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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: rogermunibond   😊 😞
Number: of 21107 
Subject: Re: “Big Short” bet against BRK
Date: 06/25/26 2:48 PM
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https://www.ft.com/content/35a5475d-0c90-4b2c-b7d4...

FT's Alphaville column did a deep dive look at regulatory arbitrage of insurers holdings of "private letter rating" on bonds and private credit.

Again mainly a PE-owned life insurer problem.

Which leads me to wonder again who is buying all these PE-owned life insurance policies and annuities?
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