Investments
Swiss Re sees H1 insured disaster losses to property up 35% at $31bn
According to global reinsurance giant Swiss Re’s latest data, the first-half of 2020 saw US $31 billion of global insured property losses from disasters, up by roughly 35% on the prior year. Of US $75 billion of economic losses to property from natural catastrophes and man-made disasters, only some 40% were covered by insurance and…
Read MoreWarnerMedia CEO Jason Kilar “Not At All” Worried About HBO Max
CNBC exclusive: CNBC transcript: WarnerMedia CEO Jason Kilar speaks with CNBC‘s “Squawk Alley” today Q2 2020 hedge fund letters, conferences and more WarnerMedia CEO: ‘Not at all’ worried about the success of HBO Max JULIA BOORSTIN: A MAJOR OVERHAUL OF WARNERMEDIA, INCLUDING THE OUSTING OF TWO HIGH PROFILE EXECUTIVES WHO WERE TASKED WITH […]
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Read MoreCentral Bank Digital Currencies: the Road to the New World Economy
Konstantin Anissimov, executive director at CEX.IO, shared his opinion on the prospects of the development of state digital currencies. Q2 2020 hedge fund letters, conferences and more With the rising demand in digital payments, central bank digital currencies (CBDCs) have become a hot topic in the financial industry. Based on some form of distributed ledger […]
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Read MoreLeft-wing Shareholders Protest Roll Back Of Methane Regulations
Trump to Roll Back Methane Regulations Despite Investor and Industry Opposition Q2 2020 hedge fund letters, conferences and more BERKELEY, CALIFORNIA—AUG. 12, 2020—The Trump administration is expected to announce this week a rule to eliminate the regulation of methane from oil and gas production, allowing rampant increases in this climate-forcing greenhouse gas. The announcement comes […]
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Read MoreIs A COVID-19 Vaccine Our Best Hope?
Peter Pitts joins the i24 News Team to discuss the “new phase” the Coronavirus has entered and if a COVID-19 vaccine is our best hope. Q2 2020 hedge fund letters, conferences and more Peter Pitts on i24 News Is a Covid-19 Vaccine the Best Hope? The United States has reached 5 million confirmed cases of […]
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Read MoreProtest to End the Trade Deal With China and Take Action to Stop Uyghur Genocide
Protest to End the Trade Deal With China and Take Action to Stop Uyghur Genocide In East Turkistan Q2 2020 hedge fund letters, conferences and more In Front of the White House, Fri, Aug 14, 11 AM – 1 PM EDT Protest To End Trade Deal With China For The Oppression Of Uyghurs WASHINGTON: The […]
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Read MoreCoho Capital 2Q20 Commentary: SPOT On
Coho Capital commentary for the second quarter ended June 30, discussing Spotify Technology SA (NYSE:SPOT)’s impressive growth. Q2 2020 hedge fund letters, conferences and more Dear Partners, Coho Capital returned 46.6% during the first half of the year compared to a loss of 3.1% in the S&P 500. Many of our holdings, such as Netflix, […]
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Read MoreBerkshire Hathaway’s Second-Quarter Earnings
Whitney Tilson’s email to investors discussing Berkshire Hathaway’s second-quarter earnings; it feels like deja vu all over again; it may be time for bank stocks to trade higher; the lowest-ever u.s. junk bond yield; your worst 1%. Q2 2020 hedge fund letters, conferences and more Berkshire Hathaway’s Second-Quarter Earnings 1) My longtime friend and former […]
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Read MoreInsurance debt remains attractive, refinancing need drives opportunity
The debt issuances of insurance and reinsurance carriers remain an attractive option for investors even under the shadow of the Covid-19 pandemic and there could be more opportunity to come. Insurance and reinsurance company debt issues, private or otherwise, remain an asset that certain insurance-linked securities (ILS) fund managers allocate capital to, while some investment…
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