Financial
Hurricane Laura assessment to take time, double-digit billion loss possible
Hurricane Laura has now been downgraded to a tropical depression as it moves over Arkansas but it has taken more than 24 hours from landfall for its sustained winds to drop below storm strength, with the significant footprint of the large storm likely to make damage assessment take time. The insurance and reinsurance market continues…
Read MoreMassif Capital: Mining Innovation Could Surprise Real Asset Investors
As minerals become increasingly difficult and costly to extract, innovation has become an absolute imperative for mining companies. Finally, the industry seems up to the task. Q2 2020 hedge fund letters, conferences and more A Genuine Focus On Innovation Historically, mining firms have been slow to adapt. Innovation simply meant more trucks and more shovels, […]
The post Massif Capital: Mining Innovation Could Surprise Real Asset Investors appeared first on ValueWalk.
Read MoreList Of All 20+ Mega Cap Stocks: See The 10 Best Ranked
Updated on August 27th, 2020 by Bob Ciura Spreadsheet data updated daily Mega-cap stocks are companies with market capitalizations in excess of $200 billion. The total number of mega cap stocks varies depending upon market conditions, but there are generally 25 to 30 in the US, so there are plenty to choose from for investors.…
Read MoreFTSE 100 Index falls below 6,000 on Jackson Hole speech
August 27, 2020 Update: The FTSE 100 Index fell back below 6,000 today following Federal Reserve Chairman Jerome Powell’s speech at Jackson Hole. European stock indices didn’t pay much attention to Powell’s speech, which signaled easier monetary policy in the near future. This post is updated regularly with the latest on the FTSE 100 Index. […]
The post FTSE 100 Index falls below 6,000 on Jackson Hole speech appeared first on ValueWalk.
Read MoreBenjamin Graham’s Net-Net Stock Strategy
ValueWalk’s Raul Panganiban interviews Evan Bleker, founder of Net-Net Hunter, and author of “Benjamin Graham’s Net-Net Stock Strategy.” In this part, Evan discusses his background and what led him to investing, his net-net approach, the inspiration behind his book and who the book is written for. See the full transcript. Q2 2020 hedge fund letters, […]
The post Benjamin Graham’s Net-Net Stock Strategy appeared first on ValueWalk.
Read MoreCoronavirus relief package talks may mix with government shutdown
As talks on the next coronavirus relief package remain stalled, it looks like they will end up being tied to budget talks to avoid a government shutdown. That means we can expect no progress on the negotiations until late September. That means if there is a second round of coronavirus stimulus checks, it won’t start […]
The post Coronavirus relief package talks may mix with government shutdown appeared first on ValueWalk.
Read MoreAccentuate the positive, eliminate the negative
When Kim and I go to bed each night, we spend time casually browsing Reddit on our iPads. It’s fun. Mostly. She and I enjoy sharing funny animal videos with each other (from subreddits like /r/animalsbeinggenisuses, /r/happycowgifs, and /r/petthedamndog). Kim dives deep into /r/mapporn and /r/documentaries. I read about comics and computer games and financial…
Read MoreFunding status among corporate pensions plunged in July
August 27, 2020 Update: The financial markets have come roaring back since the pandemic-driven selloff in March, but despite that, pension funding status has declined. According to the Milliman Pension Funding Index for August, the new all-time low discount rate caused a decline in the funded ratio to 81.1% despite the gains in asset prices. […]
The post Funding status among corporate pensions plunged in July appeared first on ValueWalk.
Read MoreLive cat ILW’s fail to trade as Laura’s track stays east of Houston: Tremor
While hurricane Laura was intensifying rapidly on its path towards the Gulf Coast, insurtech firm Tremor Technologies ran a series of industry loss warranty (ILW) auctions, but no trades were made as the market assumed the loss would not be significant enough to warrant the added coverage. Interest in trading live cat ILW protection had…
Read More