Sat.Oct 14, 2023

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Saturday links: elevated uncertainty

Abnormal Returns

Transport How to make cars safer for pedestrians. (bbc.com) Stockholm has banned petrol and diesel vehicles from the city center. (semafor.com) How AI is finding its way into the cockpit. (newatlas.com) Electric garbage trucks? Yes, please. (thecooldown.com) Offshore wind The world’s largest floating offshore wind farm is now operational. (thecooldown.com) Offshore wind has a cost problem.

Food 289
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MiB: Graeme Forster, Orbis Investments

The Big Picture

 This week, we speak with Graeme Forster, a director at Orbis Investments Ltd., which has $34 billion in assets under management. Graeme joined Orbis in 2007 and is responsible for international equity and optimal strategies. Orbis has a unique corporate structure, owned by a not-for-profit foundation as the result of the original founder gifting its value towards philanthropy (similar to Rolex and The Guardian).

Investing 183
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Tools that Want to Be Our Masters

The Irrelevant Investor

I still use Twitter on a daily basis, but I can’t remember the last time I tweeted something that wasn’t a link to either something I said or something I wrote. Twitter was an incredible tool for me personally and professionally. I found the person I wanted to work for, found some of my best friends in the world, and used it to create an audience that has given me way more than I’ve given to them.

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10 Weekend Reads

The Big Picture

The weekend is here! Pour yourself a mug of coffee, grab a seat by the window, and get ready for our longer-form weekend reads: • In the War Against Russia, Some Ukrainians Carry AK-47s. Andrey Liscovich Carries a Shopping List : Kyiv enlisted a Silicon Valley insider to rush consumer-grade tech onto the battlefield. He’s giving a demo of the future of war: the military-retail complex. ( Wired ) • The Wager That Betting Can Change the World : A coterie of tech insiders believe that “prediction

Retail 163
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Fall In Love With the Month-End Close

It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.

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These Are the Goods

The Irrelevant Investor

Articles I am not looking for trouble, but now trouble has reared its ugly head. (By Howard Lindzon) Over the past few years, A24 has pushed the borders of its empire (By Mario Gabriele) He who makes the most memories wins. (By Jared Dillian) Put portfolio concerns aside today (By Josh Brown) It’s insane how far SBF got while not giving a s**t about anything.

Portfolio 109

More Trending

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Best Stock Market Books in Hindi – Must Reads For Financial Knowledge

Trade Brains

Best Stock Market Books in Hindi : All beginners enter the stock market intending to make huge profits from the stock market. But do all the newbies with this aim succeed? You will understand it more clearly with this example. What happens if you jump into the water without knowing how to swim? You will sink in the water. Similarly, if you just put your money into the stock market without any research, then you will surely end up with losses.

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Weaponized Migration And Its Implications For Investors

Advisor Perspectives

Savvy investors are aware that geopolitical tensions and uncertainty can significantly influence the financial markets.

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Schedule for Week of October 15, 2023

Calculated Risk

The key economic reports this week are September Retail Sales, Housing Starts and Existing Home sales. For manufacturing, September Industrial Production, and the October New York and Philly Fed surveys will be released this week. -- Monday, October 16th -- 8:30 AM ET: The New York Fed Empire State manufacturing survey for October. The consensus is for a reading of -1.5, down from 1.9. -- Tuesday, October 17th -- 8:30 AM ET: Retail sales for September will be released.

Retail 64
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The Hidden Costs of Investing: The Tax Iceberg

Advisor Perspectives

Most investors are aware of certain taxes on their investments, such as on dividends, interest and capital gains. But those are just the tip of the iceberg.

Taxes 59
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Next-Level Fraud Prevention: Strategies for Today’s Threat Landscape

Speaker: Sierre Lindgren

Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.

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Real Estate Newsletter Articles this Week: Current State of the Housing Market

Calculated Risk

At the Calculated Risk Real Estate Newsletter this week: • Part 1: Current State of the Housing Market; Overview for mid-October • Part 2: Current State of the Housing Market; Overview for mid-October • 3rd Look at Local Housing Markets in September • 2nd Look at Local Housing Markets in September This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.

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Fourth Quarter Equity Outlook: Mixed Messages

Advisor Perspectives

As the second quarter came to a close, the Fed’s elusive soft landing appeared to be within reach. However, inflation resurfaced during the third quarter, substantially complicating the near-term economic outlook.

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[cdata[ Crafting a Comfortable Tomorrow: Strategies to Boost Your Retirement Account ]]

oXYGen Financial

![CDATA[ In today's dynamic economic landscape, securing a stress-free and secure retirement is a concern many share. As people traverse life's diverse phases, establishing a robust retirement account becomes increasingly pivotal. Individuals can ensure financial tranquility in their golden years by applying strategic measures and informed decisions.

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Amazon, Exxon Hydrogen Hubs Get Slice of $7 Billion US Funds

Advisor Perspectives

Hydrogen projects involving Amazon.com Inc., Exxon Mobil Corp. and Air Products and Chemicals Inc. are among those receiving portions of $7 billion in US funding meant to make the country a leader in the controversial fuel.

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Profit in the Details: Rethinking Spend for Monumental Impact

Speaker: Aaron Berson

Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g

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[cdata[ Finding Financial Hope: Lending Models Outside the Credit Box ]]

oXYGen Financial

![CDATA[ In the vast universe of finance, a star often burns brighter for many - the prospect of business loans with no credit check. At a time when the traditional lending system hinges heavily on credit scores and past financial behaviors, alternative lending models now beckon with hope for many entrepreneurs and small business owners. This article journeys into the world of these unconventional.

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Amazon Prime Day Flashes Warning for Retailers

Advisor Perspectives

Amazon.com Inc. crowed over this week’s Prime Day sales, boasting that the two-day discount promotion “outpaced” last year’s event. Such a flashy description suggests the unofficial kickoff to the holiday season has set up the broader retail industry for a bright few months.

Retail 52
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A Return To The EU’s Old Ways

Advisor Perspectives

Reverting to old fiscal rules will create a strong economic headwind for Europe.

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Fourth Quarter Equity Outlook

Advisor Perspectives

As the second quarter came to a close, the Fed’s elusive soft landing appeared to be within reach. However, inflation resurfaced during the third quarter, substantially complicating the near-term economic outlook.

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Less Stress, More Success: Accounting Best Practices & Processes for 2025

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

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The Big Cycle 2

Advisor Perspectives

When your system, whatever it may be, is working extremely well, we used to say it’s “firing on all 8 cylinders.” What does that mean?

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Electric Vehicles Are Future of Automotive Industry

Advisor Perspectives

Among U.S.-based original equipment manufacturers (OEMs), Tesla (NASDAQ: TSLA) has a sizable, significantly profitable lead over the “big three” in the electric vehicle space, but on a global basis, the industry is evolving and close to a major inflection point.

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Diversify Into Active Foreign Equities With TOUS

Advisor Perspectives

Is now the time to add an active foreign equities allocation? Investors have likely already considered a case to diversify domestic-heavy portfolios with international equities.