# ![@ACIPartnerhship Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1236001592752705543.png) @ACIPartnerhship James East

James East posts on X about insurance, $ffhto, $aig, $cb the most. They currently have [-----] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1236001592752705543/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1236001592752705543/c:line/m:interactions.svg)

- [--] Week [-------] +784%
- [--] Month [-------] +1,379%
- [--] Months [-------] +365%
- [--] Year [---------] +74%

### Mentions: [--] [#](/creator/twitter::1236001592752705543/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1236001592752705543/c:line/m:posts_active.svg)

- [--] Week [--] +18%
- [--] Month [---] -8.10%
- [--] Months [---] +29%
- [--] Year [---] +1.10%

### Followers: [-----] [#](/creator/twitter::1236001592752705543/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1236001592752705543/c:line/m:followers.svg)

- [--] Week [-----] +0.39%
- [--] Month [-----] +1.50%
- [--] Months [-----] +9.60%
- [--] Year [-----] +37%

### CreatorRank: [---------] [#](/creator/twitter::1236001592752705543/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1236001592752705543/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [travel destinations](/list/travel-destinations)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [currencies](/list/currencies)  [fashion brands](/list/fashion-brands)  [financial services](/list/financial-services) 

**Social topic influence**
[insurance](/topic/insurance) #1122, [$ffhto](/topic/$ffhto), [$aig](/topic/$aig) #1, [$cb](/topic/$cb) #11, [$brk](/topic/$brk) #14, [$bac](/topic/$bac), [$bcs](/topic/$bcs) #9, [india](/topic/india), [$jpm](/topic/$jpm), [$barcl](/topic/$barcl) #204

**Top accounts mentioned or mentioned by**
[@aureliusltd28](/creator/undefined) [@brownmarubozu](/creator/undefined) [@tidefallcapital](/creator/undefined) [@bankingip](/creator/undefined) [@jevgenijs](/creator/undefined) [@muddywatersre](/creator/undefined) [@csuitecounsel](/creator/undefined) [@cedarstresearch](/creator/undefined) [@ohcapideas](/creator/undefined) [@gamesblazer06](/creator/undefined) [@vikingvan100](/creator/undefined) [@onebeggar](/creator/undefined) [@blondesnmoney](/creator/undefined) [@chigrl](/creator/undefined) [@convertbond](/creator/undefined) [@cfrischer1](/creator/undefined) [@mikefritzell](/creator/undefined) [@michaelgielkens](/creator/undefined) [@searching4value](/creator/undefined) [@petrolengg](/creator/undefined)

**Top assets mentioned**
[American International Group Inc (AIG)](/topic/$aig) [Cheeseball (CB)](/topic/$cb) [Basis Cash (BAC)](/topic/$bac) [Barclays PLC (BCS)](/topic/$bcs) [JPMorgan Chase (JPM)](/topic/$jpm) [Corebridge Financial, Inc. (CRBG)](/topic/$crbg) [NatWest Group plc (NWG)](/topic/$nwg) [Lloyds Banking Group PLC (LYG)](/topic/$lyg) [Capital One Financial Corp. (COF)](/topic/$cof) [GammaSwap (GS)](/topic/$gs) [Old Republic International Corporation (ORI)](/topic/$ori) [Decentral Games (DG)](/topic/$dg) [Exxon Mobil (XOM)](/topic/$xom) [Markel, Corp. (MKL)](/topic/$mkl) [Costco Hot Dog (COST)](/topic/$cost) [Wells Fargo & Co (WFC)](/topic/$wfc) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [RenaissanceRe Holdings Ltd. (RNR)](/topic/$rnr) [Diageo plc (DEO)](/topic/$deo) [TrustVerse (TRV)](/topic/$trv) [PNC Financial Services Group Inc (PNC)](/topic/$pnc) [FG Nexus (FGNX)](/topic/$fgnx) [DisChain (DIS)](/topic/$dis) [Morgan Stanley (MS)](/topic/$ms) [W R Berkley Corp (WRB)](/topic/$wrb) [Bank of America (BAC)](/topic/bank-of-america) [Walgreens Boots Alliance Inc (WBA)](/topic/$wba) [Everest Group, Ltd. (EG)](/topic/$eg) [Citigroup Inc (C)](/topic/citigroup) [Mercury General Corp. (MCY)](/topic/$mcy) [Brown-Forman Corporation Class B (BF.B)](/topic/$bfb) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Ethereum (ETH)](/topic/ethereum) [Alliance Fan Token (ALL)](/topic/$all) [Charter Communications Inc (CHTR)](/topic/$chtr) [Travelers Companies Inc (TRV)](/topic/travelers-companies) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Hartford Financial Services Group Inc (HIG)](/topic/$hig) [Bank of New York Mellon Corp (BK)](/topic/$bk) [Bitcoin (BTC)](/topic/bitcoin)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Ag prices and insurance is little followed but meaningful premiums for some. With corn etc now above [----] prices rate on rate from [----] prices. Top dog $CB may write $2 billion this year. $FFH.TO is a growing participant in recent years and my write $0.7B in March"  
[X Link](https://x.com/ACIPartnerhship/status/1470894222152765440)  2021-12-14T23:11Z [----] followers, [--] engagements


"A rarity - rating agency upgrades $FFH.TO "Looking ahead S&P expects Fairfaxs combined ratio to improve to 93%-96% in 2022-2024 helped by re/insurance rate increases" https://www.reinsurancene.ws/fairfax-units-get-ratings-upgrade-from-sp/ https://www.reinsurancene.ws/fairfax-units-get-ratings-upgrade-from-sp/"  
[X Link](https://x.com/ACIPartnerhship/status/1532023293338869762)  2022-06-01T15:36Z [----] followers, [--] engagements


"$EUROB Eurobank Q3 Review Exceeded consensus Greece may be only possible growth in Europe for '23. Neg: Very little Pos: Gross Loans up 2.4% Comm Income record 139mn strong tourist season Deposits up again TBV [----] South Eastern Europe - Cost/Inc 45%"  
[X Link](https://x.com/ACIPartnerhship/status/1591834004390649856)  2022-11-13T16:42Z [----] followers, [--] engagements


"Chubb $CB received approval from China Banking and Insurance Regulatory Commission to increase ownership in Huatai Insurance Group from 47.3% to 83.2%. Chubb is the first foreign financial institution to majority-own a Chinese financial services company. https://www.prnewswire.com/news-releases/chubb-receives-regulatory-approval-to-increase-its-huatai-stake-to-83-2-301682461.html https://www.prnewswire.com/news-releases/chubb-receives-regulatory-approval-to-increase-its-huatai-stake-to-83-2-301682461.html"  
[X Link](https://x.com/ACIPartnerhship/status/1593602129695997957)  2022-11-18T13:48Z [----] followers, [--] engagements


"Quote from two recent and separate news articles on 1/1/23 renewals: hardest property reinsurance market in history $CB $AIG $BRK"  
[X Link](https://x.com/ACIPartnerhship/status/1607804597242064897)  2022-12-27T18:24Z [----] followers, [---] engagements


"Insurance results are locked in for [--] along with 1/1 renewals exceeding earlier expectations. As yearend numbers are reported in Feb/Mar then for Q1 analyst rerates should start to roll out. $CB $AIG $BRK & others"  
[X Link](https://x.com/ACIPartnerhship/status/1610350853139107840)  2023-01-03T19:02Z [----] followers, [---] engagements


"Death of the branch system in banking may be premature. I walked into a Capital One Cafe branch $COF for the first time and was impressed. Very lively with folks working enjoying themselves. The company has spoken about their organic growth at the branch level now I see why"  
[X Link](https://x.com/ACIPartnerhship/status/1622679667298779137)  2023-02-06T19:32Z [----] followers, [---] engagements


"More comments on Asia 4/1 #reinsurance renewals with capacity available for long-standing business relationships. $CB $AIG "insurers saw typical rate increases of between 15% to 25%." "India saw cat prices go up by [--] to 90%" (not a big market) https://www.reinsurancene.ws/japan-property-cat-rates-rise-in-more-orderly-april-1-renewals-gallagher-re/ https://www.reinsurancene.ws/japan-property-cat-rates-rise-in-more-orderly-april-1-renewals-gallagher-re/"  
[X Link](https://x.com/ACIPartnerhship/status/1643944270586343425)  2023-04-06T11:50Z [----] followers, [---] engagements


"For those that admire Berkshire $BRK and want to own the stock And for those that think Markel $MKL is a mini Berkshire and want to own the stock Both are great companies with very fine and respected managements but If you like the insurance float space I would suspect that Fairfax $FFH.TO will outperform both over the next decade. Fairfax is a global top [--] property & casualty insurance underwriter and very few have even heard of them. That may not last for too much longer"  
[X Link](https://x.com/anyuser/status/1651032765331111936)  2023-04-26T01:17Z [----] followers, 60.9K engagements


"Chubb $CB We began the year with a record quarter that included double-digit core operating earnings growth Caveat Q1 usually has the least amount of CATs. However the chance of El Nio is now above 50% which traditionally has been good for insurance. https://www.reinsurancene.ws/chubb-sees-strong-start-to-the-year-with-record-q1-core-operating-income/ https://www.reinsurancene.ws/chubb-sees-strong-start-to-the-year-with-record-q1-core-operating-income/"  
[X Link](https://x.com/ACIPartnerhship/status/1651228948649353219)  2023-04-26T14:17Z [----] followers, [---] engagements


"American International Group $AIG Q1 Quick Take: CR for General Insurance 92% incl CATs L&R (ie Corebridge $CRBG) record sales in Annuity Q1 buybacks at 11mm shares 1.5% of outstanding 12.5% increase in quarterly dividend $CRBG to start their own buyback E&S limits lowered from $100mm to $5mm since [--] Not leaning into strong market reducing volatility is priority via T/C"  
[X Link](https://x.com/ACIPartnerhship/status/1654478111562518529)  2023-05-05T13:28Z [----] followers, [---] engagements


