Investments
In uncertain times, industry loss triggers make sense: Johansmeyer
In light of current market conditions and a heightened awareness about the hidden costs of UNL or indemnity business, it makes sense to leverage the industry loss index product, according to Tom Johansmeyer, Head of PCS. Industry loss metrics provided by PCS are extremely valuable for the industry and increasingly utilised in risk transfer and…
Read MoreWeak Jobs Data, Stocks And Gold
Stocks gave up some of Monday‘s strong gains, but I find it little concerning in the sub-3,900 pre-breakout meandering. It‘s about time, and a play on the tech sector to participate meaningfully in the coming rally (or at least not to stand in the way again). [soros] Q4 2020 hedge fund letters, conferences and more […]
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Read MoreCarlisle Management raises $290m for new life settlements fund
Carlisle Management Company, a Luxembourg headquartered global alternatives investment firm, has announced the successful raising of $290 million for its latest life insurance-linked settlements fund. The new closed-end life settlements focused investment fund, named the Luxembourg Life Fund: Absolute Return Fund II FCP RAIF, beat a $250 million target thanks to attracting a diverse group…
Read MoreThese Are John Buckingham’s Stock Picks For 2021
The economy remains in distress, although there are signs of recovery underway. John Buckingham of Kovitz, editor of The Prudent Speculator newsletter, has found that value stocks typically outperform coming out of economic downturns. Thus, he argues that this is an excellent time to be a value investor. Q4 2020 hedge fund letters, conferences and […]
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Read MoreWhat Correction in Stocks? And Gold?
Stocks thoroughly rebounded yesterday, and corporate credit markets did even better. These are optimistic signs as the shape of the correction has been decided – again, as shallow, less than 5% one. Long-term Treasuries are no longer in a free fall, volalility has retreated back to the low 20s, and the put/call ratio swung back […]
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Read MoreThese Are The Top 10 US Startups Of 2020
The year 2020 was a roller-coaster ride for U.S. companies, including startups. Some start-ups, however, were able to grow their value despite the coronavirus pandemic. Many of these startups were able to achieve unicorn status as well. Detailed below are the top 10 U.S. startups of 2020. Q4 2020 hedge fund letters, conferences and more […]
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Read MoreWinter storm losses seen a driver for mid-year reinsurance firming: KBW
Industry losses from recent winter storm activity in the United States are seen as another driver for more firming of reinsurance prices at the key mid-year renewals, according to analysts at Keefe, Bruyette & Woods. KBW’s analyst team attended the recent Association of Insurance and Financial Analysts (AIFA) conference and came away more confident that…
Read MorePeterson Investment Fund I 2020 Annual Report
Peterson Investment Fund I annual commentary for the year ended December 2020. Q4 2020 hedge fund letters, conferences and more Dear Partner, Investment Results A $1 million investment in Peterson Investment Fund I (PIFI) at inception on October 1, 2011 grew to over $4.2 million on December 31, 2020. This amounts to a cumulative return […]
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Read MoreDividend Stock Watch List: Lanny’s March 2021 Edition
Two months down, and we are still working through COVID-19. Johnson & Johnson (JNJ) just released/announced their one shot vaccine, about 10-15% of the US population is vaccinated and the third round of economic stimulus is still in process of being approved, albeit one step closer. As always, it was time to find undervalued dividend…
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