分享 reface 前⾔ at if our AI bullishness continues to be right...and what if that's actually bearish? 果我们的对 AI 的乐观持续正确……而这反而成了利空，会怎样？ at follows is a scenario, not a prediction. This isn't bear porn or AI doomer fan-fiction. e sole intent of this piece is modeling a scenario that's been relatively underexplored. Our nd Alap Shah posed the question, and together we brainstormed the answer. We wrote this t, and he's written two others you can find here. 下情景为设想，而非预测。这并非唱空轰动或人工智能末日主义同人文。本文唯一 的，是对一个相对较少被探讨的情景进行建模。我 ...

JPMorgan Chase (JPM) CEO Jamie Dimon does not sugarcoat things. At his bank's annual investor update on Monday, he delivered his sharpest economic warning in months, and Wall Street took notice. With stocks near all-time highs and bullish sentiment running hot, Dimon sees risks building beneath the surface. He told investors to "watch out." The man who steered JPMorgan through the 2008 financial crisis says the complacency he is seeing right now feels uncomfortably familiar. "My anxiety is high over it, ...

就在这两天，由 CitriniResearch 执笔的文章《2028年全球智能危机》在美国投资者间引发病毒式传播，阅读一夜间已迅速达到千万级！ 这篇文章通过推演，构想了两年后Agent大规模普及，对人类社会与经济结构的剧烈冲击： 在2028年，尽管人工智能带来的生产力提升超出预期，但由于其彻底颠覆了传统白领就业市场，最终引发了「经济瘟疫」。 企业利润与算力霸权大幅扩张，但普通家庭收入急剧收缩，导致核心消费动力衰竭，形成了仅有数字繁荣而缺乏广泛收益的「幽灵GDP」。 同时，随着SaaS服务、中介行业及传统金融支付模式因「交易摩擦消失」而面临结构性崩塌，风险经由私募信贷市场蔓延至人寿保险与住房按揭领域，最 终可能将全球经济拖入系统性重定价的深渊。 文章的核心逻辑链条是： 第一轮负反馈发生在实体经济：AI能力提升 → 裁员增加、工资降级 → 消费疲弱 → 企业利润被挤压 → 企业购买更多AI能力 → AI能力继续提升。 随后它进入金融层面：收入降低开始侵蚀房贷 → 银行损失、收紧信贷 → 财富效应破裂 → 反馈回路加速。 而这两条回路又被迟缓的政策响应进一步放大。 市场对此推演迅速作出反应。 截至昨日收盘，文中点名 ...

Gross written premiums grew more than 13% in the quarter, driven by the Accident & Health (A&H), Surety, and Specialty Programs divisions, Haushill said. Robinson added that the company grew “over 20%” in Surety, A&H, and Specialty Programs. Net written premiums grew 25% for the year, and retention of 64.9% was stable year-over-year and consistent with guidance, according to Haushill.Haushill said adjusted operating income was $49 million, or $1.17 per diluted share, while net income was $43 million, or $1. ...

Whether it be the impressive year-to-date growth in our Ag business, the leadership position we established in the small employer market in A&H, our market-leading innovations such as N-Well that are powering the growth in surety and similarly creative products that are driving profitable growth elsewhere, or now the accretive impact the Apollo combination will bring to growth areas like our life sciences unit, we are demonstrating every day that we are unique amongst the P&C universe in how we are competin ...

Skyward Specialty Insurance Group (NasdaqGS:SKWD) Q4 2025 Earnings call February 24, 2026 08:30 AM ET Company ParticipantsAndrew Andersen - Equity Research Senior VPAndrew Kligerman - Managing DirectorAndrew Robinson - Chairman and CEOGregory Peters - Managing DirectorKevin Reed - VP of Investor RelationsMark Haushill - CFOMeyer Shields - Managing DirectorConference Call ParticipantsAlex Scott - Equity Research AnalystMark Hughes - Managing Director and Senior Equity Research AnalystMatthew Carletti - Manag ...

Skyward Specialty Insurance Group (NasdaqGS:SKWD) Q4 2025 Earnings call February 24, 2026 08:30 AM ET Company ParticipantsAndrew Andersen - Equity Research Senior VPAndrew Kligerman - Managing DirectorAndrew Robinson - Chairman and CEOGregory Peters - Managing DirectorKevin Reed - VP of Investor RelationsMark Haushill - CFOMeyer Shields - Managing DirectorConference Call ParticipantsAlex Scott - Equity Research AnalystMark Hughes - Managing Director and Senior Equity Research AnalystMatthew Carletti - Manag ...

Skyward Specialty Insurance Group (NasdaqGS:SKWD) Q4 2025 Earnings call February 24, 2026 08:30 AM ET Speaker11Please be advised that today's conference is being recorded. I would now like to turn the conference over to your speaker for today, Kevin Reed, Vice President, Investor Relations. Please go ahead.Speaker5Thank you, Lisa. Good morning, everyone, and welcome to our fourth quarter 2025 earnings conference call. Today, I am joined by our Chairman and Chief Executive Officer, Andrew Robinson, and Chief ...

Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Keurig Dr Pepper secures additional $1.5 billion funding for JDE Peet's buyout February 23, 202610:59 PM UTCUpdated 9 mins ago By Reuters Feb 23 (Reuters) - Keurig Dr Pepper (KDP.O), opens new tab said on Monday it had raised an additional $1.5 billion of equity funding from long-term investors as part of its financing plan for the roughly $18 billion acquisition of Dutch coffee giant JDE Peet ...

We predicted the Blue Owl stock price crash to $10: what next for the private credit giant? - Invezz# We predicted Blue Owl stock price crash: what's next?[Finance & Banking]Author[Crispus Nyaga]Feb 23, 2026, 14:09 PM- The stock formed a head-and-shoulders pattern before this crash.- This plunge was in line with our previous forecast in November.- Blue Owl stock price has crashed from a record high of $25 to $10.Blue Owl stock price has crashed in the past few months, turning one of the most blue-chip finan ...