"@brendan_snow $WRB is one of the Top [--] in the space for sure"  
[X Link](https://x.com/anyuser/status/1658627482231136256)  2023-05-17T00:16Z [--] followers, [---] engagements


"@brendan_snow For $RE - it is probably a net benefit for shareholders long-term. I am sure their existing customers were asking for more capacity so pleasing the customer is important"  
[X Link](https://x.com/ACIPartnerhship/status/1658819014104162304)  2023-05-17T12:57Z [---] followers, [--] engagements


"@SullyCNBC Bait & Switch story. They tell you something true and switch to something that is not true. - Yes you can buy a wrench at $HD for $10 but to buy that same wrench for a Navy ship requires x hours of testing and approvals along with accurate drawing design. So no its not a $10"  
[X Link](https://x.com/ACIPartnerhship/status/1660608452773773312)  2023-05-22T11:28Z [---] followers, [--] engagements


"@InformedByIan Another step in $AIG reducing volatility over the portfolio. The market should eventually pay up for the consistent and more predictable business"  
[X Link](https://x.com/ACIPartnerhship/status/1660765375418466307)  2023-05-22T21:51Z [----] followers, [---] engagements


"First Take - $AIG / $RNR Looks like a win-win for RenaissanceRe buying Validus Holdings. $RNR expands their re portfolio and $AIG simplifies their portfolio which removes volatility and possibly accelerates buyback plan. To close in Q4 after CAT season. https://www.reinsurancene.ws/renre-acquiring-validus-from-aig-for-3bn-to-become-top-5-pc-reinsurer/ https://www.reinsurancene.ws/renre-acquiring-validus-from-aig-for-3bn-to-become-top-5-pc-reinsurer/"  
[X Link](https://x.com/ACIPartnerhship/status/1660971138367848448)  2023-05-23T11:29Z [----] followers, [----] engagements


"@BrownMarubozu Sure in '21 they sold 10% of Odyssey for roughly 1.7x gross premiums. The $AIG deal looks to be 1.3x gross premiums but with kickers on the back side for AIG. So not apples to apples as every deal is different"  
[X Link](https://x.com/ACIPartnerhship/status/1660980575895781376)  2023-05-23T12:06Z [----] followers, [---] engagements


"Market has spoken and agrees that $AIG / $RNR transaction is probably a win-win as both are up. Both positive today even with share float by $RNR First Take - $AIG / $RNR Looks like a win-win for RenaissanceRe buying Validus Holdings. $RNR expands their re portfolio and $AIG simplifies their portfolio which removes volatility and possibly accelerates buyback plan. To close in Q4 after CAT season. https://t.co/whiMr6GFQ3 First Take - $AIG / $RNR Looks like a win-win for RenaissanceRe buying Validus Holdings. $RNR expands their re portfolio and $AIG simplifies their portfolio which removes"  
[X Link](https://x.com/ACIPartnerhship/status/1661065037799211014)  2023-05-23T17:42Z [----] followers, [---] engagements


"As expected #reinsurance capital is rising again. But per the news item below the sector is still at just [----] capital levels. $CB $BRK $AIG https://www.reinsurancene.ws/reinsurance-capital-is-rising-again-howden/ https://www.reinsurancene.ws/reinsurance-capital-is-rising-again-howden/"  
[X Link](https://x.com/ACIPartnerhship/status/1664638229885202432)  2023-06-02T14:20Z [---] followers, [---] engagements


"@InaTailHedged $WBA had an incredible [--] year run then bought Boots. Now selling it may help"  
[X Link](https://x.com/ACIPartnerhship/status/1669754220868775954)  2023-06-16T17:10Z [---] followers, [--] engagements


"Unexpected comments given [--] consecutive quarters of rate increaes. $AIG $BRK and others "noted that there is still a considerable supply-demand imbalance with capital not yet ready to come into the sector with some players moving out of the property market altogether." https://www.reinsurancene.ws/hard-reinsurance-market-cycle-to-continue-in-2024-says-munich-res-jurecka/ https://www.reinsurancene.ws/hard-reinsurance-market-cycle-to-continue-in-2024-says-munich-res-jurecka/"  
[X Link](https://x.com/ACIPartnerhship/status/1670470858169565193)  2023-06-18T16:37Z [----] followers, [---] engagements


"Third biggest insurance broker Gallagher indicates the hard market will persist for a couple of years at least. Seeing more of these comments even after a super strong 6/1 renewal season. Position accordingly"  
[X Link](https://x.com/ACIPartnerhship/status/1671923530173235206)  2023-06-29T20:07Z [---] followers, [----] engagements


"Who would of thought that if you purchased $DIS at near the depths of [----] you would now be looking at a potential loss 3+ years later. No position just an observation that markets and companies can do strange things to humble us all"  
[X Link](https://x.com/ACIPartnerhship/status/1671948205431443456)  2023-06-22T18:32Z [---] followers, [---] engagements


"Seeing articles like this one more and more. $CB $BRK $AIG "unless a significant amount of capital enters the sector not only will the protection gap keep growing . this suggests pricing both primary and reinsurance will need to stay higher for longer for capital to be enticed back. https://www.reinsurancene.ws/significant-capital-needed-for-growing-property-re-insurance-demand-to-be-met-berenberg/ Third biggest insurance broker Gallagher indicates the hard market will persist for a couple of years at least. Seeing more of these comments even after a super strong 6/1 renewal season. Position"  
[X Link](https://x.com/ACIPartnerhship/status/1673338338181300225)  2023-06-26T14:32Z [----] followers, [----] engagements


"#reinsurance "but unlike previous hard markets weve seen no new reinsurance entities come into the market and in fact were seeing the opposite were seeing consolidation $AIG $BRK $CB $RNR If we get a benign '23 CAT season this will surely change but for now. https://www.reinsurancene.ws/expectations-much-better-managed-at-july-renewals-gallagher-res-vickers/ https://www.reinsurancene.ws/expectations-much-better-managed-at-july-renewals-gallagher-res-vickers/"  
[X Link](https://x.com/ACIPartnerhship/status/1675844167568596992)  2023-07-03T12:29Z [----] followers, [---] engagements


"As expected #reinsurance rates increased at mid-year renewals. Unexpected they look to have increased more than expected. Take into account better T/Cs the margin must be very nice. $BRK $AIG $RNR https://www.artemis.bm/us-property-cat-rate-on-line-index/ https://www.artemis.bm/us-property-cat-rate-on-line-index/"  
[X Link](https://x.com/ACIPartnerhship/status/1676935911282491393)  2023-07-06T12:47Z [---] followers, [---] engagements


"Heard this comment about $BRK [--] years ago Then heard it again [--] years ago Then again [--] years ago Don't sell the flowers to water the weeds"  
[X Link](https://x.com/ACIPartnerhship/status/1678743124141539328)  2023-07-11T12:34Z [---] followers, [---] engagements


"Hon Hai Technology (ie Foxconn) $TW:2354 is breaking ground on a [---] acre $1.7bn iPhone facility near Bengaluru airport (BIAL). Seems like a long-term positive for an airport $FIH.U"  
[X Link](https://x.com/ACIPartnerhship/status/1680188004449566720)  2023-07-15T12:10Z [---] followers, [---] engagements


"Another #reinsurance and #insurance bullish article. The number of articles out over the last month might imply we are near the peak on rates. However T/Cs may have more room to run. $AIG $BRK $CB https://www.reinsurancene.ws/soft-reinsurance-market-is-decidedly-over-insurers-must-adapt-dbrs-morningstar/ https://www.reinsurancene.ws/soft-reinsurance-market-is-decidedly-over-insurers-must-adapt-dbrs-morningstar/"  
[X Link](https://x.com/ACIPartnerhship/status/1680966421587607553)  2023-07-17T15:43Z [----] followers, [---] engagements


"@gamesblazer06 Solid beat but what does the market think Gained share in markets 22bp on $1006T in deposits (solid moat) Added 157k new checking accounts"  
[X Link](https://x.com/ACIPartnerhship/status/1681281239498588160)  2023-07-18T12:34Z [----] followers, [----] engagements


"When you are buying books of business for the franchise you have to fill holes. This usually takes [--] years but took a decade in some cases for Fairfax (ie Crum). $BRK and $MKL had very similar experiences. $FFH.TO bought a plethora from '98-'17. The franchise is now built out only bolt-ons going forward"  
[X Link](https://x.com/ACIPartnerhship/status/1682358001787707392)  2023-07-21T11:52Z [---] followers, [---] engagements


"Report that $AIG is pondering another monetization of a non-core asset. This time the UK Life segment that may fetch plus $600mm. https://www.insurancejournal.com/news/international/2023/07/20/731427.htm https://www.insurancejournal.com/news/international/2023/07/20/731427.htm"  
[X Link](https://x.com/ACIPartnerhship/status/1682417746942853121)  2023-07-21T15:50Z [---] followers, [---] engagements


"$CB Chubb is seeking 49% of Indias Kotak General Insurance. Estimates if the stake moves to 51% the purchase price would value Kotak near $800mm. For reference $FFH.TO Fairfax's Go Digit General Insurance is 6x the size of Kotak. https://www.insurancejournal.com/news/international/2023/07/25/732025.htm https://www.insurancejournal.com/news/international/2023/07/25/732025.htm"  
[X Link](https://x.com/ACIPartnerhship/status/1683821686255128578)  2023-07-25T12:49Z [----] followers, [----] engagements


"$CB Chubb with record results for Q2 at an [--] CR. Q1/Q2 are normally the least CATs but a great start to the year nevertheless. $BRK $AIG https://www.prnewswire.com/news-releases/chubb-reports-second-quarter-net-income-per-share-of-4-32--up-54-3-and-record-core-operating-income-per-share-of-4-92--up-16-6-consolidated-net-premiums-written-of-11-95-billion-up-16-1-or-16-8-in-constant-dollars-with-301885554.html"  
[X Link](https://x.com/ACIPartnerhship/status/1684178522670092290)  2023-07-26T12:27Z [----] followers, [---] engagements


