Originally Posted by
duncan macgregor
I would think that the least profitable companies up to this point will tend to be risk adverse reinsuring to the point where they tend to be over reinsured for events like this. The problem that I see is if one company goes under creating a domino crisis with other more conservative companies. There is a lot of money to come out of this sectors profits, it would be a brave investor who would dip in trying to bottom pick.
Macdunk
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