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....
...That’s one of the times I suffered; that, taking on the gun lobby, trying to pass healthcare and making all the insurance companies… I carried a lot of arrows in my back in the ’94 election....
...Buying good insurance companies close to book value will generally work out well – there was a wonderful opportunity to do so at the peak of the internet bubble in early 2000, for example; and b) Assuming...
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