Adding a book reviews page
I’ve read a lot of books on investing, and continue to buy and read more. It’s almost an addiction… Anyway I figured I may as well put some book reviews up on my site, to help you guys figure out...
View ArticleSandstorm Gold
I don’t normally post about individual equities, but Sandstorm Gold has an interesting business model. They are a gold royalty company. Sandstorm will make an upfront payment to a gold mine and receive...
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Screening the FTSE Small Cap universe with the Magic Formula
It’s been a while since I had a go at screening the FTSE Small Cap universe with the Magic Formula. Hopefully the screenshot I took of the top twenty stocks displays correctly below. I’ve not used the...
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Investing in Catastrophe Bonds
Investing in Catastrophe Bonds…..possibly not the most obvious sounding asset class to invest in. None the less, with their near zero correlation to equity markets and the prospect of 5% plus in the...
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CATCo Global Reinsurance Opportunities
My previous post gave some information on the market for CAT bonds: http://the-global-investor.com/investing-in-catastrophe-bonds This post describes one way of gaining exposure to this asset class....
View ArticleKyle Bass interview
Zerohedge recently did a post containing a Kyle Bass interview, along with a copy of his latest investor letter. Kyle Bass is a hedge fund manager who correctly called the sub-prime mortgage crisis,...
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DCG Iris
Following on from my post on investing in catastrophe bonds (http://the-global-investor.com/investing-in-catastrophe-bonds/) DCG Iris is the second option I want to talk about. DCG Iris is a closed-end...
View ArticleThe state of the CAT bond market
The Swiss Re Global CAT bond index is up 3.2% year to date. This index is the most commonly used index for tracking the CAT bond market. It tracks the total return of all USD and EUR denominated CAT...
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Performance 1 Year on (FTSE Small Cap Picks)
Ok, so it’s two weeks short of a year, but who knows when else I’ll get the time to look at the Performance 1 year on for the FTSE Small Cap Picks. By way of reminder, the original post appeared here:...
View ArticleCATCo performance, 20% in a year…
Roughly a year ago, I wrote about options for investing within the re-insurance sector. Now seems as good a time as any to revisit the performance of CATCo and DCG Iris. CATCO I wrote about here:...
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