Financial
Could Silver be emerging from Gold’s shadow and how does it correlate with Oil
Gold has long been the talk of the town thanks to the historical records it set in 2020 and its subsequent price correction, however, could we see a new rival emerging? Q4 2020 hedge fund letters, conferences and more Silver has remained in the deep shadow of the “main metal” for a long time, however, […]
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Read MoreBonhoeffer Fund 4Q20 Commentary: Case Study – At Home
Bonhoeffer Fund commentary for the fourth quarter ended December 2020, providing a case study of At Home Group Inc (NYSE:HOME). Q4 2020 hedge fund letters, conferences and more Dear Partner, The Bonhoeffer Fund returned 20.0% net of fees in the fourth quarter of 2020 compared to up 15.9% for the MSCI World ex-US, a broad-based […]
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Read MoreFOMC Minutes Disappoint Gold Bulls
The recent FOMC minutes are hawkish and negative for the price of gold, but the Fed will remain generally dovish for some time. Q4 2020 hedge fund letters, conferences and more The Recent FOMC Minutes Are Bad For Gold Last week, the Federal Open Market Committee (FOMC) published minutes from its last meeting in January […]
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Read MoreAllstate’s wildfire subrogation recoveries reach $605m
U.S. primary insurance giant Allstate has revealed that it expects to receive around $605 million in subrogation recoveries on claims related to the California wildfires, with a significant percentage already booked. Previously, Allstate had reported $450 million of PG&E related subrogation related to California wildfires claims, which included subrogation due on claims arising from the…
Read MoreDividend Income Summary: Bert’s January 2021 Summary
2021 is flying by at light speed, or at least it sure feels that way. That is why we are pursuing financial freedom. To slow time down! Winter is kicking our butts and there have been some HEAVY snow days. Sometimes, I ask myself why I choose to live in the cold. Every month, we…
Read MoreWe Don’t Acknowledge Our Get Rich Quick Urge Because Its Irrationality Shames Us
The choices that investors make are directed by the Get Rich Quick urge residing within them. It is that Get Rich Quick urge that makes the irrational exuberance examined in Shiller’s famous book possible. Q4 2020 hedge fund letters, conferences and more Irrational Exuberance Isn’t that so? Isn’t it strange that there is a book […]
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Read MorePlenum Insurance Capital Fund exceeds $100m of assets
Just nine months into its life, the latest insurance-linked securities (ILS) fund launch from Plenum Investments AG, the Zurich based specialist insurance-linked securities (ILS) and catastrophe bond investment manager, has surpassed $100 million of assets under management. Plenum Investments launched its Plenum Insurance Capital Fund, a UCITS ILS fund that will allocate to both catastrophe…
Read MoreBuild America repeats Fidus Re financial guarantee ILS at larger $150m size
Build America Mutual Assurance Company has returned to the insurance-linked securities (ILS) market for its second securitization of financial guarantee insurance risks, with a larger $150 million Fidus Re Ltd. (Series 2021-1) deal. Build America Mutual is a financial guarantee specialist insurer established by the National League of Cities with initial capital from White Mountains…
Read MoreParametric crop-yield risk transfer product launched by Praedictus & Speedwell
A new parametric crop-yield risk transfer solution has been launched by Praedictus Climate Solutions in partnership with The Speedwell Group. Praedictus Croplock offers an index-based solution for managing crop yield risk, with parametric triggers designed to match the predicted output for crops. The solution makes use of proprietary crop yield modelling techniques and Praedictus has…
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