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Investment Strategies / Falling Knives
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Author: rnam   😊 😞
Number: of 1023 
Subject: Re: AJG and BRO
Date: 10/16/25 2:22 PM
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No. of Recommendations: 4
In reaction to earnings release from Marsh, which is down around 8%. A cursory reading of their earnings call transcript didn’t reveal anything alarming.

https://seekingalpha.com/news/4504911-marsh-outlin...

Many regional banks are being hammered due to fraud related losses. This on top of Dimon’s cockroach comment regarding private sector credit. All this is adding to the fear of failure of another financial entity.
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