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Month: September 2020

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The Death of Factor Models – Part I

Posted On September 29, 2020September 29, 2020 By Ian

Today’s topic is risk management and how easy it is for well intentioned people to get over their skis and do really dumb things. For once, the really dumb things aren’t being done by insurance companies! No, these rubes work in the investment industry. Today, we discuss the fallacy of Continue Reading

Category: Entries

A New Business Model for Life Insurers

Posted On September 14, 2020September 14, 2020 By Ian

Life insurer valuations continue to languish to the point where one wonders if the market doubts these are going concerns. At a minimum, it reflects a belief that interest rates will never go up and earnings are severely overstated. This view is at odds with the prices paid for blocks Continue Reading

Category: Entries

Ian’s Brief #6: Fantasy vs. Reality

Posted On September 4, 2020September 4, 2020 By Ian

Time for another Brief. Today’s theme is fantasy vs. reality and how does one tell the difference when looking at market conditions. It’s also a timely excuse for me to dispense fantasy football advice before people draft this weekend for those who want to skip ahead. 😉 Do Stock Splits Continue Reading

Category: Entries

The Fed Copies Progressive’s Approach to Target Messaging

Posted On September 1, 2020September 1, 2020 By Ian

Last week, the Fed updated its approach to managing inflation. Rather than maintain its old target of keeping inflation under 2%, it has now moved to allowing inflation to average 2%. This obviously suggests there will be times where the Fed is comfortable with inflation over 2% in order to Continue Reading

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