Blog Posts

 

Winter Storm Showdown: Uri (2021) vs. Fern (2026)

Animated temperature timelapse maps reveal how Uri’s historic freeze dwarfed Fern in duration and severity
analysis
severe-weather
insurance
visualization
Winter Storm Uri (February 2021) and Winter Storm Fern (January 2026) are two of the most significant winter weather events to strike the southern United States in recent…
Jan 27, 2026
 

Winter Storm Fern: Analyzing the Historic January 2026 Freeze

A comprehensive analysis of the multi-billion dollar winter storm and comparison to the 2021 Texas Freeze
analysis
severe-weather
insurance
visualization
Winter Storm Fern—unofficially named by The Weather Channel—is delivering one of the most widespread winter weather events in U.S. history. Spanning over 2,000 miles from…
Jan 26, 2026
 

2025 U.S. Tornado Season: Year in Review

An interactive visualization of the fourth most active tornado season in 15 years
analysis
severe-weather
insurance
visualization
The 2025 U.S. tornado season delivered a volatile year marked by record-breaking spring activity, the first EF5 tornado since 2013, and significant insured losses—but…
Jan 13, 2026
 

2025 P&C (Re)Insurance Stock Returns: Interactive Visualization

An interactive view of total returns across 52 publicly traded property & casualty insurers
analysis
insurance
markets
visualization
The property-casualty (re)insurance sector delivered a strong year in 2025, with the majority of tracked stocks posting positive total returns. This interactive…
Jan 5, 2026

Top and bottom 10 total return performers in 2025.

2025 Property-Casualty (Re)Insurance Stock Performance Review

Total returns, segment leadership, and valuation shifts across P&C insurers
analysis
insurance
markets
The property-casualty (re)insurance universe delivered a wide range of total returns in 2025. The charts below use the adjusted close data from the P&C Stocks Monitor (a…
Jan 2, 2026

Correlation Assumptions in Economic Capital Models

capital
economic-capital
correlation
solvency

A data-driven analysis of correlation assumptions across risk types in P&C insurance capital models, drawing from Solvency II, AM Best BCAR, and S&P methodologies.

Dec 14, 2025

Estimating Calendar Year Correlation in Loss Triangles

reserving
correlation

Empirical analysis of the calendar year correlation structure in loss reserving triangles using the CAS Loss Reserve Database.

Dec 9, 2025

Bayesian Chain Ladder with Bambi

reserving
bayesian

Revisiting the chain ladder example with Bambi, PyMC, and ArviZ using the same triangle as the R-based post.

Nov 30, 2025
 

How Big Banks See the Next Decade: Comparing 2025 Capital Market Assumptions

What J.P. Morgan, Goldman Sachs, and Morgan Stanley are baking into their long-range forecasts
analysis
markets
Long-term capital market assumptions (CMAs) turn the sprawling narratives of investment outlooks into numbers that drive asset allocation models. They translate macro views…
Oct 27, 2025
 

Simulating Equity and Fixed-Income Returns in 2025

Economic-capital ready scenario generation for P&C insurers
analysis
insurance

State-of-the-art techniques, data governance practices, and Python tooling for multi-asset scenario simulation.

Oct 27, 2025

Insurance Stock Correlations and Factor Structure

TRV, CB, HIG, AIG, and the S&P 500 over the last three years
analysis
insurance
U.S. property and casualty insurers have spent the last few years balancing catastrophe exposure, higher reinsurance costs, and rising investment yields. This review looks…
Oct 24, 2025
 

2020 (Re)Insurer Stock Price Performance

insurance
stocks
In this post, we review the 2020 stock price returns for US property and casualty (re)insurers.
Jan 31, 2021

2019 Global Catastrophe Losses

insurance
Impact Forecasting: Weather, Climate & Catastrophe Insight - 2019 Annual Report
Jan 27, 2020
 

2019 (Re)Insurer Stock Price Performance

insurance
stocks
In this post, we review the 2019 stock price returns for US property and casualty (re)insurers.
Jan 25, 2020
 

Sales Ten Commandments from former Goldman co-chair

A set of rules written in the 1950s by former Goldman Sachs co-chair John Whitehead for the new “new business” / sales department (now Investment Banking Services).
Mar 21, 2019
 

Impact of Growth on Loss Ratio Volatility

insurance
risk
The goal of this post is to look at the impact of premium growth on loss ratio volatility. To do this, we will use historical loss ratios and premiums from Schedule P by…
Mar 9, 2019
 

2018 (Re)Insurer Stock Price Performance

insurance
stocks
In this post, we review the 2018 stock price returns for US property and casualty (re)insurers.
Feb 17, 2019

2018 Global Catastrophe Losses

insurance
Impact Forecasting: Weather, Climate & Catastrophe Insight - 2018 Annual Report
Jan 29, 2019

Bayesian Chain Ladder

Use Bayesian methods to replicate the Chain Ladder reserving method

Jan 12, 2019

Insurtech Financing - Q2 2018 Update

2013 to Q2 2018
insurtech
insurance

source: FT Partners
Oct 13, 2018

Insurtech Financing - Q1 2018 Update

2013 to Q1 2018
insurtech
insurance

source: FT Partners
Jul 5, 2018

The State of Artificial Intelligence

Notes from Andrew Ng talk
Below are my notes from Andrew Ng’s talk, “The State of Artificial Intelligence”. See the YouTube video.
Jun 30, 2018

Risk adjusted underwriting returns

Insurers can improve their capital allocation by applying lessons from successful CEOs in other industries.
insurance
In his book, The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success, William Thorndike, Jr. profiles eight CEOs whose track record, as…
May 21, 2018
 

Reimagining History - Counterfactual Risk Analysis

A summary of the Lloyd’s and RMS report
Reimagining History - Counterfactual Risk Analysis
Mar 9, 2018
 

Democratizing Data Science

data science
In a recent survey of insurance company executives conducted by the Ward Group, 25% of respondents strongly disagreed or disagreed that they have the analytics and big data…
Mar 5, 2018
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