| Conference Call: Rise in Social Inflation --- Tuesday, June 27 at 2pm EST
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Wilt, Bill |
2017-06-22 |
| Social Inflation Follow Up: Third Party Litigation Funding Remains on the Rise
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Wilt, Bill |
2017-06-20 |
| Social Inflation Follow: Up Inflation Risk to the Upside From Advertising Trends
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Wilt, Bill |
2017-06-13 |
| Allstate (ALL): Esurance Nearing Accounting Profitability - parallels to Squaretrade
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Wilt, Bill |
2017-06-07 |
| Workers' Compensation Still Peaking, AHCA Impact
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Wilt, Bill |
2017-06-02 |
| Reinsurance Brokers: Modest Earnings Tailwinds from Rising Revenues (AON, MMC, WLTW)
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Wilt, Bill |
2017-05-22 |
| Commercial Auto: A Fixable Problem (ORI, SIGI, MCY, RLI, CINF, AFG)
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Wilt, Bill |
2017-05-08 |
| Allstate (ALL): Benefit of Auto Hard Market Likely to Continue
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Wilt, Bill |
2017-05-02 |
| Near-Term Pressures on Auto Physical Damage to Persist (ALL, PGR, MCY)
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Wilt, Bill |
2017-04-25 |
| Pricing and Reserves: Directional Impact on 2017 Estimates
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Wilt, Bill |
2017-04-07 |
| Workers' Comp: AHCA Will Accelerate Loss Ratio Deterioration - HIG, TRV, WRB, ORI, AFG
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Wilt, Bill |
2017-03-22 |
| Federal judge appointments unlikely to provide Inflation relief, as state courts are more influential
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Wilt, Bill |
2017-03-15 |
| Progressive Corp: Back in Advertising Mode, Y/Y Comparisons Tougher, Remains Best-In-Class
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Wilt, Bill |
2017-03-14 |
| ROE Leverage Framework: Underwriting Drives Valuations - Discounts for AIG & HIG, and Premiums for PGR & RLI, are Likely to Persist
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Wilt, Bill |
2017-03-01 |
| Auto Pricing Hard Market: Progressive's (PGR) Kind of Market
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Wilt, Bill |
2017-02-21 |
| Valuation Framework: U/W Results Drive Valuation; not NII - XL, AXS, AIG, HIG
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Wilt, Bill |
2017-02-17 |
| Workers' Comp: Results Peaking; Expect More Pricing Pressure in 2017 (HIG, TRV, WRB, ORI, AFG, AFSI)
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Wilt, Bill |
2017-02-08 |
| Insurance Stocks Most Levered to the Trump Economy (AFG, WRB, AFSI, MKL, ORI)
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Wilt, Bill |
2017-01-30 |
| ALL, PGR: Pricing "Hard Market" Carrying into 2017, mutual Insurers now taking double the pricing
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Wilt, Bill |
2017-01-12 |
| HIG Deal with Berkshire is Expensive; Corp Tax Reform & Asbestos to Collide in Near Term?
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Wilt, Bill |
2017-01-05 |