

* Tea leaves: Healthcare investors are betting on Obama

* Structured by cows: Confusion in credit rating court case

* Louis Charbonneau: Iran’s plan to skirt banking sanctions

* Sarah Lacy: David Sacks’ argument is rational, but Silicon Valley isn’t

* Morning Call: U.S. Futures point higher, European shares bounce and the Nikkei retreats.

* Mark Cuban: Which USA do you work in?

* Dylan Byers: Niall Ferguson’s pathetic defense

* Scott Malpass: Why Notre Dame invests in private equity

* Deloitte: How gamification is reshaping businesses

* Today in insider trading: Hedge funder Whitman found guilty

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* Alex Banayan:  20 life-changing realizations from the world’s youngest VC