FIG trader_

Q2 Insurance Sector Earnings: 5 Trends To Watch

In your discussion of insurance holdings on July 8th, you sold ALL? did you buy it back, and if so why since you say trends in personal lines are doing badly? You also bought SAFT, AGII, PXT and several others, which were puppies at the top of the stairs which now find themselves at the bottom; what happened? Some consistency in reasoning and admission of qualitative errors seem to be in order; you think.