The use of variable income employment plans for individual bank representatives in many cases puts them into conflict of interest situations and incentivizes fraud.
The pharmacist, who now can write and fill prescriptions in the absence of a doctor’s prescription in Ontario, refused my request for Paxlovid as soon as she heard the word kidney. I now require the family doctor to review my medical records. The problem is my 2024 records alone could fill a book. I decided to pull the Paxlovid request and watch the F-1 race and Bills game on TV before returning to bed. I don’t want to make things worse than they are.
“Using the proper calculations, the market is pricing an 18bps rate movement (either direction) on the days immediately after the election. This is the largest Event Day I can recall over my career.”
“Markets have radically shifted this month. For that reason I am offering my thoughts, usually reserved for http://dampedspring.com clients, free here. It describes the fed dilemma and does a deep dive on valuations and breadth and potential for equity appreciation”
“Shifts in growth, inflation, risk premium and positioning all lead to opportunities in markets”
5-1 Leafs after 2. Best for me is the intermission interview with Mats Sundin, who is my all-time favorite NHL player.
when Mats was in his second year in the league, he had been traded to Toronto. During a break for all-star week, Mats joined two other Leafs in a visit to the Bahamas. I was at the Zoo nightclub when I ran into one of the Leafs who invited me to their table for drinks. Mats was so well-spoken and humble. He looked 16 but was probably 20. It didn’t take long to see him become a super-star.
A few days later, same place, I ran into Tie Domi, who also played for the Leafs and a close friend of Sundin. He wanted the dirty on Mats to chirp him when they returned to the team.
I believe his giving away $1 million “prizes” constitutes election interference. While it may not be criminally illegal, I know it is sick. Moreover, for commercial media to give air-time to this stunt is another example of entertainment sells, great for advertising revenue, and to hell with professional journalism.
jimg
October 21, 2024 8:33 am
#42216
Michael Howell, founder & CEO of Crossborder Capital. “He sees good change the liquidity tide could start receding as debt refinancings suck capital from the system”
Debt refinancing ( starts at 12:15 min ) Amount of debt rolled over each year….Capex vs. debt roll was 1:1 in 1980….2:1 in 2000….moving to 4:1, meaning 4 out of 5 financial transactions will involve debt refinancing
Executive Summary: FONOPs fail, US carrier Eisenhower in danger, Houthis rule the Red Sea. Cheap drones and missiles have changed the nature of littoral combat.
Dr. Michael Knights is the Jill and Jay Bernstein Fellow with the Military and Security Program at The Washington Institute for Near East Policy
Shipping splits into ‘parallel universes’ as global trade continues to decoupleDisruptions from global conflicts collide with record-high global trade flows “That’s good news for rates for now…”
March 20, 2024: The Department of Commerce announced that Intel Corporation will receive $8.5 billion in direct funding from the CHIPS and Science Act, in addition to $11 billion in loans.
October 16, 2024:
Intel Corporation will lay off 385 employees at its facility located at 5000 W. Chandler Blvd., Chandler, AZ. The layoffs will occur between December 15, 2024, and December 31, 2024, as indicated in a WARN.
How ridiculous is the College Football Ranking System?
Ignoring the differences between the NCAA college football rankings from the College Football Playoff Committee, Associated Press, and USA Today Coaches Poll, I have a real bone to pick with any of them ranking USC at number 38 this week.
USC has an unimpressive record of 3 wins and 3 losses after Week 7. But look at the losses. In all three games, USC was leading in the 4th quarter.
They lost to last year 217;s CFP champion and top-ten-ranked Michigan but led by four with under a minute left. Michigan scored a necessary TD at the 37-second mark to win by three. It was a heartbreaker.
Against Minnesota, USC led by seven late in the game. With seven minutes to go, Minnesota scored to tie the game and again at the 56-second mark to win it—another heartbreaker.
This weekend, they played #3 ranked Penn State. They led with three minutes remaining, but Penn State scored to send the game into OT. USC missed a TD from a few yards out and then missed a short but winning field goal to let Penn State finally win with a field goal. That was emotionally crushing.
Was the missed overtime FG against #3 -ranked Penn State worth ranking this team so low? They beat #8 -ranked LSU 27-20, Utah State 48-0, and Wisconsin 38-21. With any luck, USC could be 6-0. I certainly don 217;t see them outside a top-12 ranking, but the powers that be have them ranked around #3 8 .
