Rumors

  • (b) Listen to the rumors.
    • One interesting fact about rumors: they are often true.
    • Also, rumors tend to run ahead of public disclosure of significant problems.
    • It is important to pay attention to what is being said in the street about particular companies.
    • It is also important to consider such information carefully so that false rumors are not perpetuated.

2003 - AP - Dealing With Insolvencies In The Collection Of Reinsurance, Prepared by Peter H. Bickford*, For the American Conference Institute: Conference on Reinsurance Claims and Collections - 39p

  • 2021 - Lessons Learned: Eric Dinallo, Journal of Financial Crises - 6p
    • (p6) - I wrote an op-ed for the [Financial Times] that lays out that there's a law, that [hedge fund manager] Bill Ackman and I argued about.
      • About not disparaging or questioning the solvency of an insurance company.
      • You can short the stock all day, and you can go out there and trash MBIA stock all day.
        • But when you start to question its solvency, that's actually against the law.
    • [Financial Times Article: 2008 0731- FT - Dinallo - Tackle false rumours about insurance companies]