"The narrative has shifted in the #insurance space. Finally moved thru all the worries of Covid claims Business Interruption claims etc. Even noticed that an under the radar solid performer $ORI is at an ATH today and still below [--] P/E. $CB $AIG $BRK"  
[X Link](https://x.com/ACIPartnerhship/status/1684210543991595008)  2023-07-26T14:34Z [----] followers, [---] engagements


"Much like it takes a diamond to cut another diamond only another human can sharpen a human. You can become a better coder in the basement but you can't become a better person - it takes another person to do that. Ask $COST or Chick-fil-A I'll point to the $CS Credit Suisse example again"  
[X Link](https://x.com/ACIPartnerhship/status/1684918508046430208)  2023-07-28T13:27Z [----] followers, [--] engagements


"@CoorsLightCEO $COST $200-$300 depending on type"  
[X Link](https://x.com/ACIPartnerhship/status/1685002776588242944)  2023-07-28T19:02Z [---] followers, [--] engagements


"@Group_Captives Yes I saw that. The risk for #reinsurance has been lowered considerably for '23 with the higher attachment points. $BRK $AIG $FFH.TO"  
[X Link](https://x.com/ACIPartnerhship/status/1686094377473474560)  2023-07-31T19:20Z [---] followers, [---] engagements


"American International Group $AIG Q2 Quick Take: Neg: Personal Lines CR at 112% Pos: CR for General Insurance 91% incl CAT L&R (ie Corebridge $CRBG) record sales in Annuity again Q2 buybacks 10m shares 1.4% of outstanding Increased buyback to $7.5 billion Crop Risk Services closed & Validus Re sale to close Q4 * Priority is reducing volatility via both monetizations & reducing prior program limits"  
[X Link](https://x.com/ACIPartnerhship/status/1686486153707266048)  2023-08-01T21:16Z [----] followers, [----] engagements


"$AIG Bought 7m shares in July $400m Authorization remaining $7.5B Final deconsolidation of $CRBG expected in early [--] Whats a low volatile +10% ROE increasing dividend insurance company worth American International Group $AIG Q2 Quick Take: Neg: Personal Lines CR at 112% Pos: CR for General Insurance 91% incl CAT L&R (ie Corebridge $CRBG) record sales in Annuity again Q2 buybacks 10m shares 1.4% of outstanding Increased buyback to $7.5 billion American International Group $AIG Q2 Quick Take: Neg: Personal Lines CR at 112% Pos: CR for General Insurance 91% incl CAT L&R (ie Corebridge $CRBG)"  
[X Link](https://x.com/ACIPartnerhship/status/1686727787808256003)  2023-08-02T13:16Z [----] followers, [----] engagements


"Surprised by the strength in $AIG this week. Would have thought the market would sell on the good earnings news especially with hurricane season only a few weeks away. Maybe the institutional folks are returning"  
[X Link](https://x.com/ACIPartnerhship/status/1686831039769911302)  2023-08-02T20:07Z [----] followers, [---] engagements


"As mentioned on yesterday's CC $AIG was close to monetizing their Irish health sub. AXA announced it has entered into an agreement to acquire Laya Healthcare Ltd. for 650m from Corebridge Financial Inc. a subsidiary of $AIG. https://www.insurancejournal.com/news/international/2023/08/03/733631.htm https://www.insurancejournal.com/news/international/2023/08/03/733631.htm"  
[X Link](https://x.com/ACIPartnerhship/status/1687074355350495233)  2023-08-03T12:14Z [----] followers, [---] engagements


"@NTKPowerNap Market cap is all inclusive and already includes the balance sheet"  
[X Link](https://x.com/ACIPartnerhship/status/1688265889529856000)  2023-08-06T19:09Z [---] followers, [--] engagements


"Court tosses Epstein case against Dimon and Board in win for $JPM"  
[X Link](https://x.com/ACIPartnerhship/status/1689989723022876672)  2023-08-11T13:18Z [---] followers, [---] engagements


"Go Digit General Insurance Fairfax's $FFH.TO Indian sub is now offering pet insurance"  
[X Link](https://x.com/ACIPartnerhship/status/1691826273587204156)  2023-08-16T14:56Z [---] followers, [---] engagements


"After every major #insurance CAT event over the last [--] years capital has flowed into the industry the following year. Very surprised to see the lack of capital this year. Seems like a seismic shift in the industry. $BRK $AIG $CB providers remain guarded about putting funds to work https://www.reinsurancene.ws/capital-still-very-guarded-about-entering-property-cat-space-inver-res-bonard/ https://www.reinsurancene.ws/capital-still-very-guarded-about-entering-property-cat-space-inver-res-bonard/"  
[X Link](https://x.com/ACIPartnerhship/status/1692521983806742722)  2023-08-18T13:01Z [---] followers, [----] engagements


"A skeptic at first when these stories of capital supply shortages in #insurance started popping up but now $AIG $BRK "a lot of third party allocators pension funds sovereign wealth funds that used to put money into our sector have also pulled out" https://www.reinsurancene.ws/everest-bullish-on-trajectory-of-reinsurance-industry-for-2023-and-beyond-ceo/ https://www.reinsurancene.ws/everest-bullish-on-trajectory-of-reinsurance-industry-for-2023-and-beyond-ceo/"  
[X Link](https://x.com/ACIPartnerhship/status/1692860897704738932)  2023-08-19T11:27Z [---] followers, [---] engagements


"Outside of [--] major CAT 4-5 hurricanes making landfall this year [----] renewal pricing and T/Cs should produce CRs below [---] for all major players. $BRK $AIG $CB $RNR It appears Fairfax has made the jump from good to great. The new baseline for operating earnings looks to be around $4.3 billion ($185/share). What happened The flywheel has achieved breakthrough. Click the link below to read my long-form post. $FFH.TO https://t.co/W4FokR3ICz It appears Fairfax has made the jump from good to great. The new baseline for operating earnings looks to be around $4.3 billion ($185/share). What happened"  
[X Link](https://x.com/ACIPartnerhship/status/1693336841380868512)  2023-08-20T18:58Z [---] followers, [---] engagements


"Another #reinsurance lack of capacity story. In a little over [--] months at 1/1 we will know if the plethora of such stories were true. $BRK $AIG https://www.reinsurancene.ws/jan-renewals-highlighted-difference-between-available-and-deployed-capacity-am-best/ https://www.reinsurancene.ws/jan-renewals-highlighted-difference-between-available-and-deployed-capacity-am-best/"  
[X Link](https://x.com/ACIPartnerhship/status/1693591146444784094)  2023-08-21T11:49Z [---] followers, [---] engagements


"Nvidia $NVDA is coming to Bengaluru Airport"  
[X Link](https://x.com/ACIPartnerhship/status/1697021204383551768)  2023-08-30T22:59Z [---] followers, [--] engagements


"Very surprised at the initial estimates only pointing to insured losses of below $10 billion. $BRK $AIG"  
[X Link](https://x.com/ACIPartnerhship/status/1697225580507242888)  2023-08-31T12:31Z [---] followers, [----] engagements


"The monetization and simplification of the $AIG franchise continues. The EU has approved the sale of Validus Re to RenaissanceRe $RNR to close in Q4"  
[X Link](https://x.com/ACIPartnerhship/status/1697303406627508539)  2023-08-31T17:40Z [---] followers, [---] engagements


"Even more surprised this morning that we have an estimate for hurricane Idalia insured losses below $3 billion. Almost the perfect path for minimal damage. $BRK $AIG $FFH.TO"  
[X Link](https://x.com/ACIPartnerhship/status/1697603329663136120)  2023-09-01T13:32Z [---] followers, [---] engagements


"Streaming wars is this the ultimate destroyer of capital I am sure many are watching the carnage of capital destruction in $DIS $WBD $PARA to name a few. In the $DIS case they are approaching decade lows. Any value left on the carcass or woke trap"  
[X Link](https://x.com/ACIPartnerhship/status/1697676662710608225)  2023-09-01T18:23Z [---] followers, [---] engagements


"The more all these content capital allocators scale the more they seem to lose. $CHTR seems to agree that the content system is broken or that the sports fees destroy other content"  
[X Link](https://x.com/ACIPartnerhship/status/1697698391193498031)  2023-09-01T19:50Z [---] followers, [---] engagements


"It was not Iger it has been $DIS corporate policy for the last several years. They feel that ESPN is so valuable they can squeeze every last penny. #ESPN destroyed the #PAC12 what will be next"  
[X Link](https://x.com/ACIPartnerhship/status/1697985192852336987)  2023-09-02T14:49Z [---] followers, [---] engagements


"$CHTR can gain a small victory by immediately sending out mailers that they are lowering charges by $25 and maker a higher profit. Depending on area #ESPN is $30 cable costs (dependent on area)"  
[X Link](https://x.com/ACIPartnerhship/status/1698039793270083913)  2023-09-02T18:26Z [---] followers, [---] engagements


""Reinsurance price rises likely to continue in 2024" Starting to become a little skeptical of all this bullish talk but it is possible. $BRK $AIG"  
[X Link](https://x.com/ACIPartnerhship/status/1698724048522354955)  2023-09-04T15:45Z [---] followers, [---] engagements


"@ShaulDavidUK 'Social Inflation' - someone needs to pay for all those increasing jury awards"  
[X Link](https://x.com/ACIPartnerhship/status/1698725910633972071)  2023-09-04T15:53Z [---] followers, [--] engagements


"Unexpected but good for the #reinsurance industry. $BRK $AIG"  
[X Link](https://x.com/ACIPartnerhship/status/1699425931461312593)  2023-09-06T14:14Z [---] followers, [---] engagements


"#Duration for #insurance equities. Looks like the 3-year and 5-year are back to year highs. Buffett publicly likes the 6-month but would like for some others to extend #duration a little. $BRK $AIG $FFH.TO"  
[X Link](https://x.com/ACIPartnerhship/status/1699504777254555783)  2023-09-06T19:28Z [---] followers, [----] engagements


