Well if we are going to start seeing some burn, I vote we take things activist. I don't sleep much these days with work anyway, and would love any sort of financial adventure.
Sounds like we need a fund devoted to just AICPQ (hey Bill Ackman did it for Target albeit with disastrous results). How much capital are we looking at here? I'd make calls, go door-to-door, and utilize every social media outlet in the name of some action.
I wish I knew the economics of mortgage insurance to comment; I would think the turnaround in housing would be having an effect. Of course, if AIC would go that route I could go bug Radian here in Philly to buy them out.
By the way for these purposes, EI ChevHolt LLC has a nice ring to it haha.
Obviously a light-hearted post and much needed 5 minute break from the day job.
-Pagz
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