Harvest Daily Digest

Following a month of devastating hurricanes, Investment Managers on Harvest have a variety of opinions - from the effects on your portfolio, to the effects on GDP, to technologies and strategies that you may not be aware of. Below are the most read posts discussing Hurricane-related investments.
Next week's Thematic Tuesday topic: Renewable Energy (want your content included? Inquire here).

Do Natural Disasters Portend Defaults?

By Daryl Clements , Richard Schwam September 06, 2017 Never before in the US have we experienced a natural disaster of the magnitude of Harvey. The damage is of such a degree that we find it nearly impossible to comprehend. Yet Harvey does not stand ...
AB (AllianceBernstein L.P.)
AB (AllianceBernstein L.P.)

50 Years of Investment Management & Research

Harvey Will Reflect in Economic Data as Growth—That Might Mislead the Fed into Another Policy Error

BY JOHN MAULDIN Hurricane Harvey wreaked havoc on South Texas and Louisiana. As a lifelong Texan, I have many friends in that region. They’ve lived through many storms and normally take what nature throws at them in stride. Not this time. I am seeing ...
John Mauldin
John Mauldin, Mauldin Economics

Financial expert, New York Times best-selling author

Impact of Hurricanes Harvey and Irma on Municipal Credit

With the 2017 Hurricane season just past the midway point, the United States has already been hit by two major storms (Harvey and Irma) that are each expected to rank among the costliest of all time (see Table 1 below). The size and intensity of the ...
Standish Mellon Asset Management
Standish Mellon Asset Management

Specialist multi-asset investment management firm

Quick Read: Claims and Hurricanes

Expect jobless claims to jump a lot in coming weeks. That blip on the right is only one week of Harvey. Katrina pushed up claims by 100,000 back in 2005 and Houston and Florida have twenty times the population of New Orleans. Subscribe here for our ...
Brouwer & Janachowski
Brouwer & Janachowski

At Brouwer & Janachowski, we carefully study your complete financ...

How Quants Forecast Hurricanes

Quants are everywhere. They run Wall St; they’re in healthcare and in education . The rest ended up telling us when and where the hurricane will hit. It’s hard to spend your time analyzing models for a living and not recognize quantitative modeling ...
RCM Alternatives
RCM Alternatives

We help investors, asset managers, and brokers succeed in the alt...

Production Data Shows Hurricane Weakness

source: https://www.newyorkfed.org/research/policy/nowcast Weak data today takes a big bite out of NY Fed's 3Q GDP Nowcast estimate. The weakness was mainly coming from Hurricane impacted production data. The utility, mining and manufacturing ...
Michael Grove
Michael Grove, Nimzo Capital

Nimzo Capital

Some Effects on Inflation from Harvey and Irma

It has been a rough few weeks. First, Hurricane Harvey drenched Houston and south Texas with feet of rain, turning millions into temporary refugees and tens of thousands of them into longer-term refugees as 40,000 homes were destroyed along with a ...
Michael Ashton
Michael Ashton, Enduring Investments LLC

Managing Principal of Enduring Investments

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