Apollo's Zelter Wants to "Snuff Out" Offshore Regulatory Arbitrage Blaze
2 min read
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KKR ❤️ Private Credit, Insurance Illiquidity Is Forever
KKR's Co-CEO defends the private credit illiquidity premium, Moody's maps a $375B- $1 trillion uninsured flood exposure gap that private carriers haven't closed.
9 min read
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The Election That Is Really About Who Pays for the AI Buildout's Wildfire Risk
Ebola, statistics, and what pandemic science can teach markets.
6 min read
Weather, Prediction Markets and “Minnesota Nice”
The federal risk appetite is contracting and the private arket infrastructure built around it is being repriced in real time.
6 min read
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Risk Market News — Morning Brief
Tuesday, May 26, 2026
5 min read
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Ebola: New Outbreak, Same Market Gap
Modeling suggests the Bundibugyo virus outbreak in the DRC may already be twice the official case count, and the private market architecture built to respond to exactly this kind of possible global event no longer exists.
6 min read
OpenAI Searches For Biological and Chemical Risk Model Pro as AI “Uplift” Evidence Mounts
2 min read
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California's Wildfire Fund Was Mispriced And Now It's Shopping for a Replacement
2 min read
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The Wealthiest Americans Now Carry the Most Flood Exposure. Models Don't Reflect That.
New Census Bureau research confirms what private flood insurers have been betting on: flood exposure is concentrating among the wealthiest Americans, and the market is moving to follow it.
3 min read
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Texas Heads Into Hurricane Season With Funding, Model Questions Hanging and Beryl Losses Still Growing
3 min read
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Trump Proposal Wants to Replace Disaster Aid With Parametric Financing. The Question Is Who Will Pull the Trigger?
A White House council's sweeping FEMA overhaul would replace loss-based disaster reimbursements with parametric block grants, accelerating both the retreat of federal flood insurance and the case for private catastrophe modelers as essential infrastructure in U.S. disaster finance.
6 min read
Hawaiian Electric’s Liability Hangs Over Credit Recovery as Storms Compound Utility's Wildfire Stress
3 min read
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