Investments
Contrarian Play: Long The Most-Shorted Austrian Stock

The fifth Contrarian Investor Virtual Conference is in the books, and one of the presenters was Christian Putz of ARR Investments. He presented his long thesis for S&T, which is the most-shorted stock in the Austrian market. Q3 2020 hedge fund letters, conferences and more What’s there to like about S&T? Putz explained that the […]
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Read MoreWill Prescription Drug Transparency Really Reduce Cost?

A new Trump administration rule would require insurance companies to give customers their out-of-pocket costs for prescription drugs and disclose to the public the negotiated prices they pay for the drugs. The Biden administration is expected to keep the new price disclosure rule for health plans. Q3 2020 hedge fund letters, conferences and more Prescription […]
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Read MoreEmployers to Face Rising Minimum Wages On January 1

Employers to Face Rising Minimum Wages On January 1, Despite Continued COVID-19 Struggles Q3 2020 hedge fund letters, conferences and more More than 80 jurisdictions are poised to raise their minimum wages in 2021. 25 States Plan To Raise Their Minimum Wages Washington, D.C. (Dec. 18, 2020)— Today, the Employment Policies Institute released a new […]
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Read MoreDavis: Overturning Iowa’s 2nd District Would Set a Terrible Precedent

Washington, DC – Committee on House Administration Ranking Member Rodney Davis (IL-13) today warned that the House overturning Iowa’s 2nd Congressional District would set a terrible precedent after the Democrat candidate chose not to exhaust all of her legal options within the State of Iowa. Davis urged his colleagues not to repeat the federal contest in 1985 […]
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Read MoreThe future of frequent flyer travel rewards in a COVID-19 vaccinated world

Using miles for travel has been all but impossible for most of 2020. But vaccines will gradually open up options and opportunities for savvy travellers and businesses along the way, writes Marc Terrano. Q3 2020 hedge fund letters, conferences and more The travel industry has reason to be quietly optimistic about the future as we […]
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Read MoreValuing Paypal Holdings Inc (PYPL) With Elliot Turner

During his recent interview with Tobias, Elliot Turner, Managing Partner at RGA Investment Advisors and Twitter guru discussed Valuing Paypal Holdings Inc (NASDAQ:PYPL). Here’s an excerpt from the interview: Q3 2020 hedge fund letters, conferences and more Valuing Paypal Holdings Tobias: Right. I want to change gears a little bit because we’re going to run out […]
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Read MoreU.S. adds more Chinese firms to Commerce Dept. blacklist

The U.S. is reportedly planning to blacklist dozens of Chinese companies in what’s seen as one of President Donald Trump’s final moves to cement his legacy as being tough on China. Sources told Reuters that the Commerce Department is planning to add about 80 more companies to its trade blacklist, and almost all of them […]
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Read MoreIvy Re sidecar helps Global Atlantic on $8.5bn reinsurance deal with Unum
United States life, retirement and annuities insurance and reinsurance company Global Atlantic continues to deploy capital from its co-investment vehicle named Ivy, which operates like a sidecar structure, with the structure participating in an $8.5 billion reinsurance transaction with Unum Group. The reinsurance transaction featured a closed block of seasoned individual disability income business backed…
Read More2020 Kyushu rain/flood & Japan typhoon Haishen losses near US $1.7bn
According to the General Insurance Association of Japan (GIAJ) insurance market losses from the July 2020 heavy rainfall event that caused widespread impacts and flooding in Kyushu and typhoon Haishen in September add up to around US $1.7 billion. The heavy rainfall event caused widespread impacts from flooding after record-breaking rainfall struck the prefectures of…
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