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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: Jor-El who wrote (42241)	8/10/1999 8:39:00 PM
From: QuietWon	Read Replies (1) \| Respond to of 122087

RGA -> a good short opp, depending on extent of fall when trading resumes -- anyone see ARM Financial (ARM) last week? biz.yahoo.com Liquidity crisis, institutional calls (recalling their funding), potential runs on the bank by consumers wanting to cash in their policies ==> (1) higher lapse rates for insurers (2) premature/potentially forced selling of assets backing insurer liabilities (& this premature selling may be at capital losses, especially as current interest rates rising and recent new biz put on their books when int rates lower) A good short opp on insurers with less stable client bases, writers of fixed income annuities and variable annuities (equity indexed annuities may experience less lapsation).