MS Amlin behind Phoenix 1 Re, the first Asian cat risk focused sidecar
It turns out that MS Amlin was the sponsor behind…
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On complex renewals, non-concurrency & the need for tech in reinsurance
The January 2021 reinsurance renewals were a more complex affair,…
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FEMA renews $1.153bn of traditional NFIP flood reinsurance for 2021
The U.S. Federal Emergency Management Agency (FEMA) has renewed the…
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Retro issues moderated by new capital, leaving disappointment for some
The expected capacity shortage in the retrocessional reinsurance market did…
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Stanphyl Capital December 2020: Short ARKK
Stanphyl Capital commentary for the month ended December 31, 2020, discussing the changes to their short book, replacing QQQ with ARKK and a new position in Spok Holdings Inc (NASDAQ:SPOK). Q3 2020 hedge fund letters, conferences and more Friends and Fellow Investors: December 2020 Performance For December 2020 the fund was up 1.1% net of […]
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Complaint Filed Against Trump For Georgia Call
Complaint Filed Against Trump For Georgia Call; Telephone Call May Violate Both Federal and State Criminal Laws Q3 2020 hedge fund letters, conferences and more A Formal Complaint Filed Against President Trump For Georgia Call WASHINGTON, D.C. (January 4, 2021) – A formal complaint and request for investigation of President Donald J. Trump and his telephone […]
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Warren Buffett’s Equity Bond Method Explained
One of my favorite investing books of all time is Buffettology, by Mary Buffett and David Clark. In the book, the authors do an excellent job of explaining Warren Buffett’s quality investing style, and how he implemented his strategy for successful investing. They delve into both the qualitative and quantitative aspects of Buffett’s techniques when […]
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Jack Ma Missing; 2020 In 12 Stunning Charts
Whitney Tilson’s email to investors discussing Jack Ma suspected to be missing; 2020 in 12 stunning charts; Enrique Abeyta‘s bullish outlook; great news quiz of 2020. Q3 2020 hedge fund letters, conferences and more Jack Ma Suspected To Be Missing 1) Wow, what a reminder about the type of government we’re dealing with in China… […]
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An Open Letter About Public Lands; Wildlife and Forest Management
An Open Letter About Public Lands; Wildlife and Forest Management Q3 2020 hedge fund letters, conferences and more Sent: Thu, Dec 31, 2020 3:37 pm Subject: Ending the Year with A Plan that helps ranchers, foresters, wildlife and our fisheries TO: Siskiyou County Supervisors CC: Concerned Legislators, Citizens and Ranchers Dear Chairman Kobseff, Supervisors: A […]
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