"Talk coming out of Rendez-Vous - Market conditions for reinsurance have steadily improved in [----]. We are seeing improved economics for property cat as well as casualty and I think well continue to see this rate momentum with further hardening expected at 1/1 $BRK $AIG"  
[X Link](https://x.com/ACIPartnerhship/status/1701559064482771174)  2023-09-12T11:31Z [---] followers, [---] engagements


"Had an #insurance bullish stance for several years now. But this is making my a little skittish - ha ha $BRK $AIG The current market environment is arguably a generational opportunity for reinsurers with risk-adjusted rate increases across property-catastrophe lines at their highest levels since the advent of catastrophe modelling and quantitative risk adjustments suggests Howden Tiger. https://www.reinsurancene.ws/market-environment-a-generational-opportunity-for-reinsurers-howden-tiger/ https://www.reinsurancene.ws/market-environment-a-generational-opportunity-for-reinsurers-howden-tiger/"  
[X Link](https://x.com/ACIPartnerhship/status/1701605845325488507)  2023-09-12T14:37Z [---] followers, [---] engagements


"If you want to see social #inflation and why #insurance rates may stay elevated for some time a nice example from governments attacking Hyundai. lax policing and prosecution policies and budgetary decision-making that diverted public safety resources away from the"  
[X Link](https://x.com/ACIPartnerhship/status/1701936907502952907)  2023-09-13T12:32Z [---] followers, [--] engagements


"One would have to assume that the consensus is in from Monte Carlo's #reinsurance event: $BRK $AIG The hard market will sustain through [----] as the industrys resolve to deliver adequate returns continues to hold"  
[X Link](https://x.com/ACIPartnerhship/status/1702328849059684758)  2023-09-14T14:30Z [---] followers, [---] engagements


"Ben Watsa of Marval Capital on BNN today discussing Indian markets"  
[X Link](https://x.com/ACIPartnerhship/status/1702796019971350702)  2023-09-15T21:26Z [---] followers, [--] engagements


"More news/comments from Monte Carlo: "1/1 reinsurance renewals pricing T&Cs and structures of reinsurance treaties will remain broadly unchanged" $BRK $AIG $CB"  
[X Link](https://x.com/ACIPartnerhship/status/1703826634833363320)  2023-09-18T17:41Z [---] followers, [---] engagements


"Brief comments from Rendez-Vous conference by Brit Insurance sub of Fairfax $FFH.TO: Improving terms on cedants underlying portfolios supported by price and structural changes on their reinsurance purchases are putting our portfolio in a much stronger position"  
[X Link](https://x.com/ACIPartnerhship/status/1704571112502288553)  2023-09-20T18:59Z [---] followers, [----] engagements


"I will be visiting Brit next week. If anyone has some questions send me a DM"  
[X Link](https://x.com/ACIPartnerhship/status/1704571401590431771)  2023-09-20T19:01Z [---] followers, [----] engagements


"Low #Duration is the secret sauce for prudent #insurance companies presently. What did Powell say Doesn't matter. Time for some to extend #duration as [--] and [--] year yields breach 52-week highs. $BRK $AIG $FFH.TO"  
[X Link](https://x.com/ACIPartnerhship/status/1704604763675885581)  2023-09-20T21:13Z [---] followers, [---] engagements


"Nice interview with #insurance portfolio manager Nick Martin by Laura Templeton. $AIG $BRK $RNR $FFH.TO $MKL One point on why capital has not come into the industry was interesting and spot on in years passed one could start anew in Bermuda with $1B. A billion will not cut it anymore as you need $10B and the present risk is too high. Implying the moat grows for the mega cap folks. https://ow.ly/Vw5B50PNR91 https://ow.ly/Vw5B50PNR91"  
[X Link](https://x.com/ACIPartnerhship/status/1705237778735235567)  2023-09-22T15:09Z [---] followers, [----] engagements


"7th inning stretch for P/C #insurance and #reinsurance. Presently very little on the radar for this week. May still get a big storm but the probability of a major storm decreases as we get to October. $AIG $BRK $CB"  
[X Link](https://x.com/ACIPartnerhship/status/1706266412497383459)  2023-09-25T11:16Z [---] followers, [----] engagements


"The monetization of non-core assets at $AIG and Corebridge $CRBG continues in the sale of AIG Life UK for $560m"  
[X Link](https://x.com/ACIPartnerhship/status/1706285067054563366)  2023-09-25T12:30Z [---] followers, [---] engagements


"Looks like Eurobank $EUROB will have the winning bid for the sale of shares by the Hellenic Financial Stability Fund 52m shares 1.4%. Appears as Eurobanks bid is higher than the present stock price. After the close dividends should commence"  
[X Link](https://x.com/ACIPartnerhship/status/1707046612587982870)  2023-09-27T14:56Z [---] followers, [--] engagements


"Now moving into the 8th inning for P/C #insurance and #reinsurance. Nothing to make landfall on the radar for next [--] days. $AIG $BRK 7th inning stretch for P/C #insurance and #reinsurance. Presently very little on the radar for this week. May still get a big storm but the probability of a major storm decreases as we get to October. $AIG $BRK $CB 7th inning stretch for P/C #insurance and #reinsurance. Presently very little on the radar for this week. May still get a big storm but the probability of a major storm decreases as we get to October. $AIG $BRK $CB"  
[X Link](https://x.com/ACIPartnerhship/status/1707050848121999557)  2023-09-27T15:13Z [---] followers, [---] engagements


"It's official - El Nio has been declared and is underway. #insurance #reinsurance And in part contributor to low hurricane activity this season. $AIG $BRK $CB However get your skis and snowboards tuned and ready"  
[X Link](https://x.com/ACIPartnerhship/status/1707371025212612845)  2023-09-28T12:25Z [---] followers, [---] engagements


"PSA For those with kids in public school and worried some small steps can help. Progress in NC have been gaining speed with Tree Trunk Value virtues that Franklin Buffett and Munger would approve. You cannot fight city hall so work with classroom teachers"  
[X Link](https://x.com/ACIPartnerhship/status/1707502759337935096)  2023-09-28T21:09Z [---] followers, [---] engagements


"Approximately 80% of all hurricanes in North America occur in September. As an El Nio has been officially declared we are now in the bottom of the 8th for #insurance #reinsurance as the radar is clear. $AIG $BRK $CB There is a strong Typhoon Koinu on the horizon in SE Asia approaching Taiwan to keep an eye on"  
[X Link](https://x.com/ACIPartnerhship/status/1708077454168895957)  2023-09-30T11:12Z [---] followers, [----] engagements


"#Greece is the bright spot in Europe"  
[X Link](https://x.com/ACIPartnerhship/status/1709303153709990391)  2023-10-03T20:23Z [---] followers, [---] engagements


"@ValleyFallsRI Greece imports most of its olives all the hairy men left with the communists and tax evasion has lessened"  
[X Link](https://x.com/ACIPartnerhship/status/1709307226542793098)  2023-10-03T20:39Z [---] followers, [--] engagements


"Is Mr. Market having one of his moments With respect to #insurance most companies are getting better and with rates back to a near normal even more so. $BRK $CB $RNR Recently had the opportunity to chat with BRIT Insurance sub of Fairfax $FFH.TO to see if business has improved. Has it Time will tell but here is one item of many. Ki Insurance owned by BRIT $GOOG and $BX is going to write $1b this year from zero [--] months ago. Dont expect exponential growth to continue so guessing they may write $1.2b in [--]. All this with roughly [---] employees (100 coders/algorithm [---] back office). Unsure if"  
[X Link](https://x.com/ACIPartnerhship/status/1709650277060460966)  2023-10-04T19:22Z [---] followers, [----] engagements


"As #Buffett and $BRK were way ahead of the curve the analysis of the bountiful permian basin appears correct and will continue to surprise. The question is just the price received. Extra: $XOM is rumored to be after Pioneer in the permian"  
[X Link](https://x.com/ACIPartnerhship/status/1710172424237420968)  2023-10-06T05:57Z [---] followers, [---] engagements


"Recession recession recession . let's look at the numbers. $JPM Q3 "Debit and credit card sales volume up 8%""  
[X Link](https://x.com/ACIPartnerhship/status/1712799300109910474)  2023-10-13T11:55Z [---] followers, [---] engagements


"We have a winner mega banks hold serve against 10-year #Fintech start-up onslaught. First confirmed in the UK last year now confirmed in the US with Q3. For example $BAC paying just 34bp for $980 billion of deposits. Similar results for top [--] mega banks $JPM $WFC $PNC as 'moats' appear to be getting stronger. There will be a couple of #Fintech winners but a graveyard of smoke and mirrors along with lost capital was the main result"  
[X Link](https://x.com/ACIPartnerhship/status/1714253597045653914)  2023-10-17T12:14Z [---] followers, [---] engagements


"$BAC exceeded every consumer metric followed. And wow how are they adding 200k checking accounts at this point in the cycle"  
[X Link](https://x.com/ACIPartnerhship/status/1714298927145426959)  2023-10-17T15:14Z [---] followers, [---] engagements


"$BAC - Q3 Quick Take: Consumer deposits $980B paying 34bp +200k new checking accounts Preferred Rewards accounts 10.7m 99% retention Noninterest expenses below $16B [--] guidance flat Bought back 30m shares Card balances back to [--] levels at $98B Office RE 55% origination LTV"  
[X Link](https://x.com/ACIPartnerhship/status/1714332415286468685)  2023-10-17T17:27Z [---] followers, [---] engagements


"@ohcapideas Opportunity cost is the correct take. The investor needs to realize big mega banks are 'quasi' government institutions and sometimes needs to take what the the government is pushing. One shouldn't think $BAC was the first to increase minimum wage out of kindness"  
[X Link](https://x.com/ACIPartnerhship/status/1714610165603869062)  2023-10-18T11:51Z [----] followers, [---] engagements


"What a difference a decade and good decisions make. Comments this year have indicated that #Greece is the best spot in Europe by far. Government now ready to sell 20% stake in National Bank of Greece after reporting good results in Q2"  
[X Link](https://x.com/ACIPartnerhship/status/1714705347435196781)  2023-10-18T18:09Z [---] followers, [---] engagements


