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The Property and Casualty (P&C) insurance industry took several major hits this year, with hurricanes in the East and wildfires in the West. These events were truly catastrophic for the people...
A diversified industrial giant with employees, operations, and sales in every corner of the globe. A high-yielding lumber and wood fiber play benefitting from strong construction and materials...
Harvey, Irma, and now Maria. Who would have thought that these three names would strike so much terror into the hearts of residents of Texas, Florida, and now Puerto Rico? The potential damage...
Hurricanes Harvey and Irma have together caused billions of dollars in property damage, disrupted countless businesses, and tragically, cost dozens of lives. But as I wrote recently, the...
Devastating, and expensive, the damage in Texas from Hurricane Harvey will fall mainly on the National Flood Insurance Program (NFIP) as I said last week. Catastrophe funding will also kick in for...
Airlines have been the butt of customer service jokes for years. Deservedly so. Now they’re fighting back, with software. This week, JetBlue announced a large investment in Gladly, a Silicon...
If there are two major things we learned during the epic, 70%-plus crash in oil prices between 2014 and 2016, it’s that … 1. The market as a whole can continue on its merry way even when an...
The hype about healthcare coming out of Washington never ends. Republicans keep trying (and failing) to repeal and replace Obamacare … derailed by worries about Medicaid funding and the rise in...
Moody’s Investors Service just downgraded China. But someone apparently forgot to tell Chinese funds the “bad news.” That’s because they’re some of the best performers in the entire market!...
Historically, the Chicago Board Options Exchange SPX Volatility Index (VIX) is a measure of investor anxiety. Last week, the CBOE Volatility Index reached a 10-year low. The prevailing lack of...