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Month: February 2020

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Trade Corona Like It’s A Hurricane

Posted On February 28, 2020March 9, 2020 By Ian

As the market heads well into correction territory, the one thing that has struck me is people are trading it as they would a typical recession. This is absolutely the wrong construct. The impact from recessions persist. Corona is like a hurricane – it is a one time hit that Continue Reading

Category: Entries

Apple Should Not Be A Holding of ESG Funds

Posted On February 25, 2020February 25, 2020 By Ian

A recent analysis by RBC Capital, highlighted in the Wall Street Journal, observed that the top five holdings of ESG stock funds were Microsoft, Google, Visa, Apple, and Cisco. If your reaction to that is “I thought I was investing in an ESG fund, not a tech fund“, congratulations! You Continue Reading

Category: Entries

Where Are All The Reserve Charges Hiding?

Posted On February 19, 2020February 19, 2020 By Ian

One thing I like to do here is make predictions. When those predictions come true, I am pretty good at reminding you about it! That also requires owning up to it when they don’t come true. Before earnings season began, I suggested we would see companies take year-end reserve charges, Continue Reading

Category: Entries

Prominent Investors Continue to Fail At Insurance

Posted On February 13, 2020February 13, 2020 By Ian

With the news that Exor is selling PartnerRe and exiting insurance, we have one more example of a high profile investor realizing that running an insurance business was harder than they thought. While Exor got a reasonable return on its investment, certainly in comparison to hedge fund reinsurers, it clearly Continue Reading

Category: Entries

Bloomberg Wins Iowa

Posted On February 5, 2020February 5, 2020 By Ian1 Comment

No, this isn’t Fake News. I know Bloomberg didn’t even run in Iowa. But he still won it cause everyone else lost! Loyal readers may remember I recommended buying futures on Bloomberg for President at 200-1 last fall. Yes, I am bragging about that call again! For non-loyal readers, insights Continue Reading

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