"Bottom of the 9th for P/C #insurance and #reinsurance CAT hurricane exposure. Presently very little on the radar for next week. $AIG $BRK $CB"  
[X Link](https://x.com/ACIPartnerhship/status/1715362226272432402)  2023-10-20T13:39Z [---] followers, [----] engagements


"Munich Re raised its profit target for the year as lower-than-expected claims YTD. Bodes well for other reporting this week and next. $BRK $AIG"  
[X Link](https://x.com/ACIPartnerhship/status/1716967456218976719)  2023-10-24T23:58Z [---] followers, [---] engagements


"$CB reported nice Q3 earnings. Specifically of note worthy was agriculture with underwriting year-to-date combined ratio to 91.7%. Chubb is the largest crop writer wrt premiums. Bodes well for $FFH.TO as they write nearly $1B in agriculture premiums"  
[X Link](https://x.com/ACIPartnerhship/status/1716969231571378358)  2023-10-25T00:05Z [---] followers, [----] engagements


"Jan [--] #reinsurance renewals is approaching and appears the market will stay the same or tighten slightly. "after more than a decade of soft market conditions and low interest rates the last two renewals were perhaps a wake-up call . But we are not yet at the new normal.""  
[X Link](https://x.com/ACIPartnerhship/status/1717173046778167717)  2023-10-25T13:35Z [---] followers, [---] engagements


"Everest Re $EG reported very strong Q3 with a combined ratio of 91.4% for the Group and 91.0% for Reinsurance. $BRK $AIG"  
[X Link](https://x.com/ACIPartnerhship/status/1717286300514951196)  2023-10-25T21:05Z [---] followers, [----] engagements


"Another nice #insurance earnings report. This time from Old Republic International $ORI. Title insurance was off as expected but general insurance is humming along around 91% CR. $BRK $AIG $FFH.TO"  
[X Link](https://x.com/ACIPartnerhship/status/1717539304350576770)  2023-10-26T13:50Z [---] followers, [----] engagements


"How long is the 'recession' narrative going to hold on Capital One $COF reported nice earnings after hours and they are on the lower end of card issuance. Volumes up 6% with metrics for coverage/losses are nearly back to pre-covid numbers"  
[X Link](https://x.com/ACIPartnerhship/status/1717637886256844992)  2023-10-26T20:22Z [---] followers, [---] engagements


"@em013L So if I read this correctly $PYPL was a growth story and now its a ZERO growth story. When the narrative changes that is called dead money"  
[X Link](https://x.com/ACIPartnerhship/status/1718255806204764572)  2023-10-28T13:18Z [---] followers, [---] engagements


"American International Group $AIG announced that it has successfully completed the previously announced sale of Validus Re. AIG received total consideration of $3.3 billion in cash and approximately $275 million in RenaissanceRe common shares"  
[X Link](https://x.com/ACIPartnerhship/status/1719800541834842211)  2023-11-01T19:36Z [---] followers, [---] engagements


"American International Group $AIG Q3 Quick Take: Neg: North American Personal Lines at 113% Pos: CR for General Insurance 91% Favorable prior year reserve development $785m buybacks 14m shares 1.5% of outstanding $CRBG sold Laya Healthcare Q4 $750m special dividend Intl Personal Lines at 97% 2x size of NA personal lines * Priority continues on reducing volatility via both monetizations & reducing program limits"  
[X Link](https://x.com/ACIPartnerhship/status/1719822953615867925)  2023-11-01T21:05Z [----] followers, [----] engagements


"Fitch is mostly irrelevant as a rating agency"  
[X Link](https://x.com/ACIPartnerhship/status/1719849951759319310)  2023-11-01T22:52Z [---] followers, [---] engagements


"@ohcapideas $MKL has had a 'halo effect' for a long time wonder how much longer it will last"  
[X Link](https://x.com/ACIPartnerhship/status/1719882663438282987)  2023-11-02T01:02Z [---] followers, [----] engagements


"Nice historical chart but several of the companies are significantly different or been transformed from a decade ago. $ORI $CB $AIG $FFH.TO to name a few"  
[X Link](https://x.com/ACIPartnerhship/status/1720064643203252566)  2023-11-02T13:05Z [---] followers, [----] engagements


"Per cc $AIG to accelerate buybacks in Q4 and into [----] with remaining authorization of $6B+ at $500m p/month. American International Group $AIG Q3 Quick Take: Neg: North American Personal Lines at 113% Pos: CR for General Insurance 91% Favorable prior year reserve development $785m buybacks 14m shares 1.5% of outstanding $CRBG sold Laya Healthcare Q4 $750m special American International Group $AIG Q3 Quick Take: Neg: North American Personal Lines at 113% Pos: CR for General Insurance 91% Favorable prior year reserve development $785m buybacks 14m shares 1.5% of outstanding $CRBG sold Laya"  
[X Link](https://x.com/ACIPartnerhship/status/1720065857399689444)  2023-11-02T13:10Z [----] followers, [---] engagements


"@Bonhoeffer_KDS For the names mentioned you will see it in the reduced risk profile which would imply better risk-adjusted returns over the next decade"  
[X Link](https://x.com/ACIPartnerhship/status/1720071720088858939)  2023-11-02T13:33Z [---] followers, [--] engagements


"Zurich Insurance has agreed to buy a 51% stake in Kotak Mahindra General Insurance of India for $487 million. Kotak only does about $170m in annual premiums so roughly 6x sales"  
[X Link](https://x.com/ACIPartnerhship/status/1720082473697296567)  2023-11-02T14:16Z [---] followers, [----] engagements


"Fairfax Financial $FFH.TO - Q3 Quick Take: Interest & Dividends $512m up $45m vs. Q2 Duration moved out slightly [---] years (assumed) BV $876 up 5% after new IFRS [--] adjustment CR 95% (Hawaii wildfires biggest impact) Allied World looks to be the standout Still holding equity total return swaps of 1.96m shares of Fairfax stock ** Biggest takeaway is clarity of earnings going forward (outside mark-to-mark volatility)"  
[X Link](https://x.com/ACIPartnerhship/status/1720210942095401229)  2023-11-02T22:47Z [---] followers, [----] engagements


"Eurobank $EUROB closes on the sale of Eurobank Direktna. Expected to add [--] bps to CETI ratio"  
[X Link](https://x.com/ACIPartnerhship/status/1721203576859423029)  2023-11-05T16:31Z [---] followers, [---] engagements


"Fairfax India's $FIH.TO 48.5% equity interest in Seven Islands Shipping has been on a buying spree with its 4th purchase in recent weeks"  
[X Link](https://x.com/ACIPartnerhship/status/1721885213545177094)  2023-11-07T13:40Z [---] followers, [---] engagements


"RenaissanceRe $RNR closed their purchase of Validus Re last week. $AIG received $3.3 billion in cash a pre-closing dividend and roughly $275 million in RenRe common shares. $RNR is now the 5th largest reinsurer in the world"  
[X Link](https://x.com/ACIPartnerhship/status/1721918719981453663)  2023-11-07T15:53Z [---] followers, [---] engagements


"Eurobank Holdings $EUROB - Q3 Quick Take: Completed buyback of 1.4% of shares Group cost/inc below 35% wow Deposits grew 600m TBV [----] up 20% from last year Dividend to start in [--] Greece remains the bright spot for Europe presently"  
[X Link](https://x.com/ACIPartnerhship/status/1721967517575307329)  2023-11-07T19:07Z [----] followers, [----] engagements


"Even with a benign [----] Hurricane season CAT losses will still be above $100b. Rates will hold in [----]. $BRK $CB $AIG"  
[X Link](https://x.com/ACIPartnerhship/status/1722983273775677947)  2023-11-10T14:23Z [---] followers, [---] engagements


"Ken Griffin says biggest risk is in mid-tier banks via office loans. Between the lines was that big mega banks have a huge moat. $JPM $BAC"  
[X Link](https://x.com/ACIPartnerhship/status/1724506034083914109)  2023-11-14T19:14Z [---] followers, [---] engagements


"One good day does not make a call correct but looks like the 'recession' 'recession' narrative may have peaked on 10/26. $COF $JPM $BAC"  
[X Link](https://x.com/ACIPartnerhship/status/1724526490862157854)  2023-11-14T20:35Z [---] followers, [---] engagements


"My TL is waiting on an update for Q4. Doubt we see one as it was mostly clickbait. $JPM $PNC $BAC $C Unrealized Losses on Bonds Held by Banks https://t.co/LpXMRVmDyO Unrealized Losses on Bonds Held by Banks https://t.co/LpXMRVmDyO"  
[X Link](https://x.com/ACIPartnerhship/status/1724528526865416435)  2023-11-14T20:43Z [---] followers, [---] engagements


"#Reinsurance - "industry is heading into a strong and constructive reinsurance rate environment ahead of the January renewals" $BRK $AIG $CB "there still needs to be more rate to make that 10-year return adequate""  
[X Link](https://x.com/ACIPartnerhship/status/1724532563799109651)  2023-11-14T20:59Z [---] followers, [---] engagements


"Go Digit Insurance Indian sub of $FFH.TO made some progress on their IPO efforts. They updated their filing last week to SEBI but it came with cautionary notes. Especially a "show cause notice from IRDAI" from past requests. Maybe IPO next year"  
[X Link](https://x.com/ACIPartnerhship/status/1724894156307521587)  2023-11-15T20:56Z [---] followers, [----] engagements


"Still quiet in Canada for sleeper $FIH.U even though several of their holdings are near ATHs. Indian holding CSB Bank achieved a new ATH yesterday with others very close"  
[X Link](https://x.com/ACIPartnerhship/status/1727693199269925355)  2023-11-23T14:18Z [---] followers, [----] engagements


"@stephen85217230 Still waiting on the Indian government approval. When/If that occurs IPO of Anchorage within [--] months after approval is my guess"  
[X Link](https://x.com/ACIPartnerhship/status/1727712643530576029)  2023-11-23T15:36Z [---] followers, [--] engagements


