Cedar Street Research

Unconventional research (just trying to fertilize the money tree) specialization in Banks, Insurers and Specialty Finance. Student of Kirk Lazarus

[Cedar Street Research @CedarStResearch]

No clue! It’s has nothing to do with the core business. Startups burn cash, they do not invest it until they hit that cash flow positive stage and the excess sits in money market funds.

I was reading it can cost $2-2.5m to launch an ETF so one would have to assume 1/3 of their capital raises has gone to fund these ETFs sitting idle in very speculative investment strategies.

I’m giving them the benefit of the doubt that their excess cash is sitting in their captive, but I can’t confirm it and it makes one wonder with the ETF business.

[Cedar Street Research @CedarStResearch]

@matthewqueen84 @harris The ones with balls of steel do Captives! Or maybe the Reddit term that would carry over would be diamond hands.

[Cedar Street Research @CedarStResearch]

@csuitecounsel @MCins_ Most up to date statutory data on YRIG and TRRG I can find, I’ve barely looked in all honesty.

[Cedar Street Research @CedarStResearch]

My favorite orange logo

[Cedar Street Research @CedarStResearch]

To clarify, the RRGs being (1) TRRG and (2) YRIG still have no clue what RPMIC stands for or where to find Ideal. Corgi are Chinese wall since it’s a captive.

[Cedar Street Research @CedarStResearch]

Seems like a nice guy, no clue who he is, but where’s all the premium and capital? b/c it’s not in the RRGs if you look at the yellow books.

Had a fun talk with a sharp actuary today. Commercial trucking? Woof

[Cedar Street Research @CedarStResearch]

@JayKapoorNYC What’s more important the strategy or how nice a deck looks?

[Cedar Street Research @CedarStResearch]

@blondesnmoney Mega deals drying up, RT effectively going stone cold on M&A not good for brokers with in-organic MGA strategies.

[Cedar Street Research @CedarStResearch]

@danielsethlewis @CORGI Preach!

[Cedar Street Research @CedarStResearch]

@garrytan Is it possible to setup a prediction market to go long or short Y combinator startups?

[Cedar Street Research @CedarStResearch]

@LiamHarreys @ryanspalding lol

[Cedar Street Research @CedarStResearch]

@peter_brecht @hedgequote Calling @hedgequote Lieutenant Dan from here on out 🤝

[Cedar Street Research @CedarStResearch]

Highly intelligent guys. Probably mutually calling out a name I won’t say. Quoting really really fast is good, but not the answer. Knowing what you are doing (underwriting, claims, actuarial, loss control, reinsurance structuring etc…) more important. We’re taking the same playbook. Subject matter experts merged with AI workflows is just the start, the strategy goes deeper.

[Cedar Street Research @CedarStResearch]

@hedgequote That computes

[Cedar Street Research @CedarStResearch]

@theonejvo @UseCorgi https://t.co/figeC3rNRU

[Clayton Mooney @MooneyMillions]

https://t.co/UbH2C4igDz

[Cedar Street Research @CedarStResearch]

@mattyryze @lillyemira @UseCorgi “Full stack AI” 🫏

[Clayton Mooney @MooneyMillions]

https://t.co/UbH2C4igDz

[Cedar Street Research @CedarStResearch]

@Nick_Lamparelli @InsurTechNY Let’s do it Lamps!

[Cedar Street Research @CedarStResearch]

See y’all at Insurtech NY mañana @InsurTechNY

Moonshot program ideas welcomed, I have a platform for you. Verified warm intros preferred 🤙

[Cedar Street Research @CedarStResearch]

@oanaolt Peak male physique as they say