Reinsurance moves up to 20% at July renewal. January to be fragmented: Hyperion
At the July 1st reinsurance renewals rates were seen to…
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CDB & Canada to fund CCRIF premiums for nine Caribbean countries
The Caribbean Development Bank (CDB) and Government of Canada have…
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Error-Ridden PPP Data Show Taxpayer Funds Funneled to the Wealthy & Well-Connected
Yesterday, the Trump administration released a limited collection of data about recipients of Paycheck Protection Program (PPP) assistance. The program has been rampantly mismanaged from the start, allowing big businesses and publicly-traded companies to exploit the program with little transparency or oversight. The data released yesterday has been riddled with errors, raising questions about the […]
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Logica Capital June 2020 Commentary: The Circus
Logica Capital commentary for the month ended June 2020, titled, “Is That All There Is?” discussing the performance of their anti-momentum portfolio (LFB). Q2 2020 hedge fund letters, conferences and more Logica Absolute Return – Up/Down Convexity – No Correlation Logica Tail Risk – Max Downside Convexity – Negative Correlation June 2020 Performance Logica Absolute Return […]
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ACR 2Q20 Commentary: The Bubble in the Crash
Alpine Capital Research commentary for the second quarter ended June 2020, titled, “The Bubble in the Crash.” Q2 2020 hedge fund letters, conferences and more Today’s market has required us to navigate a narrow strait between dangerously high equity prices and Great Lockdown capital impairments. We believe valuation risk is near all-time highs with the […]
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Mexican President AMLO Prepares To Visit United States
MEXICO CITY — President Andres Manuel Lopez Obrador (AMLO) has never left Mexico once in the 19 months he has been in office. Now, he’s traveling to Washington, to greet President Trump. Q2 2020 hedge fund letters, conferences and more Gladys McCormick, an Assistant Professor of History in Syracuse University’s Maxwell School of Citizenship and […]
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Asset managers got SBA PPP loans, but did they need them?
The Small Business Association’s (SBA)’s Payroll Protection Program (PPP) handed out loans to small businesses, but it isn’t just small businesses getting the loans. Criticism of the program continues as officials released details on hundreds of thousands of businesses that received PPP loans from the SBA, many of which will be forgivable. Q2 2020 hedge […]
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Tesla’s overexcited fans and Musk’s reckless behavior
Whintey Tilson’s email to investors discussing an update on Tesla Inc (NASDAQ:TSLA); Elon Musk’s reckless and immature behavior; Tesla’s overexcited fans should cool down a little; markets bombed, investors carried on. Q2 2020 hedge fund letters, conferences and more An Update On Tesla, Elon Musk’s Reckless And Immature Behavior 1) With yesterday’s 13.5% jump, Tesla’s […]
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GSE developments: FHFA may have acted illegally
Three major GSE developments over the last 10 days will greatly impact the future of Fannie Mae and Freddie Mac. Dick Bove of Odeon Capital outlined the three GSE developments in a recent note. Q2 2020 hedge fund letters, conferences and more Seila Law case is the biggest GSE development The biggest GSE development is […]
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