"The worst merger in financial history: A brief mini-documentary (20 minutes) on Citigroup $C after the merger with Travelers"  
[X Link](https://x.com/ACIPartnerhship/status/1729127557667357097)  2023-11-27T13:18Z [---] followers, [---] engagements


"If civilization itself can only progress when it invents the method of invention you can only progress when you learn the method of learning Charlie Munger"  
[X Link](https://x.com/ACIPartnerhship/status/1729204834283426143)  2023-11-27T18:25Z [---] followers, [---] engagements


"@rohitdotmittal A checking account is very-very sticky. The mega banks offer so much now and are pulling away from S&Ls and small regionals. $JPM $BAC $PNC"  
[X Link](https://x.com/ACIPartnerhship/status/1729485074133852377)  2023-11-28T12:59Z [---] followers, [--] engagements


"@BankingIp All UK banks are in a difficult spot. Many think the US regulators are too strict but the UK regulators are just brutal. The IB on fixed income is top tier equity side not so much"  
[X Link](https://x.com/ACIPartnerhship/status/1729493769936941566)  2023-11-28T13:33Z [---] followers, [---] engagements


"Per trade union up to potential [---] RIF in back office at $BCS. I suspect a great portion of these folks just never came back to the office (ie redundancy). https://uk.investing.com/news/stock-market-news/barclays-is-putting-900-roles-jobs-in-uk-at-risk-of-redundancy--union-3251458 $BCS Barclays may drop about a quarter of its investment banking clients the FT reports. This is in addition to $1.25 of cost cuts. My thoughts on this. a short thread. $DB $C $JPM 1/ https://uk.investing.com/news/stock-market-news/barclays-is-putting-900-roles-jobs-in-uk-at-risk-of-redundancy--union-3251458 $BCS"  
[X Link](https://x.com/ACIPartnerhship/status/1729568741418012705)  2023-11-28T18:31Z [----] followers, [---] engagements


"One could hardly get more highbrow than $GS for $APPL to launch a credit card. But banking is sticky and moats are hard to breach. Maybe $JPM $BAC or $COF takes the reins"  
[X Link](https://x.com/ACIPartnerhship/status/1729834601831428172)  2023-11-29T12:08Z [---] followers, [---] engagements


"The trend is your friend. $AIG $BRK $CB $DB's European Insurance Team wrote It is now well known that the hard reinsurance market will at least continue through [----] our base case however remains that risk-adjusted pricing will end up broadly neutral/very slightly positive" https://www.reinsurancene.ws/reinsurers-have-won-the-battle-so-far-in-2023-deutsche-bank/ https://www.reinsurancene.ws/reinsurers-have-won-the-battle-so-far-in-2023-deutsche-bank/"  
[X Link](https://x.com/ACIPartnerhship/status/1729899864874496322)  2023-11-29T16:27Z [----] followers, [---] engagements


"More trend is your friend in #reinsurance. $AIG $BRK $CB and others. "over the past two years theres been massive back-to-back rate rises in the space but noted the lack of carriers increasing limits" "for admitted . we do see rates continue to increase and persist through [----] and probably into 2025" https://www.reinsurancene.ws/rate-increases-to-persist-through-2024-and-probably-into-2025-gulbransen-howden-tiger/ The trend is your friend. $AIG $BRK $CB $DB's European Insurance Team wrote It is now well known that the hard reinsurance market will at least continue through [----] our base case"  
[X Link](https://x.com/ACIPartnerhship/status/1730214514606407872)  2023-11-30T13:17Z [----] followers, [---] engagements


"$AIG to monetize more of Corebridge Financial $CRBG as the market is starting to believe. $AIG is approaching a [--] year high. https://www.reinsurancene.ws/aig-to-offer-35-million-shares-of-corebridge-financial/ https://www.reinsurancene.ws/aig-to-offer-35-million-shares-of-corebridge-financial/"  
[X Link](https://x.com/ACIPartnerhship/status/1730607107781648530)  2023-12-01T15:17Z [----] followers, [----] engagements


"@LONGCONVEXITY This may be due to the lack of pilots and aircraft supply in non-west markets. I believe #Russia still has [---] commercial aircraft appropriated due to war"  
[X Link](https://x.com/ACIPartnerhship/status/1731334207778009235)  2023-12-03T15:26Z [---] followers, [--] engagements


"For those in the #reinsurance space roughly 30-40% of the year to bind in the next [--] weeks. $BRK $AIG $CB Rates will persists along with attachment points. "overall moderation in treaty reinsurance renewals and facultative buying with property rates continuing to increase" https://www.reinsurancene.ws/property-reinsurance-rates-to-increase-casualty-faces-aggressive-pricing-challenges-amwins/ https://www.reinsurancene.ws/property-reinsurance-rates-to-increase-casualty-faces-aggressive-pricing-challenges-amwins/"  
[X Link](https://x.com/ACIPartnerhship/status/1732108669955850686)  2023-12-05T18:44Z [---] followers, [----] engagements


"$AIG closed its 2nd monetization of more Corebridge Financial $CRBG for $712m still majority owner. https://www.reinsurancene.ws/aig-completes-sale-of-35-million-shares-of-corebridge-financial/ https://www.reinsurancene.ws/aig-completes-sale-of-35-million-shares-of-corebridge-financial/"  
[X Link](https://x.com/ACIPartnerhship/status/1732381840604795250)  2023-12-06T12:49Z [----] followers, [---] engagements


"@BankingIp Follow thru from November liked testimony today on the hill or narrative is changing Take your pick. Irrespective seemed selling was overdone for most of the year in many names. $C $PNC $BAC"  
[X Link](https://x.com/ACIPartnerhship/status/1732441136281633126)  2023-12-06T16:45Z [---] followers, [---] engagements


"That didn't take long. $XOM $HES U.S. Southern Command announced the beginning of Air Exercises in Guyanas Airspace today in conjunction with the Guyana Defense Force in order to Strengthen Regional Cooperation $XOM U.S. Southern Command announced the beginning of Air Exercises in Guyanas Airspace today in conjunction with the Guyana Defense Force in order to Strengthen Regional Cooperation $XOM"  
[X Link](https://x.com/ACIPartnerhship/status/1732873958322471040)  2023-12-07T21:25Z [---] followers, [---] engagements


"Interesting micro-finance lesson of the day: An acquaintance that runs a very large potato chip operation in Pennsylvania has very consistent long data stream that every time the Philadelphia Eagles win their sales increase above average the following week"  
[X Link](https://x.com/ACIPartnerhship/status/1733165256787046541)  2023-12-08T16:42Z [---] followers, [---] engagements


"Higher for longer Not just interest rates. "U.S. property/casualty (P/C) #insurance sector grappled with a challenging nine-month period in [----] posting a staggering $32.2 billion net underwriting loss" $BRK $AIG $CB and others"  
[X Link](https://x.com/ACIPartnerhship/status/1733203709645979866)  2023-12-08T19:15Z [---] followers, [---] engagements


"Is the turnaround complete for $AIG Mr. Market is acting like it as the attempt to break a [--] year high is nigh"  
[X Link](https://x.com/ACIPartnerhship/status/1734658786202173779)  2023-12-12T19:37Z [----] followers, [---] engagements


"Now Texas Windstorm Insurance Association say they need an extra $1B in coverage. Increasing risks on multiple fronts are going to keep #insurance and #reinsurance rates higher for longer. $BRK $AIG $CB and others. https://www.reinsurancene.ws/twia-to-start-reinsurance-renewal-process-amid-need-for-additional-1bn-in-limit-for-2024/ It would appear that inflation and social inflation are going to keep #insurance and #reinsurance rates higher for longer. "expecting annual exposure growth of more than 28% in total insured value through 2024" https://t.co/ymFQkipfIN"  
[X Link](https://x.com/ACIPartnerhship/status/1734910861070762213)  2023-12-13T12:19Z [----] followers, [---] engagements


"@FoxCastlehold Just the closing previously announced transaction earlier this year. A positive all around now just need the Anchorage IPO"  
[X Link](https://x.com/ACIPartnerhship/status/1734914811664769477)  2023-12-13T12:34Z [---] followers, [--] engagements


"Pointing out all year the disparity between the 'narrative' and actual consumer behavior. Even with every bank head saying mostly the same thing - didn't matter until FED gave the ok. Now for Basel's ok. $JPM $BAC $PNC $C and many others. Bank stocks rally after the Fed gives credence to the big hope for a pivot in '24 forecasting [--] bps in rate cuts https://t.co/TiN78dGYuU Bank stocks rally after the Fed gives credence to the big hope for a pivot in '24 forecasting [--] bps in rate cuts https://t.co/TiN78dGYuU"  
[X Link](https://x.com/ACIPartnerhship/status/1735293627029434395)  2023-12-14T13:40Z [---] followers, [---] engagements


"More on higher for a little longer for #insurance and #reinsurance rates. $AIG $CB $FFH.TO "Single-digit rate increases are expected in 2024" "Reinsurers have responded to CAT events by increasing premiums adding more restrictive T&Cs and requiring insurers to retain more CAT loss" https://www.reinsurancene.ws/woodruff-sawyer-predicts-single-digit-rate-increase-in-2024-for-pc-rates/ https://www.reinsurancene.ws/woodruff-sawyer-predicts-single-digit-rate-increase-in-2024-for-pc-rates/"  
[X Link](https://x.com/ACIPartnerhship/status/1735325015329914980)  2023-12-14T15:44Z [---] followers, [---] engagements


"@BankingIp Plus $BCS is more heavily weighted to global fixed income markets"  
[X Link](https://x.com/ACIPartnerhship/status/1735332920305369225)  2023-12-14T16:16Z [---] followers, [---] engagements


"$BRK $AIG Reinsurers are exercising caution with ceding commissions reducing and terms & conditions tightening. Ultimately this feels like a market where the reinsurers remain firmly in control and likely continues to have legs beyond the January [--] 2024""  
[X Link](https://x.com/ACIPartnerhship/status/1737191129739661523)  2023-12-19T19:20Z [---] followers, [---] engagements