On a positive note, week 7 had many terrific games to watch. The Oregon Ducks 217; win over Ohio State, 32-31, was a classic. Several others were almost as good. My team, Alabama, squeaked by South Carolina, but I admit that I turned it off at halftime after SC scored 12 points in about 90 seconds to close the half down just 14-12. I 217;m surprised Alabama is still ranked #7 . They 217;ll be in tough next week against Tennessee. The game to watch will be #1 Texas vs #5 Georgia. But the team to watch at the end of the season will be Oregon. I think they will be undefeated.
I asked AI, is it possible that Donald Trump suffers from a spectrum disorder called Pervasive Developmental Disorder Not Otherwise Specified (PDD-NOS)?
ChatGPT said:
Pervasive Developmental Disorder Not Otherwise Specified (PDD-NOS) is a diagnosis that was used in the past for individuals who exhibited some, but not all, of the characteristics of autism or other pervasive developmental disorders. It is part of what is often referred to as the autism spectrum, involving challenges with communication, social interaction, and repetitive behaviors.
As for whether Donald Trump could have PDD-NOS or any other spectrum disorder, it is important to be cautious. Diagnosing a public figure from afar, especially without access to their medical history or detailed behavioral assessments, is problematic and highly speculative. Medical or psychological diagnoses require extensive clinical evaluation by professionals and should not be made based on public behavior alone.
However, some of Trump’s observed behaviors have led to various public discussions about whether he could have characteristics commonly associated with certain neurodevelopmental conditions, such as:
Social Interaction Differences: Trump has been noted for displaying atypical social behaviors, such as difficulty accepting feedback, seeming to lack empathy, and being highly focused on certain goals or ideas.
Communication Style: His communication is often repetitive and direct and may not always align with expected norms of diplomacy or nuance.
Rigidity in Thinking: He has been seen as sticking strongly to certain opinions or beliefs despite evidence to the contrary, which could be interpreted as a sign of cognitive rigidity, sometimes associated with spectrum disorders.
Perplexity said:
The possibility of Donald Trump having a spectrum disorder such as Pervasive Developmental Disorder Not Otherwise Specified (PDD-NOS) is a topic that has generated speculation but lacks substantive evidence.
Understanding PDD-NOS
Definition and Historical Context
PDD-NOS was previously classified under the autism spectrum in the DSM-IV, characterized by social interaction difficulties, communication issues, and repetitive behaviors. However, it was absorbed into the broader category of Autism Spectrum Disorder (ASD) in the DSM-5, which was published in 2013. As such, PDD-NOS is no longer an official diagnosis14.
Speculation Regarding Donald Trump’s Behavior
Public Perception and Analysis
Some observers have analyzed Trump’s behavior through various psychological lenses, noting traits that could be interpreted as aligning with certain personality disorders, including narcissistic personality disorder. These analyses often focus on his communication style and social interactions rather than diagnosing him with autism or any related disorders23.
Moreover, while some individuals speculate about Trump’s mental health, including potential autism spectrum traits, credible sources emphasize that such claims are largely unfounded. There has been no formal evaluation or diagnosis from qualified professionals regarding Trump having autism or PDD-NOS. Instead, discussions often revolve around his personality traits and behaviors observed in public settings35.
Conclusion
In summary, while discussions about Donald Trump’s psychological profile often surface in media and public discourse, there is no credible evidence to support the claim that he suffers from PDD-NOS or any other autism spectrum disorder. The diagnostic criteria for autism have evolved significantly, and any assertions about Trump’s mental health should be approached with caution and grounded in professional evaluation rather than speculation.
I have never considered Donald Trump a fit and proper presidential candidate, and I have given my reasons. However, in my view, Trump’s behavior increasingly shows signs of illness and possible breakdown. He should be seeking help, not power.
“Over the last few decades, the Fed has conditioned investors to believe they can take as much risk as they want, knowing that when the chips are down, they’ll step in and do whatever it takes to save the financial system and preserve asset markets and the status quo”
From a person who was the top banking regulator for 4 years:
Yellen Says Fraud is Huge, Growing Problem in Banking System
https://archive.is/PkXXx#selection-1331.0-1331.60
Offense Group: financial offenses
Penalty Total since 2000: $312,991,911,766
Number of Penalty Records: 11,378
https://violationtracker.goodjobsfirst.org/summary?offense_group_sum=financial%20offenses
The use of variable income employment plans for individual bank representatives in many cases puts them into conflict of interest situations and incentivizes fraud.
