Investments
Cat bonds & ILW’s to benefit in any post-Covid-19 ILS market expansion: S&P
More predictable and transparent insurance-linked securities (ILS) structures, offering less ambiguous coverage, may be the immediate winners after the Covid-19 pandemic crisis, with catastrophe bonds and industry loss warranty (ILW) contracts an area set to receive increasing investor focus, according to S&P. S&P Global Ratings asked in a recent report whether the ILS market could…
Read MoreBest of Artemis, week ending 7th June 2020
Here are the ten most popular news articles, week ending 7th June 2020, covering catastrophe bonds, ILS, reinsurance capital and related risk transfer topics. To ensure you never miss a thing subscribe to the weekly Artemis email newsletter updates or get our email alerts for every article we publish. Ten most read articles on Artemis.bm,…
Read MoreZoom Stock and the Big Market Delusion
In an article published in the Financial Analyst Journal, Aswath Damodaran and I describe and analyze what we call “The Big Market Delusion.” As we describe in that article, the peril of a big market, especially in its early stages, is that the entrepreneurs it attracts and the investors who provide funding are often so […]
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Read MoreSecond coronavirus stimulus checks could reach you quicker
One of the most discussed topics currently is when the second round of coronavirus stimulus checks will be announced, or if there will be any more stimulus packages. Though answers to these questions are still awaited, one thing that we do know is whenever Congress approves the stimulus package, the second batch of direct payments […]
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Read MoreDividend Income Summary: Bert’s May 2020 Summary
May is over. Boy did the stock market end with a bang! States are easing their lockdown restrictions and the economy is starting to open again. Already, the stock market is trading at their pre-pandemic levels. The impact of the reopening will be fascinating to follow over the next couple of months. When each month…
Read MoreRay Dalio Urges ‘Beautiful Deleveraging’ of Police Departments
During a YouTube livestream from a bathroom at an undisclosed location, Ray Dalio looked into the camera and reminded viewers, “I’m not just rich, I’m also socially relevant.” “I’m looking at these protests, and these calls to defund the police, thinking ’how can I insert myself into this conversation?’ That’s when I realized that police […]
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Read MoreIRS stimulus check status: What to do if you’re still waiting
If you’ve been trying to find out the status of your IRS stimulus check, you’re not alone. It’s unclear how many people are still waiting for their check or prepaid debit card, but estimates suggest as many as 9 million people still haven’t received it. Q1 2020 hedge fund letters, conferences and more Meanwhile, debate […]
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Read MoreWarning Signs: Too Big To Fail Stocks In 2020!
In 2008 banks were too big to fail! In 2020, stocks might be too big too fail! We discuss the financialization of the economy, how household wealth is impacted by financial engineering and low interest rates force people to invest. This all leads to stocks being hot and discussed by many, cheap brokers like Robinhood […]
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Read MoreJohn Buckingham Of Prudent Speculator: Opportunities In Airline Equities
The following is an excerpt from ValueWalk’s interview with John Buckingham, Principal and Portfolio Manager at Kovitz and editor at the Prudent Speculator, discussing the opportunities in airlines and why Warren Buffett sold his airline equities. Q1 2020 hedge fund letters, conferences and more Buy Airline Equities? ValueWalk's ValueTalks · Where to Look with John […]
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