More cyclicality – real-estate, insurance, shipping

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Here’s three new cases:

  • Shipping – see Sink or Swim on massive over-building [also discussed in my presentation on lessons from the crisis]
  • Commercial real-estate – see article on office vacancy.
  • Insurance – can’t say more on this at the moment, as there’s a client opportunity, but there is crystal-clear evidence of the big swings in profitability in this industry too.

As I say, the frustrating thing is that we know why it happens, and some strategies for coping ...

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