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> do you think their above-grade returns can persist into the future for decades

In aggregate, yes, given equities have done just fine persisting over the last century and a half. (Also, the 7% figure appears to be nominal.)

> you cannot really have identified, "the same" companies continue to return 2-3x market average over 50 years without some concern remains

No, I don't believe we have precedent for this.

> When the west coast disappears in a tsunami, it won't be as bountiful, right?

Flooding isn't typically privately insured. As far as reinsurance is concerned, a tsunami taking out a bunch of California would be financially uneventful; on one hand, you're losing a premium stream, on the other hand, you've freed up reserves.

(Not an economist nor an actuary, but have training in both and some licensing in the latter.)



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