Can Anyone Catch Nokia?
The Big Picture
OCTOBER 26, 2022
Today’s edition of “ Nobody Knows Anything ” is about a once-dominant mobile phone maker. Exactly 15 years ago, Forbes’s new cover story lauded Olli-Pekka Kallasvuo, Nokia’s CEO.
October, 2022
363 
You weren’t supposed to see that
The Reformed Broker
OCTOBER 3, 2022
I’m going to tell you a quick story in the order in which it happened. You were there. You will be familiar with the sequence of these events. But you may not have reached the shocking conclusion that I have. At least not yet.
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Auto Repossessions Are on the Rise, As People Walk Away From Car Loans
Mish Talk
OCTOBER 25, 2022
Consumer Finance Protection Bureau (CFPB) Chart. The CFPB is Examining the Potential Credit Impact of High Vehicle Costs for Consumers.
Personal finance links: assigning blame
Abnormal Returns
OCTOBER 12, 2022
Work There is a difference between avoiding failure and achieving success. bankeronfire.com) Companies are not looking out for your financial needs. tonyisola.com) Ambition comes with a price. radreads.co) Investing Under what circumstances should you tweak an off-the-shelf portfolio?
How Automation Can Streamline Your Month-End Close Process
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Start the new year with powerful automation for your month-end close and reconciliation process. See how automation can change the trajectory of the close, buy back time, instill more confidence in the results, eliminate administrative headaches and be audit ready.
Why The Value Of A Roth Conversion Is Calculated Using (True) Marginal Tax Rates
Nerd's Eye View
OCTOBER 26, 2022
Roth conversions are, in essence, a way to pay income taxes on pre-tax retirement funds in exchange for future tax-free growth and withdrawals.
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Collapse in Prospective Home Buyer Traffic
The Big Picture
OCTOBER 18, 2022
At the beginning of each quarter, I prepare a short but in-depth conference call for RWM clients. The team & I put together the most revealing and informative slides. In that half hour, I blow through ~40 slides that capture and explain what is going on.
The Investor Opportunity Index hits a two-year high
The Reformed Broker
OCTOBER 3, 2022
Every bear market has these two things in common: They end Expected returns go up The first thing is self-explanatory. The second thing should be obvious but from my talks with thousands of investors over the years, I have found that it is most certainly not intuitive to most people.
California Accuses Valero of Oil Price Gouging, Valero's Response is Amusing
Mish Talk
OCTOBER 8, 2022
Chart by California Energy Commission, annotations by Mish. California Energy Commission Goes After Valero Please note CEC Chair David Hochschild Responds to Recent Gasoline Price Spikes. "As
Monday links: old finance articles
Abnormal Returns
OCTOBER 31, 2022
Small caps Small caps are outperforming of late. allstarcharts.com) And valuations are still attractive. gmo.com) Strategy The past two years help show the agony and ecstasy of stock picking.
Book of Secrets for the Month-End Close
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Developing a consistent month-end close doesn’t need to be a mystery. We’re sharing our top 10 secrets (plus one bonus!) for streamlining your close.
The Latest In Financial #AdvisorTech (October 2022)
Nerd's Eye View
OCTOBER 3, 2022
Welcome to the October 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
The Best Places to Invest Cash Right Now (Video)
Pragmatic Capitalism
OCTOBER 20, 2022
In this new episode of Three Minute Money I discuss some of the best options for investing cash right now. A lot of banks are still offering 0% and the [ …
AI Steve Jobs interviewed by AI Joe Rogan
The Big Picture
OCTOBER 16, 2022
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.
This Week on TRB
The Reformed Broker
OCTOBER 8, 2022
Thanks for checking out piece from last Sunday “You weren’t supposed to see that” – it went crazy viral all over the place. I can’t believe how much feedback came in.
Top 7 Global Employment Challenges
Advertiser: G-P
Global expansion brings many opportunities for companies. However, there are pitfalls along the way that can slow down progress. In this eBook, we look at the 7 key challenges to global growth, and ways to minimize expansion headaches.
Former Fed Chair Ben Bernanke Wins Nobel Prize For Wrecking the Economy
Mish Talk
OCTOBER 10, 2022
The BBC reports Ben Bernanke, Former US Federal Reserve Chief, Wins Nobel Prize. Ben Bernanke, who led the US central bank during the 2008 financial crisis, is one of three recipients of this year's Nobel prize in economics.
Research links: cutting drawdowns
Abnormal Returns
OCTOBER 18, 2022
Research Are index funds to blame for the lack of investment in oil and gas production? ft.com) On the relationship between asset growth and lottery stock status. alphaarchitect.com) The problem with growth: persistence is fleeting.
