Wow, it feels like a lot has happened in the two weeks since my last post. The markets have sold off almost another (20%) after the ~(8%) decline in February. In this post I will briefly chronicle how I am thinking about reacting to the corona pandemic and the impact it is having on financial markets and the economy. I also found a new fantastic investing resource that I wanted to share, so you will have the chance to use it during this period of challenge (and opportunity).
Continue reading “Buying the BBB and a New Toy for Me”Tag: insurance
Insurers: Greenlight RE and Brighthouse Financial
This post is about David Einhorn’s Greenlight Capital, Greenlight RE (“GLRE”), one of his (reportedly) largest portfolio investments, and related book about another famous investor that I am rereading. Continue reading “Insurers: Greenlight RE and Brighthouse Financial”