World grain production changing US grain outlook (WSJ)

Sunday ride

FL homeowners rate trend(s)

It is wild to me that $GS was so early on life insurance with Global Atlantic, even considering a full take private prior to GFC (but likely more P&C / Buffettesque), but now has to play catch up. Regs really clipped the optionality that existed on the balance sheet.

While not a new product for this GP, always worth noting where institutional capital is overcrowding

Faith in Aviva model can reap dividends Aviva is one of the oldest companies listed in London, with origins that can be traced back to the 17th century. It is now the largest life insurer in Britain, holding a 23 per cent share of the marke...

Pumping Aviva $AV.L

apple.news/ARMtmjuPXR5K...

Probably nothing, but maybe the start of something?

Probably only me and @brwalden.bsky.social interested in this heater

Ooof can’t stop being reminded of the fish that I let off the line

When are we going to deprecate Oaktree and just start calling it Brookfield?

B. Riley’s Rout Forces Reckoning for a Founder’s ‘Labor of Love’ (Bloomberg) -- Bryant Riley, who built an underdog investment firm into a multibillion-dollar financial empire that bears his name, was defending his close friend and business partner, Brian Kahn.Most...

Nice summation of the $RILY story to date.

finance.yahoo.com/news/b-riley...

Brazil...can't have nice things like single digit interest rates

Bubble confirmed

Ok we out here. Let’s go.