Investments
Typhoon Haishen expected a major threat to Japan & South Korea after Maysak
The Pacific typhoon season has picked up pace with typhoon Haishen now expected to become a significant threat to southern Japan’s Kyushu island and also South Korea, following in typhoon Maysak’s path. As we explained earlier this week, South Korea is facing a strong typhoon landfall from typhoon Maysak, which is heading for the south…
Read MoreReinsurer managed alternative capital shrank faster than dedicated ILS: A.M. Best & GC
Levels of third-party capital in the reinsurance market, across insurance-linked securities (ILS) funds, collateralised reinsurance structures and catastrophe bonds, are now down almost 10% from their high-point in 2018, according to the latest data from A.M. Best and Guy Carpenter. The rating agency and the reinsurance broker have again published their latest estimates for ILS…
Read MoreProspectus 2021 – a new annual conference from Artemis & Reinsurance News
We’re delighted to announce the launch and opening of registration for Prospectus 2021 – a new annual reinsurance and insurance-linked securities (ILS) conference brought to you by Artemis in collaboration with sister title Reinsurance News. Prospectus 2021 , held in association with our kind headline sponsor Kroll Bond Rating Agency (KBRA), is designed as a…
Read MoreBrendan Plessis departs AXA XL for Sompo International
Sompo International, the Bermuda headquartered specialty property and casualty insurance and reinsurance provider, has made a high-profile hire in Brendan Plessis, a well known market executive who has had a focus on issues in emerging markets and on the problem of under-insurance for much of his career. Plessis has joined Sompo International in the role…
Read MoreTesla’s $5B Capital Raise; A Wake Up Call for the SEC?
Whitney Tilson’s email to investors discussing Tesla‘s $5B capital raise; JB Straubel’s new venture; the secret adjustment factor Tesla uses to get its big EPA range numbers; Tesla 0.8% EV market share in Europe in July; Kass comments. Q2 2020 hedge fund letters, conferences and more Tesla’s $5B capital raise 1) Two tweets on Tesla’s […]
The post Tesla’s $5B Capital Raise; A Wake Up Call for the SEC? appeared first on ValueWalk.
Read MoreGrowth Makes People Pay Up Not Interest Rates
Excerpt from Stanphyl Capital’s letter to investors for the month ended August 2020, discussing the size of their QQQ short. Q2 2020 hedge fund letters, conferences and more Friends and Fellow Investors: What the happened this month, and for that matter, the first eight months of 2020? The short answer is: I’m a “long value/short […]
The post Growth Makes People Pay Up Not Interest Rates appeared first on ValueWalk.
Read MoreU.s. Employers Postpone Return-To-Work Plans
91% of professionals state their company has postponed its return-to-work plans Q2 2020 hedge fund letters, conferences and more Major U.S. employers have postponed return-to-work plans because of recent bumps in coronavirus infections. Blind, an anonymous community of verified professionals with 3.6 million users, began running a survey gauging whether tech and finance professionals had […]
The post U.s. Employers Postpone Return-To-Work Plans appeared first on ValueWalk.
Read MoreOne analyst thinks Fannie Mae’s stock offering is on hold
One of the steps in the process to recapitalize and release Fannie Mae and Freddie Mac from conservatorship is to hold stock offerings. However, one analyst who has been critical of the Federal Housing Finance Agency and its director, Mark Calabria, for a long time believes those offerings have been put on hold indefinitely. Q2 […]
The post One analyst thinks Fannie Mae’s stock offering is on hold appeared first on ValueWalk.
Read MoreBiden working on a trillion-dollar Coronavirus relief package?
It is well known that a coronavirus stimulus package is of utmost importance to put the economy back into shape. Still, Democrats and Republicans have been unable to reach an agreement. If the stalemate continues and there is no deal, Democratic presidential nominee Joe Biden will need to come up with his own coronavirus relief […]
The post Biden working on a trillion-dollar Coronavirus relief package? appeared first on ValueWalk.
Read More