The Super Terrific Happy Hour

[beerntrading]

I would think State Farm would be most heavily exposed to the hurricane exposure. That said, hurricanes are cat losses and thus heavily reinsured. You wouldn't expect to see this manifest itself in a well risk managed book of business because it'd be shared across the industry.

That said, I've never really watched cat-exposed insurers during a loss like that...so maybe I know nothing...

 

[Max E.]

GME kept going and made a fool out of me lol, went small.

AKG seems like its rolling over too.

 

[Max E.]

GME on SSR be careful now.

 

[Max E.]

flipped long GME its SSR

 

[beerntrading]

I would think State Farm would be most heavily exposed to the hurricane exposure. That said, hurricanes are cat losses and thus heavily reinsured. You wouldn't expect to see this manifest itself in a well risk managed book of business because it'd be shared across the industry.

That said, I've never really watched cat-exposed insurers during a loss like that...so maybe I know nothing...

I guess I should qualify that with, when I have direct knowledge of things that affect the market (North Korea, tax reform fear, and the hurricane for three recent examples), I have a tendency to dismiss information as unimportant that the market reacts adversely to.

So, when Galveston is under 14' of water, maybe it is a good time to be shorting insurers...

 

[Max E.]

higr low on GME long now

 

[Max E.]

out GME long thought we were placing a higher low there.

 

[Max E.]

Long some GME at 18.90 will buid over 20.

 

[Max E.]

Long a bunch of GME now, the game is to size in over 19.05, and hope for the weekend short squeeze.

 

[Max E.]

Boom GME