Sat.Oct 14, 2023

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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).

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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.

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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

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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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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste

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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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Understanding the Rise in Bond Yields: Implications and Opportunities for Investors

Advisor Perspectives

The spike in bond yields presents an opportunity for fixed income investors to earn capital gains and diversify portfolios.

More Trending

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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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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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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.

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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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Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management

Speaker: Claire Grosjean, Global Finance & Operations Executive

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.

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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[ 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, 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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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.

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What Your Financial Statements Are Telling You—And How to Listen!

Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.

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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.

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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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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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How to Avoid Pitfalls In Automation: Keep Humans In the Loop

Speaker: Erroll Amacker

Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.

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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.