Carriers expect reinsurance cover on BI claims from FCA test case judgement
Insurance carriers potentially affected by today’s judgement in the Financial…
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Economic Developments Are Never As Big a Deal As Investment Analysts Make Them Out To Be
The old way of thinking about the stock market is that it is economic developments that cause price changes. Investors change their assessment of what stocks are worth as new information about future economic developments becomes available to them. Q2 2020 hedge fund letters, conferences and more But Shiller showed that investors are not entirely […]
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High Court favours policyholders in FCA business interruption test case
The UK High Court has found largely in favour of…
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Tremor to run live cat auctions for every hurricane, including today for Sally
Tremor Technologies, the insurtech company that offers a technology-based programmatic…
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AIG takes James Nash from Guy Carpenter to lead Japan
Insurance giant American International Group, Inc. (AIG) has announced the…
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GC Securities hires Carlo Magnani from Willis Re Securities
GC Securities has added a new hire in Carlo Magnani,…
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Aon Reinsurance Solutions hires Pett from Nephila in Bermuda
Aon’s Reinsurance Solutions division has announced the hire of Stephen…
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The Big Nikola One Reveal History Of Discrepancies
Whiteny Tilson’s email to investors discussing Nikola’s lame response to Hindenburg Research and shares an article from Bloomberg on the company’s history of discrepancies. Q2 2020 hedge fund letters, conferences and more The Fake Nikola One Reveal 1) In Friday’s e-mail, I wrote about electric-truck maker Nikola (NKLA), whose stock plunged last week after activist […]
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Dillard’s, Inc.: An Event Driven Trade Idea
Event-Driven (ED) trading continues to perform well lately. As a result, rather than bemoan how value investing is stillborn, I’ve continued to shift more of my capital into what’s working. As I’ve noted previously; you can hope that the market reverts to a prior form, or you can evolve. With the number of active managers […]
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