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 |
Corporate Tax Reform Outlook - Most Beneficial to PGR, RLI, ALL, TRV
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Wilt, Bill |
2017-01-04 |
Peer-to-Peer Insurance: Proprietary Review of Global Landscape post launch of Lemonade
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Wilt, Bill |
2016-12-08 |
Allstate Corp (ALL): Buying SquareTrade
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Wilt, Bill |
2016-11-29 |
Workers' Comp: ACA Repeal/Replace Unlikely to Affect our "Peaking Results" Thesis - Impact: HIG, TRV, WRB, ORI, AFG, AFSI
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Wilt, Bill |
2016-11-21 |