tag:blogger.com,1999:blog-5936637281134795592.post7663522097858341598..comments2024-03-08T08:55:52.985-08:00Comments on Whispers from the Edge of the Rainforest: Wed Post #2: Is China's 'Minsky Moment' at hand?Unknownnoreply@blogger.comBlogger3125tag:blogger.com,1999:blog-5936637281134795592.post-59645838738090142572014-03-21T07:15:40.594-07:002014-03-21T07:15:40.594-07:00Stock markets are approaching bubble territory now...Stock markets are approaching bubble territory now. Lots of margin buying going on to catch the upward momentum.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-5936637281134795592.post-81339791210064284612014-03-20T14:12:10.130-07:002014-03-20T14:12:10.130-07:00With the CA$ dropping (some say the target is 80 c...With the CA$ dropping (some say the target is 80 cents) foreign investors must be looking at their Canadian investments. And another force is being applied to the private sector in the form of ideology and the obsession to balance the federal budget, post and charts here: <br />http://www.chpc.biz/2/post/2014/03/sectoral-balances.html<br /><br />With a federal government surplus looming and a current account solidly in the red since the pit of gloom (March 2009) the private sector deficit is going to continue growing until the Feds promise to go back to deficit financing in 2015-2016 with transfers to the lobbies and loyalist sectors. <br /><br />Sectoral balances may be too arcane to spark a real estate correction but they are a reflection of the forces at play.<br /><br />I agree though, China is a big deal.Brian Ripleyhttp://www.chpc.biznoreply@blogger.comtag:blogger.com,1999:blog-5936637281134795592.post-3786339798701691832014-03-20T11:54:06.179-07:002014-03-20T11:54:06.179-07:00Boom.Boom.Anonymousnoreply@blogger.com