Horton to depart Beazley and become QBE CEO
Beazley, the Lloyd’s market focused specialist insurance and reinsurance underwriter,…
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Hiscox ILS funds AuM slides to $1.4bn, but growth targeted for Hiscox Re & ILS
Hiscox Group, the specialist insurance or reinsurance underwriter and ILS…
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Genworth secures third & largest $495m Triangle Re 2021 mortgage ILS
Genworth Mortgage Insurance, a mortgage insurance subsidiary of Genworth Financial,…
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Scientifically Realizing Our Hope for Unity
President Joe Biden has ushered in our new administration with a call for unity; a noble aspiration which cynics among us have dismissed as unlikely. Q4 2020 hedge fund letters, conferences and more Achieving Unity: A Daunting Task As a nation, we face a daunting task: uniting our country in the midst of a raging […]
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Cannabis Stocks Rally Despite Lack Of News
Cannabis stocks are rallying today, driven by little news. Tilray popped 14% after opening bell this morning, while Aphria was up 10%. Canopy Growth rose by about 5%, while Cronos gained 4%, and Aurora Cannabis gained more than 7%. Q4 2020 hedge fund letters, conferences and more Cannabis stocks rally with little news The rally […]
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Senator Mitch McConnell: “The GameStop Fiasco Is A Slippery Slope To Communism”
Senate Minority Leader Mitch McConnell is making headlines after stating in an interview with CNBC that “The GameStop fiasco is a slippery slope to communism; people attempting to redistribute wealth by stealing from the rich and giving to the poor is exactly what the likes of Castro envisioned.” Q4 2020 hedge fund letters, conferences and […]
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Is Biden Driving Investor Sentiment Towards Green Investment?
In the first half of 2020, everyone was hearing about the work from home (WFH) start-ups and their likely success, not only during the lockdowns, but also after them. Many of these start-ups have fared well in the last few months, and some, such as Palantir and Zoom, have even been judged to be extremely […]
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Qualivian Investment Partners 4Q20 Letter: Quality Compounders
Qualivian Investment Partners commentary for the fourth quarter ended December 2020, discussing their holdings in quality compounders. Q4 2020 hedge fund letters, conferences and more I very frequently get the question: “What’s going to change in the next 10 years?’… I almost never get the question: ‘What’s not going to change in the next 10 […]
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Read MoreA tax switch on IRAs and 401(k)s could hurt high earners
A Biden proposal to change the tax deduction for contributions…
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