RMN Morning Brief

The Flood Insurance Privatization Debate Is Now About Who Gets What Risk

AI Hyperscale Risk Is Too Big for Insurers' Balance Sheet (But Not Its PE Rolodex)

Three new pricing inputs landed today for cat risk and AI risk.

Ackman's Insurance Deal Already Has Its Exit Written

California quake tail risk wags

Rich Catastrophe, Poor Catastrophe

Good Morning. This morning capital markets may systematically underpricing the biggest risks, and the fixes are arriving from external authorities rather than from the industries downstream of the exposure. In

Supreme Court Case Puts $250B of Flood Mitigation at Risk

The First Post-Buffett Deal Tilts Berkshire Toward Physical Risk