Editor’s Note: Thanks to Carrier Management for featuring my recent post on The Reinsurer’s Veto. You can find the article here. No, I’m not calling the Fed Chair dumb. I’m calling him a dummy. There’s a difference. A dummy is controlled by a ventriloquist who gives it voice. The dummy Continue Reading
Ukraine and Unexpected Second Order Effects
Well I’m already wrong with my Putin wouldn’t invade Ukraine prediction, so you can arguably take what follows here with a grain of salt (though my MLB call looks right on track), but I think there are some macro effects that may be a little less obvious than the immediate Continue Reading
The Market Is Trying To Hold Two Opposing Ideas At Once
Informed Tip of the Week: With winter weather arriving across much of the country, you might find yourself with some small house damage like a leaking pipe or water seeping through the roof. You definitely should get it repaired before it becomes worse, but should you file a home insurance Continue Reading
The Emperor Has No Clothes Edition
Before we get started, a brief link to some new Informed content… Are you worried about inflation? Are you worried about increased natural disasters? If so, have you updated your home’s replacement value to account for the increased risk of demand surge? I thought not. Take a look and speak Continue Reading