Sun.Oct 16, 2022

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AI Steve Jobs interviewed by AI Joe Rogan

The Big Picture

This is pretty mind-blowing: a podcast that is entirely generated by artificial intelligence where Joe Rogan interviews Steve Jobs. One of the most important women in Apple’s history never worked for Apple Margot Comstock took her winnings from a TV game show and bought a computer. It led to a magazine, which turned into a major hub for the nascent community of developers and fans of one of the most important computers in history.

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Top clicks this week on Abnormal Returns

Abnormal Returns

Top clicks this week How millionaires invest. (alphaarchitect.com) The all-weather portfolio has not fared well in 2022. (blog.validea.com) Jason Zweig, "Try to watch a tree growing, and you see nothing; yet it is growing all the same. It can send out new branches and green foliage for several human lifetimes. Prune it back properly, and you make it stronger.

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What a Stock Market Bottom Looks Like

A Wealth of Common Sense

There’s an old saying that they don’t ring a bell for you at the top. I know this to be true because investors spent more than 10 years during the bull market of the 2010s calling everything they saw a top. The regime changes are rarely obvious until after the fact. The same is true when trying to call a bottom during a bear market. They don’t announce these things over a PA for everyone to hear.

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[cdata[ A Bit of Good News About 2023 Medicare Costs ]]

oXYGen Financial

![CDATA[ Medicare Open Enrollment begins on October 15 and runs through December 7. The Centers for Medicare and Medicaid Services recently announced Medicare Part A and B costs for 2023. Medicare costs generally rise from year to year. While some costs are increasing again in 2023, you may be pleasantly surprised to learn that some costs are actually going down.

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Register Now: Sneak Peek Into Close Automation SkyStem Web Demo

Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

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10 Markets That Will Reach a Five-Year Peak for Apartment Deliveries in 2022

Wealth Management

Which U.S. cities have ramped up their new apartment deliveries over the past few years?

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20 Inexpensive Thank You Gift Ideas For Any Budget

Clever Girl Finance

This article on inexpensive thank you gift ideas contains affiliate links from Amazon. As an Amazon Associate, we earn from qualifying purchases which help us grow Clever Girl Finance! Please see our disclosures for more information. Ever wanted to tell someone thank you with more than just your words but didn’t want to break the bank to do so? This is where inexpensive thank you gift ideas come in!

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Top posts from 2022’s third quarter

Investment Writing

Check out my top posts from the third quarter! They’re a mix of practical tips on spelling (#1, #2, #4), grammar (#3), and writing (#5). My posts that attracted the most views during 2022’s first quarter: When to capitalize prepositions in titles. Ok, not okay. Use a comma between consecutive adjectives? MISTAKE MONDAY for August 29: Can YOU spot what’s wrong?

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Fundamental Analysis of TVS Motor – Moat, Future Plans & More

Trade Brains

Fundamental Analysis Of TVS Motor: Auto industry’s woes started even before Covid-19 hit. The autocycle was already struggling, and then the pandemic struck. This pushed the whole Indian automobile and auto ancillary industry further towards the cliff. But throughout this downturn, a few auto & auto-ancillary companies kept growing. In this article, we will attempt to perform a fundamental analysis of one such auto company: TVS Motor Company Ltd.

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Sunday Night Futures

Calculated Risk

Weekend: • Schedule for Week of October 16, 2022 Monday: • At 8:30 AM ET, The New York Fed Empire State manufacturing survey for October. The consensus is for a reading of -4.0, down from -1.5. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are up 15 and DOW futures are up 110 (fair value). Oil prices were down over the last week with WTI futures at $86.18 per barrel and Brent at $92.32 per barrel.

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2024 Lending Outlook: Innovations and Evolutions in the Financial Sector

As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.

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Sunday links: greed and ambition

Abnormal Returns

60/40 portfolios The 60/40 portfolio is having its worse returns in a century. (marketwatch.com) Why investors should pay more attention the 40 in a 60/40 portfolio. (rogersplanning.blogspot.com) Strategy How market bottoms are made. (ritholtz.com) Why you shouldn't make big changes to your portfolio based on economics. (humbledollar.com) Will they, won't they, Fed predictions don't help investors one bit.

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Monthly Mortgage Payments Up Record Year-over-year

Calculated Risk

Today, in the Calculated Risk Real Estate Newsletter: Monthly Mortgage Payments Up Record Year-over-year Excerpt: The following graph shows the year-over-year change in principal & interest (P&I) assuming a fixed loan amount since 1977. Currently P&I is up about 59% year-over-year for a fixed amount (this doesn’t take into account the change in house prices).

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10 Sunday Reads

The Big Picture

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • How Election Lies Took Over the Republican Ticket Nationwide : Hundreds of Republican midterm candidates have questioned or spread misinformation about the 2020 election. Together they represent a growing consensus in the Republican Party, and a potential threat to American democracy. ( New York Times ). • Crypto Hackers Set for Record Year After Looting Over $3 Billion : Consultancy Chainalysis has detec