I need a better title for this post but I can’t come up with one, so hopefully you all will catch on to the purpose shortly. What I am attempting to do is share some insight into how I used to do my financial analysis different from most other investors. Continue Reading
Are D&O Loss Ratios Headed To Zero?
While much media attention has been given to the SEC considering eliminating quarterly reporting for public companies, there was a much more consequential decision made by the SEC recently with major implications for insurers. Surprisingly, I have seen very little discussion about this change as it potentially eliminates major sources Continue Reading
My Hurricane Katrina Retrospective
Well, it’s turned out to be a light hurricane season (though, yes, it’s not over) so I thought I would, belatedly, join all the others doing their 20 year Hurricane Katrina retrospective. The main difference is I will tell it primarily from my perspective, which is less about the human Continue Reading