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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (52392)	9/19/2013 12:41:35 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78742

I hate when I am agreeing with you so much... :) There was another post of your's recently on JPM I think that I also agreed with. :) I have very little position in AHL. Was thinking whether I should sell and move my money to AXS or MKL. I have a large position in RE. Keeping all my insurance positions for now (for forever? ;)). However, with bond drops we are starting to see insurance cos posting losses from their fixed income portfolios and corresponding book value declines. The optimistic market is ignoring these losses for now...