Article: INVESTMENT VIEW: Golden nuggets.

Let me put you straight on one thing. Last week's comments were assembled a week before publication and were not a knee-jerk reaction to the sell-off in markets in the middle of last week stimulated by the downgrading of sub-prime debt by the rating agencies. In face, the sell- off did not appear too damaging. One difficult day and a tail of unsettled drifting was all it amounted to.

That was last week. Heaven knows what has happened subsequently. Financial columns last week were full of the so-called sub-prime crisis and speculation on what a real credit crunch may have for the rest of us. The truth is that no one really knows. That there will be casualties ...

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