RE:RE:FFN unit NAV to Aug 26 = approx: $14.29Yes stratcap you're probably right about some amount of pain for the banks. I think bk is high enough to pay through the pain but ffn is doomed unless there's a consolidation. I think the lifecos can benefit from the interest rates without the pain that banks feel. That's why I bought lcs where the nav is similar to ffn but lcs has a discount to nav.