Subject: Re: AJG and BRO
increased my bro position today by ~50%. base rates greatly favor their latest\largest acq to fall within their ~99% success history.
its a new thing for me, switching from only individual value names and formerly relying only on fund managers for GARP.

dimon is certainly an opportunistic cockroach.
fortunately, dimon has left jpm macro m.cembalest mostly uncensored. possibly too many big words and complexities for the MAGA crowd.