Property Reinsurers: The Answer Is Blowing in the Wind [View article]
actually, one must hope for one or two strong hurricane seasons to get all the hot and dumb capital out of the reinsurance business that is driving down premiums to below reasonable rates. A good hurricane or two with some staggering insurance claims to be paod would be welcome for the years ahead, imho
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [View article]
4-5 index etfs probably would do it as well. don't tell me you can keep track and properly analyze and follow all of your holdings. way too many. zero value added.
Property Reinsurers: The Answer Is Blowing in the Wind [View article]
A good hurricane or two with some staggering insurance claims to be paod would be welcome for the years ahead, imho
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [View article]
zero value added.