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Month: September 2021

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Did China Ring The Bell on the Market?

Posted On September 27, 2021September 27, 2021 By Ian

With all the Evergrande worries in the market last week, I thought it would be worth bringing some perspective to how major bear markets work and why Evergrande is unlikely to be the start of one. Note, this doesn’t mean I’m not bearish on the impact of Chinese policy on Continue Reading

Category: Entries

The Activist Short Seller

Posted On September 17, 2021September 17, 2021 By Ian

As I was looking over Friend of the Blog Ron Bobman’s latest activist letter pressing for change at Argo, I had a unique thought. Why are there only activists who press for change to make stocks go higher? Why aren’t there activist short sellers? Now, maybe this seems crazy. Who Continue Reading

Category: Entries

Why the Experts Are Underestimating Post-Tropical Ida Losses

Posted On September 6, 2021September 6, 2021 By Ian

Surprisingly, at least to me, the Ida-related flooding on the East Coast is being estimated as a very small insured loss, maybe $1 or $2 billion. This is incomprehensible to me. Sure, a lot of the damage is water and a lot of water is uninsured, but enough water is Continue Reading

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