Financial
How Bad News Can Cause Stock Prices to Go Up
There is a reason why Robert Shiller was awarded a Nobel prize for his amazing research showing that valuations affect long-term returns. If that research is legitimate (I believe that it is), then it changes everything that we once thought we knew about how stock investing works. Q3 2020 hedge fund letters, conferences and more […]
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Read MoreHigher proportion of catastrophe losses could hit reinsurance in Q4: Jefferies
The third-quarter saw significant proportions of catastrophe losses retained by insurers, due to the proliferation and aggregation of multiple smaller loss events. But the fourth-quarter could see that trend reverse, if insurers breach the retained proportion of their aggregate reinsurance covers, analysts at Jefferies have explained. In a new report, Jefferies analyst team highlights the…
Read MoreCombining cat bonds with insurance bonds a hidden source of alpha: Twelve Capital
The combination of catastrophe bonds alongside insurance bonds in an investment portfolio can generate a “hidden source of alpha” for investors, offering them an “untapped source of risk premium”, specialist investment manager Twelve Capital has said. Twelve Capital, the Zurich headquartered catastrophe bond, insurance-linked securities (ILS) and reinsurance linked investment fund manager, explained in a…
Read MoreUnited (UPC) adds reinsurance with higher quota share cession rates
Florida headquartered, expansive catastrophe exposed primary property insurer United Insurance Holdings (UPC Insurance), has increased added to its reinsurance program protection by raising the quota share cession rates it has with its reinsurance partners. By raising the quota share reinsurance cession rates, United (UPC Insurance) will effectively be ceding an increased proportion of its premiums…
Read MoreJoel Greenblatt Talks Immigration With ValueWalk
Legendary value investor Joel Greenblatt of Gotham Asset Management has a new book coming out. His book is entitled Common Sense, and it focuses on several big policies, including immigration, education and banking regulations. He sat down with ValueWalk to talk about some of the issues in his new book and about value investing. Q3 […]
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Read MoreWellshire Financial Services Received $25M MSLP Loan
REPORT: Predatory Lending Giant and Major Trump Donor, Wellshire Financial Services, Receives $25M Low-Interest MSLP Loan from Administration Q3 2020 hedge fund letters, conferences and more Wellshire Financial Services Received $25 Million Low-Interest Loan WASHINGTON, D.C. – The Washington Post is reporting that Wellshire Financial Services, part of a multi-state title loan business run by major Trump donor Rod Aycox, received a $25 million low-interest loan […]
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Read MoreNine Cash Machines Hiking Dividends
RGLD, SR, AEL, MATW, THFF, NKE, BF.B, MKC, AFL: Nine Cash Machines Hiking Dividends Last Week I review the list of dividend increases every week, as part of my review process. I focus my attention on companies that raised dividends in the current week, and have at least a ten-year track record of annual dividend […]
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Read MoreHow The Economic ‘Reset’ Can Work In Your Favor
While news of vaccines on the horizon signal hope, some analysts think a sizable chunk of the U.S. economy has been damaged permanently by COVID-19, with more layoffs and business closures still to come in 2021. Q3 2020 hedge fund letters, conferences and more But to others, the future of a “new economy” in the […]
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Read MoreThe World’s Most Valuable Unicorn In 2020
These are the 76 companies that reached unicorn ($1billion) status in 2020 – including Gymshark, Udemy and more… Q3 2020 hedge fund letters, conferences and more What Is A Unicorn? A ‘unicorn’ is a term used in the business world to describe a privately owned startup that is worth more than $1 billion, including the […]
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