Saturday, August 04, 2007

Three things must be said to those who watch the eagle.


Basing reserves on current market conditions ignores looming defalcations.

When asking about escalating claims due to underwriting, the risk isn't off shore versus on. The question posed should be human versus non.

"Unlocking the hidden value" in various enterprises all related to data mining is like looking for the key to Pandora's box, at least from the perspective of those who cherish privacy.

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