Topic Archives: Arthur J. Gallagher (AJG)

It’s pretty clear that the big picture narrative that the stock market cares about most is inflation, and, more importantly, the impact that rising inflation — at least if it’s not “transitory” and instead sticks around — will have on future interest rates and the ongoing spigot of free money that has supported stock prices. […]

I don’t know what’s going to happen to interest rates, taxes, GDP growth or the stock market, all of which are intertwined, but right now the sentiment expressed by the market seems still to be vaccine-driven optimism about economic recovery from the pandemic, which implies that the renewed push to speed up vaccinations will lead […]

President Trump’s “germophobia” and longstanding reluctance to shake hands or hug people hasn’t saved him from exposure to the coronavirus, we learn this morning — both the President and First Lady have tested positive, following the announcement yesterday that Hope Hicks was going into quarantine after a positive test — but perhaps it will help […]

The latest teaser for’s Premium service ($149/yr) had a headline that caught my eye: “Discover How Our Latest Best Dividend Pick in Insurance Space Is Thriving in the Pandemic” Who wouldn’t be interested in that, right? The insurance business is under scrutiny and pressure to some degree because of coverage (or lack thereof) for […]

The teaser pitches from Dan Ferris tend to get a lot of attention from Gumshoe readers, both because there aren’t all that many of them and because the big Stansberry marketing machine sometimes pushes them pretty hard… and I have a lot of sympathy with Ferris’ general “value investing” strategy, and do sometimes find his […]


  • Any particular reason you're buying Brown&Brown and AJG but not AON? Seems like AON/Towers Watson has a lot of synergies...

  • Great article as always Travis; good job Thinkolator ..... good topic especially today with Nasdaq & tech stocks do...

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