The Super Terrific Happy Hour

Discussion in 'Journals' started by Max E., May 19, 2017.

  1. 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...
     
    #1221     Aug 25, 2017
    Max E. likes this.
  2. Max E.

    Max E.

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

    AKG seems like its rolling over too.
     
    #1222     Aug 25, 2017
  3. Max E.

    Max E.

    GME on SSR be careful now.
     
    #1223     Aug 25, 2017
  4. Max E.

    Max E.

    flipped long GME its SSR
     
    #1224     Aug 25, 2017
  5. 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...
     
    #1225     Aug 25, 2017
    Max E. likes this.
  6. Max E.

    Max E.

    higr low on GME long now
     
    #1226     Aug 25, 2017
  7. Max E.

    Max E.

    out GME long thought we were placing a higher low there.
     
    #1227     Aug 25, 2017
  8. Max E.

    Max E.

    Long some GME at 18.90 will buid over 20.
     
    #1228     Aug 25, 2017
  9. Max E.

    Max E.

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

    gme.PNG
     
    #1229     Aug 25, 2017
  10. Max E.

    Max E.

    Boom GME
     
    #1230     Aug 25, 2017
    vanzandt likes this.