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Uncorrelated Returns, Part 4: Focus on Catastrophic Natural Disaster Reinsurers

calendar_today July 14, 2020

With the markets erasing nearly all of their March losses, the stark rebound in equity prices has been remarkable. Volatility has certainly picked up, but the disconnect between the expected (and realized, as I read about another bankruptcy this morning) economic impact of COVID-19 and the U.S. stock market’s rebound is almost incomprehensible.  Is the market pricing […]

Speak to anyone who currently has teen or preteen children, and many of them will tell you that their kids spend an inordinate amount of time staring at the screen of their smartphone or tablet. In many ways, that 2-D world has overtaken their personal interactions with 3-D people...