http://alephblog.com/2007/07/28/insurance-earnings-so-far-2q07-%e2%80%94-part-v/ Helping Institutions and Ordinary People Invest Better by Focusing on Risk Control Wed, 08 Sep 2010 17:12:05 -0400 hourly 1 http://wordpress.org/?v=3.0.1 http://alephblog.com/2007/07/28/insurance-earnings-so-far-2q07-%e2%80%94-part-v/comment-page-1/#comment-2328 gray Sat, 28 Jul 2007 17:23:00 +0000 http://alephblog.com/2007/07/28/insurance-earnings-so-far-2q07-%e2%80%94-part-v/#comment-2328 Can't download the file... Well, AIG is down almost a straight -10%. With your commentary on negative P&C trends (Lehman's had a report confirming your view as well) plus the ugly life insurance stat, I'm guessing there's more pain to come, as their consumer financial services will be impacted, and their retirement/annuity businesses are suffering. I'm thinking the right move is to exit on any bounce. (assuming we get one.) Can’t download the file…
Well, AIG is down almost a straight -10%. With your commentary on negative P&C trends (Lehman’s had a report confirming your view as well) plus the ugly life insurance stat, I’m guessing there’s more pain to come, as their consumer financial services will be impacted, and their retirement/annuity businesses are suffering. I’m thinking the right move is to exit on any bounce. (assuming we get one.)

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