Investments
Time right for ILS to enter cyber reinsurance market: Chatterjee, Envelop Risk
The evolution of the cyber reinsurance sector has seen a significant shift in market structure to something much more palatable for providers of insurance-linked securities (ILS) capacity, according to Ari Chatterjee, Chief Underwriting Officer (CUO) at Envelop Risk. Prior to 2020, cyber risk exposure was on the rise globally amid the increased interconnectedness of the…
Read MoreRoblox CEO David Baszucki On The Company’s IPO
First on CNBC: CNBC Excerpts: Roblox Founder & CEO David Baszucki speaks with CNBC’s “Squawk Box” today Q4 2020 hedge fund letters, conferences and more WHEN: Today, Wednesday, March 10 WHERE: CNBC’s “Squawk Box” Following are excerpts from a CNBC interview with Roblox Founder & CEO David Baszucki on CNBC’s “Squawk Box” (M-F, 6AM-9AM ET) […]
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Read MoreStocks Love Rising CPI, and Gold Should Too
Monday‘s reversal I didn‘t trust, gave way to another upswing – still within this getting long in the tooth correction. It‘s not over, and corporate bonds aren‘t yet confirming – it has lately become a reasonable expectation that when the higher quality debt instruments (think LQD, TLT) have a good day, junk corporate bonds get […]
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Read MoreLG wants to build battery cells for Tesla in the U.S. and Europe
LG Energy Solutions hopes to start building battery cells for Tesla in 2023. Sources told Reuters the company is looking at possible production sites in the U.S. and Europe. However, the sources added that Tesla hasn’t agreed to a deal to expand LG’s role in its supply chain outside China yet. Q4 2020 hedge fund letters, conferences […]
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Read MoreXL Fleet: Not Denying Much, Still SPAC Trash
On March 8, 2021, XL Fleet Corp (NYSE:XL) issued a multi-page response to our March 3rd report. The response did not deny key claims of company misrepresentations. On the next page is a summary table of the key claims that we made in our initial report, and whether in our view XL specifically denied them […]
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Read MoreUnlike Trump, Biden won’t put his signature on Coronavirus stimulus checks
Congress is now close to passing the massive $1.9 trillion relief package, and soon you will get the stimulus check of up to $1,400. This time, however, stimulus checks will look a bit different. Unlike the last time when the coronavirus stimulus checks carried the name of Donald Trump, the checks this time won’t carry […]
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Read MoreBiden Breaks COVID Promise, Thousands May Die
Biden Breaks COVID Promise, Thousands May Die; More States Going Maskless – But He Can Easily Reverse Deadly Trend Q4 2020 hedge fund letters, conferences and more Biden Breaks His Promise To Do Everything From An Executive Standpoint WASHINGTON, D.C. (March 10, 2021) – At a time when the CDC Director has just warned that […]
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Read MoreIncreased climate disclosure & ESG scrutiny to benefit re/insurers and ILS
The insurance and reinsurance sector can benefit from increased disclosure of climate-related risks and increasing scrutiny from regulators is also expected to ultimately benefit the industry, Moody’s has said, which we’d suggest will include much-needed benefits for the insurance-linked securities (ILS) market as well. Climate-related risks and whether they are being fully-accounted for in the…
Read MoreCEA targets record risk transfer in 2021, but cites rising reinsurance costs
The California Earthquake Authority (CEA) is targeting to increase the size of its risk transfer and reinsurance program to a new high of almost $9.8 billion of limit in 2021. The CEA’s reinsurance and risk transfer program, which includes a significant contribution from catastrophe bonds, ended 2020 at around $9.15 billion in size. The CEA’s…
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