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Ian's Blog: Nominal Returns

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222 posts indexed3 in the last 30 daysInsurance · Enterprise Software · Venture Capital & Startups · AI (Horizontal)Visit site ↗

Monday, 31 March 2025

1 piece

The Tangled Web Nvidia Coreweaves

Monday, 17 March 2025

1 piece

Markets Hate Uncertainty

Wednesday, 5 March 2025

1 piece

USAA Has Lost Its Mission

Thursday, 13 February 2025

1 piece

How State Farm Lost $8B In California

Thursday, 6 February 2025

1 piece

The California Fires And What Comes Next

Wednesday, 15 January 2025

1 piece

Predicting the Everest Reserve Charge

Wednesday, 8 January 2025

1 piece

The Evolving Terror Liability Risk

Friday, 20 December 2024

1 piece

The Biggest Misunderstanding About Your Health Insurance

Tuesday, 10 December 2024

1 piece

Allianz’s Foolish Bitcoin Bond Buying

Monday, 25 November 2024

1 piece

The Greater Fool and the Persistence of Irrationality

Thursday, 14 November 2024

1 piece

S&P 6000: Irrational Exuberance

Monday, 4 November 2024

1 piece

Understanding Political Betting Markets

Tuesday, 8 October 2024

1 piece

Hurricane Milton – The End of the Florida Insurance Experiment?

Thursday, 3 October 2024

1 piece

The Paradox of Workers Comp

Monday, 23 September 2024

1 piece

Christian McCaffrey: A Case Study In Risk Management

Monday, 16 September 2024

1 piece

Industry Cat Loads Are Still Not High Enough

Wednesday, 4 September 2024

1 piece

Is Private Equity Buying Into Peak NFL?

Wednesday, 21 August 2024

1 piece

The Dual Danger In Carry Trades

Tuesday, 6 August 2024

1 piece

Will FHCF Survive 2024 – Part II

Monday, 29 July 2024

1 piece

Will the Florida Hurricane Cat Fund Survive 2024?

Tuesday, 9 July 2024

1 piece

Prop Cat Is Significantly Underpriced This Year

Thursday, 27 June 2024

1 piece

Why It’s The Perfect Time For The NBA To Cut To 65 Games

Wednesday, 19 June 2024

1 piece

Remembering Dinos Iordanou

Thursday, 13 June 2024

1 piece

The Dangers Lurking In Excess Casualty

Wednesday, 5 June 2024

1 piece

State Farm Policyholders Unite!

Thursday, 23 May 2024

1 piece

How Long Can State Farm Lose Money? A Long, Long Time!

Wednesday, 15 May 2024

1 piece

The Problem With Longer Auto Claims Patterns

Monday, 6 May 2024

1 piece

The Unexpected Reason Trump Social Stock Is A Buy

Thursday, 25 April 2024

1 piece

How to Reform Sports Gambling

Wednesday, 10 April 2024

1 piece

Why Root Needs To Issue Equity Today

Thursday, 4 April 2024

1 piece

Tesla Insurance Is Still A Bad Idea For Tesla

Wednesday, 20 March 2024

1 piece

How To Make A Reserve Problem Go Away

Tuesday, 12 March 2024

1 piece

No Accounting For Taste: Reviewing Lemonade’s Revenue

Tuesday, 5 March 2024

1 piece

Apple Destroys Value Through Stock Repurchase

Monday, 26 February 2024

1 piece

Why Trump Sneakers Are The New Bitcoin

Wednesday, 14 February 2024

1 piece

Muddy Waters Attacks Fairfax With Unfair Facts

Monday, 12 February 2024

1 piece

Happy 5th Birthday to IansBNR!

Friday, 2 February 2024

1 piece

The Era of Reserve Releases Has Ended

Wednesday, 17 January 2024

1 piece

On Money, Time, and Purpose

Wednesday, 27 December 2023

1 piece

Resharing – Home Alone With An Insurance Claim