Investments
Universal’s Cosaint Re cat bond sees pricing fall below guidance
Florida headquartered insurer Universal Insurance Holdings now looks likely to secures its first catastrophe bond, the Cosaint Re Pte. Ltd. (Series 2021-1) transaction, with pricing below the low-end of initial guidance, adding another cat bond deal to the list of those pricing down. As we said earlier today, every property catastrophe bond issued or priced…
Read MoreObsession Capital 2020 Annual Letter
Obsession Capital’s annual letter for the year ended December 31, 2020. Q4 2020 hedge fund letters, conferences and more Dear Partner: Summary of Financial Performance Despite the huge uptick in volatility in 2020 and the subsequent crash in prices of equities as well commodities, the S&P 500 ended the year with a handsome 18.40% annual […]
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Read MoreTokio Marine’s new Kizuna Re cat bond the latest price drop in 2021
The price guidance has been lowered for Tokio Marine & Nichido Fire Insurance Co’s fifth Kizuna Re catastrophe bond, making the $150 million Kizuna Re III Pte. Ltd. (Series 2021-1) transaction the latest to see its pricing fall during marketing. Every property catastrophe bond issued or priced so far in 2021 has seen its pricing…
Read MoreKnowing On Visa Requirements Before Traveling To A Country
Within the last few decades, the world got much more connected than what it was before, thereby making travel experience more affordable and easier for several citizens. Still, the citizens of those nations with the highest powerful passports need to apply for visas ahead of time for some countries. While you plan to visit a […]
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Read MoreWe’re In A Quarter-End Window Dressing Season
Commenting on the quarter-end window dressing season and today’s markets strategist Louis Navellier wrote in a note to investors: [soros] Q4 2020 hedge fund letters, conferences and more Window Dressing Season We’re now in quarter-end window dressing season and expect the next two weeks to be very good. Many managers will be buying their best […]
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Read MoreSafety First: How To Handle Supplier Banking Data
2020 was an eventful year for business payments. We saw expansive leaps in digitization, accompanied by new challenges. Remote work forced accounts payable departments to pay more suppliers electronically, primarily by ACH or direct deposit. In many cases, companies began making ACH payments before they could adequately secure remote networks and environments and without new […]
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Read MoreSquaring The Bets Prior To The Fed Pronouncements
Barely visible, but still a red candle – does yesterday mark a turning point? Even the volatility index refused to decline further on the day, and the option traders increased their put allocations. Is this a real reason to be cautious, or it represents mere window dressing before the Fed? Q4 2020 hedge fund letters, […]
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Read MoreEvidence For The Mother Of All Economic Booms
Whitney Tilson’s email to investors discussing what is an investor to do when it seems like everyone else is a speculator?; a good chance of a ‘melt up’; evidence for the mother of all economic booms (‘MOAB’) (part 1). Q4 2020 hedge fund letters, conferences and more What Is An Investor To Do When It […]
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Read MoreBehind The Meter Storage And 4CP In Texas
A new case study from Pecan Street summarizes the benefits of behind-the-meter (BTM) assets that can decrease a utility’s net transmission cost through ERCOT’s 4 Coincident Peaks (4CP) reduction. Q4 2020 hedge fund letters, conferences and more Reducing Electricity Load During 4CP Events 4CP is the method through which the Electric Reliability Council of Texas […]
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