ALL has had a pretty solid run lately, but I’m starting to wonder if we’re near a peak here. With catastrophe losses creeping up again and pricing maybe not fully keeping up, it feels like margins could start getting squeezed.
At the same time, they’ve done a decent job resetting the business, so maybe this is just normal volatility in insurance.
Wondering if earnings are about to take a hit, or if there’s still more upside here?
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