"@Aureliusltd28 Out perform or not - from a present and historical perspective it is the most inexpensive since the '90s. Plus the risk profile appears to be the lowest in [--] years. Heads you win tails you lose very little. $BAC"  
[X Link](https://x.com/anyuser/status/1737471357758108010)  2023-12-20T13:53Z [--] followers, [---] engagements


"@CasinoCapital So true but $C is getting out of many areas"  
[X Link](https://x.com/ACIPartnerhship/status/1737604713095270676)  2023-12-20T22:43Z [---] followers, [---] engagements


"These types of charts are ridiculous and misleading at best. Renting is far superior in high tax states"  
[X Link](https://x.com/ACIPartnerhship/status/1737917708966985809)  2023-12-21T19:27Z [---] followers, [---] engagements


"$AIG $BRK and others. "this feels like a market where the reinsurers remain firmly in control and likely continues to have legs beyond the January [--] [----] renewal""  
[X Link](https://x.com/ACIPartnerhship/status/1739657473114493359)  2023-12-26T14:40Z [---] followers, [---] engagements


"ICYMI Fairfax $FFH.TO completes acquisition of additional 46% interest in Gulf Insurance. Net positive. Per regulations Fairfax intends to launch a mandatory tender offer to all other shareholders of GIG in the Q1 of 2024"  
[X Link](https://x.com/ACIPartnerhship/status/1740018607235748185)  2023-12-27T14:35Z [---] followers, [---] engagements


"Broke 15-year high for $AIG today maybe rerate for #insurance names as we head into '24. $AIG $BRK and others. "this feels like a market where the reinsurers remain firmly in control and likely continues to have legs beyond the January [--] [----] renewal" https://t.co/V7msxBxOFR $AIG $BRK and others. "this feels like a market where the reinsurers remain firmly in control and likely continues to have legs beyond the January [--] [----] renewal" https://t.co/V7msxBxOFR"  
[X Link](https://x.com/ACIPartnerhship/status/1740399331646345217)  2023-12-28T15:48Z [---] followers, [---] engagements


"Heading into '24 with momentum and possible IPOs for two other holdings for sleeper Fairfax India $FIH.U. Momentum includes CSB Bank closing the year at ATH IIFL Securities rallied to ATH along with other items. Sleeper Fairfax India $FIH.U (maybe for not much longer): For all worriers and naysayers about the 'earned' performance fee they missed the good news that was reported nearly every month this year. More good news appears to be on the way so we shall see. Sleeper Fairfax India $FIH.U (maybe for not much longer): For all worriers and naysayers about the 'earned' performance fee they"  
[X Link](https://x.com/anyuser/status/1740734991783625016)  2023-12-29T14:02Z [--] followers, [---] engagements


"Indian aviation demand is at an all-time high post-pandemic which is not unexpected. However engine spare parts and shortage of pilots is restraining further growth - for now"  
[X Link](https://x.com/anyuser/status/1741096548715372641)  2023-12-30T13:58Z [--] followers, [---] engagements


"#Reinsurance up more than expected at 1/1. $BRK $AIG and others. "For both risk loss-free and catastrophe loss-free programs rates were flat to up 10% reports the broker.""  
[X Link](https://x.com/ACIPartnerhship/status/1742251347825827870)  2024-01-02T18:27Z [---] followers, [---] engagements


"Bengaluru airport is rated 3rd among the top ten global airports in terms of operational efficiency. Surely a rerate in '24 for sleeper Fairfax India $FIH.U is due especially if international routes pick up this year for the company's largest holding. Heading into '24 with momentum and possible IPOs for two other holdings for sleeper Fairfax India $FIH.U. Momentum includes CSB Bank closing the year at ATH IIFL Securities rallied to ATH along with other items. Heading into '24 with momentum and possible IPOs for two other holdings for sleeper Fairfax India $FIH.U. Momentum includes CSB Bank"  
[X Link](https://x.com/anyuser/status/1742254348187361700)  2024-01-02T18:39Z [--] followers, [----] engagements


"@TidefallCapital @SuperShahed I want institutional investors to come back. In that vein this is excellent $FFH.TO news"  
[X Link](https://x.com/ACIPartnerhship/status/1742601211079995783)  2024-01-03T17:37Z [---] followers, [---] engagements


"@gamesblazer06 Basel III Endgame "Highly highly highly unlikely." Also spot on of no banking crisis "it was only three banks" Big comments. $C $BAC and others"  
[X Link](https://x.com/ACIPartnerhship/status/1742604405382254852)  2024-01-03T17:50Z [---] followers, [--] engagements


"Remember folks a dividend cut is never never a good corporate outcome. It's always negative. Conversely a dividend increase is neutral to slightly positive. Been waiting on the $WBA dividend cut for over a year and came thru today at 50% cut"  
[X Link](https://x.com/ACIPartnerhship/status/1742930139309305970)  2024-01-04T15:25Z [---] followers, [---] engagements


"@blondesnmoney $WBA was a generational success but then bought Alliance Boots. Basically been downhill since. Toss in very stiff retail headwinds in the US all points to a tough haul going forward"  
[X Link](https://x.com/ACIPartnerhship/status/1742939185068261501)  2024-01-04T16:00Z [---] followers, [---] engagements


"European #reinsurance - "the market continues to show firmness maintaining positive momentum from the previous year" Mr. Market is starting to believe. $BRK $AIG and others"  
[X Link](https://x.com/ACIPartnerhship/status/1743288603608801719)  2024-01-05T15:09Z [---] followers, [---] engagements


"The economic media has been very slow to change course on recession but Mr. Market is indicating something else. Captial One $COF which is on the lower credit side of cards is showing something else"  
[X Link](https://x.com/ACIPartnerhship/status/1743330174907605236)  2024-01-05T17:54Z [----] followers, [---] engagements


"@BankingIp Interesting. India with a negative risk premium to 10-year"  
[X Link](https://x.com/anyuser/status/1743632043110473818)  2024-01-06T13:54Z [--] followers, [--] engagements


"@Aureliusltd28 Global IB Fees are due for a turn especially FICC over the next two years. $BCS"  
[X Link](https://x.com/ACIPartnerhship/status/1743633084971389283)  2024-01-06T13:58Z [---] followers, [--] engagements


"Edinburgh Airport's owner has decided to sell the property a move that is expected to attract interest from investors worldwide. Let's see how this translates to India. Why would any financial investor in their right mind buy what Private Equity has dressed up to sell https://t.co/BoujJC9XsW Why would any financial investor in their right mind buy what Private Equity has dressed up to sell https://t.co/BoujJC9XsW"  
[X Link](https://x.com/ACIPartnerhship/status/1744384567702643042)  2024-01-08T15:44Z [---] followers, [---] engagements


"Surprising positive European bank story from Bloomberg. $BCS and others. https://www.bloomberg.com/news/articles/2024-01-08/wall-street-sees-european-banks-beating-american-rivals-by-most-in-a-decadesrnd=premium-europe https://www.bloomberg.com/news/articles/2024-01-08/wall-street-sees-european-banks-beating-american-rivals-by-most-in-a-decadesrnd=premium-europe"  
[X Link](https://x.com/ACIPartnerhship/status/1744387703330705832)  2024-01-08T15:56Z [----] followers, [---] engagements


"Go Digit Life Insurance the Indian sub of Fairfax $FFH.TO appears to be having a nice start. Group Premiums written in first [--] months $26m. The company has a very-very long runway. Recall there are only (26) repeat (26) Life Insurance companies in India"  
[X Link](https://x.com/ACIPartnerhship/status/1744712875258659277)  2024-01-09T13:28Z [---] followers, [---] engagements


"Another report indicating that the Edinburgh Airport is up for sale for $3.2B and it handles 15m passengers. Bengaluru (BIAL) in India handles 37m passengers and is presently priced at the same approximate value. One of these values is wrong. $FIH.U"  
[X Link](https://x.com/ACIPartnerhship/status/1745903128514380158)  2024-01-12T20:18Z [---] followers, [----] engagements


"@MarceloPLima [--] year lease until 2036"  
[X Link](https://x.com/ACIPartnerhship/status/1745970663423197235)  2024-01-13T00:46Z [---] followers, [---] engagements


""2023 changed the #reinsurance landscape for the better with a focus on underwriting profitability and tighter T&Cs creating a . healthier and more sustainable trading environment" $BRK $AIG Starting to go skeptical with all these positive reports :)"  
[X Link](https://x.com/ACIPartnerhship/status/1746911072962179573)  2024-01-15T15:03Z [---] followers, [---] engagements


"@LibertyRPF "I never ever hear about $AIG anymore" - let's hope that remains true (shsh)"  
[X Link](https://x.com/ACIPartnerhship/status/1748140512685498483)  2024-01-19T00:29Z [---] followers, [---] engagements


"Momentum continues: "London market players continue to enjoy attractive market conditions with pricing reaching new highs while the structural changes in the terms and conditions achieved last year remain in place for '24" $BRK $AIG"  
[X Link](https://x.com/ACIPartnerhship/status/1748337936808997355)  2024-01-19T13:33Z [---] followers, [---] engagements


"Bellwether Travelers Companies $TRV reported strong Q4 results with record underwriting income. Approaching ATH in pre-market. Nice kickoff for #insurance Q4 results"  
[X Link](https://x.com/ACIPartnerhship/status/1748339945452765206)  2024-01-19T13:41Z [----] followers, [---] engagements


"Why European banks might just bounce back: stronger earnings and more distributions. $UBS $BCS I dont think over the next decade the gap will be as large he said. I think theres opportunities for the Europeans. Paid Link: https://www.ft.com/content/69ffbe2b-05a4-4468-9879-e241564e4b75 https://www.ft.com/content/69ffbe2b-05a4-4468-9879-e241564e4b75"  
[X Link](https://x.com/ACIPartnerhship/status/1749206611845927236)  2024-01-21T23:05Z [----] followers, [---] engagements


