This is going to be a challenging one to write. As you all probably know, Chubb has made an offer to acquire Hartford. I have a lot of history with, and respect for, both companies and have been a significant shareholder of both at times. I actually predicted this exact Continue Reading
Fiat Money, Gold, Beanie Babies, and Beeple: What is Value and do NFTs Have Any?
Note: If you’re only here for the NCAA Bracket advice, you can skip to the end. 😉 Yeah, you’re all expecting I’m going to tell you NFTs are worthless, aren’t you? I mean they mostly are, but before we get to that, I’d like to have a broader discussion of Continue Reading
Insuretech Builds Castles in the Sky
Before anyone asks, “is that some new insuretech I haven’t heard of? They’re literally building giant castles and insuring them”? No, nobody is insuring giant castles (…yet). Today’s topic is unrealistic assumptions. Yes, that is often the topic when I discuss insuretech, I know. But this time it isn’t about Continue Reading
A Market Murder Mystery: Who Is About to Kill the Tech Bubble?
Earlier this week, I wrote a mystery that probably was easier to solve than an Encyclopedia Brown book. This week, I’m not even going to pretend there’s a mystery. I’m just going to cut to the chase and tell you what the crime is and who dun it. What’s the Continue Reading
An Insuretech Murder Mystery: What Will Kill Today’s High Valuations?
I’m not going to spoil it this soon, but I’ll drop a pretty big hint…there’s only one obvious suspect (and it’s not Sideshow Bob). Keep reading and see if you can solve the mystery before I reveal the answer. Insurtech valuations (both public and private) have benefited greatly from the Continue Reading