Great Intelligence Does Not Protect an Investor from Emotion Traps

A fellow named “David” called me on Sunday and to talk about Valuation-Informed Indexing. He is a big believer in the merit of Shiller’s research and has read several of the articles that I have posted at this site. He wanted to know a bit more about my suggestions for the implementation of a Valuation-Informed […]
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Read MoreMunich Re provides £1bn longevity swap for Willis Pension Scheme
Global reinsurance giant Munich Re has completed a £1 billion…
Read MoreConvex enters cat bond market with $150m Hypatia multi-peril deal
Convex Group, the specialty insurance and reinsurance company founded by…
Read MoreClimate insurance-linked securities (ILS) opportunity seen for London
A forum co-chaired by UK regulator the Financial Conduct Authority…
Read MoreAssurant shrinks reinsurance tower, increases multi-year coverage
U.S. specialty insurance group Assurant has shrunk down the top…
Read MoreOnly 5.8% Executives Deem 5G Much More Important To Recovery

The 2nd Global Business Barometer shows marked reductions in the importance of 5G networks to executives Q1 2020 hedge fund letters, conferences and more Majority Of Executives Don’t Find 5G Important To Their Firm’s Recovery 41.6% of executives surveyed feel that 5G is “somewhat less important” to their firm’s recovery and only 5.8% deem it […]
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Read MoreCrescat Capital: Great Time To Buy Gold Miners And Short Stocks

Crescat Capital discusses taking activist stakes in gold and silver deposits. Q1 2020 hedge fund letters, conferences and more In Crescat’s view there has never been better time to sell overvalued stocks at large and to buy undervalued gold mining shares. That is how Crescat is positioned in its hedge funds. These two non-correlated themes […]
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Read MoreWaymo Autonomous Vehicle; Amazon Acquires Zoox

Whitney Tilson’s email to investors disucssing him roding in a Waymo autonomous vehicle; Amazon acquires Zoox; his video on AVs and EVs; Are You an Anti-Influencer? Q1 2020 hedge fund letters, conferences and more Ride In A Waymo Autonomous Vehicle 1) During a visit to the Bay Area in February, I had the opportunity to […]
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Read MoreCoronavirus Stimulus check round 2 update: 4 possible plans

Many Americans are looking for an update on the round 2 Coronavirus stimulus checks every day, but for now, the only updates available are comments from officials. All we can do right now is try to get an idea about what Congress might do for the phase 4 stimulus package, although negotiations won’t really begin […]
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