Forum Archive Index - August 2003

[Robin Benson <rob@hammerheadmedia.co.uk>]

An interesting insight into the inner workings of the MacDunk trading 
strategy ... surely this is what a discussion list is partly about ... 
what motivates other people to make their investment decisions.

BSE caused somewhere between medium and widespread concern in the UK, 
but much of it has been forgotten by your average beef consumer, who 
doesn't really pay much attention to any health matters unless they're 
making headlines in The Sun. The Europeans, on the other hand, who 
until recently consumed a fair bit more British beef than they do now, 
voted with their feet. The emotional response to such issues is 
possibly the one to watch, for many distrust their politicians, and so 
go on gut instinct, fueled by tabloid headlines. Hence, MacDunk may be 
on the right track with his assumptions, but off-target with the 
magnitude?

Cheers

Robin

On Thursday, Aug 7, 2003, at 08:30 Europe/London, Duncan MacGregor 
wrote:

> Breaking news tonight mad cow disease may or may not be here.  Watch 
> the panic set In tomorrow, true or not.   If It Is for real, It means 
> disaster for the farmers   farming stocks will plummet more farm 
> bankrupts, and a falling dollar will lead to higher Inflation, which 
> will In turn mean higher Interest rates.  What ever happens now Is the 
> time to consider where you have your money Invested.   This scare can 
> be compared to an outbreak of foot and mouth disease If It turns out 
> to be true.  On the other hand If It turns out to be a false alarm, 
> then we will be able to buy a few oversold stocks at a discount to 
> there real value.
>                  cheers macdunk.   

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