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Actually, there are two Brexit problems. One is the political one of should we go or should we not? I'm very biased upon this - Go! - but my own prejudices aren't a useful guide to investment. The second is the more important for us here. What is the effect of both Brexit and the threat of it upon the economy?
My view, and it is a view but one well backed up with both empirical data and good economic theory, is that it's the uncertainty which is currently the damaging