Tag Archives: Minsky Moment

Published: 12th April 2016 Download issue: A trip I took to Hong Kong and Singapore in March proved a useful way to gauge the mood of clients on China’s doorstep. Overall, my meetings with these clients—all entrepreneurs with significant investments in the Middle Kingdom— tended to confirm what other observers have been saying: the Chinese authorities have the resources to ensure the economy attains 6.5%-7% growth this year, and maybe even next year as well, but things may get complicated...

There are times you try to connect the dots. There are others where those connections warrant adorning your trusted tin-foiled cap of choice; for you just can’t get there unless you do. This I believe is one of those times. And if correct? What at first might appear apocryphal, may in fact, be down right apocalyptic. And besides, what good is a tin-foil capped conspiracy theory anyhow if it doesn’t have the potential for doom, correct? So, with that in mind, let’s venture down some roads...