The Wall Street Transcript: Insurance is Attractive Due to Strong Pricing, Strong Fundamentals

“But those banks, unrealized losses on their balance sheets are pretty massive. Most of these banks they’re just drinking the Kool-Aid, and they’re buying mortgage backed securities. And those trade like a 30-year bond when rates go up, and they trade like a two-year bond when rates go down.”

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GuruFocus Value Insights: Jeff Auxier on Market Manias, Patience and High-Grade Ethics

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Money Life Interview with Jeff Auxier and Chuck Jaffe