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建仓 AJG ，原因如下： 1、AJG 每股收益在过去五年翻了一番，年化回报率27％，远超标普12％ 2、保险是所有文明发达国家的刚需 3、抗风险能力强，受益于通膨，轻资产模式（图1至3） 4、保险经纪行业依赖并购扩张，AJG是行业中最激进的那个 5、历次月线回落都系机构调仓所致，无关业绩（上车机会） https://t.co/fAtfigRbmV

Cadre, another real estate investment startup co-founded by Jared Kushner, Josh Kushner, and Ryan Williams, has raised $133 million from venture capitalists. With that investment comes the expectation of rapid growth and strong profitability, which could lead to lower underwriting standards and higher fees. Plus, Cadre does not avail itself of Reg ... See more

Farley conceded that there are “a lot of underwater bonds in the banking system and that can pose financial stability risks because banks are leveraged institutions. If it’s levered 10 to 1 and you have a 10 percent loss, all the equity is gone.” Which, of course, is exactly what happened to Bear Stearns, which at times was levered 50 to 1, meaning... See more