Great thread Camden, very insightful analysis.
I would like to add that I think qbe can achieve a higher premium gowth than they are forecasting for 2011 because they have already fixed their reinsurance coverage for the next 3 years and the insurers are warning of a 8 to 10% increase In premiums due to the amount of catastrophes lately.
Looks like good times ahead coupled together with higher domestic and international yields in the medium term.
Great thread Camden, very insightful analysis.I would like to...
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