Comments
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WSI'm trying RV on a 7-day trial basis and I'm on Day 7. I'm based in Canada. After watching this guy, I've decided pony up for the long haul. +1 to Christopher calling for an RV's CDN take-away.
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caplease guys bring him back!
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TRPlease bring Gerard back for another segment. Very astute analysis. How did he ever survive at a sell side firm. The bankers must have hated him. My favorite kind of analyst.
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SJExcellent commentary, especially as I trade the Aussie market. Would very much like to hear more from Gerard Minack, please. Precise, direct and informative...perfect. I am addicted! Thanks again.
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DHThis commentary is very good, also great for me in NZ (agriculture). Would love an update, also thoughts on Aussie gold miners going forward. Any differentiation btwn them and other hard commodities?
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DUFor Laughs, Turning Japanese song of the 80s the Vapors
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RMExcellent interview! Please have him return again for an update on his views. Thanks!
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DFAdd that Australian Govt does not hold balance of power in senate and is struggling with reforms which impacts budget. On housing, Neg Gearing means taxpayer pays the shortfall betw price and rent :-(
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CAWho is the Canadian Gerard Minack? I would love to here the same analysis on Canada.
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TLmore of Gerard please !
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acNegative gearing is the core stimulator of housing investment (unlike NZ) for real property in Australia. Chinese capital flight may see some capital inflows to Aussie residential housing.
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JABacking his statements up with the 'why', and with extreme clarity and brevity. From an economist. Astounding.
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AAIntersting to note that the overwhelming majority of interviewees are sanguine if not bearish. Im curious as to what the bull narrative is... as the marginal decrease in that is the potential trigger
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SMI think the world is turning Japanese, I think Europe is turning Japanese faster than the Japanese, turn Japanese.....Brilliant
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RPGerard is one of my very favourite economists in the world. He is nothing short of brilliant.
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MMGood to hear an Aussie perspective about the situation there, particularly how the slowdown in China could prick the housing bubble. Good information too about why: over-leveraged BTL landlords.