Skip to content
Primary Menu
  • About
  • Entries
  • Best Of
  • Contact Us

Insurance & Investing Insights

Entries

  • Home
  • Entries
Category: Entries

What’s Good For The Goose…

Posted On June 2, 2025June 2, 2025 By Iancomment

So I’m going to be critical of Evan Greenberg today. Those who know me know I was an early backer of Evan’s back at Ace and have always been one of his biggest supporters. I was at the head of the Evan bandwagon before there was a wagon. It was Continue Reading

Category: Entries

Should US Casualty Switch To Claims Made?

Posted On May 15, 2025May 15, 2025 By Ian10 Comments

No. How’s that for a short post? But I suppose I should explain my answer. For those that didn’t see, Chubb and Zurich are trying to push the US casualty market to change from occurrence to claims made. I don’t think they will succeed and I don’t think they should. Continue Reading

Category: Entries

In Defense of Greedy Billionaires

Posted On May 1, 2025May 1, 2025 By Ian3 Comments

Yup, you read it right. I’m here to defend billionaires. And not just and greedy billionaires, but the worst of the worst! Sports team owners! Boooooo!!!! What’s the issue? People are mad that the Washington Commanders are building a new stadium and the city of DC is paying for part Continue Reading

Category: Entries

The Tangled Web Nvidia Coreweaves

Posted On March 31, 2025March 31, 2025 By Ian7 Comments

People like to say what is happening in tech today is nothing like the 2000 bubble. Companies are far more profitable and are less speculative, they say. While this is true for the most part, today’s note will point out some striking similarities in behavior today vs. 25 years ago. Continue Reading

Category: Entries

Markets Hate Uncertainty

Posted On March 17, 2025March 17, 2025 By Ian1 Comment

I thought this might be a good time for a brief primer on the likely consequences of the ever evolving US economic policy. One of the first things you learn as an investor is markets hate uncertainty. This is basically a way of stating that people are risk averse so Continue Reading

Category: Entries

USAA Has Lost Its Mission

Posted On March 5, 2025March 5, 2025 By Ian22 Comments

With all the news around California fires, year end earnings, and so on, I didn’t have the chance to write about Juan Andrade leaving Everest Re to take over USAA. I’ve met Juan a number of times over the years and he is a very capable executive. However, USAA needs Continue Reading

Category: Entries

How State Farm Lost $8B In California

Posted On February 13, 2025February 13, 2025 By Ian1 Comment

Yes, they underpriced business and had poor risk management. I think we all know that. But how did it happen? If you saw the recent Wall Street Journal article, you know that a state manager chose to prioritize making the agents happy over making State Farm money. This led to Continue Reading

Category: Entries

The California Fires And What Comes Next

Posted On February 6, 2025February 6, 2025 By Ian6 Comments

As some of you have speculated, I had been planning to write about the California FAIR plan for quite some time, but never quite got around to it. That, unfortunately, is the downside of subscribing to a free newsletter. I have no market incentive to publish in a timely manner! Continue Reading

Category: Entries

Predicting the Everest Reserve Charge

Posted On January 15, 2025January 15, 2025 By Ian4 Comments

One of the big stories to watch for year end earnings will be how many companies will confess that their casualty reserves are still woefully short. There doesn’t seem to be a whole lot of angst about this, even after the large Swiss Re charge last quarter. Just because management Continue Reading

Category: Entries

The Evolving Terror Liability Risk

Posted On January 8, 2025January 8, 2025 By Ian2 Comments

While it may be too soon to talk about the insurance impact of tragic events, that is what we do in the insurance industry. So, hopefully you will understand my attempt to be clinical here and make some observations about the recent terrorist attacks. The recent spate of car based Continue Reading

Load More Posts

Recent Posts

  • What’s Good For The Goose…
  • Should US Casualty Switch To Claims Made?
  • In Defense of Greedy Billionaires
  • The Tangled Web Nvidia Coreweaves
  • Markets Hate Uncertainty

Recent Comments

  • Tom Coughlin on Should US Casualty Switch To Claims Made?
  • Ian on Should US Casualty Switch To Claims Made?
  • Ian on Should US Casualty Switch To Claims Made?
  • Alap Mehra on Should US Casualty Switch To Claims Made?
  • Alap Mehra on Should US Casualty Switch To Claims Made?

Archives

  • June 2025
  • May 2025
  • March 2025
  • February 2025
  • January 2025
  • December 2024
  • November 2024
  • October 2024
  • September 2024
  • August 2024
  • July 2024
  • June 2024
  • May 2024
  • April 2024
  • March 2024
  • February 2024
  • January 2024
  • December 2023
  • November 2023
  • October 2023
  • September 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019

Subscribe to Blog via Email

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Join 1,036 other subscribers

Categories

  • Best Of
  • Entries