"For #insurance investing under the hood is what counts. And you don't always know. Maybe some knew about Axis $AXS as a large reserve bump from past policies. "reserve strengthening . is equal to 4.5% of net loss reserves" -- Wow"  
[X Link](https://x.com/ACIPartnerhship/status/1750152612576444679)  2024-01-24T13:44Z [---] followers, [---] engagements


"@Aureliusltd28 Possible risk but not extraordinary. Big banks have already waived most late fees so the trend is set. Another place for margin will be invented. $COF $DFS"  
[X Link](https://x.com/ACIPartnerhship/status/1750172897870528615)  2024-01-24T15:05Z [---] followers, [---] engagements


"Several ATH for #insurance stocks this month - for those that are watching. $BRK $ORI $CB and others"  
[X Link](https://x.com/ACIPartnerhship/status/1750187840435040760)  2024-01-24T16:04Z [---] followers, [---] engagements


"Back to the office 'letters of education' is amusing. Might help accelerate attrition though. $BAC"  
[X Link](https://x.com/ACIPartnerhship/status/1750190806940500178)  2024-01-24T16:16Z [---] followers, [---] engagements


"For all you value hunters out there recall the Wall Street adage: "Beware of bargains in a Bull Market" #Bullish"  
[X Link](https://x.com/ACIPartnerhship/status/1750598356945052009)  2024-01-25T19:15Z [---] followers, [---] engagements


""Reinsurers underwriting margins are expected to peak in [----] on the significant price rises and tighter T&Cs achieved during '23 and in the 1/1 renewals which will likely lead to softer market conditions in '25 according to Fitch Ratings" Possibly true but a big CAT changes the narrative. My experience is that Fitch is the least accurate of all rating agencies"  
[X Link](https://x.com/ACIPartnerhship/status/1750867451548484029)  2024-01-26T13:05Z [---] followers, [---] engagements


"The Mr. Market appears to finally see how inexpensive credit card companies have been. Rerate coming $AXP $COF"  
[X Link](https://x.com/ACIPartnerhship/status/1750891034047815773)  2024-01-26T14:38Z [---] followers, [---] engagements


"@Nick_duCat Real assets That sounds of first level thinking. Would you rather have $2m in a real asset in Iran/Russia or $1m in a $US bank Without the rule of law your real asset may be worthless"  
[X Link](https://x.com/ACIPartnerhship/status/1751622859368075430)  2024-01-28T15:06Z [---] followers, [--] engagements


"@TSOH_Investing The margins and franchise value of many financial companies seems extremely undervalued. $COF being one of them"  
[X Link](https://x.com/ACIPartnerhship/status/1751623266660241586)  2024-01-28T15:08Z [---] followers, [---] engagements


"Rating agencies are very prudent and slow to make changes but when they do it gives the green light to institutions. $AIG AM Best upgrades AIG and its P/C insurance subsidiaries ratings to Excellent " $AIG PCs operating performance while historically lagging behind composite peers has been on a consistent upward trajectory in recent years.""  
[X Link](https://x.com/ACIPartnerhship/status/1751948600756654433)  2024-01-29T12:41Z [---] followers, [---] engagements


"@Aureliusltd28 @blondesnmoney @OurBank3 @TimyanBankAlert @CorpusCol @SteveChuck5 @colarion @curttho28964890 @boujee_banker @chasesfish @Catahoula_Value All in the eye of the beholder but analysis has indicated that the mega banks have the least risk of all banks. As such thought $JPM and $BAC as they keep pounding tech research all while adding customers with 20-year churn rates or longer"  
[X Link](https://x.com/ACIPartnerhship/status/1752414737907044849)  2024-01-30T19:33Z [---] followers, [---] engagements


""while reinsurers trade in-line with historic levels (10x earnings) London Market insurers are trading at distressed levels (6x vs. 14x historically) . valuations have fallen too far and a catch-up trade is imminent." Been saying this in general for some time $CB $AIG $BRK and others. https://www.reinsurancene.ws/bofa-securities-bullish-on-2023-performance-of-european-reinsurers-and-london-market-insurers/ https://www.reinsurancene.ws/bofa-securities-bullish-on-2023-performance-of-european-reinsurers-and-london-market-insurers/"  
[X Link](https://x.com/ACIPartnerhship/status/1752706532989710666)  2024-01-31T14:52Z [----] followers, [----] engagements


"@chigrl @dailychartbook After higher total balances and inflation flat vs. '19"  
[X Link](https://x.com/ACIPartnerhship/status/1752709005342875924)  2024-01-31T15:02Z [---] followers, [---] engagements


"@ohcapideas $MKL CR of 98% is not too awful but in today's environment it doesn't quite cut it. More so Reinsurance above [---] is a bad sign especially with reserve shortfall"  
[X Link](https://x.com/ACIPartnerhship/status/1752854199895835065)  2024-02-01T00:39Z [---] followers, [----] engagements


"PSA: $BAC is paying 47bp for $959B in consumer deposits. Not quite as good as 0bp for $4B of $SBUX gift cards but not too shabby"  
[X Link](https://x.com/ACIPartnerhship/status/1753050820751307238)  2024-02-01T13:41Z [---] followers, [---] engagements


"@yesandnotyes $MKL has had some foreign acquisitions that have not worked out too well. It can happen. The $CB experience has been different. So has $FFH.TO after a misstep [--] years ago"  
[X Link](https://x.com/ACIPartnerhship/status/1753083132859822421)  2024-02-01T15:49Z [---] followers, [---] engagements


"One of the largest IPOs in a generation for #Greece - Athens International Airport. Athens had 28m passengers in '23 with an IPO market value of $2.8B probably higher once trading. Ref: Bengaluru Airport had 33m passengers in '23 $FIH.U"  
[X Link](https://x.com/ACIPartnerhship/status/1753417164088901682)  2024-02-02T13:56Z [---] followers, [---] engagements


"@InformedByIan True but believe $AXS & $MKL issues were from long-tail casualty during the soft market. Others may pop up"  
[X Link](https://x.com/ACIPartnerhship/status/1753446747756531759)  2024-02-02T15:54Z [---] followers, [---] engagements


"Several ATHs this month in #insurance with $BRK $CB $TRV and others. Q1 results in April/May should be strong outside a major CAT"  
[X Link](https://x.com/ACIPartnerhship/status/1753450819393913324)  2024-02-02T16:10Z [---] followers, [---] engagements


"On the heels of the rumored Edinburgh Airport sale Athens Airport IPO'd this week for $2.8B at a price of [---] p/share. Trading to start later next week. Another comp for the upcoming Bengaluru Airport in India later this year hopefully"  
[X Link](https://x.com/ACIPartnerhship/status/1753522888563417289)  2024-02-02T20:56Z [---] followers, [---] engagements


"@Quartr_App Chick-fil-A is the $COST of family dinning"  
[X Link](https://x.com/ACIPartnerhship/status/1754184661578727511)  2024-02-04T16:46Z [---] followers, [----] engagements


"@AdoptBTC @chigrl Thanks for the reply but you obviously have never been to Japan and who cares if no one buys their debt. As the saying goes Its our currency but its your problem"  
[X Link](https://x.com/ACIPartnerhship/status/1754200698697216008)  2024-02-04T17:50Z [---] followers, [--] engagements


"@Aureliusltd28 $COF does have higher risk than the mega banks but can also raise the interest rates charged to adjust"  
[X Link](https://x.com/ACIPartnerhship/status/1754201652662358322)  2024-02-04T17:54Z [---] followers, [---] engagements


"@richyphillips @NoStepMacro @chigrl Correct for 30+ years economists have decried doom. Counter Factual: Japanese citizenry Toyota Komatsu etc"  
[X Link](https://x.com/ACIPartnerhship/status/1754266061308915977)  2024-02-04T22:09Z [---] followers, [--] engagements


"@garrygolden @JavierBlas Hydrogen burns 1500F hotter than natural gas. So you need a new plant and doesn't preserve much of anything legacy"  
[X Link](https://x.com/ACIPartnerhship/status/1754500501809266737)  2024-02-05T13:41Z [---] followers, [--] engagements


"@Aureliusltd28 Per table $BAC looks to be best of breed. AOIC rolling over every month too"  
[X Link](https://x.com/ACIPartnerhship/status/1754648970830184811)  2024-02-05T23:31Z [---] followers, [---] engagements


"Athens International Airport jumped 15% at the start of IPO trading. #Greece has been on a roll"  
[X Link](https://x.com/ACIPartnerhship/status/1755198885188764099)  2024-02-07T11:56Z [---] followers, [---] engagements


""Everests $EG excellent January [--] [----] renewals as well as the terrific market conditions that drove their results noting that these will continue past January [--] [----] renewals" Wow already predicting that the hard market will continue"  
[X Link](https://x.com/ACIPartnerhship/status/1755954259361661300)  2024-02-09T13:58Z [---] followers, [---] engagements


"@Aureliusltd28 Yet the market narrative is that $BAC $C $JPM $GS will get crushed by commercial real estate. Waiting for Basel conclusion and June stress results then big buybacks and increased dividends"  
[X Link](https://x.com/ACIPartnerhship/status/1756308007619608664)  2024-02-10T13:23Z [---] followers, [---] engagements


"For those that follow #insurance hard market still on. "Renewal rates for nearly all commercial lines up year over year" $BRK $AIG $ORI"  
[X Link](https://x.com/ACIPartnerhship/status/1757075629638304125)  2024-02-12T16:14Z [---] followers, [---] engagements


"For all you #insurance and #reinsurance folks higher for longer is encouraging. $BRK $ORI $AIG and others"  
[X Link](https://x.com/ACIPartnerhship/status/1757425740616814969)  2024-02-13T15:25Z [---] followers, [---] engagements


"American International Group $AIG Q4 Quick Take: Pos: C/R for General Insurance 89% excellent No reserve development $1B buybacks 16m shares 2.2% of outstanding $CRBG monetization to be deconsolidated in [--] * Priority continues on reducing volatility via both monetizations & reducing prior program limits"  
[X Link](https://x.com/ACIPartnerhship/status/1757519151264911704)  2024-02-13T21:36Z [----] followers, [----] engagements

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