Investments
Moderna: In Case Retail Investors Have Gotten Ahead Of Themselves
Another Big Day For Moderna Shares Shares of Moderna (MRNA) spiked 20% Monday on news it had requested FDA clearance for its COVID-19 vaccine. Both Bloomberg’s Joe Wiesenthal and Julianna Tatelbaum wondered why though. After all, Moderna announced its vaccine was effective two weeks ago; who didn’t expect them to seek clearance for it? Are […]
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Read MoreHere’s what Super Nintendo World park means for Nintendo stock
Nintendo is taking a page out of Walt Disney‘s playbook with the addition of its Super Nintendo World theme park. Unfortunately, this isn’t the best time to be opening a new theme park, but eventually, it could mean good things for Nintendo stock. Q3 2020 hedge fund letters, conferences and more Super Mario World coming […]
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Read MoreCoronavirus stimulus checks: Bipartisan group pushes for relief package
Despite months of negotiations, a period that included a presidential election as well, we are still nowhere near to having a stimulus package. This is frustrating not just for common Americans, but for some lawmakers as well. That is why a bipartisan group of senators is working to push lawmakers to pass another coronavirus stimulus […]
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Read MoreEarly retro renewals suggest “significantly better expected returns” – KBW
Some of the earlier and larger retrocessional reinsurance programs in the market have received their firm orders or are completed, with indications that suggest rates are increasing even for some of the largest and most respected reinsurers in the market, suggesting much better returns are available for writing this business. The read-across to the insurance-linked…
Read MoreDividend Stock Watch List: Lanny’s December 2020 Edition
After November’s rally from the Presidential Election and COVID-19 vaccine, it’s time to sharpen the pencil and find the dividend stocks to buy or watch for this December 2020! Dividend stock watch list Welcome back to another dividend stock watch list and you can have a sneak pick of the dividend stocks that are on…
Read MoreYou Don’t Have to Get It Right Twice for Market Timing to Succeed
I am a big believer in market timing. My view is that it is through market timing that investors practice price discipline when buying stocks. Which is absolutely critical. Price discipline is what makes markets work. In the event that valuations affect long-term returns (as Shiller has shown is the case), investors must practice market […]
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Read MoreMunich Re lifts 2020 COVID-19 loss above $4bn, expects ~$720m more in 2021
Global reinsurance giant Munich Re has lifted its estimate for losses from the COVID-19 pandemic to more than US $4 billion for 2020, as the reinsurer increased its estimate significantly to account for fourth-quarter losses. In addition, Munich Re has announced that it is expecting another roughly US $720 million of COVID-19 losses to be…
Read MoreCore Specialty launches with $900m, adds Addesso & Larson to board
Core Specialty has now launched after the private equity capitalisation and rebranding of Enstar’s StarStone U.S. operations, with Jeff Consolino and Ed Noonan at the helm, while industry veterans Dominic Addesso and Don Larson have also been added to the board. As we explained back in June, Enstar was set to push back into U.S.…
Read MoreAXA XL reducing nat cat exposure, making active use of retrocession
AXA XL, the commercial property and casualty insurance and reinsurance arm of the AXA Group, is targeting a reduction in its natural catastrophe exposure over the coming years, as it looks to bring its business results to a sustainable and profitable level. Part of this is a drive to reduce exposure to natural catastrophe events…
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