Quote:
Originally Posted by lamboguy
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I was looking at this from an entirely different perspective.
The Press largely ignored the original report about excess mortality back in January from the CEO of OneAmerica. The Press is also largely ignoring the numbers about excess mortality for 2019, 2020, and 2021 on the annual reports of Lincoln, Prudential, and others.
Imo, excess mortality deserves to be a huge story. But for some reason it isn't.
And being caught up in that thought process prevented me from seeing an opportunity.
But your thought process allowed you to see this in a different light.
At the very least, once I realized the numbers from OneAmerica were real, I should have been giving some serious thought about shorting a few carefully selected publicly traded life insurance companies.
Obviously, I've got some reprogramming to do.
-jp
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