We’re now less than one year away from voting for the next President. If that doesn’t send a shudder down your spine, you are more resolute than I. The odds of an undisputed election seem fairly low. If you think what happened three years ago is the worst that can Continue Reading
My Allstate Activist Campaign Proposal
You may have seen the recent news that famed activist investor Nelson Peltz took a stake in Allstate. This is surprising on a number of fronts. First, activist investing has largely failed in insurance (most prominently Carl Icahn and friends at AIG). Second, Allstate is not an obvious target for Continue Reading