#FA Success Ep 301: Guiding Clients To Design Their Rich Life With A Focus On Spending Dials Not Goals, With Ramit Sethi
Nerd's Eye View
OCTOBER 4, 2022
Welcome back to the 301st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ramit Sethi.
TD Interview: Inflation and Future Credit Risk
Pragmatic Capitalism
OCTOBER 14, 2022
Here’s my interview with Oliver Renick and TD from yesterday. I brought my sledge hammer with me to demonstrate how Fed policy is currently operating. I also go into detail [ …
Quick Guide to Digital Lending for Regional & Community Banks
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Ever wonder how some regional and community banks are able to outperform their larger rivals? One of the biggest keys to this success lies in digital transformation. In fact, digital lending technologies are helping banks make the transition faster so they can compete more effectively. Read this eBook to learn how to use lending technology to transform your bank’s outcomes, too!
History of Black Monday
The Big Picture
OCTOBER 10, 2022
Imagine the impact of markets losing a ~quarter of their value in one trading session. That was what happened 35 years ago today: October 13 th , Black Monday a/k/a the 1987 crash. If you are a relatively young investor, you may be unfamiliar with what happened that day or why.
This Week on TRB
The Reformed Broker
OCTOBER 15, 2022
Hey guys, didn’t get a chance to do any writing this week but we did two really good shows on the YouTube / podcast front I wanted to make sure you don’t miss… And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. .
Pending Home Sales Slump 31 Percent From Year Ago, 10.2 Percent in September
Mish Talk
OCTOBER 29, 2022
Pending home sales chart courtesy of Trading Economics. Understanding Pending Sales New homes are reported at contract closing. Existing home sales are reported at closing. Pending sales represent contracts signed but not closed.
Monday links: bond market losses
Abnormal Returns
OCTOBER 24, 2022
Strategy How much has indexing saved investors in fees? evidenceinvestor.com) Some investors may not understand when they take on leverage. rogersplanning.blogspot.com) Companies Brad Gerstner on how to turn Meta's ($META) stock around.
Global Hiring Guide: Top Emerging Fintech Hubs
Advertiser: G-P
The fintech industry is growing exponentially. Companies can find the talent they need in top emerging fintech hubs around the world. Highly skilled global candidates are available to hire — companies just need to know where to look for them.
Weekend Reading For Financial Planners (Oct 15-16)
Nerd's Eye View
OCTOBER 14, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the Cost Of Living Adjustment (COLA) for Social Security beneficiaries will be 8.7% for 2023, the largest COLA since 1981.
What a Stock Market Bottom Looks Like
A Wealth of Common Sense
OCTOBER 16, 2022
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.
Groping for a Bottom
The Big Picture
OCTOBER 14, 2022
There’s nothing like confusing market action to send people into narrative creation overdrive. Yesterday’s 2% collapse on hotter-than-expected CPI data, followed by ~5% recovery to finish the day up more than 2% is a perfect example of random market action begetting endless explanations.
Help me feed a few thousand families this Thanksgiving
The Reformed Broker
OCTOBER 31, 2022
Here’s the deal – during the pandemic I wanted to do a book signing for the fans when we released How I Invest My Money. Obviously, travel and meet and greets weren’t going to happen, so we had to improvise.
The HR Compliance Playbook: How to Improve Speed-to-Hire
Advertiser: G-P
Every global growth to-do list should begin with compliance. Navigating international jurisdictions can be complex and time-consuming, but with solid, up-to-date compliance procedures, companies can maximize efficiency, speed-to-hire, and mitigate risks.
An Inflationary Quagmire of US and EU Climate Change Hypocrisy
Mish Talk
OCTOBER 10, 2022
The Wall Street Journal squarely hits the nail with its assessment: The U.S. and its allies undermine their own interests with little environmental payoff. Please consider The Quagmire of Climate-Change Diplomacy That's a copy-free link with a few snips below.
Podcast links: boosting downloads
Abnormal Returns
OCTOBER 1, 2022
The biz Podcasters are not above using tricks to boost downloads. bloomberg.com) Why the podcasting world seems so tired these days. garbageday.email) Business Barry Ritholtz talks with Steve Case about his career at AOL and investing in startups today.
Automated Tax-Loss Harvesting Technology: Is The Value Overstated?
Nerd's Eye View
OCTOBER 5, 2022
In recent years, numerous software solutions have sprung up that aim to automate the process of tax-loss harvesting.
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