My review of 2022 (a year of change)

The year 2022 included many sad and noteworthy developments in the world and in financial markets …

P&C Insurance Economics 103.1: P&C Insurance, inflation and higher rates

P&C and especially Auto insurance companies’ earnings get pressured by higher combined ratios driven by claims inflation. As some central banks raise interest rates to tackle inflation forward investment returns support earnings and returns on equity. Higher investment income might increase competition and pressure underwriting margins further.  …

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P&C Insurance Economics 103: Decomposition of ROE, Growth, and P/B

I quickly look at three insurane companies decomposing ROE drivers …

Portfolio quicky: 3i – inflation, infection, invasion

In our great good investing community someone mentioned the three I‘s and I used this for writing down some thoughts about my portfolio positions.

Thesis Tracker: Q4 2021

Still a work in progress. Companies mostly on track. Inflation sometimes an issue.

My review of 2021 (the 2nd SPAC-tacular year)

The year 2021 included many noteworthy developments in the world and in financial markets …

Launch of my Thesis Tracker: Q3 2021

Oriental Watch released results a few dasy a go, so I can finally publish this piece.

My review of 2020 (a SPAC-tacular year)

The year 2020 was a very special one. The global corona pandemic on its own, is more than enough reason to make it a special year in so many perspectives. All of us experienced the pandemic and the national economic lockdowns differently. Some of us were hit harder than others, emotionally or economically …

2019 Review

The year 2019 was no exception to the past several years — it just flew by; Time is always running.I want to do a quick review of 2019 and list What I did in 2019, What I didn’t do in 2019 and What I will do in 2020. Additionally, I want to give a quick Portfolio Update at End of 2019.