Canada’s Small Business Nightmare: Trudeau’s Anti-Growth Agenda Chokes the Life Out of Local Economies
https://x.com/DanKnightMMA/status/1850892293710008746?t=e6iDuce1t4L1rZSjif7w5g&s=19
The pharmacist, who now can write and fill prescriptions in the absence of a doctor’s prescription in Ontario, refused my request for Paxlovid as soon as she heard the word kidney. I now require the family doctor to review my medical records. The problem is my 2024 records alone could fill a book. I decided to pull the Paxlovid request and watch the F-1 race and Bills game on TV before returning to bed. I don’t want to make things worse than they are.
The second time around with Covid-19 is not any easier.
Raytheon said “there was 700 components in the military industrial supply chain that they had no supplier other than China, so it’s like borrowing money from China to make stuff made in China that you need to protect yourself from China. It’s just not a good business plan.”
https://acquirersmultiple.com/2024/10/value-after-hours-s06-e38-aircraft-hangars-mineral-royalties-and-gold-with-investor-mike-meixler/
Doomberg: “understanding the complexities of the emerging multipolar world, the role of AI, and the geopolitical shifts in the global landscape”
https://podcasts.apple.com/us/podcast/doomberg-chips-china-power-plays-the-big-bets-on/id1463123745?i=1000674487130
https://www.youtube.com/watch?v=VTVTwBLsmw8&list=PLUyHcJv9WQ9Emw4YeKL-6E3gpamF-R1JO&index=1
Regular contacts between world’s richest man and America’s chief antagonist raise security concerns; topics include geopolitics, business and personal matters
https://www.wsj.com/world/russia/musk-putin-secret-conversations-37e1c187?st=dEAYng&reflink=desktopwebshare_permalink
“Using the proper calculations, the market is pricing an 18bps rate movement (either direction) on the days immediately after the election. This is the largest Event Day I can recall over my career.”
https://www.convexitymaven.com/wp-content/uploads/2024/10/Convexity-Maven-2024-Election-Special.pdf
@dampedspring
“Markets have radically shifted this month. For that reason I am offering my thoughts, usually reserved for http://dampedspring.com clients, free here. It describes the fed dilemma and does a deep dive on valuations and breadth and potential for equity appreciation”
“Shifts in growth, inflation, risk premium and positioning all lead to opportunities in markets”
https://dampedspring.com/wp-content/uploads/2024/10/Rockytober.pdf
Interview of CEO of NVIDIA, Jensen Huang:
https://www.youtube.com/watch?v=bUrCR4jQQg8
Terrific hockey game on Prime tonight.
Toronto at home to Tampa Bay.
Fast, skilled, and better commentary than the usual Canadian TV.
Thank you Amazon.
5-1 Leafs after 2. Best for me is the intermission interview with Mats Sundin, who is my all-time favorite NHL player.
when Mats was in his second year in the league, he had been traded to Toronto. During a break for all-star week, Mats joined two other Leafs in a visit to the Bahamas. I was at the Zoo nightclub when I ran into one of the Leafs who invited me to their table for drinks. Mats was so well-spoken and humble. He looked 16 but was probably 20. It didn’t take long to see him become a super-star.
A few days later, same place, I ran into Tie Domi, who also played for the Leafs and a close friend of Sundin. He wanted the dirty on Mats to chirp him when they returned to the team.
Elon Musk support for Trump is beyond bizarre.
I believe his giving away $1 million “prizes” constitutes election interference. While it may not be criminally illegal, I know it is sick. Moreover, for commercial media to give air-time to this stunt is another example of entertainment sells, great for advertising revenue, and to hell with professional journalism.
Michael Howell, founder & CEO of Crossborder Capital. “He sees good change the liquidity tide could start receding as debt refinancings suck capital from the system”
Debt refinancing ( starts at 12:15 min ) Amount of debt rolled over each year….Capex vs. debt roll was 1:1 in 1980….2:1 in 2000….moving to 4:1, meaning 4 out of 5 financial transactions will involve debt refinancing
https://www.youtube.com/watch?v=vJRM97Sf9G8
https://podcasts.apple.com/us/podcast/liquidity-drain-to-disrupt-markets-in-2025-michael-howell/id1715910847?i=1000673457140
Insightful. Thanks.
35 Years Later…Retrospective on the 1987 Stock Market Crash
Alpha Exchange
Play
https://podcasts.apple.com/us/podcast/35-years-later-retrospective-on-the-1987-stock-market-crash/id1442284870?i=1000583130542
To all traders, brokers, advisors, and account managers, that was a day we’ll never forget. We learned a new term: in extremis.
It can happen again.
