Hints and tips:
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...What really happened at Northern Rock, Royal Bank of Scotland et al? This gives you a clearer idea....
...The monoline is beyond the jurisdictional reach of New York Messrs Spitzer, Dinallo et al, for whom the breakup tolled. But MBIA too, has ballsy investors behind it....
...Are there examples of companies that already do these things?Anon Alex Frankel: Great question....
...I would not be surprised to see him start his own insurance company or buy one of the more interesting players out there such as Endurance Specialty Insurance or Markel. james@formulacapital.com...
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