Investments
Dividend Income Summary: Bert’s November 2020 Summary
We are rounding third on 2020 and heading home. It is crazy to me that we are in the final month of the year. Where has time gone? With another month in the books, it is time for our favorite activity. Each month, we summarize our dividend income results and see how we have progressed…
Read More$9M MSLP Loan Went To Firm Tied To Convicted Felon
Report: $9M Main Street Lending Program (MSLP) Loan Went To Firm Tied To Convicted Felon Who Was Sentenced to Prison For Tax Fraud 3 Weeks Later Q3 2020 hedge fund letters, conferences and more Convicted Tax Felon Gets Away With A $9M MSLP Loan WASHINGTON, D.C. – New reporting by the Kansas City Star reveals that a $9 million taxpayer-backed Main […]
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Read MoreLockton Re integrates Tremor’s marketplace tech for reinsurance placement
Lockton Re, the reinsurance business of the privately held independent global broking giant, has integrated reinsurance marketplace functionality from Tremor Technologies as part of its client offering. Lockton Re has partnered with Tremor Technologies to deliver modern reinsurance trading capabilities to its clients. The functionality has been integrated into Lockton Re’s SAGETM platform, giving it…
Read MoreIt’s the Irrationality of Mispricing That Makes Long-Term Returns So Predictable
The Buy-and-Holders see me as their enemy. I advocate market timing. They hate it. So they see me as someone who views their ideas on how stock investing works as misguided. Q3 2020 hedge fund letters, conferences and more The reality is that I believe that the vast majority of the work done by the […]
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Read MoreMunich Re expects rate hardening to persist “despite alternative capital”
Global reinsurance giant Munich Re laid out ambitious plans for continued growth in property and casualty reinsurance, saying that it expects rate hardening will continue for at least a couple of years, “despite alternative capital” which the company clearly sees as a threat to market fundamentals. It’s interesting, given the wholesale embrace of alternative capital…
Read MoreUS commercial property pricing accelerated again in Q3 2020: WTW
The commercial insurance marketplace in the United States continued to harden during the third-quarter of the year, with the latest analysis from broker Willis Towers Watson stating that property rates continued to accelerate during the period. Insurance and reinsurance broker Willis Towers Watson said that its latest survey of commercial lines pricing shows a near…
Read MoreArch Capital sees ILS platform as key growth lever for reinsurance
During its investor day yesterday, senior executives from Arch Capital, the Bermuda headquartered specialty insurance and reinsurance group, explained that third-party sources of capital and its insurance-linked securities (ILS) platform are key to future growth opportunities. Arch put forwards its Capital Partners operations as an area it intends to expand on yesterday, alongside other third-party…
Read MoreHong Kong’s Carrie Lam highlights ILS resilience through pandemic as opportunity
Carrie Lam, Chief Executive of the Government of Hong Kong, has highlighted catastrophe bond market growth in 2020 and a buoyant outlook for insurance-linked securities (ILS) as an opportunity for the Special Administrative Region as it moves towards enabling issuance of new ILS securities. The Hong Kong Special Administrative Region (HK SAR) of the People’s…
Read MoreCracking Climate Change Announcement By BoE Takes The Piss
Cracking climate change announcement by BoE takes the piss, shows the way Narky central bank can’t be arsed to stop global doom Q3 2020 hedge fund letters, conferences and more BoE Addresses The Climate Change Crisis LONDON — Early this morning, journalists received a miraculous press release from the Bank of England, Britain’s central bank, […]
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