The US election summed up in 30 seconds.
https://www.youtube.com/watch?v=npdIxKZc4DI
Detroit vs. Trump
https://www.wsj.com/politics/elections/trump-harris-detroit-voters-election-2024-cf4a012b?st=FaqKcp&reflink=desktopwebshare_permalink
Executive Summary: FONOPs fail, US carrier Eisenhower in danger, Houthis rule the Red Sea. Cheap drones and missiles have changed the nature of littoral combat.
Dr. Michael Knights is the Jill and Jay Bernstein Fellow with the Military and Security Program at The Washington Institute for Near East Policy
https://ctc.westpoint.edu/a-draw-is-a-win-the-houthis-after-one-year-of-war/
Shipping splits into ‘parallel universes’ as global trade continues to decoupleDisruptions from global conflicts collide with record-high global trade flows
“That’s good news for rates for now…”
https://www.lloydslist.com/LL1151027/Shipping-splits-into-parallel-universes-as-global-trade-continues-to-decouple
Dell: Take a 30% base pay cut, 15.5% expected cut (if target hit), title demotion from Level 2 to Level 1, AND return to the office.
https://Twitter.com/GayBearRes/status/1846332221541454241
March 20, 2024:
The Department of Commerce announced that Intel Corporation will receive $8.5 billion in direct funding from the CHIPS and Science Act, in addition to $11 billion in loans.
October 16, 2024:
Intel Corporation will lay off 385 employees at its facility located at 5000 W. Chandler Blvd., Chandler, AZ. The layoffs will occur between December 15, 2024, and December 31, 2024, as indicated in a WARN.
Sitting on 30 billion in cash right now.
Free plagiarism and AI detectors.
We live in a world where copied articles and posts are prevalent.
These services might be helpful.
How ridiculous is the College Football Ranking System?
Ignoring the differences between the NCAA college football rankings from the College Football Playoff Committee, Associated Press, and USA Today Coaches Poll, I have a real bone to pick with any of them ranking USC at number 38 this week.
USC has an unimpressive record of 3 wins and 3 losses after Week 7. But look at the losses. In all three games, USC was leading in the 4th quarter.
They lost to last year 217;s CFP champion and top-ten-ranked Michigan but led by four with under a minute left. Michigan scored a necessary TD at the 37-second mark to win by three. It was a heartbreaker.
Against Minnesota, USC led by seven late in the game. With seven minutes to go, Minnesota scored to tie the game and again at the 56-second mark to win it—another heartbreaker.
This weekend, they played #3 ranked Penn State. They led with three minutes remaining, but Penn State scored to send the game into OT. USC missed a TD from a few yards out and then missed a short but winning field goal to let Penn State finally win with a field goal. That was emotionally crushing.
Was the missed overtime FG against #3 -ranked Penn State worth ranking this team so low? They beat #8 -ranked LSU 27-20, Utah State 48-0, and Wisconsin 38-21. With any luck, USC could be 6-0. I certainly don 217;t see them outside a top-12 ranking, but the powers that be have them ranked around #3 8 .
On a positive note, week 7 had many terrific games to watch. The Oregon Ducks 217; win over Ohio State, 32-31, was a classic. Several others were almost as good. My team, Alabama, squeaked by South Carolina, but I admit that I turned it off at halftime after SC scored 12 points in about 90 seconds to close the half down just 14-12. I 217;m surprised Alabama is still ranked #7 . They 217;ll be in tough next week against Tennessee. The game to watch will be #1 Texas vs #5 Georgia. But the team to watch at the end of the season will be Oregon. I think they will be undefeated.
I asked AI, is it possible that Donald Trump suffers from a spectrum disorder called Pervasive Developmental Disorder Not Otherwise Specified (PDD-NOS)?
ChatGPT said:
Perplexity said:
I have never considered Donald Trump a fit and proper presidential candidate, and I have given my reasons. However, in my view, Trump’s behavior increasingly shows signs of illness and possible breakdown. He should be seeking help, not power.
Doomberg on geopolitics and energy.
https://youtu.be/TVg8Nc7sZ7E?si=xXUqDqgf3R-oTM70
Omnipotent Federal Reserve?
“Over the last few decades, the Fed has conditioned investors to believe they can take as much risk as they want, knowing that when the chips are down, they’ll step in and do whatever it takes to save the financial system and preserve asset markets and the status quo”
https://x.com/kofinas/status/1844736043129389496
David Rosenberg: “According to the Fed beige book, over half the United States is in recession” ( I call it depression )
Rosenberg is a bull on bonds.
https://www.youtube.com/watch?v=udag19IX77M