RV Capital 2020 Year-End Commentary: A Short Attack on Grenke
RV Capital letter to investors for the year ended December 31, 2020, discussing the correct place to apply margin of safety. Q3 2020 hedge fund letters, conferences and more Dear Co-Investors, The NAV of Business Owner was €872.11 as of 30 December 2020. The NAV increased 17.3% since the start of the year and 779.0% […]
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AXIS adds $125m of COVID losses, up to $80m cat losses from Q4
AXIS Capital, the Bermuda headquartered global specialty insurance and reinsurance…
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Gold Price Drops Amid Stimulus And Poor Data
The price of gold has dropped further amid incoming U.S. President Joe Biden’s fiscal stimulus and poor economic data, which is a bearish sign. Q3 2020 hedge fund letters, conferences and more The Drop In Gold Prices The weakness in the gold market continued last week. As the chart below shows, the London P.M. Fix […]
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Integral ILS gets investment from New Holland Capital
Integral ILS Ltd., the start-up insurance-linked securities (ILS) fund manager…
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Dividend Income Summary: Bert’s December 2020 Summary | New Record!
Wow. 2020 was one CRAZY year. For so many reasons.…
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Climate change may increase hurricane damage & losses: AIR-led report
Climate change and the future state of our climate may…
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Was Buy-and-Hold Just a Money-Making Scheme Going Back to the First Day?
There’s a temptation to believe that Buy-and-Hold was just a money making scheme from the start. Q3 2020 hedge fund letters, conferences and more Price Discipline Is Key Common sense tells us that market timing must work. Price discipline is key to the functioning of every market that ever existed. The entire historical record shows […]
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Hannover Re lifts Seaside Re catastrophe bonds to $136.4m for 2021
Hannover Re, the German headquartered global reinsurance firm, has facilitated…
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BGC renames re/insurance unit Corant Global
BGC Insurance (BGCI), the insurance and reinsurance broking, MGA and…
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