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EmpiricalBear

Bear Theory Is Going Wild

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The today program just dedicated ten-fifteen minutes on the financial system and economy and included a three way discussion with Nicola Horlick (the famed supermum investment manager) and another chap (name forgotten sorry).

As soon as its on the listen again, this is worth a listen.

Consensus was that 'unwinding' had to happen and that there would be a slowdown in the economy, if not an actual recession.

Unwinding was viewed as necessary, and an impact on the housing market was discussed.

Each week a bit more seeps out into the public consciousness. All most people really understand so far is 'shares might go down'. However there must be a bit more education about the credit market seeping out now. I give it approximately a week to a fortnight before the idea of a 'banking crisis' becomes more common currency in the media.

Make sure you have your money safely in pots covered by the FSCS scheme before this happens.

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The today program just dedicated ten-fifteen minutes on the financial system and economy and included a three way discussion with Nicola Horlick (the famed supermum investment manager) and another chap (name forgotten sorry).

As soon as its on the listen again, this is worth a listen.

Consensus was that 'unwinding' had to happen and that there would be a slowdown in the economy, if not an actual recession.

Unwinding was viewed as necessary, and an impact on the housing market was discussed.

Each week a bit more seeps out into the public consciousness. All most people really understand so far is 'shares might go down'. However there must be a bit more education about the credit market seeping out now. I give it approximately a week to a fortnight before the idea of a 'banking crisis' becomes more common currency in the media.

Make sure you have your money safely in pots covered by the FSCS scheme before this happens.

and World Service has a program called 'Credit Crunch' on Thursday, 9.05am bst, though it'll be repeated...

the trailer sounded quite bearish, to paraphrase:

"what happens when banks can't borrow money? what happens when small to medium size firms can't borrow money? how will this effect you??"

might be worth a listen..

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From what I recall of this Nicola Horlick, she was a marketing expert rather than an investment manager. She could sell ice to an Eskimo. However, the media seemed to think she actually managed the funds. I don't think the funds she marketed have done particularly well or anything.

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From what I recall of this Nicola Horlick, she was a marketing expert rather than an investment manager. She could sell ice to an Eskimo. However, the media seemed to think she actually managed the funds. I don't think the funds she marketed have done particularly well or anything.

Shooting the messenger, Visaria?

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