Could Silver be emerging from Gold’s shadow and how does it correlate with Oil

Gold has long been the talk of the town thanks to the historical records it set in 2020 and its subsequent price correction, however, could we see a new rival emerging? Q4 2020 hedge fund letters, conferences and more Silver has remained in the deep shadow of the “main metal” for a long time, however, […]
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Read MoreBonhoeffer Fund 4Q20 Commentary: Case Study – At Home

Bonhoeffer Fund commentary for the fourth quarter ended December 2020, providing a case study of At Home Group Inc (NYSE:HOME). Q4 2020 hedge fund letters, conferences and more Dear Partner, The Bonhoeffer Fund returned 20.0% net of fees in the fourth quarter of 2020 compared to up 15.9% for the MSCI World ex-US, a broad-based […]
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Read MoreFOMC Minutes Disappoint Gold Bulls

The recent FOMC minutes are hawkish and negative for the price of gold, but the Fed will remain generally dovish for some time. Q4 2020 hedge fund letters, conferences and more The Recent FOMC Minutes Are Bad For Gold Last week, the Federal Open Market Committee (FOMC) published minutes from its last meeting in January […]
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Read MoreAllstate’s wildfire subrogation recoveries reach $605m
U.S. primary insurance giant Allstate has revealed that it expects…
Read MoreDividend Income Summary: Bert’s January 2021 Summary
2021 is flying by at light speed, or at least…
Read MoreWe Don’t Acknowledge Our Get Rich Quick Urge Because Its Irrationality Shames Us

The choices that investors make are directed by the Get Rich Quick urge residing within them. It is that Get Rich Quick urge that makes the irrational exuberance examined in Shiller’s famous book possible. Q4 2020 hedge fund letters, conferences and more Irrational Exuberance Isn’t that so? Isn’t it strange that there is a book […]
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Read MorePlenum Insurance Capital Fund exceeds $100m of assets
Just nine months into its life, the latest insurance-linked securities…
Read MoreBuild America repeats Fidus Re financial guarantee ILS at larger $150m size
Build America Mutual Assurance Company has returned to the insurance-linked…
Read MoreParametric crop-yield risk transfer product launched by Praedictus & Speedwell
A new parametric crop-yield risk transfer solution has been launched…
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