Financial
Great Intelligence Does Not Protect an Investor from Emotion Traps
A fellow named “David” called me on Sunday and to talk about Valuation-Informed Indexing. He is a big believer in the merit of Shiller’s research and has read several of the articles that I have posted at this site. He wanted to know a bit more about my suggestions for the implementation of a Valuation-Informed […]
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Read MoreMunich Re provides £1bn longevity swap for Willis Pension Scheme
Global reinsurance giant Munich Re has completed a £1 billion longevity swap arrangement for the Willis Pension Scheme, in a longevity hedging deal that covers some 3,500 pension scheme members. The transaction was undertaken using the Longevity Direct solution offered by Willis Towers Watson, which enables pensions to more directly access sources of reinsurance capital…
Read MoreConvex enters cat bond market with $150m Hypatia multi-peril deal
Convex Group, the specialty insurance and reinsurance company founded by Stephen Catlin, is sponsoring its first catastrophe bond transaction, bringing a $150 million Hypatia Ltd. (Series 2020-1) multi-peril retro transaction to market. Convex is targeting property catastrophe retrocessional reinsurance protection for its North American and Canadian books of business with this Hypatia Ltd. catastrophe bond.…
Read MoreClimate insurance-linked securities (ILS) opportunity seen for London
A forum co-chaired by UK regulator the Financial Conduct Authority (FCA) and the Bank of England’s Prudential Regulation Authority (PRA) calls for the development of a market for climate-related insurance-linked securities (ILS) in London. London and the United Kingdom has been seeking to create a greater role for itself in insurance-linked securities (ILS) for a…
Read MoreAssurant shrinks reinsurance tower, increases multi-year coverage
U.S. specialty insurance group Assurant has shrunk down the top of its reinsurance tower at its July 2020 renewal, securing less coverage than a year ago to reflect changes to its exposure and reduced writings. Assurant’s 2020 property catastrophe reinsurance tower provides for U.S. coverage of $930 million and Florida specific coverage of $1.15 billion,…
Read MoreOnly 5.8% Executives Deem 5G Much More Important To Recovery
The 2nd Global Business Barometer shows marked reductions in the importance of 5G networks to executives Q1 2020 hedge fund letters, conferences and more Majority Of Executives Don’t Find 5G Important To Their Firm’s Recovery 41.6% of executives surveyed feel that 5G is “somewhat less important” to their firm’s recovery and only 5.8% deem it […]
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Read MoreCrescat Capital: Great Time To Buy Gold Miners And Short Stocks
Crescat Capital discusses taking activist stakes in gold and silver deposits. Q1 2020 hedge fund letters, conferences and more In Crescat’s view there has never been better time to sell overvalued stocks at large and to buy undervalued gold mining shares. That is how Crescat is positioned in its hedge funds. These two non-correlated themes […]
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Read MoreWaymo Autonomous Vehicle; Amazon Acquires Zoox
Whitney Tilson’s email to investors disucssing him roding in a Waymo autonomous vehicle; Amazon acquires Zoox; his video on AVs and EVs; Are You an Anti-Influencer? Q1 2020 hedge fund letters, conferences and more Ride In A Waymo Autonomous Vehicle 1) During a visit to the Bay Area in February, I had the opportunity to […]
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Read MoreCoronavirus Stimulus check round 2 update: 4 possible plans
Many Americans are looking for an update on the round 2 Coronavirus stimulus checks every day, but for now, the only updates available are comments from officials. All we can do right now is try to get an idea about what Congress might do for the phase 4 stimulus package, although negotiations won’t really begin […]
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