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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Logain Ablar who wrote (5645)2/18/2002 6:13:42 PM
From: Raymond Duray  Read Replies (1) | Respond to of 33421
 
BERMUDA TRIANGULATION, or Govt. Revenue Strangulation?
Tim,

Here's something on the Bermuda triangle shirt-waist problem. Apparently, the U.S. is about to lose its shirt on a wasting asset, America's corporations.

Message 17075144



To: Logain Ablar who wrote (5645)2/19/2002 11:23:20 PM
From: John Pitera  Respond to of 33421
 
Tim, I like the lines your thinking along with the reinsurers. They are unloved, and we do have a fundamental catalyst in the form of higher premiums and thus greater cash flow for the companies.

I'd hate to see Swiss Re fall below 78, as it appears it could fall 30 or 40% lower if it drops below that support
level host.wallstreetcity.com;

I really don't know enough about the group yet.


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