Coronavirus stimulus checks: Bipartisan group pushes for relief package
Despite months of negotiations, a period that included a presidential election as well, we are still nowhere near to having a stimulus package. This is frustrating not just for common Americans, but for some lawmakers as well. That is why a bipartisan group of senators is working to push lawmakers to pass another coronavirus stimulus […]
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Early retro renewals suggest “significantly better expected returns” – KBW
Some of the earlier and larger retrocessional reinsurance programs in…
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Dividend Stock Watch List: Lanny’s December 2020 Edition
After November’s rally from the Presidential Election and COVID-19 vaccine,…
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You Don’t Have to Get It Right Twice for Market Timing to Succeed
I am a big believer in market timing. My view is that it is through market timing that investors practice price discipline when buying stocks. Which is absolutely critical. Price discipline is what makes markets work. In the event that valuations affect long-term returns (as Shiller has shown is the case), investors must practice market […]
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Munich Re lifts 2020 COVID-19 loss above $4bn, expects ~$720m more in 2021
Global reinsurance giant Munich Re has lifted its estimate for…
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Core Specialty launches with $900m, adds Addesso & Larson to board
Core Specialty has now launched after the private equity capitalisation…
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AXA XL reducing nat cat exposure, making active use of retrocession
AXA XL, the commercial property and casualty insurance and reinsurance…
Read More3 High-Yield Dividend Stocks In Brazil
This is a guest contribution published on November 30th, 2020…
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Has Value Investing Died In 2020?
Has value investing died in 2020? The stock market in 2020 has been one heck of a ride and cool tech growth stocks have been massively outperforming more boring value-oriented stocks. Q3 2020 hedge fund letters, conferences and more What are value stocks and growth stocks? Firstly, let’s quickly summarize what is a traditional value […]
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